Skip to main content

Creating automatic promotions

Permission required
This action can be performed by users with the Manage discounts permission.

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 .

note

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:

  1. Promotion bundles are applied first:

    1. Bundles promotions with highest discount (fixed amount or percentage) are applied first
    2. Bundles promotions with an equal discount are applied in the order in which they were created, with the oldest bundle promotions being applied first

  2. Promotions for specific products are applied before promotions for the whole cart or order are applied:

    1. Specific product with percentage discounts

    2. Specific product with fixed amount discounts

  3. Buy X Get Y promotions are applied after product and cart promotions:

    1. Buy X Get Y with a percentage discount
    2. Buy X Get Y with fixed amount discounts
    note

    For 2 Buy X Get Y promotion with the same type of discount, the one with a higher discount is applied first.

  4. 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.

    note

    The 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 the Starts date, the promotion becomes valid and its status automatically changes to Running.
    • 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:

  1. Promotions for specific products are applied before promotions for the whole cart are applied.
  2. Percentage discounts are applied before fixed amount discounts.
  3. 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.

Important

You cannot change the type of an automatic promotion after it has been created.

Creating an automatic promotion for the whole cart​

  1. Go to Promotions > Automatic Promotions, and click Add Promotion.

  2. In the New Promotion page, enter the General 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.

      note

      The 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 the Customer extended attribute name and Value for the customer segment or group. For example, specify the extended attribute name as gold_card_member, and the value as true, when you have defined it accordingly in the extended attributes.

        Important

        The customer group restrictions are based on extended attributes defined for the customer profile. You must define the Customer extended attribute name and Value as part of extended attributes in the app, where these are defined by Label and Data key respectively.

        For more information on how to set up extended attributes, see Managing Associate App customizations .

  3. In the Discount Type area, select Cart.

  4. From the Currencies drop-down list, select the applicable currencies.

    note

    If 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.

  5. 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 in Discount 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 in Discount 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.

      note

      You can specify different discount amounts for each currency that you have selected for the promotion.

  6. To apply restrictions on the promotion, in the Restrictions area, select Set minimum purchase conditions and in Purchase amount, specify an amount.

    The promotion is only applied to orders that have an order value equal to or above the specified amount.

  7. (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 .

  8. 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.

  9. 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:

  1. Go to Promotions > Automatic Promotions, and click Add Promotion.

  2. In the New Promotion page, enter the General 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.

      note

      The 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 the Customer extended attribute name and Value for the customer segment or group. For example, specify the extended attribute name as gold_card_member, and the value as true, when you have defined it accordingly in the extended attributes.

        Important

        The customer group restrictions are based on extended attributes defined for the customer profile. You must define the Customer extended attribute name and Value as part of extended attributes in the app, where these are defined by Label and Data key respectively.

        For more information on how to set up extended attributes, see Managing Associate App customizations .

  3. In the Discount Type area, select Buy X Get Y, and from the Catalog drop-down list, select the catalog that the promotion will be applied to.

    (Optional) From the Currencies drop-down list, select the applicable currencies.

    note

    If 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.

  4. 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.

      note

      Categories 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.

      note

      If 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 configuration
      The 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.

  5. 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 in Discount 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.

      note

      You 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 a Quantity.

      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, select Henley shirts as a category and specify Quantity as 1.
      • In the Customer Gets area, select Percentage and specify 70 in Discount value.
      • Select Same products as customer buys and specify Quantity as 1.

    • 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) from Selected 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.

      note

      If 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 configuration
      The 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 .

  6. To apply restrictions on the promotion, in the Restrictions area, select Set minimum purchase conditions and in Purchase amount, specify an amount.

    The promotion is only applied to orders that have an order value equal to or above the specified amount.

  7. (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 .

  8. 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.

  9. 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.

  1. 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.

  2. 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.

  3. 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.
Important

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:

  1. Go to Promotions > Automatic Promotions, and click Add Promotion.

  2. In the New Promotion page, enter the General 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.

      note

      The 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 the Customer extended attribute name and Value for the customer segment or group. For example, specify the extended attribute name as gold_card_member, and the value as true, when you have defined it accordingly in the extended attributes.

        Important

        The customer group restrictions are based on extended attributes defined for the customer profile. You must define the Customer extended attribute name and Value as part of extended attributes in the app, where these are defined by Label and Data key respectively.

        For more information on how to set up extended attributes, see Managing Associate App customizations .

  3. In the Discount Type area, select Bundles, and from the Catalog drop-down list, select the catalog that the promotion will be applied to.

    (Optional) From the Currencies drop-down list, select the applicable currencies.

    note

    If 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.

  4. In the Bundle Details area, click Category, Product, or CSV 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`.

  5. 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 in Discount 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.

      note

      You can specify different discount amounts for each currency that you have selected for the promotion.

  6. To apply restrictions on the promotion, in the Restrictions area, select Set minimum purchase conditions and in Purchase amount, specify an amount.

    The promotion is only applied to orders that have an order value equal to or above the specified amount.

  7. (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 .

  8. 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.

  9. 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:

  1. Go to Promotions > Automatic Promotions, and click Add Promotion.

  2. In the New Promotion page, enter the General 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.

      note

      The 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 the Customer extended attribute name and Value for the customer segments or groups. For example, specify the extended attribute name as gold_card_member, and the value as true, when you have defined it accordingly in the extended attributes.

        Important

        The customer group restrictions are based on extended attributes defined for the customer profile. You must define the Customer extended attribute name and Value as part of extended attributes in the app, where these are defined by Label and Data key respectively.

        For more information on how to set up extended attributes, see Managing Associate App customizations .

  3. In the Discount Type area, select Shipping, and from the Catalog drop-down list, select the catalog that the promotion will be applied to.

    (Optional) From the Currencies drop-down list, select the applicable currencies.

    note

    If 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.

  4. 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 and Standard are waived off for customers in your business.

    note

    Shipping costs are waived off for all the currencies that you have selected for the promotion, and cannot be individually specified.

  5. To apply restrictions on the promotion, in the Restrictions area, select Set minimum purchase conditions and in Purchase amount, specify an amount.

    The shipping costs are waived off only when the order value is equal to or above the specified amount.

  6. (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 .

  7. 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.

  8. 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:

  1. Go to Promotions > Automatic Promotions.

  2. From the list of available promotions, click the promotion you want to enable.

    note

    Promotions that are past their end date (status set to Past) cannot be enabled.

  3. 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:

  1. Go to Promotions > Automatic Promotions.
  2. From the list of available promotions, click the promotion you want to disable.
  3. In the promotion detail page, in the top-right corner, click Disable.

Updating an automatic promotion​

To update an automatic promotion:

  1. Go to Promotions > Automatic Promotions.

  2. From the list of available promotions, click the promotion you want to enable.

  3. In the promotion detail page, in the top-right corner, click Edit.

  4. Update the details of the promotion and click Save.

    Important

    You 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 of 3.33€, rounded to 3.34€ for the first item and 3.33€ for the remaining 2 items.

Discounts, on the other hand, are rounded individually.

For example if an item of price 17.90€ gets a 15% discount, that will be calculated as 2.685€ and rounded up to 2.69€.

The additional 0.005€ that was added to reach an exact value will not be compensated for other discounts applied on the item.

Related topics