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Creating coupons

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

The legacy method to create and use coupons and coupon definitions is now deprecated with sunsetting planned for June 15, 2023. If you are using legacy coupons, we recommend that you migrate to the new coupons framework soon.

Use the Promotions tab to create and manage coupons.

This is different from managing automatic promotions, discounts related to which are applied automatically. 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.

Viewing coupons​

To view coupons already available for your business, go to Promotions > Coupons.

To view automatic promotions already available for your business, go to Promotions > Automatic Promotions.

To filter coupons, select Filter and select the filter keys you want to apply, and click Apply. The list of coupons will be filtered by entities such as the coupon name or coupon code, status of the coupon, active or disabled coupons and so on.

You can also search for coupons using the Search box. When you search for an item, the search also returns all coupons and coupon definitions that the item is a part of.

These columns are available:

  • Name: The name of the coupon. For example, Halloween Discount 2023.

  • Description: The description for the coupon.

  • Type: Specifies the type of coupon, such as applied to the whole cart (Cart).

  • Starts: The date from when the coupon can be applied to orders.

  • Ends: The date when the coupon ends.

    note

    The coupon is valid from 12:00 am on the Starts date till 11:59 pm on the Ends date, based on UTC timezone.

  • Redemption: Specifies if it is a coupon or an automatic promotion.

  • Last Updated: The date when the coupon details were last updated via NewStore Omnichannel Manager.

  • Status: The current status of the coupon. Can be one of the following:

    • Disabled: The coupon has been created, but has not been enabled yet. This means that the coupon cannot be applied to any orders yet, and does not show up in NewStore Associate App.
    • Planned: The coupon has been enabled, but is not valid yet, and cannot be applied in NewStore Associate App. Based on the Starts date, the coupon becomes valid and its status automatically changes to Running.
    • Past: The coupon is past its end date, and can no longer be applied to any orders.
    • Running: The coupon has been enabled and is currently valid on the NewStore platform. The coupon is applied during checkout in NewStore Associate App to orders that meet the coupon criteria.

Creating a coupon​

You can create coupons that are either applied to the whole cart in NewStore Associate App, or to specific products or categories in your business.

When multiple coupons apply to the same product, the coupons are calculated and applied in the following sequence:

  1. coupons for specific products are applied before coupons for the whole cart are applied.
  2. Percentage discounts are applied before fixed amount discounts.
  3. Buy X Get Y coupons are applied after product and cart coupons.

BXGY coupons with a percentage discount are applied before BXGY coupons with fixed amount discounts. For two BXGY coupons with the same type of discount, the one with a higher discount is applied first.

Important

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

Creating a coupon for the whole cart​

  1. Go to Promotions > Coupons, and click Add Coupon.

  2. In the New Coupon page, enter the General information about the coupon:

    • In Name, enter the name of the coupon. This name appears on sales and exchange receipts related to the order where the coupon is applied.

    • In Start date, enter the date from when the coupon can be applied to orders in your business.

    • (Optional) In End date, enter the date when the coupon ends.

      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 coupon will be offered only to specific customer groups.

      • If you want to offer the coupon to all customers in your business, select All customers.

      • If you want to offer the coupon 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 coupon 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 coupon.

      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 coupon.

      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 coupon.

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

  7. (Optional) To specify the coupon as an exclusive discount, where the coupon 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 coupon 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.

    To not apply any restrictions, select None.

  9. To specify the coupon code, in the Coupon Codes area:

    • Select the Manual tab and enter the coupon code manually, OR
    • Select the Import CSV tab and click Import file to import a CSV file containing a list of coupon codes.

    To specify that the coupon can only be used once, select One time use coupon.

  1. Click Save.

The coupon is created in NewStore Omnichannel Manager and the status is automatically set as Disabled. To enable a coupon so that it can be applied on orders placed via NewStore Associate App, see Enabling a coupon .

Creating a Buy X Get Y coupon​

For an example on how Buy X Get Y (BXGY) coupon discounts are calculated, see this example .

