Overview


With this promo type, you can create offers where you can give customers buying a set number of one Product a discount on a set number of the same Product or a different Product. You can also use this promo code with a Product with variants. 

 

This Product promo code allows you to give customers a discounted price for a specified quantity (Y) of a product when they buy a certain number (X) of a specific product. You can work this promo in different ways. One is some variation of the 'buy two pizzas, get one garlic bread at a discounted price'. Another is the ''buy two pairs of glasses, get one at the discounted price' offer. It can also be used with Master products so that all child products are automatically included. (See Special use with Master product below.)

Step-by-step guide

This guide will help you create a promotion using this promo code type.

  1. In the CMS, navigate to Campaigns & Promotions → Promotion Codes. 

  2. Click Add Promotion Code.

  3. In the Select Promotion Type list, select Product. 
     
  4. Select the scenario 'When I buy X quantity of specific product then I can buy Y quantity of specific product at a specified price'.

     
  5. Enter the Promotion Code your customers will use at checkout. 

      
  6. Enter a Description. This will be displayed in the user's cart and in their order summary. 

     
  7. Set the promotion's Start and End Dates. 

  8. Enter the Discount Quantity Threshold. This is the number of qualifying product your customer must purchase to be eligible for the discounted pricing.  
  9. Add the Eligible Product, searching by either description or code. (Once you click Add, the description will be replaced by the code only).


  10. Add the Special Price Product, again searching by description or product code. This product can be different from the Eligible Product (as in the pizza and garlic bread example) or the same (as in the glasses example).


  11. Enter the Qty of the product your customer can buy at the discounted price when they qualify for the promotion.
  12. Decide whether this promo will Apply In Multiples. That is, if 2 pizzas qualifies your customer for 1 cheap garlic bread, then 4 pizzas will entitle them to 2 cheap garlic breads. 


  13. Click Save & Exit to finish creating your promo code.  


Please be aware that there are also additional advanced options that you can configure for promotions.  They become available after the promo is created.  You'll find info on these under Advanced Options, later on this page.

Special use with Master and Child products (variants)

Master products are products that have child products (variants). (For details on how they work, see the Product Variants page.)


You can use this promo code type with products in a Master/Child relationship in various ways. For example, 'buy any 2 variant products in a Master product range and get 1 at a discounted price' - 'buy any 3 large pizzas in our premium range and get 1 for $10'. Or 'buy 3 of a specific product and get 1 different product (any variant of a Master product) at a discount' - 'buy 3 pizzas and get 1 2L softdrink for $1'.


Use Case

In the use case here, our store sells medical garb and wants to use the promo code to encourage the purchase of matching tunic and trousers. For the promotion, the trousers has been enabled as a Master product. It, along with the matching tunic, are added as Child products.  A customer must buy one of each to get the tunic at a discount price.      

Master Product and eligible Child Product 

Discount Child Product


We can now go to Promotion Codes to create the promo code.

  1. Follow steps 1-4 to reach the Promo codes page.

  2. Enter details of the promotion code as required. Here is an example:


  3. Click Save and Exit. The promo is active from the start date to the end date.

Let's say your customer adds the eligible product to their order, in this case, the medical scrub trousers, and also adds the matching tunic. In the Shopping Cart, before adding the promo code, the normal prices are displayed. After applying the promo code, the special price on the discount product is calculated.
Note - your customer could have also brought up the discount by adding just the correct number of eligible products, going straight to the Shopping Cart, and entering the promo code.  

Shopping cart - before applying promo code

Shopping Cart - promo code OFF

Shopping cart - after applying promo code



Promo Codes - Additional Options

Access Additional Options


To access Additional Options:

 While in the saved promo code, navigate to  Options → Edit Additional Options. 

OR

If editing an existing promo code, scroll down its page and open the collapsed Additional Options section.


Misc 

  • Status - the current status of the promo code
    - Active: the promo code is live on your site and can be used by customers. It has not been disabled or deleted. 
    - Disabled: the promo code cannot be used by customers. You can switch it to 'Active'
    - Deleted: the promo code is deleted from use altogether and is kept for historical records only. (NOTE - A deleted promo code can be undeleted to 'disabled' and then reactivated.) 

  • Criteria Fail Remove Promo Code
     - ON: the promo code is automatically removed from the cart when contents get updated and promo requirements are no longer met. Users must re-enter the promo code if they want the code to be applied;
    - OFF: the promo code remains in the cart when requirements are not met, If contents get updated and requirements are now met, it will be (re-)applied. 

