Configuring discount rules [NB]

Lightspeed eCom allows you to create discount rules that are automatically applied to eligible transactions in your online store. The discount is only applied if an order meets the conditions of the discount rule. For example, you may want to set up a rule whereby repeat customers are eligible to receive a discount of x% on their next purchase, where x is a value determined by you.

Discount rules differ from discount (coupon) codes, where customers have to enter a code to receive the discount.

NOTE: Discount rules are only available with a Professional subscription.

In this article:

To configure a discount rule

  1. In the left menu of the Back Office, click MARKETING > Discounts.
  2. Click Discount Rules on the top-right of the screen. 

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  3. Click Add Discount Rule at the top of the screen to create a discount rule.
  4. A pop-up window opens, where you can enter a Title and Type. In the Title, enter a name that will help you identify the discount rule. The name is only displayed in the Back Office. In the drop-down menu under Type, select the desired discount type:
    • Discount for Product Categories - Sets a discount on products from one or more categories.
    • Discount for Customer Groups - Discounts for customer groups. You can configure the discount amount. The discount is applied to all products in your online store.
    • Discount for Returning Customers – Discount for repeat customers. You can set the minimum number of orders before a customer becomes eligible for the discount. You can also set the amount or percentage of the discount.
    • On Orders over x $, Get Discount – Discount is applied to orders over a certain amount that you set. You can also set the discount amount. For example, if a customer's order exceeds €100, they get a €10 discount.
    • On Orders over x $, Get Free Shipping – It's already possible to create a discount code for a shipping method through SALES > Coupon codes, but with this option, you can apply free shipment based on the value of the order. For example, you can provide free shipping for orders that exceed €100.
    • Buy x Products, Get Free Additional Products – Similar to a bundle discount. For example, if a customer buys 3 t-shirts, they get a 4th for free. 
    • Buy x Products, Get Free Shipping – Free shipping based on the quantity of a given product in an order. 
    • Buy x Products, Get Lowest Priced for Free – Customers get the lowest-priced product for free when ordering an X number of products, where X is a quantity determined by you.

Configuring settings for the rule

Configure each discount rule using the following options:

DISCOUNT RULE

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  • Title – Here you can edit the discount rule's name. This is the name you specified when creating the rule.
  • Type of discount – The discount type you selected when creating the rule. The type cannot be changed.
  • Enable discount rule – Activate the discount rule. It becomes active in your online store immediately.
  • Stop after this rule – This is an important setting in the event that you have overlapping rules; for example, if more than one rule applies to a given product, enable this option to prevent the product from being discounted twice in the same transaction.

    Here's a more detailed example: You create two discount rules. The first rule applies to repeat customers, giving them a 10% discount on all products. The second rule entitles customers to a 10% discount when buying a product from category x. In this scenario, if a repeat customer orders a product from category x, then both discount rules are applied to the transaction, resulting in a double-discount of 20% on the original amount of the order.

    You can change the order by which the system will stop applying a discount rule under SALES > Discount rules. Adjust the order using the blue arrow icons. In the example above, it makes the most sense to give precedence to the Get x discount for repeat customers rule, with the Stop after this rule option enabled. If a transaction is eligible for the Get x discount for repeat customers discount, no other discount rule is applied. It's important that you pay careful attention when creating discount rules to ensure they're synchronized properly in relation to each other.

USAGE

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  • Usage – Here you can specify how often the discount rule is to be applied. Keep in mind that it's possible for the same rule to be applied several times in the same transaction. This number will be deducted from the usage limit. For example, if you've configured a Buy one, get one free rule on a given product, and a customer orders 6 quantities of that product, the customer will get three items for free and the code will have been applied 3 times.
  • Time used - Here you can see how often the discount rule was applied (to date). You can reset the count by clicking Reset.

DATES

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  • Set period for this discount rule – Here you can configure a time period during which the discount rule is applied.

Configuring values for the rule

In addition to the default settings above, you must configure discount amounts and other values for each rule:

Discount for Product Categories
Select the category or categories this discount rule applies to. First, select a category or categories by clicking the corresponding check box, then in the input field, enter the discount to apply for products in the category or categories. You can use the drop-down menu to specify an amount or percentage; for example, if you enter 10 the discount can be either 10$ or 10%. 

Discount for Customer Groups 
Select the customer group(s) this discount rule applies to. First, select a customer group or groups by clicking the corresponding check box, then in the input field, enter the discount to apply for customers that are members of the selected group(s). You can use the drop-down menu to specify an amount or percentage; for example, if you enter 10 the discount can be either 10$ or 10%.

Discount for Returning Customers
From the drop-down menu, select the number of orders a customer must place in your online store to qualify for the discount (the default is 1). In the second input field, enter the discount to apply. You can use the drop-down menu to specify an amount or percentage; for example, if you enter 10 the discount can be either 10$ or 10%.

On Orders over x $, Get Discount
In the first input field, enter the minimum amount that customers have to spend on an order to qualify for the discount. For example, enter 100 for orders over 100$. In the second input field, enter the discount to apply. You can use the drop-down menu to specify an amount or percentage; for example, if you enter 10 the discount can be either 10$ or 10%.

On Orders over x $, Get Free Shipping
Enter the minimum amount that customers have to spend on an order to qualify for free shipping. For example, enter 100 for orders over 100$. 

Buy x Products, Get Free Additional Products
From the first drop-down menu, select the quantity of an item that a customer must order to qualify for a free item or items of the same product. From the second drop-down menu, select the number of free items they can get. For example, if you select 3 from the first drop-down menu and 1 from the second, customers must order two items of the same product to get one free item. Click the blue this product (none selected)  text to select the product this rule applies to. A pop-up window opens, from where you select the product. You can't apply this rule to multiple products. If you want to apply the discount rule to another product, you must create a new discount rule for it. 

Buy x Products, Get Free ShippingFrom the drop-down menu, select the total number of items of a given product that a customer must purchase to qualify for free shipping. If you select 3, the customer must purchase 3 items of the same product. Click the blue this product (none selected) text to select the product this rule applies to. A pop-up window opens, from where you select the product. You can't apply this rule to multiple products. If you want to apply the discount rule to another product, you must create a new discount rule for it. 

Buy x Products, Get Lowest Priced for Free
From the drop-down menu, select the total number of products that a customer must purchase to qualify for the discount. If you select 3, the customer must purchase, at least, 3 products to get the lowest-priced product for free. Click the blue this product (none selected) text to select the product(s) this rule applies to. A pop-up window opens, from where you select the product(s).

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