Creating automatic promotions
Use the Promotions
tab to create and manage automatic promotions. This
is related to managing coupons and discounts .
To create an automatic promotion, see Create an automatic promotion .
Automatic promotions are always applied before coupons and manual discounts for an order, when all of them are applicable to an order.
For information on how to programmatically enable automatic promotions or exclude products globally from discounts via an API, see Configuring promotions .
Sequence of automatic promotions
When multiple automatic promotions apply to the same product or order, the promotions are calculated and applied in this sequence:
Promotion bundles are applied first:
- Bundles promotions with highest discount (fixed amount or percentage) are applied first
- Bundles promotions with an equal discount are applied in the order in which they were created, with the oldest bundle promotions being applied first
Promotions for specific products are applied before promotions for the whole cart or order are applied:
Specific product with percentage discounts
Specific product with fixed amount discounts
Buy X Get Y promotions are applied after product and cart promotions:
- Buy X Get Y with a percentage discount
- Buy X Get Y with fixed amount discounts
noteFor 2 Buy X Get Y promotion with the same type of discount, the one with a higher discount is applied first.
Free shipping promotions
Viewing automatic promotions
To view automatic promotions already available for your business, go to Promotions
> Automatic Promotions
.
You can search for promotions using the Search
box. When you search for an item,
the search also returns all promotions that the item is a part of.
To filter automatic promotions, select Filter
and select the filter keys you want to apply,
and click Apply
. The list of automatic promotions will be filtered by entities such as the name or status of the promotion,
active or disabled promotions, and so on.
These columns are available:
Name
: The name of the promotion. For example,Christmas Discount 2021
.Description
: The description for the promotion.Type
: Specifies if the promotion is applied to the whole cart (Cart
) or to specific products (Products
).Date
: The start and end dates, during which the promotion can be applied to orders.Time
: The start and end time for the promotion.noteThe promotion is active for your store based on the local time zone of the store, such as CET for stores in Berlin or EST for stores in New York.
Redemption
: Specifies if the promotion discount can be redeemed automatically, or needs a separate coupon and coupon definition .Last Updated
: The date when the promotion details were last updated via NewStore Omnichannel Manager.Status
: The current status of the promotion. Can be one of the following:Disabled
: The promotion has been created, but has not been enabled yet. This means that the promotion cannot be applied to any orders yet, and does not show up in NewStore Associate App.Planned
: The promotion has been enabled, but is not valid yet, and is not automatically applied in NewStore Associate App. Based on theStarts
date, the promotion becomes valid and its status automatically changes toRunning
.Past
: The promotion is past its end date, and can no longer be applied to any orders.Running
: The promotion has been enabled and is currently valid on the NewStore platform. The promotion is applied during checkout in NewStore Associate App to orders that meet the promotion criteria.
Creating automatic promotions
You can create automatic promotions that are either applied to the whole cart in NewStore Associate App, or to specific products or categories in your business.
When multiple automatic promotions apply to the same product, the promotions are calculated and applied in the following sequence:
- Promotions for specific products are applied before promotions for the whole cart are applied.
- Percentage discounts are applied before fixed amount discounts.
Buy X Get Y
promotions are applied after product and cart promotions.
BXGY promotions with a percentage discount are applied before BXGY promotions with fixed amount discounts. For two BXGY promotions with the same type of discount, the one with a higher discount is applied first.
You cannot change the type of an automatic promotion after it has been created.
- Creating an automatic promotion for the whole cart
- Creating an automatic promotion for specific products
- Creating an automatic promotion for specific categories
- Create promotions for a cart
- Create promotions for products
- Create promotions for categories
Creating an automatic promotion for the whole cart
Go to
Promotions
>Automatic Promotions
, and clickAdd Promotion
.In the
New Promotion
page, enter theGeneral
information about the promotion:In
Name
, enter the name of the promotion. This name appears on sales and exchange receipts related to the order where the promotion is applied.Date
: The start and end dates, during which the promotion can be applied to orders.Time
: The start and end time for the promotion.noteThe promotion is active for your store based on the local time zone of the store, such as CET for stores in Berlin or EST for stores in New York.
Specify if the promotion will be offered only to specific customer groups.