To create a BXGY coupon in NewStore Omnichannel Manager:

  1. Go to Promotions > Coupons, and click Add Coupon.

  2. In the New Coupon page, enter the General information about the coupon:

    • In Name, enter the name of the coupon. This name appears on sales and exchange receipts related to the order where the coupon is applied.

    • In Start date, enter the date from when the coupon can be applied to orders in your business.

    • (Optional) In End date, enter the date when the coupon ends.

      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 coupon will be offered only to specific customer groups.

      • If you want to offer the coupon to all customers in your business, select All customers.

      • If you want to offer the coupon 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 coupon 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 coupon 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 coupon:

    • In Quantity, specify the minimum number of products that the customer needs to buy to qualify for the BXGY coupon.

    • To specify product categories that will be part of the BXGY coupon, 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 coupon, 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 coupon:

    • 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 coupon.

    For both percentage or fixed amount discounts for the BXGY coupon, 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 coupon 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 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 .

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

  7. (Optional) To specify the coupon as an exclusive discount, where the coupon 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 coupon 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.

    To not apply any restrictions, select None.

  9. To specify the coupon code, in the Coupon Codes area:

    • Select the Manual tab and enter the coupon code manually, OR
    • Select the Import CSV tab and click Import file to import a CSV file containing a list of coupon codes.

    To specify that the coupon can only be used once, select One time use coupon.

  1. Click Save.

The coupon is created in NewStore Omnichannel Manager and the status is automatically set as Disabled. To enable a coupon so that it can be applied on orders placed via NewStore Associate App, see Enabling a coupon .

Buy X Get Y coupon example​

When you create a BXGY coupon in NewStore Omnichannel Manager, the discount will not be applied directly to only one item in the order. The coupon 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 coupon, and provide a refund to the customer.

For example, you create a coupon 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 coupon.

  3. If the customer wants to returns an item, the refund will be processed based on the discounted price of the item.

Creating a free shipping coupon​

You can create a coupon 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 coupon in NewStore Omnichannel Manager:

  1. Go to Promotions > Coupons, and click Add Coupon.

  2. In the New Coupon page, enter the General information about the coupon:

    • In Name, enter the name of the coupon. This name appears on sales and exchange receipts related to the order where the coupon is applied.

    • In Start date, enter the date from when the coupon can be applied to orders in your business.

    • (Optional) In End date, enter the date when the coupon ends.

      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 coupon will be offered only to specific customer groups.

      • If you want to offer the coupon to all customers in your business, select All customers.

      • If you want to offer the coupon 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 Shipping, and from the Catalog drop-down list, select the catalog that the coupon 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 coupon 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 coupon, and cannot be individually specified.

  5. To apply restrictions on the coupon, 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.

    To not apply any restrictions, select None.

  6. (Optional) To specify the coupon as an exclusive discount, where the coupon 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 coupon 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.

    To not apply any restrictions, select None.

  8. To specify the coupon code, in the Coupon Codes area:

    • Select the Manual tab and enter the coupon code manually, OR
    • Select the Import CSV tab and click Import file to import a CSV file containing a list of coupon codes.

    To specify that the coupon can only be used once, select One time use coupon.

  1. Click Save.

The free shipping coupon is created in NewStore Omnichannel Manager and the status is automatically set as Disabled. To enable the coupon so that it can be applied on orders placed via NewStore Associate App, see Enabling a coupon .

Enabling a coupon​

To enable a coupon that has already been created but is in a Disabled state:

  1. Go to Promotions > Coupons.

  2. From the list of available coupons, click the coupon you want to enable.

    note

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

  3. In the coupon detail page, in the top-right corner, click Enable.

    The status of the coupon changes to Planned.

Disabling a coupon​

To disable a Planned or Running coupon:

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

Updating a coupon​

To update a coupon:

  1. Go to Promotions > Coupons.

  2. From the list of available coupons, click the coupon you want to enable.

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

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

    Important

    You cannot change the type of a coupon when editing its details. If needed, create a new coupon. For more information, see Creating a coupon from a coupon definition .

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