  • Not Applicable With Other Offers;
     - ON: promo code cannot be used when other promo codes have already been applied to the order;
    - OFF: promo code can be used when other promo codes have been applied to the same order. 

    IMPORTANT

    Letting customers use more than one promotion code in an order must first be enabled by Commerce Vision. Contact CV Support and request stacked promotions to be enabled.

  • Free Product To Be Added in Pronto (applies only for Promo Codes that add a free product)

    For Promo Codes with free products, you can choose between adding the free product online upon order submission or in the ERP (Pronto) when the order is integrated. Toggle ON or OFF Free Product To Be Added in Pronto. Default: OFF

    In the order placed, received and confirmation emails, how the free product is displayed depends on the option selected. 

    • When OFF, the free product is added online. In the emails, the free product displays as an item with a cost of $0.00 in the product order line of your Order Summary
      .
    • When ON, the free product is added in the ERP. When you toggle ON this setting, confirm you want the free product added in the ERP. 

      NOTE - Scroll up to the 'Free Product' fields. The fields are now empty and disabled. The free products you previously added for this promo code still apply.  

      The Order Placed, Received and Confirmation emails by default will not display the free product separately in an order line in Order Summary. 
        
      To add a note line about the free product in the Order Summary section, toggle ON the 'Show Note Lines on Individual Lines?' option in the Email Order Summary widget for any applicable email template (e.g., Order Received, Order Placed, Order Confirmation). The Promotion Code and Description will be added to the Order Summary.


      NOTE - For the free product and quantity to appear as an order line item in the sales receipt, they must be added to the sales order manually in Pronto after integration. 
  • Postcode Exclusion List - (for free freight promo codes only) If required, enter single postcodes and/or postcode ranges (each comma-separated) to exclude. Follow Australia Post's four digit conventions so a three digit code would be '0200' instead of '200'.  


Roles

Include or exclude the promo code based on whether customers are B2B, B2C or both.  

For versions lower than 4.31

Applied To: Select customer group: B2B, B2C or both.


For versions 4.31+


  • Applied To: Select customer group: B2B, B2C or both.
  • Roles: (For versions 4.31+) Specify Role(s) for the selected customer group(s) Click Add Role , then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For added Roles to be valid, they must fall under the customer group added in 'Applied To'.   
  • Promo active for all roles excluding the ones listed above: If OFF, the added roles can apply the promo code. If ON, the added roles cannot apply the promo code. 


Usage Limits

Limit the maximum number of times the promo code can be used. For unlimited use, leave at the default of '0'. 

- User Usage Limit: limit the number of times an individual user can apply the promo code (available only if the promo code is for B2B users)

- Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code

- Global Usage Limit: limit the total number of times the promo code can be used site-wide. 

- User List: (For versions 4.10+) You can also specify one or more users (comma-separated list) who can use the promotion code. NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order.


Customer List (4.34+)

Customer list allows you to restrict a promo code to specific customer accounts. 

To add a customer manually:

  1. In Customer Code, start typing a Customer Code, and select from the dropdown list.

  2. Click Add. The added Customer Code is listed below. 
  3. Continue adding one code at a time, if needed.

  4. To save, click Save & Exit.


To add Customers in bulk:

  1. Create a CSV file with the Header 'Code' as the first column


  2. Populate the column with the required Customer Codes.

  3. Click Import Customer List.

  4. Follow the instructions to upload the csv file. 

  5. Check the Import Log to ensure there are no error messages.


Messages

Default messages to users are set at the promotion code feature level. These can be overridden for a specific promotion code. Leave blank to use defaults.

  • Promo Code No Longer Applies Message: Displays when the promo code previously successfully applied is no longer valid because the cart contents have changed.
  • Promotion Code Error Message: Displayed when the cart contents are not eligible for the promo code, e.g., the cart value is not high enough or the minimum quantity has not been reached.
  • Promotion Code Applied Message: Displayed when the cart contents are valid for the promo code.


Additional Information 

 

Minimum Version Requirements


4.17.00

Prerequisites


The Promotion Codes feature must be enabled.

Self Configurable


Yes

Business Function


Promotions

BPD Only?


Yes

B2B/B2C/Both


Both

Ballpark Hours From CV (if opting for CV to complete self config component)


Contact Commerce Vision

Ballpark Hours From CV (in addition to any self config required)


Contact Commerce Vision

Third Party Costs


n/a

CMS Category


Campaigns & Promotions → Promotion Codes

 

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