If you want to offer the promotion to all customers in your business, select
All customers
.If you want to offer the promotion to a specific customer group, select
Specific customer group
and specify theCustomer extended attribute name
andValue
for the customer segment or group. For example, specify the extended attribute name asgold_card_member
, and the value astrue
, when you have defined it accordingly in the extended attributes.ImportantThe customer group restrictions are based on extended attributes defined for the customer profile. You must define the
Customer extended attribute name
andValue
as part of extended attributes in the app, where these are defined byLabel
andData key
respectively.For more information on how to set up extended attributes, see Managing Associate App customizations .
In the
Discount Type
area, selectCart
.From the
Currencies
drop-down list, select the applicable currencies.noteIf you do not select any currency from the list, the promotion is applied to all available currencies that are currently used for your products, and part of the pricebook data for your business.
In the
Discount details
area:To specify a percentage value for discounts to be applied to the total value of the cart, select
Percentage
and inDiscount value
, specify the discount you want to offer as part of the promotion.For example, enter
20
to specify a 20% discount.To specify a fixed discount amount to be applied to the total value of the cart, select
Fixed Amount
and inDiscount value
, specify the discount amount you want to offer as part of the promotion.For example, enter
20
to specify a fixed discount amount of USD 20.noteYou can specify different discount amounts for each currency that you have selected for the promotion.
To apply restrictions on the promotion, in the
Restrictions
area, selectSet minimum purchase conditions
and inPurchase amount
, specify an amount.The promotion is only applied to orders that have an order value equal to or above the specified amount.
(Optional) To specify the promotion as an exclusive discount, where the promotion will not be combined with any other promotion discounts or coupons, select
Set as exclusive discount
.The best price for the customer is automatically applied to the value of the cart. To understand how best price is calculated when an exclusive promotion or discount is involved, see Calculating best price for exclusive promotions .
To apply the promotion to specific stores, select
Apply only to specific stores
>Select stores
, and select the relevant stores.You can also search for specific stores and select them for the promotion.
(Optional) You can also select a country to apply the promotion to all stores operating in that country.
Click
Save
.
The promotion is created in NewStore Omnichannel Manager and the status
is automatically set as Disabled
. To enable a promotion so that it is
applied automatically on orders placed via NewStore Associate App, see Enabling an automatic promotion .
Creating an automatic promotion for specific products
Go to
Promotions
>Automatic Promotions
, and clickAdd Promotion
.In the
New Promotion
page, enter theGeneral
information about the promotion:In
Name
, enter the name of the promotion. This name appears on sales and exchange receipts related to the order where the promotion is applied.Date
: The start and end dates, during which the promotion can be applied to orders.Time
: The start and end time for the promotion.noteThe promotion is active for your store based on the local time zone of the store, such as CET for stores in Berlin or EST for stores in New York.
Specify if the promotion will be offered only to specific customer groups.
If you want to offer the promotion to all customers in your business, select
All customers
.If you want to offer the promotion to a specific customer group, select
Specific customer group
and specify theCustomer extended attribute name
andValue
for the customer segment or group. For example, specify the extended attribute name asgold_card_member
, and the value astrue
, when you have defined it accordingly in the extended attributes.ImportantThe customer group restrictions are based on extended attributes defined for the customer profile. You must define the
Customer extended attribute name
andValue
as part of extended attributes in the app, where these are defined byLabel
andData key
respectively.For more information on how to set up extended attributes, see Managing Associate App customizations .
In the
Discount Type
area, selectProducts
, and from theCatalog
drop-down list, select the catalog that the promotion will be applied to.(Optional) From the
Currencies
drop-down list, select the applicable currencies.noteIf you do not select any currency from the list, the promotion is applied to all available currencies that are currently used for your products, and part of the pricebook data for your business.
In the
Discount details
area:To specify a percentage value for discounts to be applied to the total value of the cart, select
Percentage
and inDiscount value
, specify the discount you want to offer as part of the promotion.For example, enter
20
to specify a 20% discount.To specify a fixed discount amount to be applied to the total value of the cart, select
Fixed Amount
and inDiscount value
, specify the discount amount you want to offer as part of the promotion.For example, enter
20
to specify a fixed discount amount of USD 20.noteYou can specify different discount amounts for each currency that you have selected for the promotion.
To apply the promotion to specific products, in the
Discount details
area, selectSearch products
.To find the products you want to apply the promotion to, in the search box, type the name or SKU of the product.
To apply restrictions on the promotion, in the
Restrictions
area, selectSet minimum purchase conditions
and inPurchase amount
, specify an amount.The promotion is only applied to orders that have an order value equal to or above the specified amount.
