|
| 1 | +--- |
| 2 | +description: Create and edit discounts, toggle discount status. |
| 3 | +editions: |
| 4 | + - lts-update |
| 5 | + - commerce |
| 6 | +month_change: true |
| 7 | +--- |
| 8 | + |
| 9 | +# Work with discounts |
| 10 | + |
| 11 | +In [[= product_name =]], on the **Discounts** screen, you can either view a list of discounts, or update existing discounts and create new ones depending on permissions assigned to your [user role](work_with_permissions.md). |
| 12 | + |
| 13 | +## View discount information in discounts list |
| 14 | + |
| 15 | +1. In the left panel, go to **Commerce** -> **Discounts**. |
| 16 | + |
| 17 | + Here, you can see a list of discounts, together with information about their validity period, status, type, and their authors. |
| 18 | + |
| 19 | +2. Narrow down the list of displayed discounts in one of the following ways: |
| 20 | + |
| 21 | + - search for a discount by typing in a part of its name or identifier in the search field |
| 22 | + - filter discounts by selecting one or more of the following filters: |
| 23 | + - **Discount type**: applicable to catalog or cart products |
| 24 | + - **Status**: active, inactive or disabled |
| 25 | + - **Created**: start and end of date range within which the discount was created |
| 26 | + - **Validity period**: start and end of date range within which the discount is in force |
| 27 | + |
| 28 | +  |
| 29 | + |
| 30 | +3. Click **Apply** to confirm your choices. |
| 31 | + |
| 32 | +4. To clear all the filters, click **Clear filters**. |
| 33 | + |
| 34 | +### Instantly disable discount |
| 35 | + |
| 36 | +When working with discounts it may happen that a discount has been created or enabled in error and you notice that it has negative impact on your business. |
| 37 | + |
| 38 | +To disable the offending discount, find it in the discount list and, in its line, click the **Disable** icon. |
| 39 | + |
| 40 | + |
| 41 | + |
| 42 | +### View discount details |
| 43 | + |
| 44 | +To view the details of a discount, click its line in the discount list. |
| 45 | +On the discount details screen, you can see an overview of the discount's details. |
| 46 | + |
| 47 | +Discount details include basic information about the discount: |
| 48 | + |
| 49 | +- validity period and value of the discount |
| 50 | +- region and currency that the discount applies to |
| 51 | +- whether the discount applies to all customers or a selected customer group, |
| 52 | +- whether any conditions apply |
| 53 | + |
| 54 | + |
| 55 | + |
| 56 | +On other tabs within this screen you can see: |
| 57 | + |
| 58 | +- products subject to the discount |
| 59 | +- users who have authored or modified the discount |
| 60 | +- translations created for the discount |
| 61 | + |
| 62 | +### Add translations |
| 63 | + |
| 64 | +If your store supports multiple languages and you want different discount names and/or descriptions to appear to customers from different markets, while [viewing discount details](#view-discount-details), you can go to the **Translations** tab and [add translations](../../content_management/translate_content.md#add-translations). |
| 65 | + |
| 66 | +## Create new discount |
| 67 | + |
| 68 | +When you create discounts, you must first decide whether they apply to all [products](../../pim/products.md) from the catalog, or the products that the customer has put into their cart. |
| 69 | +You are then taken through a series of steps, where you define the discount, for example, decide if it applies to selected [customer groups]([[= developer_doc =]]/users/customer_groups/) and specific products. |
| 70 | +Cart discount applicability can be further limited by setting a number of conditions, such as: |
| 71 | + |
| 72 | +- a number of products in the cart |
| 73 | +- total purchase value |
| 74 | +- a discount code |
| 75 | + |
| 76 | +!!! note "Navigating through the steps" |
| 77 | + |
| 78 | + When you define discount details, you can go back to change your choices. |
| 79 | + To do it, click a step header at the top of the screen. |
| 80 | + |
| 81 | +  |
| 82 | + |
| 83 | +1. In the left panel, go to **Commerce** -> **Discounts**, and click **Create**. |
| 84 | + |
| 85 | +2. Select whether the discount applies to catalog or cart products and the discount's type. |
| 86 | + |
| 87 | + Choose **Fixed amount** to deduct a specific amount of money from the base price of the product, or **Percentage** to calculate the deducted amount based on a specific percent value. |
| 88 | + |
| 89 | +  |
| 90 | + |
| 91 | +3. In the **General properties** screen, provide general information about the new discount: |
| 92 | + |
