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Reference Guide

Marketing

Marketing

Price Groups

Price Groups are another way to offer discounts in your store. Price Groups have been part of Miva Merchant for a number of years, but were significantly expanded for Version 9.

Price Groups in PR8

In PR8, you could use Price Groups to change the price of products based on membership in a group. All customers saw the same products, but the price would change depending on what group the customer was assigned to.

Price Group

Price Groups in Version 9

In Version 9, you have a lot more control over who gets the discount and what kind of discount you create.

PR8 Version 9
Who gets the discount? (Eligibility)
  • Specific Customers
  • Customers with a coupon
  • Specific Customers
  • All customers who are signed into their accounts.
  • All customers
What kind of discount do you want to create? (Type)
  • Retail (no discount)
  • Cost
  • Discount from Retail (percent)
  • Markup from Cost (percent)
  • Legacy
    • Retail
    • Cost
    • Discount from Retail
    • Markup from Cost
  • Add-on product
  • Basket Discount
  • Buy X Get Y
  • Product Discount
  • Specific Sale Price
  • Shipping Discount (entire order)
  • Shipping Discount (Discounted Products Only)
  • Volume Pricing

The General Process of Creating a Price Group

If you are creating a coupon, there's a few extra steps, but if you are only creating a Price Group, this is what you have to do:

  1. Go to Menu> Marketing > Price Groups tab.
  2. In the Price Groups tab, click Add Price Group Add
  3. In the Add Price Group dialog box:

    3.1. Enter a name for the Price Group.

    3.2. Select the Eligibility: Who should get the discount?

    • Coupon Only: only customers with a coupon get the discount.
    • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
    • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
    • All Customers: Everyone who visits your store gets the discount.

    3.3. Select the Type: Miva Merchant lets you create many different types of discounts, and each type of discount has its own set of options. All of the options are explained later in this section.

    • Legacy. These are the discount options that were supported in builds before Version 9 (Retail, Cost, Discount from Retail, and Markup from Cost).
    • Add-on product
    • Basket Discount
    • Buy X Get Y
    • Product Discount
    • Specific Sale Price
    • Shipping Discount (Entire Order)
    • Shipping Discount (Discounted Products Only)
    • Volume Pricing

    3.4. Fill out the fields in the Price Group. The fields that show up in the Add Price Group dialog box will change depending on the type of Price Group you are creating. Details on the every field in every type of Price Group are given later in this section.

  4. Click Save.
  5. Select Qualifying Products, Discounted Products, Customers and Business Accounts.
  6. 5.1. In the Price Groups tab, select the Price Group that you just created.

    These buttons become visible when you select at least one Price Group. The buttons that you see will vary depending on how you configured the Price Group. You won't see Qualifying Subscriptions and Discounted Subscriptions unless you are using MivaPay.

    Qualifying Products

    5.2 Qualifying Products: The customer must have at least one of these products in their basket to qualify for the Price Group discount.

    5.2.1. Click on the Qualifying Products button.

    Show Records

    5.2.2. Assign one or more products to this Price Group, then click Close.

    5.3. Qualifying Subscriptions: Select one or more products to be discounted by the Price Group.

    MivaPay

    To Create a Subscription

    The customer must have at least one of these subscriptions in their basket to qualify for the Price Group discount

    5.3.1. Click on the Qualifying Subscriptions Button.

    Qualifying Subscriptions

    5.3.2. Assign one or more subscriptions to this Price Group, then click Close.

    5.4. Discounted Products: Select one or more products to be discounted by the Price Group.

    5.4.1. Click on the Discounted Products button.

    Discounted Products

    5.4.2. Assign one or more products to this Price Group, then click Close.

    5.5. Discounted Subscriptions:

    Note that you won't see this button unless you are using MivaPay and Subscriptions. See:

    MivaPay

    To Create a Subscription

    Select one or more products to be discounted by the Price Group.

    5.5.1. Click on the Discounted Subscriptions button.

    Qualifying Subscriptions

    5.5.2. Assign one or more subscriptions to this Price Group, then click Close.

    5.6. Customers: If you selected "Specific Customers" as the Eligibility when you created the Price Group, use the Customers button to select the customers who can get the discount.

    5.6.1. Click on the Customers button.

    Customer Assigned

    5.6.2. Assign one or more customers to this Price Group, then click Close.

    5.7. Business Accounts: If you selected "Specific Customers" as the Eligibility when you created the Price Group, use the Business Accounts button to select the Business Accounts who can get the discount.

    Done! With the exception of a coupon, your Price Group is ready to go. The steps shown above are a general description for creating a Price Group. Details on every type of Price Group are included later in this section.

