Discounts & Vouchers

Everyone loves a good discount!

From a customer point of view, you can get a good deal by doing business at the right time and place, and from a business view they serve to increase short-term sales, move out-of-date stock, reward vigilant customers, or simply serve to draw people in as a sales promotion mechanism.

In Dynamicweb Ecommerce, discounts are handled by the:

  • Order discounts tool, which is a powerful tool for creating and configuring discounts of many types, with various triggers and application rules
  • Vouchers, which are unique codes you can create and use to trigger discounts like e.g. free shipping or

In this article, you can learn more about setting up and managing order discounts, and how to create and use vouchers in Dynamicweb.

Sales Discounts

An older implementation of discounts called Sales Discounts may be present on some solutions. Don’t use it – it’s been replaced by Order Discounts. If you are already using Sales Discounts, don’t use Order Discounts, as the combined results may be unpredictable and are untested.

We recommend switching your older solutions to Order Discounts instead.

Discounts in Dynamicweb are handled by the discount matrix, which is a powerful tool for creating and assigning discounts based on various conditions – as known from many ERP systems.

To break it down, you can create several types of discounts, control the criteria for triggering them, and how they are applied to the order or product when checking out.

For instance, you can:

  • Create 10% discounts and control when they are active, and which products they are active for
  • Create discounts of the buy one, get one free type for selected products
  • Create free shipping for orders over $100 – discounts
  • Award discounts based on promotional codes or vouchers
  • Etc.

To access the Discount Matrix go to the Ecommerce area and click the Order Discounts node (Figure 2.1).

Figure 2.1 The order discount node

This opens the discount matrix interface (Figure 2.2), where you can view, edit or create discounts.

Figure 2.2 The discount matrix

From the discount matrix view, you can see all sorts of information about each discount, the name, type, amount/percentage/product awarded, and whether the discount is active or not.

From the discount matrix view, you can also create (or delete) a discount – simply use the buttons in the toolbar above the list.

Creating or editing a discount will take you to the edit discount interface.

You have a lot of options for customization when creating discounts – and here’s a breakdown of what they do.

First up are the general settings (Figure 3.1).

Figure 3.1 The general discount settings

With the general settings, you can:

  • Provide a name and optionally a description for the discount
  • You can also provide a campaign name, image and color for your discount that can be used e.g. in the product list or in the cart overview
  • Activate or deactivate the discount. An inactive discount will not appear in frontend, and will not be applied on checkout.
  • Allow or disallow the discount to be assignable from the product catalog
  • Use the Valid from and Valid to fields to specify a timespan during which the discount applies.

The discount settings (Figure 4.1) allow you to select what type of discount this is, and how it should be applied one the order.

Figure 4.1 The discount settings

You must specify how the discount should be applied:

  • An Order Discount (inclusive) is applied and calculated AFTER order line discounts have been applied, based on the discounted price
  • An Order Discount (exclusive) is applied and calculated based on the order price BEFORE any other discounts have been applied
  • An Orderline Discount (Exclusive) applies to a single product, and is applied BEFORE any other discounts have been applied

Next you must select a discount type - your options are:

  • fixed amount in a currency of your choice, e.g. "10 dollars off"
  • percentage of the total price - e.g. "10% off the cheapest item"
  • product may be given as a discount – e.g. “buy for 100 dollars and get a free mug”
  • Free shipping

For percentage-type discounts, you can then define a percentage - and specify if the discount should be applied to all products, the cheapest product, or the most expensive product (Figure 4.2). This makes it possible to create BOGO (buy-one-get-one) discounts.

Figure 4.2 BOGO discounts

If you want to restrict the discount to only select users or customers, you can do so using the user group settings (Figure 5.1).

Figure 5.1 Users and Group settings

You can:

  • Select a specific user or a user group
  • Enter a customer number (which may be shared by several users, e.g. everyone who works for company X)

If no restrictions are created, the discount applies to all users.

The total price settings (Figure 6.1) allow you to create conditions for triggering the discount based on the total price of the order.

Figure 6.1 The total price settings

Simply select a condition (equal to/not equal to, greater than/less than, greater than or equal to/less than or equal to) and specify an amount in the total price field.

The product catalog settings (Figure 7.1) allow you restrict the discount to e.g. certain shops and languages.

Figure 7.1 The product catalog settings (for discounts, that is)

You can:

  • Restrict the discount to a specific shop (or select all shops)
  • Restrict the discount to a specific language (or select all languages)
  • Select  or exclude one or more products and or product groups for the discount to apply to

Variants and smart searches

If a variant is selected, only the variant is part of the discount – if a main product is selected, all variants are included in the offer.

The order settings (Figure 8.1) allow you to restrict the discount based on order details.

