Sales¶

Export Vouchers¶

You can use the Export button (in the toolbar) to export information about selected voucher settings. In order to use the export, you must first create an export template in the Administration module in the Exports application.

Create Vouchers¶

The Vouchers application is located in the Pricing module. To create a new vouchers pack, click the New button in the toolbar.

The first General tab contains basic info about the voucher Templates. The particular codes your customers insert during the checkout process are defined on the second tab.

General tab¶

Identification

• Name and Internal Name - Insert a unique name and internal name. Both serve only for your own and BizBox Admin purposes and are never visible to visitors or customers.

• Label is a name of the Voucher that will be displayed to customers (in the checkout overview and also on Invoice or Credit Note). It can be also displayed in Purchase Confirmation E-mail and Order Confirmation E-mail if you include it in them.

• Description (optional) is used to describe the sale. This field can be displayed on the website (use the Public setting to make it visible).

• Public defines, if information about the sale will be available in the website (information is available on the products which are affected by this sale).

• Comment - This field is intended for short description of this voucher. It serves only for your own and BizBox Admin purposes and is never visible to visitors or customers.

• Account Identification - accounting identification that can be used in templates for exporting order data to the accounting system.

Configuration

• Voucher Type - Voucher Type defines how the discount will be counted. For more info visit related help-site.

• Generate Voucher Codes - Set to yes if you want BizBox to generate voucher codes automatically. Generated voucher is a string with a length of 8 characters in which each character can be either A-Z or 0-9. This setting is used if you issue codes automatically (voucher for newsletter subscription, sale of vouchers and reward for completing a purchase). In this case, you can also set the validity period in days in the Generated Voucher Validity setting. The validity can then be seen and edited on the Vouchers tab.

• Currency - This field defines the currency of the Voucher. Vouchers are defined for one currency as the default. If you want to use these Vouchers for more currencies, you have to go to the Other Currencies tab, where you define the Voucher amount (and Order Minimum Amount and Maximum Discount too) for other currencies. If no currency is set, order amount limits cannot be applied. If no currency is set, the discount is considered valid for all currencies.

• Discount Rate/Discount Amount - Rate/Amount field is used to define the value of Voucher. Here you define the particular rate in percentage or particular amount in currency that will be applied to customer’s purchase.

• Maximum Discount - This field is used to limit the maximum discount that this voucher can create. It is used in combination with the Order Rate voucher type. It sets the maximum value of the discount. Example: There is a voucher with Order Rate 10 % and the Maximum Discount is set to 15€. If a customer orders for 50€ the used discount will be 5€. If a customer orders for 200€ the used discount will be only 15€ because of the Maximum Discount limit.

• Gross Price - Gross Price flag defines, if the Rate/Amount field has been filled with tax included (option YES) or without it (option NO).

• Rounding - Rounding of the discounted amount.

• Only for Products Without Discounts - Turn this setting on to prevent discounting of already discounted products. From this sale will be excluded all products which are already discounted by sales pricelists or daily deals. Rate sale will be applied only on non-discounted products, amount sale will be applied up to the amount of non-discounted products. Already discounted products are included in the order amount.

• Taxation Method - Select how the voucher will be taxed. The tax may apply when customers buy it (according to the price and tax settings) or when customers apply it according to the selected product tax category. If you want to sell multipurpose vouchers, select the product tax category for 0% tax. This setting is only applicable if the voucher is sold directly at the e-shop.

• Product Tax Category - Used only for the When Applying taxation method: Select the product tax category that will be applied to the purchase. The tax will be applied when deducting the discount. If the amount of discount is greater than the amount when buying a voucher, the difference will spread as a standard discount.

Constraints

Constraints are used to determine the validity of a voucher.

• Minimum Order Amount - Order Minimum Amount field defines the minimum amount of purchase your customer must fulfil in order to use this voucher. If your customer’s purchase will be lower than inserted amount in Order Minimum Price, the customer won’t be able to use this voucher for a discount. This value is not included in the order amount range.