Price Groups Can Affect Each Other

If you create a lot of Price Groups, you may have trouble figuring out exactly how a customer got charged a certain price for an item. Price Groups can affect each other in a number of ways, including:

See Priority for an example of how Price Groups can interact.

Price Group Types

To Create a Legacy Price Group

The Legacy Price Group lets you duplicate the same kind of Price Group discounts that were available in PR8 and previous releases.

  1. Go to Menu> Marketing > Price Groups tab.
  2. Click Add Price Group Add.
  3. Fill out the fields in the Add Price Group dialog box
  4. Name The name of the Price Group as it appears in the admin interface
    Eligibility
    • Coupon Only: only customers with a coupon get the discount.
    • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
    • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
    • All Customers: Everyone who visits your store gets the discount.
    Type Select Legacy.
    Pricing
    • Retail: Customers in this group will see the normal retail price. This is the price that you set in the Menu> Catalog > Products tab > (Edit Product) > Product tab > Price field.
    • Cost: Customers in this group will see whatever you entered in the Menu> Catalog > Products tab > (Edit Product) > Product tab > Cost field.
    • Discount From Retail: Use this field to give customers a discount percent from the Menu> Catalog > Products tab > (Edit Product) > Product tab > Price field. For example, if you set the Price field of a product to $30.00 and you enter 50% in the Discount from Retail field, customers in this group will only pay $15.00 for that product.
    • Markup From Cost: Use this field to charge customers a markup percent from the Menu> Catalog > Products tab > (Edit Product) > Product tab > Cost field. For example, if you set the Cost field of a product to $10.00 and you enter 50% in the Markup from Cost field, customers in this group will pay $15.00 for that product.
    Not Valid Before: Not Valid After: See Not Valid Before.
    Priority

    If multiple discounts are being applied to the order, the higher priority discount is applied first. A priority 100 discount is applied before a priority 97 discount. If you set the Priority to "0" it means "apply this discount last". If you set the Priority of every Price Group to "0", the Price Groups will be applied in the order in which they were created.

    You might use the Priority field if you think multiple discounts will be applied to the same basket.

    Example: Priority affects the price of an item

    We'll create two Price Groups:

    • The first Price Group is of type "Product Discount".
      • We'll set the Price Group to give the customer $5 off for a men's golf shirt.
      • The Maximum Discount Quantity is set to "1", which means the customer can only get a discount on one item, no matter how many they buy.
      • We'll set the Exclusions to "Exclude for Same Item", which means the customer can't combine multiple discounts on the same item.
      • Priority is to 100.
      • The second Price Group is of type "Specific Sale Price".
      • We'll set up the Price Group to give the customer $20 off for a men's golf shirt.
      • The Maximum Discount Quantity is set to 1.
      • The Exclusion is set to "Exclude for Same Item".
      • The Priority is set to 0.
      1. The customer adds a man's golf shirt to their basket. That triggers our first Price Group "Product Discount", because we set the Priority to 100, and the customer gets $5 off the normal price. This shirt doesn't trigger our second Price Group because we set Exclusions to "Exclude for Same Item", so they can't get multiple discounts on the same shirt.
      2. The customer adds a second men's golf shirt to their basket. This shirt doesn't get the discount from our first Price Group, because we set Max Discount Quantity to "1", which means that discount can only be used once per basket. The 2nd shirt does qualify for a discount from our second Price Group.
      3. The customer adds a third men's golf shirt to their basket. This shirt gets no discount. Both of our Price Groups had the Max Discount Quantity set to "1", which means that the discount from each Price Group can only be used once per basket. The customer already got two discounts on their basket, one from each Price Group.
      4. Our customer bought quantity 3 of our men's golf shirt.
      • They received a $5 discount on the first shirt.
      • They received a $20 discount on the second shirt
      • They will pay full price for the third shirt.

      It's important to remember that Price Groups have variables, such as Priority, Exclusions, Max Discount Quantity, and others, that can change the way that the Price Groups are applied and combined.

    Exclusions: Exclusions let you decide if the Price Group discount you are creating can be combined with other existing Price Groups. When you create a new Price Group, every other Price Group that you've created will show up in the Add/Edit Price Group dialog box:

    Exclusions

    You should think carefully when you allow discounts to be combined. There are many variables that can affect discounts: Priority, Maximum Discounts Allowed, restrictions, etc. If you allow too many discounts to be combined, it may be difficult to predict what the final price of a product will be in every case.

