2.5 Sales and Offers

Sales and Offers

Overview

Promotions, Discounts, Sales and Special Offers are key to any merchant business today and online e-commerce is no different.  Storefront offers a wide range of promotional settings in our “Sales and Offers” settings.

Accessing Sales and Offers

To access the “Sales and Offers” settings in Storefront, visit the store backend and from the “Catalog” -> “Sales and Offers’ as shown below.

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This brings up the “Sales and Offers” settings page.

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From here you’ll see a listing of your current “Sales and Offers’, their status and are able to search offers and create new offers.

Types of Promotions

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Selecting the “drop down” under “Promotion Type brings up a listing of the different types of promotions available within Storefront. Promotions are basically Sales and Offers.

  • Sales – Sales allow you to set discounts based on products, product categories and the user.
  • Offers – Offers allow you to set discounts based on the a shoppers cart contents or order contents.

Within Storefront we offer the ability to define Custom Sales and Custom Offers where you have full control over all settings of the sale and offer and we also offer a series of predefined sales and offers where the basic settings are selected for you allowing you to streamline the process of creating these special promotions.

Custom Promotions

  • Custom Sale – These provide complete control over what’s a qulified sale, what actions to take, the dates available and if offers can be stacked. A sale is used to provide discounts around products, product categories and users.
  • Custom Offer – Similar to Custom Sale, these provide complete control over what’s a qualified offer.  Offers are used when you want to provide discounts around an order/cart.  This could be based on the products in the cart, the user or even the shipping method.

Predefined Sales

  • Sale: Storewide – This is a predefined promotion where the discount is applied to the entire store. You simply define the actions of the promotion (such as price decrease).
  • Sale: Products – This is a predefined promotion where the discount is applied to specific products that you define.
  • Sale: Categories – This is a predefined pormotion where the discount is applied to specific product categories.
  • Sale: By User – This is a special sale for specific users.

Predefined Offers

  • Offer: With a Coupon – This is a special promotion where the coupon provided determines the nature of the promotion.
  • Offer: By User – Similar to Sale: By User this is a special promotion scoped to a particular user.
  • Offer: Free Shipping – This provides free shipping as the offer.
  • Offer: Shipping Discount – This provides discounted shipping as the offer.
  • Offer: Free Shipping by Category – This provides free shipping to particular category
  • Offer: Buy X Get Y by Category – This is a scoped offer where you define what’s required to get the promotion and the promotion is scoped to the category.
  • Offer: Free Promo Item by Amount – Based on the  order total a free item would be included in the order.

The Anatomy of a Sale

All sales are very similar in nature and have the same overall settings

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Each sale has the following settings:

  • Name – The name of the promotion
  • Customer Description – A description of the promotion that may be displayed to the customer.
  • Enabled – Whether a promotion is “Enabled” or “Not Enabled”
  • Combine with Others? – Can this promotion be combined/stacked with other promotions.
  • Start Date – The date which a promotion can start on.
  • End Date – The date a promotion expires.
  • Qualifications – What’s required for the promotion to be valid.
  • Actions – What actions the promotions can take
Sale Qualifications

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Sale Qualifications define what’s required for a promotion to be considered valid.  In the case of a sale these are:

  • Any Product – You can define this Sale to allow any product to qualify as part of the sale.
  • When Product Is – You can define this Sale to be scoped to particular products online.
  • When Product Category is – You can define this Sale to be scoped to particular product categories.
  • When User Is – You can define a sale to be scoped to a particular user.
Sale Actions

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For a sale the only options are “Adjust Product Price”.  Sales run against the store for a specific period of dates and the only option is to adjust the price of the products for the sale. Whereas with “Offers” you can offer more options than with a sale but they generally require a special code to be activated.