• Maximum Order Amount - Order maximum Amount field defines the maximum amount of purchase your customer cannot exceed in order to use this voucher. If your customer’s purchase will be higher than inserted amount in Maximum Order Amount, the customer won’t be able to use this voucher for a discount. This value is included in the order amount range.

• Usage Count Limited - Use Limit field defines how many times a particular voucher code can be used.

• Discounted Products Constraints - This setting enables the Discounted Products tab on which products required for application of this voucher can be selected. It means that customers must add a particular amount (and/or quantity) of products from this selection to the cart in order to be able to use this voucher.

• Minimum Discounted Products Amount - Define the amount which has to be spent (added to the cart) in order to use this voucher.

• Discounted Products Quantity Limit - Define how many products (items) from the Discounted Products have to be added to the cart to use this voucher. Only products from the Discounted Products tab are counted.

• Only for First Purchase - A voucher with this setting can only be used on the customer’s first purchase.

• Availability in Zones - Zones defines all zones from which can customers use these vouchers. In case you leave this setting blank, vouchers will be available for all zones without any restrictions. But remember currencies: you are not able to use a voucher in one currency in a zone that does not have defined pricelists for this currency (in that case you have to use the Other Currencies tab).

• Apply to - You are also able to restrict validity to concrete website users, such as logged in customers, not logged in customers, customers with partner tier and partners (partners are used in the B2B transactions). In case you will left this setting blank, vouchers can be used by all users and customers without any restrictions. In case a customer from non-selected group inserts a voucher code, a message from System Translations (“Your voucher code is not valid. You may have mistyped the code.”) will be displayed.

Validity

• Active - Active flag determines the activity of this voucher. Set to YES is voucher active and your customers can use it. Notice that on this tab there are also Limits settings that can specify these activity settings. You can specify the validity start and end date. Remember that to make this work you still have to set the Active button to YES. Active button set to NO makes this voucher inactive regardless of the Limits settings.

• Valid From - Valid From field defines the start date and time for this voucher template. Remember that to make this field functional you have to set the Active flag to YES. Otherwise this voucher will be considered inactive.

• Valid Until - Valid Until field defines the end date and time of this voucher template. Remember that you can make this Voucher inactive any time by setting the Active flag to option NO.

Discounted Products¶

The second Discounted Products tab is used to limit issued Vouchers only for particular products, product categories or price categories.

The Discounted Products is always applied to the order as a whole. If you use percentage discount, it will be applied only for the selected products (prices of products from order which does not meet the voucher’s discounted products selection are not touched by this discount). If you use monetary discount, the prices of products to which this voucher can be applied are counted up and from this price the monetary discount is subtracted. In case the totalled price is lower than the voucher amount rate, it will be applied only up to the total price.

Click the Add button and select the particular products (you can also use the Bulk Add button which allows you to add multiple products at one. In the window that appears, you can add the product codes (or External IDs or EANs) that you want to add. Each code (External ID or EAN) must be on a new line.), product categories or price categories from your products catalog, category tree and price categories. Discount is then counted only for the products and categories selected here. For other products from customer’s order the price remains the same. If a customer uses this product-restricted voucher for an order that contains only products to which this voucher cannot be applied, a message “Voucher is not valid for your product selection.” appears. This message can be changed in the System Translations application located in the Translation Center module.

You can also apply the sale only for products accounting to their:

• price

• tax

• currency

• stock condition

This last restriction is dynamic - the discounted products change with their current settings (price, tax, currency) and stock supplies. For example if you will select that only products, that are currently in stock are a part of this sale, all products without stock supply are not a part of this sale at every time.

Excluded Products¶

This tab allows you to select products that are excluded from the discount. Tab is always active. This setting is typically used when you want to apply a discount across the entire product catalog, except for a few products that you select here.

Other Currencies¶

The Other Currencies tab is used in case you want to use these Vouchers in more currencies. Here you add a particular currency and also the used limits which are displayed according to the Voucher Type you have selected on the first General tab - Gross Price, Discount Amount, Minimum Order Amount and Maximum Discount. For Free Delivery Voucher Type you are not able to set other currencies, because it guarantees only free shipping - regardless of the currency or discounted amount.

