An automatic discount lowers the price of the products you choose, with no code for anyone to type or remember.
Use it for a seasonal sale, a clearance on one category, or a weekend when the whole store is cheaper.
Before you start
Discounts is part of your plan. If your plan does not include it, the page shows an upgrade card instead.
To create a discount, your role needs the Create Discounts permission. Without it the Create Discount button is not there.
Step 1. Open Discounts
Pick Discounts from the side menu. The list shows each discount's Name, Type, Value, what it Applies To, its Schedule and its Status: Active, Scheduled, Expired or Disabled.
The list shows each discount's value, what it covers, its schedule and its status.
Step 2. Name it and set its value
Press Create Discount. Under Basic Info, type a Name you will recognise, for example Summer Sale. Then choose Percentage (%) or a fixed amount in Type, and type the number beside it, for example 15.
Give the discount a name, then choose a percentage or a fixed amount.
Step 3. Choose what it applies to
Under Apply To, pick All products in the store, Specific products or Specific categories.
Pick one of the last two and a Pick products or Pick categories button appears. It opens a list you can search, with a tick box beside each row. Tick what you want and press Confirm. The number you picked shows beside the button.
Pick products opens a searchable list with a tick beside every row.
Step 4. Decide about variants
Variant rule asks whether the discount covers the Base product price only, or the Base product and all variants.
With base price only, every variant keeps its own price.
The variant rule decides whether the discount reaches every variant or only the base price.
Step 5. Schedule it
Under Schedule, leave Start Date empty to start straight away, and leave End Date empty to run until you switch it off yourself.
Next, Where this sale runs lets you tick Website (online store), Shop (POS) or both. With the shop ticked, the till charges the sale price when the item is scanned. If you see Choose at least one: the website, the shop, or both., tick one of them.
Leave the dates empty to start now and run until you stop it. Where this sale runs picks Website, Shop or both.
Step 6. Set the stacking rule
Under Stacking Rules, Allow coupons to stack with this discount decides what happens when a customer also has a coupon code. Leave it unticked and the customer gets the better of the two, never both. Tick it and the coupon comes off the sale price too.
Leave stacking off and a customer with a coupon gets the better of the two, never both.
Step 7. Save it and manage it from the list
Press Create. You see Discount created. and land back on the list. The buttons at the end of the row edit the discount, switch it on or off, and delete it after you confirm.
The buttons at the end of the row edit the discount, switch it on or off, and delete it.
Result
The discount shows in the list with its status. As soon as it is Active, the prices it covers drop in your online store, at the till, or both, with no code for the customer to find.