(Optional) To specify the promotion as an exclusive discount, where the promotion will not be combined with any other promotion discounts or coupons, select
Set as exclusive discount
.The best price for the customer is automatically applied to the value of the cart. To understand how best price is calculated when an exclusive promotion or discount is involved, see Calculating best price for exclusive promotions .
To apply the promotion to specific stores, select
Apply only to specific stores
>Select stores
, and select the relevant stores.You can also search for specific stores and select them for the promotion.
(Optional) You can also select a country to apply the promotion to all stores operating in that country.
Click
Save.
(Optional) Creating promotions for products with a CSV file
You can also import a CSV file containing a list of product IDs, and apply the promotion to these products.
Ensure that the CSV file has only 1 single column, which contains the list of product IDs that you want to create automatic promotions for.
To prepare your CSV files for import, refer to this example CSV file.
To import a CSV file:
Prepare a CSV file with a list of product IDs for the promotion.
In the
Discount details
area, selectImport CSV
and clickImport file.
After a successful import, the total number of imported product IDs is displayed.
(Optional) To replace the file, click
Replace file
and import a new list of product IDs.noteClick
Export
to export the list of product IDs to verify that the correct list was imported for the promotion.To apply restrictions on the promotion, in the
Restrictions
area, selectSet minimum purchase conditions
and inPurchase amount
, specify an amount.The promotion is only applied to orders that have an order value equal to or above the specified amount.
(Optional) To specify the promotion as an exclusive discount, where the promotion will not be combined with any other promotion discounts or coupons, select
Set as exclusive discount
.The best price for the customer is automatically applied to the value of the cart. To understand how best price is calculated when an exclusive promotion or discount is involved, see Calculating best price for exclusive promotions .
To apply the promotion to specific stores, select
Apply only to specific stores
>Select stores
, and select the relevant stores.You can also search for specific stores and select them for the promotion.
(Optional) You can also select a country to apply the promotion to all stores operating in that country.
Click
Save
.
Creating an automatic promotion for specific categories
Go to
Promotions
>Automatic Promotions
, and clickAdd Promotion
.In the
New Promotion
page, enter theGeneral
information about the promotion:In
Name
, enter the name of the promotion. This name appears on sales and exchange receipts related to the order where the promotion is applied.Date
: The start and end dates, during which the promotion can be applied to orders.Time
: The start and end time for the promotion.noteThe promotion is active for your store based on the local time zone of the store, such as CET for stores in Berlin or EST for stores in New York.
Specify if the promotion will be offered only to specific customer groups.
If you want to offer the promotion to all customers in your business, select
All customers
.If you want to offer the promotion to a specific customer group, select
Specific customer group
and specify theCustomer extended attribute name
andValue
for the customer segment or group. For example, specify the extended attribute name asgold_card_member
, and the value astrue
, when you have defined it accordingly in the extended attributes.ImportantThe customer group restrictions are based on extended attributes defined for the customer profile. You must define the
Customer extended attribute name
andValue
as part of extended attributes in the app, where these are defined byLabel
andData key
respectively.For more information on how to set up extended attributes, see Managing Associate App customizations .
In the
Discount Type
area, selectProducts
, and from theCatalog
drop-down list, select the catalog that the promotion will be applied to.(Optional) From the
Currencies
drop-down list, select the applicable currencies.noteIf you do not select any currency from the list, the promotion is applied to all available currencies that are currently used for your products, and part of the pricebook data for your business.
In the
Discount details
area:To specify a percentage value for discounts to be applied to the total value of the cart, select
Percentage
and inDiscount value
, specify the discount you want to offer as part of the promotion.For example, enter
20
to specify a 20% discount.To specify a fixed discount amount to be applied to the total value of the cart, select
Fixed Amount
and inDiscount value
, specify the discount amount you want to offer as part of the promotion.For example, enter
20
to specify a fixed discount amount of USD 20.noteYou can specify different discount amounts for each currency that you have selected for the promotion.
To apply the promotion to specific categories:
Select
Browse categories
.To find the categories you want to apply the promotion to, click
Add Categories
and select the relevant categories from the list.noteCategories greyed out in the list do not contain any sub-categories, but can still be selected.
(Optional) To exclude specific products from being discounted as part of this automatic promotion, select
Exclude products
and type the name or SKU of the product you want to exclude.noteIf you want to exclude less than 20 products from the coupon discount, NewStore recommends that you type the names or SKUs of products to exclude them, so that they are displayed on the screen.