This setting is important for availability in zones (on the General tab) because if you want to use one voucher for more zones with different currencies, you have to define the concrete currencies on this tab. Otherwise the voucher code will be unavailable in zones without defined currencies.

Vouchers tab¶

If you set the Generate Voucher Codes setting on the first General tab to NO, the third Vouchers tab serves for definition of particular codes which your customers use within the checkout process in order to get the discount. The particular codes are case-insensitive (there is no difference between upper-case and lower-case letters) - voucher code “ABC” can be in the checkout inserted as “ABC”, “abc”, “aBc”, etc.

Click the Add button and insert the particular codes. Remember that every line defines exactly one voucher code. After you are done, confirm the inserted codes by clicking the Add button. Note that the grid with codes is editable, so you can simply click one of the codes and edit it directly.

After you add a new voucher code, it will appear in editable grid - you can click in the code field and simply change the code. In case you have sent a particular code to somebody (it is issued, distributed and prepared to use), click the red minus in the Issued column. It will change into a green check mark. Thanks to that you can be sure of which codes are in circulation and which are still non-distributed and stored only in the grid.

If the voucher is limited to one use only, additional columns are available:

• Issued to E-mail - e-mail to which the voucher would be issued (available only if the voucher was issued automatically by the system, (e.g. gift voucher sale))

• Issued Order - the order for which the voucher was issued (e.g. gift voucher sale)

• Issued Order Inovice - the invoice number for the order for which the voucher was issued

• Issued - voucher issue date

• Applied Order - the order to which the voucher was applied

• Applied Order Invoice - invoice for the order to which the voucher was applied

• Applied - voucher application date

Codes can be distributed to customers automatically:

• for the customer’s first order (after he/she subscribes to the selected newsletter),

• for successfully paid order.

Non-automatically distributed codes need to be send to customers manually. You can send them to customers by e-mail, include it in your newsletters or create printed coupons with codes.

Create Discount¶

To create a discount, you need to define its conditions first. Go to the CMS module and run the Conditions application. Click the New button, fill in the required fields and on the second Condition tab define particular rules that will be evaluated.

This has to be set up in the Website Editor, in the Tools and Settings in the General Website Settings application. Here you just add the BizBox Tracking.

When you have the Condition rule, you can go to Prices module and run the Discounts application. Click the New button and fill in all required fields here:

General tab¶

Identification

• Name (required) is the internal name of the discount. It is used only for internal purposes.

• Internal Name (required) is a system name used only for BizBox Admin purposes.

• Label (required) is the name of this discount as it will be displayed to customers. As you can see, this field can be translated to all languages you have added to BizBox Admin. Label is typically displayed on the final checkout overview as the name of the applied sale.

• Description (optional) is used to describe the sale. This field can be displayed on the website (use the Public setting to make it visible).

• Public defines, if information about the sale will be available in the website (information is available on the products which are affected by this sale).

• Comment (optional) is a short description used for better orientation among the different discounts. It is internal and never visible to customers.

• Account Identification - accounting identification that can be used in templates for exporting order data to the accounting system.

Configuration

• Priority (required) defines what discount rule should be applied first (this is important in case you are using more discounts at once). A higher number means a higher priority.

• Discount Type defines what kind of discount you are creating. For more info visit related Help-site.

• Customer Selects Discount setting allows the customer to select one of eligible benefits (a benefit can be discount, gift or loyalty points) on the website (in the cart). Therefore, the discount with this setting is not applied until it is selected by the customer on the website. The customer can select only one of the offered benefits. This setting is only available if the Customer Selected Discounts addon is enabled on the account.

• Currency (optional) defines the currency in which the discount amount is counted. If you want to use this discount for more currencies, you have to set its value on the Other Currencies tab. If no currency is set, order amount limits cannot be applied. If no currency is set, the discount is considered valid for all currencies.

• Discount Rate - In case you have selected the Order Rate in the Discount Type field, you have to insert its rate – the percentage of the applied sale.

• Discount Amount - In case you have selected the Order Amount in the Discount Type field, you have to insert its amount. The value inserted here is the discount that will be subtracted form the final price.

