Creating and Managing Discount Codes
Discount codes can be generated for stores to incentivize partners and customers, increase order volume, and enhance marketing campaigns.
Discount codes can be set to a percentage or fixed amount basis, and can be limited to a set period. Usage limits and minimum purchasing requirements are also configurable.
Requirements
To create and manage discount codes, users must be assigned a security role with the following permissions:
- Administrator System Role
- Store Manage Access
Note*: Store Managers cannot delete discount codes and can only view and manage their own discount codes.
To create a discount code:
- In the Setup Home page, click Create > Stores.
- Click the store for which you want to create discount code.
- Select the Discounts tab and click New Discount Code.
- Configure the following fields:
- Discount Name: Enter the internal name of the discount code.
- Discount Code: Enter the discount code. You can click Generate Code to auto-generate a discount code.
- Discount Type: Select if the discount will be a percentage or fixed amount.
- Value: Enter the discount value.
- Minimum requirements: Select Minimum Purchase Amount if you require a minimum purchase amount for the discount code to be valid. If selected, enter the minimum value in the Minimum Requirements Value field.
- Usage Limits:
- Limit number of times this discount can be used in total: Check the checkbox to enable this setting. In the Total Limit field, enter the total limit of the discount code.
- Limit to one use per user: Check the checkbox to enable this setting.
- Active Dates:
- Start Date/Time: Use the date-time picker to enter the start time of the discount code.
- End Date/Time: Use the date-time picker to enter the end time of the discount code. This setting is optional.
- Click Create.
To manage discount codes:
- In the Setup Home page, click Create > Stores.
- Click the store for which you want to create a discount code.
- Select the Discounts tab.
- To edit a discount code, click on the discount code. Edit the discount code and then click Save Change.
- To delete a discount code, click Actions dropdown next to the discount code and then click Delete.
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