| 93 | + 1. In the **Global properties** area, provide an internal name of the discount and set the validity period. |
| 94 | + Toggle the **Permanent discount** on to make the discount valid until you manually disable it. |
| 95 | + 1. Then, select discount priority to help the system choose between discounts to apply when calculating the final price. |
| 96 | + |
| 97 | + !!! note "Only one discount at a time" |
| 98 | + |
| 99 | + When two or more discounts could be applied to the base price of the product, the system uses only one, based on a number of rules. |
| 100 | + For example, cart discounts surpass catalog discounts. |
| 101 | + |
| 102 | + For more information, see [the product guide]([[= developer_doc =]]/discounts/discounts_guide/#discounts-priority). |
| 103 | + |
| 104 | + 1. If your store supports multiple markets, you can select a region that the discount applies to. |
| 105 | + 1. If you are creating a fixed-amount discount, select a currency of the discount. |
| 106 | + |
| 107 | +  |
| 108 | + |
| 109 | + 1. In the **Promotion information** area, provide a name and description of the promotional campaign, as they should be shown to customers. |
| 110 | + |
| 111 | +  |
| 112 | + |
| 113 | + 1. Click **Next** to go to the next screen. |
| 114 | + |
| 115 | + |
| 116 | +4. In the **Target group** screen, select customers that the new discount is targeted at. |
| 117 | +You can choose everyone, or select one or more customer groups. |
| 118 | + |
| 119 | +  |
| 120 | + |
| 121 | +5. In the **Products** screen, select products that the discount applies to. You can choose between: |
| 122 | + |
| 123 | + - all products from the catalog, for example, to clear stock before the end of year |
| 124 | + - products from a specific category, for example, promotional gadgets for company partners |
| 125 | + - specific products or even product variants, to activate slow-moving inventory |
| 126 | + |
| 127 | + In the latter case, you select products by using a Product picker, where you can use search and filters to pinpoint the exact product or product variant that you want the discount to apply to. |
| 128 | + |
| 129 | +  |
| 130 | + |
| 131 | +6. If you are creating a cart discount, in the **Conditions** screen, you can set the conditions that limit the discount's availability to customers who have: |
| 132 | + |
| 133 | + - added to cart no less than a specific number of certain items |
| 134 | + - added products to a cart for no less than a specified total value |
| 135 | + - entered a specified discount code |
| 136 | + |
| 137 | + If you set the discount code, you can also set the number of times that the code can be used. |
| 138 | + |
| 139 | +  |
| 140 | + |
| 141 | +7. In the **Discount value** screen, if you are creating a percentage-based discount, in **Customer gets discount value**, enter a percent value that the system uses to calculate the amount deducted from the base price of the product. |
| 142 | +Otherwise, enter a monetary value to be deducted from the base price. |
| 143 | + |
| 144 | +8. In the **Summary** screen, review the details of the discount that you are creating, and click **Save and close** to save the discount. |
| 145 | +Depending on the settings, you may see a warning message. |
| 146 | + |
| 147 | +  |
| 148 | + |
| 149 | +## Edit existing discount |
| 150 | + |
| 151 | +You may find that an existing discount needs to be modified, for example, to change its validity period or target group. |
| 152 | + |
| 153 | +1. In the left panel, go to **Commerce** -> **Discounts**. |
| 154 | + |
| 155 | +  |
| 156 | + |
| 157 | +2. Use the search field and filters to find the discount that you want to edit. |
| 158 | + |
| 159 | +3. Click the **Edit** button next to the discount in the list. |
| 160 | + |
| 161 | +4. Edit the necessary details as described in [Create new discount](#create-new-discount). |
| 162 | + |
| 163 | +5. **Save and close** to save your changes. |
| 164 | + |
| 165 | +## Delete existing discount |
| 166 | + |
| 167 | +When there are too many discounts in the system, you may want to delete historic, unused ones. |
| 168 | +You can only delete disabled discounts. |
| 169 | + |
| 170 | +1. In the left panel, go to **Commerce** -> **Discounts**. |
| 171 | + |
| 172 | +2. Use the search field and filters to find the discount that you want to delete. |
| 173 | + |
| 174 | +3. If the discount that you want to delete is not disabled, use the **Disable** icon to [disable it](#instantly-disable-discount). |
| 175 | + |
| 176 | +4. Select a box next to the discount's name and click **Delete**. |
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