Introduction

This article will show the procedure of setting up a promotion voucher that gives a customer £10 off on their first order.

 

Part 1 - New Promotion Setup

  1. Login as an Admin and open your Admin Panel
  2. From the Admin Panel, Open the Pricing and Promotions Section
  3. Click "Promotions", and then "New" in the top left of the screen,
  4. Enter a Promotion Code, Description, From and To date, Warehouse, and Currency for your promotion. See below for examples.
  5. You will now see your promotion in the Promotions List. Find it and click"Criteria", then click "New" From the Criteria Maintenance screen.
  6. Set up the Promotion criteria as shown. Please see the screenshot below for an example.
    Description: This is what the customer will see when the voucher is applied
    Free Shipping Promotion: If your voucher gives free shipping, select "Yes"
    Voucher Promotion: This should be set as "Yes" as we are setting up a voucher
    Calculate qtys order or line Level:  This should be set to Order Level, as the voucher is for £10 off the whole order
    CSS Ribbon Text: This can be left blank as it is not seen on Voucher Promotions.
    Choose Promotion type: Choose All Products as this promotion is for any order
    Customer type: Choose All Customers. you could also give this voucher to a specific group of customers.
    Offer Type: Set this as Discount Value as we are giving a fixed amount off. Do not tick Allow Multiples.
    Discount Value per Quantity Break: Set The Quantity Beak as 1, and the Discount Value as 10. Leave all other values as 0.
  7. Press Save. This will now be shown in the Criteria for the promotion

Part 2 - Voucher Set Up

  1. Open your Admin Panel again, and in Pricing and Promotions, select "Promotion Voucher"
  2. Press New In the top left of the screen
  3. Set up this screen as follows:
    Voucher Code: This is what is entered by the customer
    Promotion Header: Select the Promotion you have just set up from the drop-down list
    Maximum Uses Voucher: This is how many times the voucher can be used overall before it expires
    Maximum Uses Customer: This is how many times a single customer can use the voucher.
    Apply in addition to other promotions:  Select Yes if you want the voucher to discount other promotions further.
    Sample order: Leave unticked. This only applies if you are giving samples via a voucher.
    Press Save. You will see your voucher in the list, and it is now ready to be used.