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- Login as an Administrator.
- Navigate to 'Promotion Codes' or 'Promotion Code Maintenance'(/PromotionCodeMaintenance.aspx).
- Click the 'New Promotion Code' button.
- Select 'Free Freight Discount' from the drop-down list and click 'Next'.
- Populate the fields as follows:
- Promotion Code - unique code users will enter at checkout to redeem the offer.
- Description - short description; this is displayed to the user once the code is applied to the order.
- Start Date - date the promotion code becomes valid.
- End Date - date the promotion code expires.
- Status:
- Active - the promotion code can be used.
- Complete - the Promotion code is automatically set to this status when end date has passed, or global usage has been reached.
- Disabled - prevents the promotion code from being used.
- Mode* - sets the user audience: B2B, B2C, or Both. (*Note: It's recommended that a promotion be configured for either B2C or B2B - not both, for the purposes of GST-calculation and display.)
- Carrier Code - the freight carrier to be used for the promotion.
- Not applicable with other offers - when ticked, prevents the code from being used on orders where other promotion codes are applied.
- When criteria fails remove promo code - when ticked, ensures the promotion code is removed from changed orders which no longer meet the promotion criteria.
- Promo code no longer applies message - (not currently functional) message displayed to the user when a changed order fails to meet the promotion criteria. Leave blank to use the system default.
- Promotion code applied message - message displayed to the user when the promotion code is successfully applied to the order. Leave blank to use the system default.
- Promotion code error message - message displayed to the user when an error occurs in applying the promotion code to the order. Leave blank to use the system default.
- Click 'Next'.
- Select a Discount Threshold Type:
- Dollar Discount - used when a dollar amount must be exceeded before the promotion code applies.
Example - Free shipping on orders over $50.- Combination Dollar Discount - used when the promotion can be applied based on the purchase of a particular dollar value of a specified product (or products).
Example - Free shipping when you spend $100 or more on Canon brand ink cartridges.- Combination Quantity Discount - used when the promotion can be applied based on the purchase of a set number of a specified product (or products).
Example - Free shipping when you buy 4 or more cleaning products.- Set the Discount Threshold if required - this is the amount that needs to be met for the discount to be applied. For Dollar Discounts, this will be a dollar value; for Quantity Discounts, this will be a quantity value. (Blank or 0 = any value).
Our screenshot example is set to '50', as the user must spend at least $50.00 to qualify for the offer.- Set the Promotion Limits if required:
- User Usage Limit - maximum number of times this promotion code can be used by an individual user. Blank or 0 = unlimited.
- Customer Usage Limit - maximum number of times this promotion code can be used by an individual customer code. Blank or 0 = unlimited.
- Global Usage Limit - maximum number of times this promotion code can be used site-wide. Blank or 0 = unlimited.
- For 'Dollar Discount' threshold types (such as our above screenshot examples), click 'Finish'. No further set-up is required.
- For 'Combination Dollar Discount' or 'Combination Quantity Discount' threshold types, click 'Add Products'.
- To import products in bulk, click 'Import Products'. This article details the import process.
- For manual configuration, click the 'Add Product' link in the table to launch new input fields.
- Select a 'Type' from the drop-down list:
- Group Discount - specifies a Product Group as the eligible product pool.
Example - All Canon ink cartridges, which make up product group C66 in the ERP. (Individual products can be excluded from the group if required.)- Product Code Discount - specifies an individual product code as the eligible item.
Example - Scouring sponge item 25441, Bleach item 36588, Broom item 85469, and Steel wool item 32564.- Enter a single product code or product group in the 'Product Parameter' field. (The'..' button may be used to search.)
- For Group Discount types, 'Product Exclusions' may be specified. Enter a semicolon-separated (;) list of products which are to be excluded from the product group in this promotion.
- Click 'Create'.
- Repeat Steps 13 - 17 as required for additional product codes or groups.
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