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Promotions

Companies often develop loyalty programs offering special discounts to customers who have bought from the company before, follow them in social networks, or have commented on their website. This can motivate customers to buy more and repeat purchases from their stores, making promotions one of the most efficient strategies when it comes to converting shoppers to buyers.

In your Oro application, you can configure promotions, apply various discount options for orders or line items, add and generate coupons, manage discounts in placed orders, view them in shopping lists in the management console.

The following topics will delve into how to view, create and manage promotions in your Oro application:

Configure Promotions

You can enable or disable promotions and coupons, as well as control their strategy across your application in the system configuration.

To reach promotion configuration:

  1. Navigate to System > Configuration in the main menu.

  2. Select Commerce > Sales > Promotion in the menu to the left.

    The following page opens:

    Note

    By default, promotions are enabled and the Combine All Discounts strategy is set.

  3. To customize the default settings:

  1. Clear the Use Default check box next to the Enable Promotion option. This will enable you to clear the option check box and disable promotions in your Oro application.
  2. Clear the Use Default check box next to the Discount Strategy and select one of the following options – Combine All Discounts or Best Value Discounts Only.
    • When Combine All Discounts is selected, all discount options applicable to products are used in combination.
    • When Best Value Discounts Only is selected, only the promotion that gives the best value is applied to products.
  1. Click Save.

Create Promotions

To create a new promotion:

  1. Navigate to Marketing > Promotions in the main menu.

  2. Click Create Promotion in the top right corner.

    The following page opens:

  3. In the General section, complete the following fields:

    1. Owner — Select the user responsible for the promotion from the list, or click to load the list of users to choose from. By default, the current user in predefined as the promotion owner.

    2. Name — Specify the promotion name to distinguish it from other promotions.

    3. Sort Order — Enter the sort order to set the priority compared to other available promotions. The lower is the number, the higher is the priority.

    4. Enabled — Enable the check box to activate the promotion. To deactivate it, clear the check box.

    5. Stop Further Rule Processing — Select this option if you wish to prevent applying other promotions with lower priority.

      For instance, if there are three promotions for the same products with sort orders 1, 2 and 3 respectively, and the promotion with sort order 2 has Stop Further Rule Processing enabled, then when the turn reaches such promotion, the queue stops and promotion with sort order 3 is not applied.

    6. Triggered by — Select Coupons and Conditions if the promotion is going to use coupons, and Conditions only if it is not.

      Note

      When the option is set to Yes, the promotion can be applied exclusively via coupons. When the option is set to No, the promotion cannot be attached to any coupon.

  4. In the Discount Options section, configure the discount calculation.

    1. In the Discount list, select the level that the discount targets:

      • Order Total — The discount applies to the total order amount,
      • Order Line Item — The discount applies to the line item total,
      • Buy X Get Y (Same Product) — The price of certain quantity of the line items (up to Y) may be discounted when they are ordered in bulk (more than X), or
      • Shipping — The discount applies to shipping.
    2. In the Type list, select whether the discount type should be represented by a fixed amount (e.g. – 10USD) or a certain percent (5%) off the item price.

      Note

      Please note that when a fixed discount is used, the promotion applies to the order in the selected currency only.

    3. In the Discount Value, provide the required discount amount and select the currency (if possible).

      Note

      Please note that Oro Application Community version supports one currency. You can set up multiple currencies that would be available for selection in the Discount Value field only in the Enterprise version of the application.

    4. Depending on the discount type, the remaining fields in the Discount Options section will differ. See the following sections for their detailed description:

  5. In the Schedules section, specify the following dates:

    1. Active at — Schedule the date and time when the promotion should trigger.
    2. Deactivate at — Schedule the date and time when the promotion should end.

    Note

    To add more schedules, click +Add.

  6. In the Conditions section, provide the following information:

    1. Restrictions — Set visibility restrictions to promotions. By default, promotions are displayed for any customer or customer group. Only one field must be chosen at a time, either a customer group and a customer.
    2. Expression — Specify the expression that describes the conditions when the promotion should be applied.
  7. In the Items To Discount section, add, filter or reset the product that the promotion should apply to:

    1. Reset Products — Click Reset Products next to the tabs to clear all filters and reset the product collection to the default state.

    2. Add — Click Add to add the selected products manually. This can be used in cases when you have few products to be added and there is no need to set up a complicated filter, or when you need to add specific products that may be out of the filter’s scope. Manually added items will appear both in the Manually Added and All Added tabs.

      Note

      To ensure that specific items are excluded from the list of the product collection and will not be included automatically or manually, click Add in the Excluded tab. All removed products will move to the Excluded tab automatically.

    3. Advanced Filter — Add a product via a filter to limit the product list and include only the necessary products. Advanced filter is hidden by default. Click Preview Results to check whether the products found via the filter match your criteria, or to exclude unnecessary items from the list.

      Note

      You may use filter on the top of the dialog to limit the scope of the products and make it fit into the visible area.

  8. In the Store Frontend section, you can specify the label to be displayed next to the coupon code in the Order Summary section of the checkout in the front store (illustrated below). If left blank, the name of the promotion linked to the coupons will be used as the label.