To exclude more than 20 products, create a CSV file with the list of product SKUs and import it via
Import CSV
>Import file
.Technical configurationThe following section involves working with technical configurations and APIs. Contact your IT support team for more information.To programmatically exclude products globally from all discounts and promotions in your business via an API, see this guide .
To apply restrictions on the promotion, in the
Restrictions
area, selectSet minimum purchase conditions
and inPurchase amount
, specify an amount.The promotion is only applied to orders that have an order value equal to or above the specified amount.
(Optional) To specify the promotion as an exclusive discount, where the promotion will not be combined with any other promotion discounts or coupons, select
Set as exclusive discount
.The best price for the customer is automatically applied to the value of the cart. To understand how best price is calculated when an exclusive promotion or discount is involved, see Calculating best price for exclusive promotions .
6. To apply the promotion to specific stores, select `Apply only to specific stores` > `Select stores`,
and select the relevant stores.
You can also search for specific stores and select them for the promotion.
*(Optional)* You can also select a country to apply the promotion to all stores operating in that country.
- Click
Save
.
The promotion is created in NewStore Omnichannel Manager and the status
is automatically set as Disabled
. To enable a promotion so that it is
applied automatically on orders placed via NewStore Associate App, see Enabling an automatic promotion .
Creating a Buy X Get Y promotion
For an example on how Buy X Get Y
(BXGY) promotion discounts are calculated, see this example .
To create a BXGY promotion in NewStore Omnichannel Manager:
Go to
Promotions
>Automatic Promotions
, and clickAdd Promotion
.In the
New Promotion
page, enter theGeneral
information about the promotion:In
Name
, enter the name of the promotion. This name appears on sales and exchange receipts related to the order where the promotion is applied.Date
: The start and end dates, during which the promotion can be applied to orders.Time
: The start and end time for the promotion.noteThe promotion is active for your store based on the local time zone of the store, such as CET for stores in Berlin or EST for stores in New York.
Specify if the promotion will be offered only to specific customer groups.
If you want to offer the promotion to all customers in your business, select
All customers
.If you want to offer the promotion to a specific customer group, select
Specific customer group
and specify theCustomer extended attribute name
andValue
for the customer segment or group. For example, specify the extended attribute name asgold_card_member
, and the value astrue
, when you have defined it accordingly in the extended attributes.ImportantThe customer group restrictions are based on extended attributes defined for the customer profile. You must define the
Customer extended attribute name
andValue
as part of extended attributes in the app, where these are defined byLabel
andData key
respectively.For more information on how to set up extended attributes, see Managing Associate App customizations .
In the
Discount Type
area, selectBuy X Get Y
, and from theCatalog
drop-down list, select the catalog that the promotion will be applied to.(Optional) From the
Currencies
drop-down list, select the applicable currencies.noteIf you do not select any currency from the list, the promotion is applied to all available currencies that are currently used for your products, and part of the pricebook data for your business.
In the
Customer Buys
area, specify the following fro the type of product(s) that the customer will buy to qualify for the BXGY promotion:In
Quantity
, specify the minimum number of products that the customer needs to buy to qualify for the BXGY promotion.To specify product categories that will be part of the BXGY promotion, add them via
Selected categories
>Add categories
.noteCategories greyed out in the list do not contain any sub-categories, but can still be selected.
(Optional) To exclude specific products from being discounted as part of this coupon, select
Exclude products
and type the name or SKU of the product you want to exclude.noteIf you want to exclude less than 20 products from the coupon discount, NewStore recommends that you type the names or SKUs of products to exclude them, so that they are displayed on the screen.
To exclude more than 20 products, create a CSV file with the list of product SKUs and import it via
Import CSV
>Import file
.Technical configurationThe following section involves working with technical configurations and APIs. Contact your IT support team for more information.To programmatically exclude products globally from all discounts and promotions in your business via an API, see this guide .
To specify products that will be part of the BXGY promotion, select
Selected products
and add them by searching for the SKU or name of the product.
In the
Customer Gets
area, specify the following for the type of product(s) that the customer will get discounts on as part of the BXGY promotion:To specify a percentage discount for the product(s) that the customer gets, select
Percentage
and specify a percentage discount value inDiscount value
.To specify a fixed amount discount for the product(s) that the customer gets, select
Fixed Amount
and specify a discount amount that you want to offer.noteYou can specify different discount amounts for each currency that you have selected for the promotion.