    • Allow Combination: You will allow the discount of this Price Group to be combined with the discount of another Price Group.
    • Exclude for Same Basket: The discount created by this Price Group cannot be combined with the discount from another Price Group.
    • Exclude for Same Item Group: An Item Group isn't something that you can select yourself. It's basically one or more items in a customer's basket that the Miva Merchant software temporarily groups together as it tries to apply Price Group discounts.

      Let's say you have two Price Groups:

      • Price Group 1: If the customer buys 5 hats they'll receive a 10% discount on each hat. Set the Priority to 100 (apply this Price Group first).
      • Price Group 2: If the customer buys 1 hat, they get the 2nd hat free. Set the Priority to 0 (apply this Price Group last.).
      • Our customer buys 5 hats. Miva Merchant looks at the customer's basket, takes 5 hats and puts them in a group. The item group of 5 hats meets the conditions to get a discount from Price Group 1.

        Now Miva Merchant tries to apply a discount for Price Group 2. But all 5 hats are part of an "item group" that was already used to get a discount from Price Group 1.

        Since we set the exclusion to "Exclude for Same Item Group" none of those hats can get another discount. The 5 hats were placed in a group to qualify for a discount. As part of that item group they are "disqualified" from getting a discount from any other Price Group.

      • If the customer buys 5 hats, the hats get a discount from Price Group 1, but not Price Group 2.
      • If the customer buys 7 hats, the first 5 hats are put in an item group and get a discount from Price Group 1. Hats 6 and 7 are put into a different item group and get the discount from Price Group 2.
      • If the customer buys 8 hats:
        • Hats 1-5 get the discount from Price Group 1.
        • Hats 6-7 get the discount from Price Group 2.
        • Hat 8 gets no discount. It's in an item group by itself that doesn't qualify for any discount.
    • Exclude for Same Item: Multiple discounts can be applied to the same basket, but not for the same item.
  5. When you've filled out all of the fields in the Add Price Group dialog box, click Save
  6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

To Create an Add-on Product Price Group

In the Add-on Product Price Group, the "add-on" product is automatically added to the customer's basket if they put a qualifying product in their basket. For example, if the customer adds a Hawaiian shirt to their basket (the qualifying product), you can automatically put a Hawaiian hat in their basket (the add-on). You can control the price of the add-on product (free, discounted, normal retail, etc.) The customer can remove the add-on item from their basket whenever they view their basket, or during checkout.

  1. Go to Menu> Marketing > Price Groups tab.
  2. Click Add Price Group Add
  3. Fill out the fields in the Add Price Group dialog box.
  4. Name The name of the Price Group as it appears in the admin interface.
    Eligibility
    • Coupon Only: only customers with a coupon get the discount.
    • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
    • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
    • All Customers: Everyone who visits your store gets the discount.
    Type Select Add-on Product.
    Add-on Product This is the product that you want to be automatically added to the customer's basket.
    Quantity to Add The quantity for the add-on product. For example, if you enter "3" here, then 3 Hawaiian hats will be added to the customer's basket when they add a Hawaiian shirt to their basket.
    Price/Each The price you want to charge for each add-on item
    Restrict to Qualifying Subtotal:
    • The customer will receive the discount if the total value of qualifying products in their basket falls within a certain range. You select the list of qualifying products after you create the Price Group.
    • For example, the customer might have 10 items in their basket with a total value of $100. But if only 3 of those items were on your list of qualifying products, and the value of those 3 items is $25, it might not be enough to qualify for the discount.

    • This field also uses the basket subtotal, which is the value of merchandise in the basket, but without tax, shipping, or other order related charges.

    Example 1:

    Restrict to Qualify

    The customer will receive the discount if the total value of qualifying products in their basket is at least $50. Note that, in our sample store, we are using US dollars as the currency. The currency setting in your store might be different and is set in: Menu> Store Settings > Store Details tab > Settings Section > Currency Formatting field.

    Example 2:

    Restrict to Qualify

    The customer will receive the discount if the value of qualifying products in their basket is $50 or less.

    Restrict to Qualifying Quantity:
    • The customer must have a certain number of qualifying products in their basket to get the discount. You select the list of qualifying products after you create the Price Group. For example, the customer might have 10 items in their basket, but if only 3 of those items are on your list of qualifying products, it mig
    • The customer can have any combination of your qualifying items in their basket, including multiples of the same item. For example, if you want the customer to have 5 qualifying items in their basket, and the customer has 5 of the same item, they would still get the discount.

    Example 1:

    Restrict to Qualify

    The customer will receive the discount if they have 5 or more qualifying products in their basket.

    Example 2:

    Restrict to Qualify

    The customer will receive the discount if they have 5 or fewer qualifying products in their basket.