Figure 8.1 Order Settings

You can:

  • Restrict the discount to a particular country
  • Restrict the discount to a particular shipping method or payment method

The Product Quantity settings (Figure 9.1) allow you award a discount based on, well, how many products are bought – e.g. buy one get one free.

Figure 9.1 The product quantity settings

You can:

  • Select if the total quantity of any products should trigger the discount, or if only the total quantity of the same product should trigger the discount
  • Specify a quantity
  • Decide if the discount can be applied more than once or not

The Fields and Vouchers settings (Figure 10.1) are for handling discounts awarded on the basis of a promotion code or a voucher code, e.g. for handling free shipping vouchers etc.

Figure 10.1 The fields and vouchers settings

You may set up the following type of field- or voucher-based discounts:

  • A Default Voucher Code Field which accepts either:
    • A manually selected code (“order field value”)
    • A value from a voucher list - read
  • An order field discount, awarded on the basis of entering a specific value in the field

My ‘Save $3’ voucher is added once per product. Help!

When creating a voucher discount of the type amount with otherwise default settings, the amount will be discounted once for every item in the order.

This is because the discount applies to any product by default. The solution is to check the "Apply discount only once" checkbox.

If more than one discount applies to an order, you can control how/if they stack.

To do so, you must use the Advanced configuration settings which you can read about here.

With Vouchers you can generate unique voucher codes, which can then be used by your customers during checkout to receive certain discounts.

To create and manage vouchers:

  • Go to the Ecommerce area
  • Click the Vouchers node to open the voucher list overview (Figure 12.1)
Figure 12.1 The voucher list overview

From here, you can create and manage voucher lists – which in turn contain vouchers.

Right-clicking a list allows you to edit, delete and re/deactivate a list (Figure 12.2).

Figure 12.2 The right click menu for voucher lists

Non unique vouchers
The Vouchers tool creates unique codes, which can only be used once.

If you need a non-unique code, usable by multiple customers on multiple orders, you don’t need to use the vouchers tool. Instead, create a discount and use the order field value option under Field and Voucher settings on a discount instead. 

To create a new voucher list:

  • Click new voucher list in the toolbar
  • Name the voucher list – and set it to be active or inactive (Figure 13.1)
  • Save the list
Figure 13.1 Creating a new voucher list

A newly created voucher list is empty, however, and you must create or generate vouchers for it to make it useful.

To create new vouchers within a voucher list, click it in the voucher list overview to open it.

You will see a list of vouchers (if any have been created), as well as a set of tools (Figure 14.1).

Figure 14.1 Creating new vouchers

You can:

  • Add vouchers manually, provided that you give them a unique code. You can add multiple vouchers, provided that they are separated by a comma or a line break
  • Delete vouchers – this deletes all selected vouchers from the list
  • Generate vouchers. Click this option to open a dialogue which allows you to generate a fixed number of vouchers, or to generate an exact number of vouchers based on a number of individually selected users or user groups. This can be useful if you want to mail all users in e.g. the product group German users a unique voucher code.
  • Activate or deactivate a list, e.g. once an offer has expired.
  • You can also click send mails to distribute the vouchers to your customers – read more below.
  • Finally, you can download the voucher list content as a .csv file, in case you need it for some nefarious purpose

From the voucher list, you can also see if and when a voucher has been used.

You can always open a list and generate new vouchers if your list if low on vouchers.

Before emailing vouchers to your customers, you must:

  • Create a discount triggered by vouchers in a voucher list – see Field and Voucher settings above.
  • Generate an appropriate number of vouchers in the voucher list.

Once that’s settled, simply:

  • Open the voucher list
  • Click the Send mails button in the toolbar to open the email window (Figure 15.1)
Figure 15.1 Emailing vouchers to your customer

From the voucher email view you must:

  • Select individual users or user groups as recipients
  • Provide a sender name, sender email and a subject for your emails
  • Select, edit or create an email template for your email

The VoucherMail.html template provides an example of how to include one of the unique voucher codes in the email and more.

Once your vouchers have been emailed, you will have access to more information about each code in the voucher list – who received it, if and when it was used, and which order it was used on.

To allow your customers to actually use the vouchers during checkout, you must modify your shopping cart order steps.

For an example:

  • Go to the paragraph with your shopping cart app attached
  • In the Steps section, change the Information step template from Information.html to InformationVoucher.html
  • Save your changes

This renders a dedicated voucher field during checkout, where customers can enter their voucher code. Once a valid voucher is entered (you can use Validation groups to set up a validation rule for the field) and the order is completed, the voucher list is automatically updated with the new information.

For information about the template tags available for vouchers, please see the template tag documentation.

Negative prices?
If a voucher code would result in negative prices, e.g. if the order was for $100 and the voucher was a $200 voucher, the code is set to used and the price is set to zero. In other words, the customer can save up to the amount on the voucher, but won’t actually get the difference refunded.

Database

There is no database specific information for this subject.