For both percentage or fixed amount discounts for the BXGY promotion, you can:
Specify that the discount applies to the same product(s) or categories that the customer buys, by selecting
Same products as customer buys
and specifying aQuantity
.For example, you can specify that if customers buy a Henley shirt, they get a 70% discount on the second Henley shirt, if they choose to buy both.
In this case, create a BXGY promotion and do the following:
- In the
Customer Buys
area, selectHenley shirts
as a category and specifyQuantity
as1
. - In the
Customer Gets
area, selectPercentage
and specify70
inDiscount value
. - Select
Same products as customer buys
and specifyQuantity
as1
.
- In the
Specify that the discounted product(s) are different products than the one(s) that the customer buys.
To pick the discounted categories or product(s), you can either select the categories from
Selected categories
, or product(s) fromSelected products
.(Optional) To exclude specific products from being discounted as part of this automatic promotion, select
Exclude products
and type the name or SKU of the product you want to exclude.noteIf you want to exclude less than 20 products from the coupon discount, NewStore recommends that you type the names or SKUs of products to exclude them, so that they are displayed on the screen.
To exclude more than 20 products, create a CSV file with the list of product SKUs and import it via
Import CSV
>Import file
.Technical configurationThe following section involves working with technical configurations and APIs. Contact your IT support team for more information.To programmatically exclude products globally from all discounts and promotions in your business via an API, see this guide .
To apply restrictions on the promotion, in the
Restrictions
area, selectSet minimum purchase conditions
and inPurchase amount
, specify an amount.The promotion is only applied to orders that have an order value equal to or above the specified amount.
(Optional) To specify the promotion as an exclusive discount, where the promotion will not be combined with any other promotion discounts or coupons, select
Set as exclusive discount
.The best price for the customer is automatically applied to the value of the cart. To understand how best price is calculated when an exclusive promotion or discount is involved, see Calculating best price for exclusive promotions .
To apply the promotion to specific stores, select
Apply only to specific stores
>Select stores
, and select the relevant stores.You can also search for specific stores and select them for the promotion.
(Optional) You can also select a country to apply the promotion to all stores operating in that country.
Click
Save
.
The promotion is created in NewStore Omnichannel Manager and the status
is automatically set as Disabled
. To enable a promotion so that it is
applied automatically on orders placed via NewStore Associate App, see Enabling an automatic promotion .
Buy X Get Y promotion example
When you create a BXGY promotion in NewStore Omnichannel Manager, the discount will not be applied directly to only one item in the order. The promotion is distributed across the item that you buy and the item that is eligible for the discount. This allows you to process a return for any of the items that were part of a BXGY promotion, and provide a refund to the customer.
For example, you create a promotion for Item A ($100)
and
Item B ($50)
, where the customer buys Item A
and gets a 100%
discount ($50 discount) on Item B
.
In this scenario, the discount is applied to both items and not just to
Item B
.
To calculate the discount for each item, NewStore uses this ratio:
ratio = discount/(price of Item A + price of Item B)
In this example, the ratio is
50/150 = 0.33
.NewStore then multiplies the ratio with the original price of each item. In this example, the discount for each item is calculated as:
- Discount on
Item A
:0.33 * $100 = $33.4
- Discount on
Item B
:0.33 * $50 = $16.6
The total discount is computed as
$50
for the BXGY promotion.- Discount on
If the customer wants to returns an item, the refund will be processed based on the discounted price of the item.
Creating a promotion bundle
You can create an automatic promotion where you can specify a specific price or a percentage discount for a set of products that will be sold together.
Currently, NewStore allows you to create these types of promotion bundles for customers:
Single item bundles
: Buy 2 items of the same type priced at $500 each, and get them both for for a $800 fixed amount.
Multiple item bundles
: Buy 1 item of product A and 1 or more items of product B (a total of $1200) and get them all for a $900 fixed amount instead.
A specific price point bundle
: Buy 3 items of the same price (such as $500 each) and get all of them for a fixed amount of $1200 instead, which indicates that each item was discounted to $400 each.
Multiple price point bundles
: Buy 3 items of mixed pricing (such as $500, $850, and $750) and get all of them for a fixed amount of $1800 instead of the original total price of $2100, or a discount of 25% on the original total price.
These limitations apply when using promotion bundles for your products:
Promotion bundles cannot be combined with other promotions for items.
For promotions applies to a cart or the whole order, promotion bundles cannot be combined with other promotions, like on items that are part of the bundle.
