Coupons

Create and manage coupon codes your customers can use to discount their purchases during checkout in your storefront

In the Payment section of your backoffice is the Coupons tab, where you can view, edit or expire existing coupon codes and create new ones.

Create Coupon Code

Click the "Create Coupon Code" button at the top to create a new coupon code.

Enter a name to help you identify this coupon in your backoffice (customers will not see this name displayed anywhere). Then enter the code that customers will enter during checkout to apply the discount. Codes will be all uppercase, and can contain spaces and special characters, but it's best to keep them as simple as possible to make it easy for your customers to use, especially if they are using a mobile device.

You can choose between two different types of discount:

  • Percentage Discount: This will apply a discount based on the product subtotal on the order, before taxes. Both taxable and non-taxable products are discounted proportionally.
  • Fixed Discount: Set a fixed currency amount that will be subtracted from the product subtotal -- taxable products are discounted first before non-taxable products.

Both types of discounts are applied to the product subtotal before any fulfillment fees,  optional payment fees or their corresponding taxes are added, if these options have been enabled on the fulfillment plan or payment method.

Here are some examples of how the coupons work:

 

For this $10 off coupon, the discount is applied to the taxable product, reducing the taxable subtotal to $10, with a sales tax rate of 13% this results in taxes of $1.30, and an order total of $36.30.

 

With a $25 discount, the taxable subtotal is now $0 (the discount is applied to the taxable products first) so the taxes are $0, and the remaining $5 discount is taken off the remaining non-taxable products, resulting in an order total of $20.

 

When using a % discount, in this case 50%, the discount is applied equally to both taxable and non-taxable products, so the taxes are calculated on the discounted value of any taxable products.

 

Using a 100% discount for this order results in a product subtotal of $0 so there are no product taxes, however the fulfillment plan in this case has a fee as well as taxes enabled for that fee, and these are not discounted.

Set Coupon Eligibility

By default, as soon as you save a coupon code, anyone can use it anywhere in your store. If you want to limit the use of the coupon, you can enable one or more of the eligibility settings. If multiple options are selected, they all must be true in order for the coupon code to be accepted.

  • Price Lists: The coupon will only be valid on the price lists that you select. If enabled you must select at least one price list, otherwise the coupon will not be valid on any of them
  • Minimum Order Total: The product subtotal (before any fees or taxes) on the order must be above this amount in order for the coupon to be valid
  • Start and End Date: Set a start and end date and time for when the coupon will be valid. Both dates must be specified, i.e. you cannot only specify a start date or only an end date. Outside of these dates and times, the coupon will not be valid
  • Limit uses per customer: Restrict the number of times each customer can use this coupon. Defaults to 1, but can be set to any number you like
  • Limit total uses: Limit the total number of times this coupon can be used across all customers

Once you have set all the options, click the Save button to create the new coupon code.

Managing Coupon Codes

In the Coupons table you can view the details of, search for and sort your coupon codes

The Status column will indicate Active for codes that have not been expired, and Expired for codes that you have expired. Coupon codes can't be deleted, but if you no longer want customers to be able to use them, you can click the Expire button. Expired coupons can be reactivated by clicking the Reactivate button.

You can also see a quick view of when the coupon code was created, which types of eligibility have been enabled, the number of times the code has been used, and the total dollar value discounted by that coupon.

By default, coupon codes are sorted in descending order of their create date, meaning the newest ones are at the top, and the oldest are at the bottom. Clicking a column header that has the sort arrows beside it will sort the table by that column, toggling through descending, ascending, or no sort. You can use this to easily see your most used or highest value coupons.

How to Use Coupons

When your customers are shopping in your storefront, they will be able to apply a coupon code once they have chosen a fulfillment plan, added products to their cart and proceeded to the checkout screen. Underneath the order summary on the right is the Add Coupon Code button:

Clicking the button allows a coupon code to be entered, and then applied by clicking the Apply button:

After the coupon is applied, the discount is calculated and applied to the order:

If the coupon is not valid for the order based on the eligibility settings, the customer will receive an error message informing them why it's not valid.


If there is a balance remaining, customers will choose their payment method, enter any necessary additional details such as credit card number or billing address, and then click the "Place order" button to complete their order. Customers must place the order by clicking the Place order button, even if the coupon brings the order total to $0, otherwise the order will not be completed.