EcomDiscount

Contains discount setup from the Ecommerce > Order Discounts node.

Field name Data type Length
DiscountId bigint 8
DiscountType int 4
DiscountName nvarchar 255
DiscountActive bit 1
DiscountValidFrom datetime 8
DiscountValidTo datetime 8
DiscountDiscountType int 4
DiscountAmount float 8
DiscountCurrencyCode nvarchar 3
DiscountPercentage float 8
DiscountProductId nvarchar 30
DiscountProductVariantId nvarchar 255
DiscountGroupId nvarchar 50
DiscountShopId nvarchar 255
DiscountLanguageId nvarchar 50
DiscountProductQuantification int 4
DiscountProductQuantity float 8
DiscountAccessUserId int 4
DiscountAccessUserGroupId int 4
DiscountAccessUserCustomerNumber nvarchar 255
DiscountCountryCode2 nvarchar 2
DiscountShippingId nvarchar 50
DiscountPaymentId nvarchar 50
DiscountOrderFieldName nvarchar 255
DiscountOrderFieldValue nvarchar Max
DiscountVoucherListId int 4
DiscountOrderTotalPriceCondition int 4
DiscountOrderTotalPrice float 8
DiscountApplyOnce bit 1
DiscountExcludedProductsAndGroups nvarchar Max
DiscountProductsAndGroups nvarchar Max
DiscountAssignableFromProducts bit 1
DiscountProductIdByDiscount nvarchar 30
DiscountProductVariantIdByDiscount nvarchar 255
DiscountDescription nvarchar Max
DiscountOrderContextId nvarchar 50
DiscountAmountProductFieldName nvarchar 255
DiscountApplyToProduct int 4
DiscountCampaignName nvarchar 255
DiscountCampaignImage nvarchar 255
DiscountCampaignColor nvarchar 50

EcomDiscountTranslation

Contains data for discounts (DiscountTranslationDiscountId) and their translations (DiscountTranslationLanguageId).

Field name Data type Length
DiscountTranslationAutoId bigint 8
DiscountTranslationDiscountId bigint 8
DiscountTranslationLanguageId nvarchar 255
DiscountTranslationName nvarchar 255

EcomVoucherLists

Contains voucher lists as defined in the Ecommerce -> Vouchers node.

Field name Data type Length
VoucherListId int 4
VoucherListName nvarchar 255
VoucherListActive bit 1

EcomVouchers

Contains data on individual vouchers in a voucher list (VoucherListId). If the vocuher has been used order id and timestamp (VoucherUsedOrderId, VoucherDateUsed) are logged along with user id (VoucherAccessUserId) if the order was performed by an extranet user.

Field name Data type Length
VoucherId int 4
VoucherListId int 4
VoucherCode nvarchar 36
VoucherDateUsed datetime 8
VoucherUsedOrderId nvarchar 50
VoucherAccessUserId int 4
VoucherStatus nvarchar 50

EcomSalesDiscount

Contains setup data for sales discounts as defined in the Ecommerce -> Sales discounts node.

Field name Data type Length
SalesDiscountId nvarchar 50
SalesDiscountName nvarchar 255
SalesDiscountDiscountType nvarchar 255
SalesDiscountCustomersAndGroups nvarchar Max
SalesDiscountParameters nvarchar Max
SalesDiscountActive bit 1
SalesDiscountDescription nvarchar Max
SalesDiscountValueType nvarchar 50
SalesDiscountValueFixed float 8
SalesDiscountValuePercentage float 8
SalesDiscountValueProducts nvarchar Max
SalesDiscountDateFrom bigint 8
SalesDiscountDateTo bigint 8
SalesDiscountConvertedToNewFormat bit 1
SalesDiscountXMLParamsBackup nvarchar Max
SalesDiscountShop nvarchar 255
SalesDiscountCountries nvarchar Max
SalesDiscountAutoId int 4
SalesDiscountMinimumBasketSize float 8

EcomSalesDiscountCurrencies

Keeps track of which currencies (SalesDiscountCurrenciesCurrencyCode) a sales discount (SalesDiscountCurrenciesDiscountId) is valid for.

Field name Data type Length
SalesDiscountCurrenciesDiscountId nvarchar 50
SalesDiscountCurrenciesCurrencyCode nvarchar 3
SalesDiscountCurrenciesDiscountValue float 8
SalesDiscountCurrencyAutoId int 4

EcomSalesDiscountLanguages

Keeps track of which languages (SalesDiscountLanguagesLanguageId) a sales discount (SalesDiscountLanguagesDiscountId) is valid for.

Field name Data type Length
SalesDiscountLanguagesDiscountId nvarchar 50
SalesDiscountLanguagesLanguageId nvarchar 50
SalesDiscountLanguagesName nvarchar 255
SalesDiscountLanguagesDescription nvarchar Max
SalesDiscountLanguageAutoId int 4