Price point
promotion bundles cannot be combined with additional promotions or coupons.If you need to offer additional discounts, specify them manually for the item or the order.
To create a free shipping promotion in NewStore Omnichannel Manager:
Go to
Promotions
>Automatic Promotions
, and clickAdd Promotion
.In the
New Promotion
page, enter theGeneral
information about the promotion:In
Name
, enter the name of the promotion. This name appears on sales and exchange receipts related to the order where the promotion is applied.Date
: The start and end dates, during which the promotion can be applied to orders.Time
: The start and end time for the promotion.noteThe promotion is active for your store based on the local time zone of the store, such as CET for stores in Berlin or EST for stores in New York.
Specify if the promotion will be offered only to specific customer groups.
If you want to offer the promotion to all customers in your business, select
All customers
.If you want to offer the promotion to a specific customer group, select
Specific customer group
and specify theCustomer extended attribute name
andValue
for the customer segment or group. For example, specify the extended attribute name asgold_card_member
, and the value astrue
, when you have defined it accordingly in the extended attributes.ImportantThe customer group restrictions are based on extended attributes defined for the customer profile. You must define the
Customer extended attribute name
andValue
as part of extended attributes in the app, where these are defined byLabel
andData key
respectively.For more information on how to set up extended attributes, see Managing Associate App customizations .
In the
Discount Type
area, selectBundles
, and from theCatalog
drop-down list, select the catalog that the promotion will be applied to.(Optional) From the
Currencies
drop-down list, select the applicable currencies.noteIf you do not select any currency from the list, the promotion is applied to all available currencies that are currently used for your products, and part of the pricebook data for your business.
In the
Bundle Details
area, clickCategory
,Product
, orCSV
to specify categories, products (and the quantity), or even a CSV file containing the details of the products that the promotion bundle will apply to.note(Optional) To exclude specific products from being discounted as part of this promotion bundle when adding categories, select
Exclude products
and type the name or SKU of the product you want to exclude.If you want to exclude less than 20 products from the discount, NewStore recommends
that you type the names or SKUs of products to exclude them, so that they are displayed
on the screen.
To exclude more than 20 products, create a CSV file with the list of product SKUs and
import it via `Import CSV` > `Import file`.After you have selected the products or categories that the promotion will apply to, specify the following for the type of product(s) that the customer will get discounts on as part of the promotion bundle:
To specify a percentage discount for the product(s) that the customer gets, select
Percentage
and specify a percentage discount value inDiscount value
.To specify a fixed amount discount for the product(s) that the customer gets, select
Fixed Amount
and specify a discount amount that you want to offer.noteYou can specify different discount amounts for each currency that you have selected for the promotion.
To apply restrictions on the promotion, in the
Restrictions
area, selectSet minimum purchase conditions
and inPurchase amount
, specify an amount.The promotion is only applied to orders that have an order value equal to or above the specified amount.
(Optional) To specify the promotion as an exclusive discount, where the promotion will not be combined with any other promotion discounts or coupons, select
Set as exclusive discount
.The best price for the customer is automatically applied to the value of the cart. To understand how best price is calculated when an exclusive promotion or discount is involved, see Calculating best price for exclusive promotions .
To apply the promotion to specific stores, select
Apply only to specific stores
>Select stores
, and select the relevant stores.You can also search for specific stores and select them for the promotion.
(Optional) You can also select a country to apply the promotion to all stores operating in that country.
Click
Save
.
Creating a free shipping promotion
You can create an automatic promotion where the shipping charges are waived off completely for an order. You can also specify the discount on shipping charges for specific shipping options or based on a minimum purchase amount.
To create a free shipping promotion in NewStore Omnichannel Manager:
Go to
Promotions
>Automatic Promotions
, and clickAdd Promotion
.In the
New Promotion
page, enter theGeneral
information about the promotion:In
Name
, enter the name of the promotion. This name appears on sales and exchange receipts related to the order where the promotion is applied.Date
: The start and end dates, during which the promotion can be applied to orders.Time
: The start and end time for the promotion.noteThe promotion is active for your store based on the local time zone of the store, such as CET for stores in Berlin or EST for stores in New York.
Specify if the promotion will be offered only to specific customer groups.
