Managing discounts

Use Discounts to create promotional codes or automatic discounts. Choose a type based on what should be reduced: products, the order, reward items, or shipping. Use Campaigns when you also need a customer-facing product offer.

Open the discount list

Sign in with Discounts permission and check your plan's available capacity. Open Discounts to create or manage promotions. When records exist, use search, type/method/status filters, sorting, and pagination to find one. Open a row to edit its saved configuration.

The demo store's empty list. No discount was saved or used for these examples. Select an image to enlarge it.

Choose one of four types

Click Create discount. In Select discount type, choose:

• Amount off order: reduce the eligible order merchandise amount by a percentage or fixed amount.
• Amount off products: reduce product lines selected by item conditions.
• Buy X get Y: define qualifying purchases and the items that receive a reward discount.
• Free shipping: remove the shipping charge when the promotion qualifies.

Choose the radio option, then Continue. The Help banner on the creation page opens the matching detailed guide.

Choose code or automatic application

In the type's editor, select a Method:

• Discount code: enter a code or generate one. The shopper supplies that code at checkout. Code-based promotions offer total-use and one-use-per-customer controls.
• Automatic discount: enter the title customers will see when it applies. The system considers it when the cart meets its rules; the shopper does not enter a code.

Use at least three characters for the code or automatic title. Review existing records before relying on a code being accepted. The existing discount's method controls can be restricted; create the intended method deliberately rather than assuming every saved promotion can be converted.

Set eligibility, limits, and dates

Customer eligibility conditions can restrict a promotion by customer, customer segment, shipping country, sales channel, or market. An empty block allows all customers. Rows in a block are combined with AND; the values within one is any of row are alternatives. Customer/segment checks need a recognized signed-in customer, while shipping-country checks need a shipping address.

Product and Buy X get Y discounts also have item conditions. These control which merchandise qualifies and are separate from who the customer is.

Where offered, configure Minimum requirements, code-use limits, Active dates, and Status. New forms start Active. Choose Draft for unfinished work. The create action is Add; existing edits use Save.

The current automatic-discount form requires a minimum amount or quantity for types with the Minimum requirements block. Discount-code forms can choose no minimum. Buy X get Y uses its own purchase/reward quantities instead of that separate block.

Review combinations

Combinations allows product, order, and shipping discount classes. Both promotions must permit their combination; checking a box on only one does not force the other to combine.

The calculation selects a compatible set of applicable discounts. Competing product discounts use the best reduction on an affected line rather than adding every product reduction together. Order discounts are then applied to remaining merchandise value; only one effective shipping reduction is needed. Check the final checkout amounts rather than adding advertised percentages yourself.

Save and verify deliberately

1. Finish the type-specific fields and review eligibility, dates, usage limits, combinations, and status.
2. Click Add to create the discount, or Save for an existing record.
3. Resolve any errors and reopen the record to confirm persistence.
4. Before launching, test an eligible cart and a cart that should not qualify. For a code, enter it at checkout; for automatic application, check the cart without entering a code.
5. Check the actual merchandise, shipping, and final total. Saving a record is not evidence of a successful customer redemption.

Troubleshooting