The Anatomy of a Offer

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Each Offer has the following settings:

  • Name – The name of the promotion
  • Customer Description – A description of the promotion that may be displayed to the customer.
  • Enabled – Whether a promotion is “Enabled” or “Not Enabled”
  • Combine with Others? – Can this promotion be combined/stacked with other promotions.
  • Start Date – The date which a promotion can start on.
  • End Date – The date a promotion expires.
  • Qualifications – What’s required for the promotion to be valid.
  • Actions – What actions the promotions can take.
Offer Qualifications

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Qualification of an offer can be based on any of the following:

  • Any Order – Any Order can qualify for this offer
  • Order Has Coupon – An offer requires a particular coupon to make the offer activated.
  • Order Has Products – An offer can require that particular products be included in the order to activate the offer.
  • When Order Total is Greater than or Equal to – When the total of the cart/order reaches a minimum threshold value.
  • When User is – When the user submitting the order meets specific criteria.
  • Any Shipping Method – When any shipping method is selected.
  • Shipping Method is – When a particular shipping method is selected.
  • When item Category Is or Is Not – When a particular cart’s items are in or not in a particular category.
Offer Actions

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The actions you can take based on an offer are more robust than sales and allow much more control. They include:

  • Adjust Order Total – This allows you to increase or decrease the entire order total.
  • Adjust Qualifying Items – Apply a discount to only those qualified items in the order.
  • Adjust Shipping – Adjust shipping charges for the order.
  • Make Item Free Shipping – Allow shipping for a particular item to be marked as free.
  • Buy X get Y by Category – Purchase a particular quantity and get a specific discount based on the product category
  • Free Promo Item by Amount – Get a promotional item for free based on the amount of the order total.

Creating Promotions from Predefined Options

Creating Sale: Storewide

As mentioned previously, a Storewide sale is a storewide price discount and is a predefined type of sale in storefront to streamline the process of creating sales. To create a Storewide Sale select “Sale: Storewide” from promotion type and click the “Add New Promotion” button as shown below

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Doing so brings up the “Edit Sale” page with the sale qualification already defined as “When Any Product” and the Actions ready to be configured as shown below

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From here you’ll do the following

  1. Enter a “Name” for our promotion.
  2. Enter the customer description for the promotion as this may or may not be displayed to the customer.
  3. Select whether to enable or disable the promotion.
  4. Determine if this offer should be allowed to be set with other offers. If you wish this offer to support multiple offers set “Combine with others?” to “Multi-Offers Allowed”. If you wish it not to be combined with other offers set it to: “Single Offer Only”.
  5. Define a start date for this promotion.
  6. Define an end date for this promotion.
  7. Configure the Action next by selecting the Configure button.

Once you click on the Configure button a new screen displays “Product Price Adjustment” as shown below

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Here you can set two options:

  • Discount Price By – You’ll enter a value here as either a dollar amount like 5.00 for $5.00 or a percent amount like 5 for 5%.
  • Dropdown – The dropdown allows you to set Amount or Percent. 

Finally, you’ll select Save Changes to return to the “Edit Sale” page. If for example you selected “Amount” and entered 5 in the box the screen would change as follows:

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Where the Sale Action is now “Decrease Product Price by $5.00”  However if you selected Percent and entered 5 it would change to the below

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And you can see that the product price is descreased by 5% now instead of by a flat rate.  

Finally, once all of your changes to completed.  Click the “Save Changes” button to save your new Sale and then “Back to Promotions” to retun to the promotions page and you’ll see your new promotion is listed and it’s status

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Promotion Status and Enabled

When we create our “5% off storewide” sale it was a status of Disabled and Enabled was set to No.  You may be wondering what these two settings are>

Status – If you recall all promotions have a date range to make them active. If the promotion isn’t enabled then Status” will display “Disabled”. If the promotion date rate is inclusive of today it will display “Active”. If the date range for a sale hasn’t come up yet it will display as “Upcoming”. Finally if the date range has passed it will say “Expired”.

Enabled – A promotion can be enabled or disabled at any time. If a promotion is enabled this will display as “Yes” and if it’s not enabled it will display as “No”.

    in 2. Catalog Management