If you want to offer the promotion to all customers in your business, select
All customers
.If you want to offer the promotion to a specific customer group, select
Specific customer group
and specify theCustomer extended attribute name
andValue
for the customer segments or groups. For example, specify the extended attribute name asgold_card_member
, and the value astrue
, when you have defined it accordingly in the extended attributes.ImportantThe customer group restrictions are based on extended attributes defined for the customer profile. You must define the
Customer extended attribute name
andValue
as part of extended attributes in the app, where these are defined byLabel
andData key
respectively.For more information on how to set up extended attributes, see Managing Associate App customizations .
In the
Discount Type
area, selectShipping
, and from theCatalog
drop-down list, select the catalog that the promotion will be applied to.(Optional) From the
Currencies
drop-down list, select the applicable currencies.noteIf you do not select any currency from the list, the promotion is applied to all available currencies that are currently used for your products, and part of the pricebook data for your business.
In the
Discount details
area, select the shipping options that you want to waive off the shipping charges for.For example, you can specify that the shipping costs for all shipping options for
Next Day
andStandard
are waived off for customers in your business.noteShipping costs are waived off for all the currencies that you have selected for the promotion, and cannot be individually specified.
To apply restrictions on the promotion, in the
Restrictions
area, selectSet minimum purchase conditions
and inPurchase amount
, specify an amount.The shipping costs are waived off only when the order value is equal to or above the specified amount.
(Optional) To specify the promotion as an exclusive discount, where the promotion will not be combined with any other promotion discounts or coupons, select
Set as exclusive discount
.The best price for the customer is automatically applied to the value of the cart. To understand how best price is calculated when an exclusive promotion or discount is involved, see Calculating best price for exclusive promotions .
To apply the promotion to specific stores, select
Apply only to specific stores
>Select stores
, and select the relevant stores.You can also search for specific stores and select them for the promotion.
(Optional) You can also select a country to apply the promotion to all stores operating in that country.
Click
Save
.
The free shipping promotion is created in NewStore Omnichannel Manager and the status
is automatically set as Disabled
. To enable the promotion so that it is
applied automatically on orders placed via NewStore Associate App, see Enabling an automatic promotion .
Calculating best price for exclusive promotions
When calculating the best price for customers (based on the value of the cart), NewStore separates coupons into exclusive and non-exclusive ones, similar to automatic promotions. If there are multiple exclusive coupons, NewStore identifies the one that offers the maximum savings for the customer.
If there are no exclusive promotions or coupons, NewStore applies all non-exclusive promotions and coupons to the cart.
If there are exclusive promotions or coupons, NewStore determines which scenario offers the most savings for the customer:
- Using the exclusive promotion,
- Using the exclusive coupon, or
- Using non-exclusive promotions and coupons
NewStore then applies the most beneficial scenario to the cart. A warning is also added to any coupons that were not applied due to the application of an exclusive promotion or discount.
Enabling an automatic promotion
To enable a promotion that has already been created but is in a
Disabled
state:
Go to
Promotions
>Automatic Promotions
.From the list of available promotions, click the promotion you want to enable.
notePromotions that are past their end date (status set to
Past
) cannot be enabled.In the promotion detail page, in the top-right corner, click
Enable
.The status of the promotion changes to
Planned
.
Disabling an automatic promotion
To disable a Planned
or Running
promotion:
- Go to
Promotions
>Automatic Promotions
. - From the list of available promotions, click the promotion you want to disable.
- In the promotion detail page, in the top-right corner, click
Disable
.
Updating an automatic promotion
To update an automatic promotion:
Go to
Promotions
>Automatic Promotions
.From the list of available promotions, click the promotion you want to enable.
In the promotion detail page, in the top-right corner, click
Edit
.Update the details of the promotion and click
Save
.ImportantYou cannot change the type of an automatic promotion when editing its details. If needed, create a new promotion. For more information, see Creating automatic promotions .
Rounding and prorating
When adjusting prices, NewStore rounds them based on the currency. For instance, USD prices are rounded to 2 decimals, while JPY prices are rounded to the nearest whole number.
For discounts that are prorated on the items, any extra cents from rounding are distributed among the discounted items.
For example, if there's a
10€
discount on 3 items of equal price, each item gets a discount of3.33€
, rounded to3.34€
for the first item and3.33€
for the remaining 2 items.
Discounts, on the other hand, are rounded individually.
For example if an item of price
17.90€
gets a15%
discount, that will be calculated as2.685€
and rounded up to2.69€
.The additional
0.005€
that was added to reach an exact value will not be compensated for other discounts applied on the item.
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