    Restrict to Qualifying Weight

    The customer will receive the discount if the total weight of qualifying products in their basket falls within a certain range. You select the qualifying products after you create the Price Group. Only the weight of qualifying products is considered by this field.

    For example, the customer may have 10 items in their basket with a total weight of 25 pounds. However, only 2 of those items are on your list of qualifying products, and those 2 items weigh a total of 10 pounds, it may not be enough to qualify for the discount

    Note that, in our sample store, we are using pounds as the unit of weight. The unit of weight in your store might be different and is set in: Menu> Store Settings > Store Details tab > Settings Section > Weight Units field.

    Example 1:

    Restrict to Qualify

    The customer will receive the discount if the total weight of qualifying products in their basket is 10 pounds or more.

    Example 2:

    Restrict to Qualify

    The customer will receive the discount if the total weight of qualifying products in their basket is 10 pounds or less.

    Restrict to Basket Subtotal
    • The basket subtotal is the value of all merchandise in the basket, but without tax, shipping, or other order related charges. This option looks at everything in the customer's basket, not just items in the qualifying products list
    • The Restrict To Basket Subtotal fields let you decide what merchandise value has to be in the customer's basket to qualify for the discount

    Restrict Basket

    Example 1:

    Restrict to Qualify

    The customer will receive the discount if their basket total is at least $100. Note that, in our sample store, we are using US dollars as the currency. The currency setting in your store might be different and is set in: > Store Settings > Store Details tab > Settings Section > Currency Formatting field.

    Example 2:

    Restrict to Qualify

    The customer will receive the discount as long as their basket total is less than $100.

    Restrict to Basket Quantity:
    • The basket quantity is the total number of items in the customer's basket.
    • The Restrict to Basket Quantity fields let you decide how many items must be in the customer's basket in order to qualify for the discount.

    Example 1:

    Restrict to Qualify

    The customer will receive the discount if they have at least 5 items in their basket.

    Example 2:

    Restrict to Qualify

    The customer will receive the discount if they have 5 or less items in their basket.

    Restrict to Basket Weight:
    • The basket weight is the combined weight of all items in the customer's basket.
    • The Restrict to Basket Weight fields let you offer a discount based on the total weight of items in the customer's basket.

    Example 1:

    Restrict to Qualify

    The customer will receive the discount if their basket items add up to at least 50 pounds. Note that, in our sample store, we are using pounds as the unit of weight. The unit of weight in your store might be different and is set in: Menu> Store Settings > Store Details tab > Settings Section > Weight Units field.

    Example 2:

    Restrict to Qualify

    The customer will receive the discount if the weight of items in their basket is 50 pounds or less.

    Basket Description Display Discount in Basket

    See examples below.

    These two fields work together so that you can give customers more information about the discounts they are getting.

    These fields affect the Shopping Basket, and all of the checkout screens (Order Details, Shipping/Payment Selection, Payment Information, and Invoice).

    Even if you don't use these fields, the discount will still show up in the Total Price column of the Shopping Basket and the checkout screens:

    Item Price

    Example

    Example

    Not Valid Before

    Not Valid After

    These two fields let you control how long your Price Group will be active.

    Example 1: Neither field is used.

    Not Valid Before

    The Price Group will become active as soon as you create it. It will never expire.

    Example 2: Use Not Valid Before only.

    Not Valid Before

    The Price Group becomes active on the Not Valid Before date. This Price Group will never expire.

    Example 3: Use Not Valid After only.

    Not Valid Before

    The Price Group becomes active as soon as you create it. The Price Group expires on the Not Valid After date.

    Example 4: Use both fields.

    Not Valid Before

    The Price Group will become active on the Not Valid Before date. The Price Group will expire on the Not Valid After date.

    Priority See Priority
    Exclusions See Exclusions.
  5. When you've filled out all of the fields in the Add Price Group dialog box, click Save.
  6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

To Create a Buy X Get Y Price Group

  1. Go to Menu> Marketing > Price Groups tab.
  2. Click Add Price Group.Add
  3. Fill out the fields in the Add Price Group dialog box.
  4. Name The name of the Price Group as it appears in the admin interface
    Eligibility
    • Coupon Only: only customers with a coupon get the discount.
    • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
    • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
    • All Customers: Everyone who visits your store gets the discount.
    Type Select Buy X Get Y.
    Apply To:
    • All Eligible Products: An eligible product, in this instance, means a product that:
      • is in the customer's basket
      • also appears in the discounted product list for this Price Group (See Qualifying Products, Discounted Products, Customers and Business Accounts.)
      • and which is "eligible" for a discount.

      In many cases, this option means: apply the discount to an item in the customer's basket that is also on the list of Discounted Products. However, there are cases where a product in the customer's basket is on the Discounted Products list, but wouldn't be eligible for a discount. See Priority for an example.

