Set up a discount rule for Customer Groups [NB]

  1. Create your discount rule.
  2. Go to the Discount Rules page (Marketing > Discounts > Discount Rules).
  3. In the grid, click Edit to the right of the discount rule you want to set up. The configuration settings for the rule display.
  4. Under DISCOUNT RULES, configure the following:

    Screen_Shot_2017-08-08_at_3.22.33_PM.png

    • Title – Edit the discount rule's name, if desired. 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 (enabled by default) – This setting allows you to control how Lightspeed eCom treats rules that overlap. For more information, see Understanding the Stop after this rule setting.
    • Apply discount before tax (enabled by default) - This setting is only available for tax-exclusive stores—for example, merchants from the US and Canada or some business-to-business (B2B) merchants. It allows tax-exclusive merchants to specify whether or not to have the discount (amount or percentage) applied on the original purchase price of products (before taxes are added), or after all applicable taxes have been calculated. By default, this toggle is set to apply the discount before taxes.
  5. Under CONFIGURATION, enter the discount to apply for customers that are members of the selected group(s). You can specify a fixed amount or percentage.
  6. Under CUSTOMER GROUPS, click Edit customer groups to add, at least, one group to apply the discount rule to. If you do not select a customer group, the discount rule will never trigger.
  7. Under the USAGE and DATES areas, configure the following general options for the rule:

    Screen_Shot_2017-08-08_at_2.14.09_PM.png

    • Usage –Specify how many times the discount rule may be applied: either indefinitely, or a set number of times. Keep in mind that it's possible for the same rule to be applied several times in the same transaction; however, this will only increment usage by +1.
    • Times Used - This counter shows you how often the discount rule was applied (to date). You can reset the counter by clicking Reset.

    Screen_Shot_2017-08-08_at_2.14.19_PM.png

    • Set period for this discount rule – Set this toggle to on and specify start and end dates if you want this discount rule to be available for a limited time; for example, for seasonal discounts.
  8. Click Save.
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