Discount Options for Line Items

For the line items discount, provide the following information:

  • Product Unit — Select the necessary unit type from the list (e.g. each, item, set.). Note that the discount will only apply to the product with a specified unit type.

  • Apply Discount to — Select whether to apply discount to each of the items on sale or for the line items total.

    For instance, if there are 10 items in the shopping list that qualify for a discount and the discount is $1 per item, then the discount will constitute $10. If in the same scenario the promotion should apply to the line items total, then the total discount will constitute $1.

  • Maximum Quantity Discount is Applied to — Enter the maximum quantity of products of the same type eligible for discount in a line item/order. For example, when the limit is set to 10 and a buyer orders 100 items, they will be charged the discounted price for 10 items out of 100, and will pay the full price for the remaining 90 items.

    Note

    Please note that the Maximum Quantity Discount is Applied to field can only be applied if the Apply Discount to field is set to Each Item.

Discount Options for Buy X Get Y

For the Buy X Get Y (Same Product) discount, provide the following information:

  • Buy X Quantity — Enter the quantity of X products the customer needs to purchase to be eligible for the discount.

  • Get Y Quantity — Enter the quantity of Y products which the customer will get a discount for when purchases a number of X products.

  • Product Unit — Select the necessary unit type from the list (e.g. each, item, set). Note that the discount will only apply to the product with the specified unit type.

  • Apply Discount to — Select one of the options, Each Y Item Separately (the discount will apply to Y items only) or X+Y Total (the discount will apply to the total of X and Y items).

    For instance, if:

    • There are 10 items in the shopping list that qualify for a promotion.
    • Buy X is set to 3.
    • Get Y is set to 2.
    • The discount is $1 per each

    Then:

    • The discount for Each Y Item Separately will equal $4 ($1 for each of 4 Y items).
    • The discount for X+Y Total will equal $2 ($1 for each bundle of 5).
  • Limit, Times — Provide the quantity of discounted groups (X+Y) of the same type eligible for a discount in a line item/order. For example, when the limit is set to 2 and a buyer orders 3 groups of 3+2 items (15 in total), they will be charged the discounted price for 2 groups out of 3, and will pay the full price for the remaining one group.

Discount Options for Shipping

For the shipping discount, select the necessary shipping method from the list.

View Promotions

To view all promotions, navigate to Marketing > Promotions > Promotions in the main menu.

The following page opens:

You can perform the following actions with every item on the list:

  • View promotion details: Click on the item to open its details page.

    OR

    Alternatively: Click the to the right of the item to open its details page.

  • Edit promotion details: Click the to the right of the item to start editing its details.

  • Duplicate a promotion: Click to clone the selected promotion.

  • Delete a promotion: Click to remove a promotion from the system.

  • Create promotion: Click Create Promotion in the top right corner.

In addition to viewing promotion details, you can perform the following actions on the promotions page:

  • Duplicate: Duplicate
  • Edit: Edit
  • Delete: Delete
  • Add Note: Add Note

Manage Discounts in Orders

You can view discounts applied to a specific order under the dedicated Promotions and Discounts section on the order page. This section is divided into All Promotions and All Special Discounts.

Within All Promotions, you can view:

  • Promotions
  • Coupon codes

Within All Special Discounts, you can view:

  • Special discounts added manually

Apply Multiple Discounts to an Order

When items in the order qualify for multiple discounts, several promotions or coupon codes can be added to it.

However, please keep in mind that:

  • Application of promotions to orders may be subject to the sort number (priority) assigned to the promotions and whether any of them have Stop Further Rule Processing enabled.
  • You cannot use two coupon codes for one order if they are part of the same promotion.

Promotion can be applied to the existing order in two ways:

  • By creating a new promotion.

    If there are no available promotions applicable to the items from the order, you need to create a new promotion with the necessary products added to it. Once you open the order edit page, the created promotion will be added to the order automatically and will be displayed in the Promotions and Discounts section under All Promotions.

  • By applying an existing promotion.

    If the promotion applicable to the order items was created after the order had been placed, it will be added automatically once you open the order edit page. This promotion will be displayed in the Promotions and Discounts section under All Promotions.

The following illustration is an example of multiple discounts applied to one order:

Add Special Discounts for an Order

To add one-time personalized discounts for selected customers:

  1. On the order page, click Add Special Discount on the top.

    Alternatively:

    Click Add Special Discount in the Promotions and Discounts under All Special Discounts.

  2. In the form that opens, provide the following information:

    • Discount — Provide the desired discount amount (in currency or percents). This field is mandatory.
    • Description — Provide the reason for the special discount. This field is optional.
  3. Click Apply.

This way, you can apply one or more special discounts to selected orders.

Manage Discounts When Editing the Order

You can manage promotions, coupons and special discounts for the required order by opening its edit page and navigating to the Promotions and Discounts section.

Under All Promotions:

  • Click to view the details of the selected promotion or coupon code.
  • Click to deactivate the selected promotion or coupon code.
  • Click to delete the selected promotion or coupon code.

Under All Special Discounts:

  • Click to edit the discount.
  • Click to remove the discount.