    • Same Product: The customer gets the discount if the item is on the Discounted Products list and the customer purchases multiples of the same product. Let's say our Price Group is set up for "Buy 1, Get 1 Free". We have 2 items on our Discounted Products list - a Hawaiian hat and a Hawaiian shirt. We've set this field to "Same Product":
      • Example 1: Different products. These products don't have variants.

        The customer buys 1 hat and 1 shirt. The customer bought 2 products from the Discounted Products list, but the 2nd item isn't the same as the 1st, so there is no discount.

      • Example 2: Same master product, different variants:

        The customer buys 1 Hawaiian shirt in color red and a 2nd Hawaiian shirt in color blue. The customer gets the 2nd shirt for free because both shirts are variants of the same master product.

    • Same Product Variant: The customer gets the discount if the item is on the Discounted Products list and they buy more than 1 of the same variant. For example:
      • There is a Hawaiian shirt on the discounted products list. The shirt has 2 variants: color = red and color = blue.
      • If the Price Group is set up for "Buy 1 Get 1 Free", and the customer buys 1 red Hawaiian shirt and 1 blue Hawaiian shirt, they would not get the discount, since they haven't purchased 2 of the same variant.
    Buy The Buy field determines how many products on the Discounted Product list the customer has to purchase before they qualify for the discount. If you set Buy to "0", the customer will get a discount on the 1st product that they buy. If you set Buy to "1", the customer pays full price for the 1st product and gets the discount on the 2nd product.
    Get The Get field determines how many items will be discounted.

    Example 1:

    Get Example

    There's a Hawaiian hat on our Discounted Products list. The customer will pay:

    • Full price for the 1st hat.
    • 1/2 price for the 2nd hat.
    • Full price for the 3rd hat.

    Example 2:

    Get Example

    There's a Hawaiian hat on our Discounted Products list. The customer will pay:

    • Full price for the 1st hat.
    • 1/2 price for the 2nd hat.
    • 1/2 price for the 3rd hat.
    • Full price for the 4th hat
    Discount The amount you want to discount the items.
    Apply Discount To:
    • If the customer has more than one item in their basket that could qualify for a discount, you can use this field to apply the discount to the higher priced item or the lower priced item.

    Example 1 (Simple):

    • Our Price Group is set up for "Buy 1, Get 1 Free". The discount applies to all eligible products.
    • Apply Discount To is set to Lowest Price Item.
    • We'll put 2 items on our Discounted Products list: a Hawaiian Hat ($10 retail) and a Hawaiian shirt ($20 retail).
      • The customer buys 2 hats: The 1st hat is full price. The 2nd hat is free.
      • The customer buys 1 hat and 1 shirt. The shirt is full price. The hat is free because it was the lower priced item.

      Example 2 (More complicated):

      Get Example

    • Our Price Group is set up for "Buy 1, Get 1 Free". The discount applies to Same Product.
    • We'll put 1 item on the Discounted Products list for this Price Group: a Hawaiian shirt ($20 retail).

      In many cases, if you set "Apply To" to "Same Product", it doesn't matter what value you select for "Apply Discount To". If the customer buys 2 of the same shirt, they get a discount on the 2nd shirt. Both shirts have the same retail price, so there is no lower or higher priced item in the basket.

      However... let's say we allowed our Price Group to be combined with some other Price Group. The other Price Group gave the customer a 20% discount on a Hawaiian shirt, and the customer bought a 2nd Hawaiian shirt to qualify for the "Buy 1 Get 1 Free" offer.

      The customer now has 2 identical shirts in their basket, but one of the shirts has already been discounted 20% down to $18. In a case like this, it does matter what you choose for "Apply Discount To".

      • Higher: The customer gets the $20 shirt for free and pays $18 for both shirts.
        Lower: The customer gets the $18 shirt for free and pays $20 for both shirts.
    Maximum Discount Quantity This is the maximum number of items that you will allow to be discounted by this Price Group, per order. Let's use a "Buy 1, Get 1 Free" Price Group. If the customer buys one item on the Discounted Products list, they will get the 2nd item free. The customer buys 4 of the same item from the Discounted Product list.
    • Set the Max. Discount Quantity to 1:
      • Item 1: Full price.
      • Item 2: Free
      • Item 3: Full price.
      • Item 4: Full price.
      • This item, and any other items the customer buys from the Discounted Product list, are full price because we set Max. Discount Quantity to "1", so the discount can only be applied once.

