Setting up discounts
Permissions
Discounts can only be managed by users with Customer Service Manager, Finance Manager, and System Administrator roles. Discount can only be viewd by users with Customer Service Assistant roles.
About discounts
Discount codes can be offered to customers for a discount against a given product on the eShop. This can be a partial or full discount, applied at the checkout. Discounts can be set up in the Management Console for a given product, then codes for these discounts can be applied as needed.
Creating a discount
Discounts are created in the Management Console, under the Discounts section. To create a discount definition, select the Add Discount button on the top of the Discounts page. A form will open up.
Once created, a discount will be Active by default.
Discount definition fields
Mandatory fields are marked with (*)
| Field Name | Description |
|---|---|
| Campaign * | The name of this discount. |
| Description | Any details related to the discount or offer. |
| Sales Channel * | The discount can be redeemed on the selected sales channels (such as Online). If you select multiple sales channels, the discount can be used on all of them. |
| Operating Company | Filter dropdown used to help search of Operator Plan. Not stored in the discount definition |
| Operator Plan | The Operator Plan this discount can be redeemed against. If no operator plan is selected, this can be used on any plan. |
| Discount Type * | Whether this is a fixed amount discount (Fixed), or a percentage discount off the product (Percentage). This can be 100% for a full discount. |
| Currency * (Fixed amount only) | The currency value of this voucher. During checkout discount currency must match checkout currency, otherwise CURRENCY_MISPATCH error will be returned |
| Amount * | The amount this voucher represents, it could be a fixed or percentage discount. |
| Single-use codes * | If "Yes", discount codes may only be used once. Otherwise, the same code can be used multiple times for the same discount. |
| Log-in required * | If "Yes", only signed-in users can use this discount code. |
| Allowed origin | Limit use of the code to a specific device or channel type. |
| AWIN Account Id | This is the AWIN Account that represents an affiliate. If a new AWIN account has been set up, notify the tech team so they can add it to UNITE. |
Generating Promotion Codes
Once discount definition has been created and saved, you can generate promotion codes for it. To do this, select the Add Codes icon (+) from the Actions column.
Add Promotion Codes Fields
Mandatory fields are marked with (*)
| Field Name | Description |
|---|---|
| Quantity * | The amount of codes to be generated. |
| Prefix | Optional prefix for the generated codes that can be used for reporting/tracking where code came from |
| Start Date | Optional The start date (from midnight, UTC) that this code set can be redeemed. |
| Expiry Date | Optional end date (from midnight, UTC) that this code set can be redeemed. |
| Distribution Sales Channel | Optional distribution Sales Channel for the generated codes that can be used for reporting/tracking where code came from |
| Distribution Sales Outlet | Optional distribution Sales Channel Outlet for the generated codes that can be used for reporting/tracking where code came from |
Viewing Promotion Codes
Once generated, all codes associated with a particular discount can be viewed by selecting the View Codes icon (eye icon) from the Actions column.
When viewing promotion codes, information about the associated discount is displayed at the top of the panel, along with filters for redeemed codes and specific sales channels/outlets.
You can export these codes to a CSV file.
Note
Applied filter also affects exporting to CSV. This can be useful for exporting unredeemed codes only.
Search Promomotion Code
To search for a promotion code, click the Search Promo Code button. A form will appear where you can enter the promotion code. After entering the code, click Search Code.
The result will display the details of the promotion, it indicates a percentage discount type. If the Amount is a number accompanied by a currency, it signifies a fixed discount type with a specified currency.
Discount restrictions
- Only ACTIVE discounts can be redeemed. In case we want to pause of stop a discount, we can set it to INACTIVE.
- In case where discount requires registration there is a limit of 1 redeem per user even in case of multi-use codes.
- In case of fixed amount discounts, the discount currency must match the checkout currency, otherwise CURRENCY_MISMATCH error will be returned.
- Setting an Allowed origin limits use of a discount code to that channel or device.