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This article will explain how to create promotional discount codes in magento, rather than in Counterpoint. It will point out which magento fields relate to which fields in counterpoint. Creating discount codes in magento offers more flexibility in how rules can be set up.

Important: Some of these fields cannot be edited for codes that have been synced over from Counterpoint. Discount codes brought over from counterpoint cannot be assigned to specific customer groups, or filtered to apply to specific items. If you have discount codes that will be applied to all items in the store, you can create them in counterpoint, otherwise they should be created in Magento.

Also be aware that discount codes are not synced from Magento to counterpoint, so any codes created in Magento will apply only to online purchases, not in-store purchases.

Step-by-step guide

  1. Log into the magento backend panel.
  2. Navigate to Promotions → Shopping Cart Price Rules.
  3. Find and select the discount code you wish to change from the list to go to the edit page.
 Rule Information:


On the Rule information tab, shown above, you can set various options for the code. These include setting the range of dates for the code to be applied, and setting up a limit to the number of times the code can be used.

  • Customer Groups - Set which customer groups are eligible for these codes.
  • Coupon Code - The code that is entered at checkout by the customer to recieve the discount.
  • Uses per Coupon/Customer - If you want to place a limit on how many times a customer can redeem a coupon code, you may set that here. (0 represents unlimited usage)
  • From/To Date - The range of dates the code will be valid for. If the code is entered on dates not in this range, the discount will not be applied.
  • Priority - Sets the order in which discounts are applied. This is more important if used with certain rules set on the "Actions" page.


Important: At the time of writing this article, If you are editing a discount code that has been synced over from counterpoint, any changes made to the customer groups field will lost when the discount codes resync.


Conditions:

This section is for applying conditions that must be met in order for the discount code to be applied. This is where the Min. qualifying amount from from Counterpoint is set. (above, you can see the rule is set for a minimum qualifying amount of $5.00)

Actions:

Here is where the actual rules for the discount code are set. 

  • Apply:
    • Percent of Product Price Discount: Apply a percentage amount. This is equivalent to the "Precent" Discount Type in Counterpoint.
    • Fixed Amount Discount: Apply a fixed amount discount. This is equivalent to the "Amount" Discount Type in Counterpoint.
    • Fixed Amount For Whole Cart: Apply a fixed amount discount not just to individual items, but the whole cart, if conditions are met. This is equivalent to setting "Apply to: Document" in Counterpoint.
    • Buy X get Y Free: Set the Discount Qty Step for X, and set the discount amount for Y.
  • Discount Amount: The flat amount, or percentage, to discount (determined by the rule chosen in the Apply field above). If using a percentage, you do not need to enter a % sign.
  • Maximum Qty Discount is Applied To: Set an upper limit for Qty. If the Qty of an item exceeds this, the rule will not apply for items beyond the given qty amount.
  • Discount Qty Step (Buy X): Only used if the "Buy X get Y Free" rule is selected. This is where the "X" value is set. Otherwise, this can be left blank.
  • Stop Further Rules Processing: Set whether this rule should be used in combination with other discount rules. Make sure to be aware of the Priority set under "Rule Information" if using this option.


Note: If you synced over a discount code from Counterpoint, the rules in the top section should already be filled out for you based on the counterpoint fields.


To filter the kinds of items to apply the discount rules to, there are a couple of options. There is no mechanism for specifying individual items to apply the rule to, however you can set the rule to apply to a specific category.

To add a condition, select the green "+" sign shown below:

Select an option from below. For this example, we will be setting up the rule for specific categories. If selecting category, choose the Category option under "Product Attribute".


Note: If you are using the Gift Card package, you will see additional, gift card related conditions here.

Once you have selected a condition, an entry will be added, as shown below.

If you click on the underlined "is", you can select different logic rules to apply, as shown below:

These allow various options for specifying which category to select. For this example, we will be using the "is" option to select a single category.

If you click the underlined ellipses (...), you can select which category the rule should apply to. This will show an input box as shown below:

This input box is looking for the ID number of the category you wish to select. If you don't know the ID numbers off the top of your head, you can view a list using the blue icon to the right of the input box:

Select the checkbox for the category you wish to assign the rule to, and it will automatically fill in the input box with the ID for that category. Then, press the green checkmark button, left of the blue list icon.

The discount code can now only be applied to items in the "Books" category.

From here, we can continue to add more conditions with the green + icon, or remove existing ones with the red X icon.


Once finished, make sure to use one of the orange "Save" buttons in the top-right of the page.



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