    • Set the Max. Discount Quantity to 2:
      • Item 1: Full price.
      • Item 2: Free
      • Item 3: Full price.
      • Item 4: Free.
      • The 2nd and 4th items are free because we are allowing a max of two items to receive the discount. The customer will pay full price if they buy any more of this item

        If you set the Max Discount Quantity to "0", the "Buy 1, Get 1 Free" offer would be applied an unlimited number of times to the same basket.

    Restrict to Qualifying Subtotal: Restrict to Qualifying Quantity: Restrict to Qualifying Weight Restrict to Basket Subtotal Restrict to Basket Quantity: Restrict to Basket Weight: See Restrict to Qualifying Subtotal.
    Basket Description Display Discount in Basket http://docs.miva.com/reference-guide/price-groups#create-add-on-product
    Not Valid Before Not Valid After See Not Valid Before.
    Priority See Priority.
    Exclusions See See Exclusions.
  5. When you've filled out all of the fields in the Add Price Group dialog box, click Save.

  6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

To Create a Specific Sale Price Group

  1. Go to Menu> Marketing > Price Groups tab.
  2. Click Add Price Group Add
  3. Fill out the fields in the Add Price Group dialog box.
  4. Name The name of the Price Group as it appears in the admin interface.
    Eligibility
    • Coupon Only: only customers with a coupon get the discount.
    • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
    • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
    • All Customers: Everyone who visits your store gets the discount.
    Type Select Specific Sale Price.
    Restrict to Qualifying Subtotal: Restrict to Qualifying Quantity: Restrict to Qualifying Weight Restrict to Basket Subtotal Restrict to Basket Quantity: Restrict to Basket Weight: See Restrict to Qualifying Subtotal.
    Basket Description Display Discount in Basket See Basket Description
    Not Valid Before Not Valid After See Not Valid Before.
    Priority See Priority.
    Exclusions See Exclusions.
  5. When you've filled out all of the fields in the Add Price Group dialog box, click Save.
  6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.
  7. To Create a Shipping Discount (Entire Order) Price Group

    1. Go to Menu> Marketing > Price Groups tab.
    2. Click Add Price Group Add
    3. Fill out the fields in the Add Price Group dialog box
    4. Name The name of the Price Group as it appears in the admin interface.
      Eligibility
      • Coupon Only: only customers with a coupon get the discount.
      • Specific Customers: Only a specific list of customers will get the discount.
      • You'll create this list later on.
      • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
      • All Customers: Everyone who visits your store gets the discount.
      Type Select Shipping Discount (Entire Order).
      Method Selection
      • Reflect Discount in Shipping Method List If you leave this box unchecked, the shipping discount that you created in the Price Group is not displayed in the Shipping/Payment Selection checkout screen.

        Example 1: Reflect Discount is unchecked.

        Reflect Discount

        In our Price Group we set a 5% discount on UPS Next Day Air, and we left "Reflect Discount" unchecked. The Shipping/Payment Selection checkout screen does not show the shipping discount (in our example, $30.25 is the full price).

        Ship Via

        But the discount will show up in the next checkout screen, Payment Information ($30.25 - 5% = $28.74).

        Ship UPS

        Example 2: Reflect Discount is checked.

        Reflect Discounts

        In our Price Group we set a 5% discount on UPS Next Day Air, and we checked "Reflect Discount". The discount on shipping now shows up in the Shipping/Payment Selection checkout screen:

        Ship Via

        and the Payment Information checkout screen:

        Shipping UPS

      • Do Not Modify Shipping Method Name: Make no changes to the shipping method name in the Shipping/Payment Selection screen > Ship Via list box.
      • Append < > to Shipping Method Name: If you set a discount on a shipping method in the Price Group, the text that you enter here will be appended to the shipping method name in the Payment/Selection checkout screen > Ship Via list box. Example:

        Reflect Discounts

      • We set a discount in the Price Group on UPS Next Day Air and UPS 2nd Day Air.
      • We checked the "Reflect Discount" option.
      • We put some text in the "Append" field.
      • When the customer chooses a shipping method in the Shipping/Payment Selection screen, the text that we entered in the Append field shows up for those two shipping methods.

        Ship Via

      • Replace Shipping Method Name with < >: Use this field with caution! The text that you enter in this field will replace EVERY shipping method that you discounted in the Price Group. Example:

        Reflect Discounts

      • We set a discount in the Price Group on UPS Ground only
      • We checked the "Reflect Discount" option.
      • We put some text in the "Replace Shipping Method Name" field.
      • When the customer chooses a shipping method in the Shipping/Payment Selection screen, the text that we entered in the Replace field shows up for UPS Ground:

        Ship Via

        You should only use this field when you are discounting one shipping method at a time in the Price Group. The text that you enter in this field will replace every shipping method that you discounted in the Price Group.

        Here we accidentally discounted two shipping methods in the Price Group:

        Ship Via

      Display in Basket Modify Applied Charge to Reflect Discount
      • Do Not Modify Description: Text in the checkout screens will not be modified to reflect the shipping discount.
      • Append < > to Description: The text that you enter in this field will be appended to the shipping information in the Payment Information (OPAY) and Invoice (INVC) screens.
      • Payment Info

      • Replace Description with < >: The text that you enter in this field will replace the default shipping information in the Payment Information (OPAY) and Invoice (INVC) screens.
      • Payment Info

      • Add a Charge Showing the Discount Amount / Description: If you enable this option, the text that you enter shows up as a separate line in OPAY and INVC to describe the shipping discount.
      • Payment Info

      Method Discounts For every shipping method that you have enabled in your store, you will see two Method Discounts fields, one for the value of the discount and one for the type (fixed or percent).

      Example 1:

      Fixed

      Give $5.00 off UPS Ground shipping.

      Note that, in our sample store, we are using US dollars as the currency. The currency setting in your store might be different and is set in: Menu> Store Settings > Store Details tab > Settings Section > Currency Formatting field.

      Example 2:

      Example Percent

      Give 5% off UPS Ground shipping.

      Restrict to Qualifying Subtotal: Restrict to Qualifying Quantity: Restrict to Qualifying Weight Restrict to Basket Subtotal Restrict to Basket Quantity: Restrict to Basket Weight: See Restrict to Qualifying Subtotal
      Basket Description Display Discount in Basket See Basket Description
      Not Valid Before Not Valid After See Not Valid Before.
      Priority See Priority.
      Exclusions See Exclusions.
    5. When you've filled out all of the fields in the Add Price Group dialog box, click Save.
    6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

    To Create a Shipping Discount (Discounted Products Only) Price Group

    The fields for this Price Group are identical to those for Shipping Discount (Entire Order). The only difference is that, instead of giving the customer a shipping discount on everything in their basket, you only give them a discount on "eligible" items in their basket.

    Basket items are eligible for a shipping discount if they meet the following conditions:

    • The item must be on your list of discounted items. After you create this Price Group, you select a list of discounted items. Only these items are eligible for the discount.
    • The discounted item can't be "disqualified" by another Price Group. See Priority for an example of how Price Groups can affect each other.
    1. Go to Menu> Marketing > Price Groups tab.
    2. Click Add Price Group Add.
    3. Fill out the fields in the Add Price Group dialog box. See To Create a Shipping Discount (Entire Order) Price Group.
    4. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

    To Create a Volume Pricing Price Group

    1. Go to Menu> Marketing > Price Groups tab.
    2. Click Add Price Group Add.
    3. Fill out the fields in the Add Price Group dialog box.
    4. Name The name of the Price Group as it appears in the admin interface.
      Eligibility
      • Coupon Only: only customers with a coupon get the discount.
      • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
      • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
      • All Customers: Everyone who visits your store gets the discount.
      Type Select Volume Pricing.
      Grouping See Apply To.
      Pricing Method This field only has an effect if you are using more than one row in the pricing table. Lets' say you have three rows in your pricing table:

      Pricing Table

      Apply pricing table progressively

      If you select progressive and the customer purchases 15 items, the customer will receive:

      • A 5% discount on the first 5 items.
      • A 10% discount on items 6-10.
      • A 15% discount on items 11-15.

      Apply pricing table Using Total Quantity:

      If you select Total Quantity and the customer purchases 15 items, the customer will get a 15% discount off every item.

      Progressive Mode This field only applies if you set the Pricing Method field to "Progressive".

      Pricing Table

      We set the Pricing Method field to "Progressive", so if the customer buys 15 items:

      • Items 1-5 get a 5% discount.
      • Items 6-10 get a 10% discount
      • Items 11-15 get a 15% discount

      Let's say in your discounted products list (the products that will receive a discount) you have a $10 t-shirt, a $50 jacket, and a $300 briefcase. Which item do you want to get the 5% discount, and which item should get the 15% discount? That's what the Progressive Mode field lets you control.

      If you set this field to "Higher Priced Items", then the $300 briefcase will get the 5% discount. The $50 jacket will get a 10% discount, and the $10 t-shirt will get the 15% discount. If you set this field to "Lower Priced Items" the order of discounts will be reversed, and the $300 briefcase will get the 15% discount.

      Pricing Table

      Pricing Table

      The Pricing Table lets you set one or more volume discounts. The Quantity column refers to the number of items the customer must buy to get the discount from that row.

      For example, after you create the Price Group, you click on the Discounted Products button in the Price Groups tab and select the items that you want to discount.

      Sample Volume Discount

      In our example, we set our pricing table to give volume discounts on quantity 5, 10, and 15. In the Discounted Products dialog box, we added a Hawaiian Hat. We'll set the Pricing Method to "Total Quantity".

      • If the customer buys 5 Hawaiian hats, each hat is 5% off.
      • If the customer buys 10 Hawaiian hats, each hat is 10% off.
      • If the customer buys 15 Hawaiian hats, each hat is 15% off.
      Restrict to Qualifying Subtotal: Restrict to Qualifying Quantity: Restrict to Qualifying Weight Restrict to Basket Subtotal Restrict to Basket Quantity: Restrict to Basket Weight: See Restrict to Qualifying Subtotal.
      Basket Description Display Discount in Basket See Basket Description.
      Not Valid Before Not Valid After See Not Valid Before.
      Priority See Priority.
      Exclusions See Exclusions.
    5. When you've filled out all of the fields in the Add Price Group dialog box, click Save.
    6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

    To Create a Basket Discount Price Group

    Basket Discount is a simple Price Group, similar to a store-wide sale. After you create the Price Group, you can select Qualifying Products, products that the customer must purchase to trigger the discount, but the discount is applied to everything in the customer's basket.

    1. Go to Menu> Marketing > Price Groups tab.
    2. Click Add Price Group Add.
    3. Fill out the fields in the Add Price Group dialog box.
    4. Name The name of the Price Group as it appears in the admin interface.
      Eligibility
      • Coupon Only: only customers with a coupon get the discount.
      • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
      • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
      • All Customers: Everyone who visits your store gets the discount.
      Type Select Basket Discount.
      Discount Enter a discount amount and then select either Fixed (dollar) amount or Percent discount.
      Maximum Discount Amount Enter the maximum discount value the customer can receive. For example, if you enter $10 in this field, the customer's discount can't exceed $10, no matter how many products they purchase.
      Restrict to Qualifying Subtotal: Restrict to Qualifying Quantity: Restrict to Qualifying Weight Restrict to Basket Subtotal Restrict to Basket Quantity: Restrict to Basket Weight: See Restrict to Qualifying Subtotal.
      Basket Description Display Discount in Basket See Basket Description.
      Not Valid Before Not Valid After See Not Valid Before
      Priority See Priority.
      Exclusions See Exclusions
    5. When you've filled out all of the fields in the Add Price Group dialog box, click Save
    6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

    To Create a Product Discount Price Group

    1. Go to Menu> Marketing > Price Groups tab
    2. Click Add Price Group add.
    3. Fill out the fields in the Add Price Group dialog box.
    4. Name The name of the Price Group as it appears in the admin interface.
      Eligibility
      • Coupon Only: only customers with a coupon get the discount.
      • Specific Customers: Only a specific list of customers will get the discount. You'll create this list later on.
      • All Logged In Customers: To get the discount a customer must have an account and be signed into their account.
      • All Customers: Everyone who visits your store gets the discount.
      Type Select Product Discount
      Discount Enter a discount amount and then select either Fixed (dollar) amount or Percent discount.
      Apply Discount To After you create this Price Group you:
      • Select Qualifying Products. These are products that the customer must purchase to trigger the discount. Selecting Qualifying Products is optional for this type of Price Group.
      • Select Discounted Products. These are the products that will receive the discount. You must select at least one product to receive the discount from this Price Group.
      • Let's say that you selected two products to receive a discount; a $10 hat and a $20 shirt. The customer buys one of each:

      • If you set this field to "Lowest", the customer gets a discount on the $10 hat.
      • If you set this field to "Highest", the customer gets a discount on the $20 shirt.
      Maximum Item Discount Quantity See Maximum Discount Quantity.
      Maximum Cumulative Discount: Enter the maximum discount value the customer can receive. For example, if you enter $10 in this field, the customer's discount can't exceed $10, no matter how many products they purchase.

      Restrict to Qualifying Subtotal:

      Restrict to Qualifying Quantity:

      Restrict to Qualifying Weight

      Restrict to Basket Subtotal

      Restrict to Basket Quantity:

      Restrict to Basket Weight:

      See Restrict to Qualifying Subtotal.
      Basket Description Display Discount in Basket See Basket Description
      Not Valid Before Not Valid After See Not Valid Before.
      Priority See Priority.
      Exclusions See Exclusions.t
    5. When you've filled out all of the fields in the Add Price Group dialog box, click Save.
    6. Select Qualifying Products, Discounted Products, Customers and Business Accounts.

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