• Maximum Discount - This field is used to limit the maximum discount that this discount can create. It is used in combination with the Order Rate discount type. It sets the maximum value of the discount. Example: There is a discount with Order Rate 10 % and the Maximum Discount is set to 15€. If a customer orders for 50€ the used discount will be 5€. If a customer orders for 200€ the used discount will be only 15€ because of the Maximum Discount limit.

• Gross Price - Define if the discount is with VAT included.

• Rounding - Select how will be the final discount rounded.

• Only for Products Without Discounts - Turn this setting on to prevent discounting of already discounted products. From this sale will be excluded all products which are already discounted by sales pricelists or daily deals. Rate sale will be applied only on non-discounted products, amount sale will be applied up to the amount of non-discounted products. Already discounted products are included in the order amount.

Constraints

• Minimum Order Amount - You can define that the discount will be applied only in case the customer’s total order amount will be higher than the amount inserted here. If not, the discount won’t be applied. This value is not included in the order amount range.

• Maximum Order Amount - Order maximum Amount field defines the maximum amount of purchase your customer cannot exceed in order to use this sale. If your customer’s purchase will be higher than inserted amount in Maximum Order Amount, the customer won’t be able to use this discount. This value is included in the order amount range.

• Discounted Products Constraints - This setting enables the Discounted Products tab on which products required for application of this discount can be selected. It means that customers must add a particular amount (and/or quantity) of products from this selection to the cart in order to be able to use this discount.

• Minimum Discounted Products Amount - Define the amount which has to be spent (added to the cart) in order to use this discount.

• Discounted Products Quantity Limit - Define how many products (items) from the Discounted Products have to be added to the cart to use this discount.

  Tip

  If you want to apply a discount only when a customer buys at least 3 pieces of a particular product, you will insert the number 3 in this field and subsequently on the Discounted Products tab select the particular product. In case you do not select any product at all, the discount will be applied only in case a customer buys at least 3 products from your product catalog (without any restriction).

• Availability in Zones - Zones defines all zones from which can customers use this discount. In case you will left this setting blank, discount will be available for all zones without any restrictions. But remember the currencies: you are not able to use a discount in one currency in a zone that has not defined pricelists for this currency (in that case you have to use the Other Currencies tab).

• Apply to - You are also able to restrict the validity to concrete website users, such as logged in customers, not logged in customers, customers with partner and partners (partners are used in the B2B transactions). In case you will left this setting blank, discount can be used by all users and customers without any restrictions.

Validity

• Active - This flag defines the activity of the discount. If set to NO, the discount is always inactive (regardless the date of validity below). If set to YES, the discount is active. You are able to restrict this activity by the dates below.

• Valid From - Valid From field defines the start date and time for this discount. Remember that to make this field functional you have to set the Active flag to YES. Otherwise this discount will be considered inactive.

• Valid Until - Valid Until field defines the end date and time of this discount. Remember that you can make this Discount inactive any time by setting the Active flag to option NO.

Discounted Products tab¶

Tab Discounted Products is used if you want to restrict this discount only for particular Products, Products Categories or Price Categories. Click the add button and select the products or categories to which this discount will be used. In case you leave these settings blank, the discount will be always applied to the whole product catalog and to all categories.

If you use percentage discount, it will be applied only for the selected products (prices of products from order which does not meet the discount’s product selection are not touched by this discount). If you use monetary discount, the prices of products to which this discount can be applied are counted up and from this price the monetary discount is subtracted. In case the totalled price is lower than the Discount amount rate, it will be applied only up to the total price.

Click the Add button and select the particular Products (you can also use the Bulk Add button which allows you to add multiple products at one. In the window that appears, you can add the product codes (or External IDs or EANs) that you want to add. Each code (External ID or EAN) must be on a new line.), Product Categories or Price Categories from your products catalog, category tree and price categories. Discount is then counted only for the products and categories selected here. For other products from customer’s order the price remains the same.

You can also apply the sale only for products accounting to their:

• price

• tax

• currency

• stock condition

This last restriction is dynamic - the discounted products are changing with its current settings (price, tax, currency) and stock supplies. For example if you will select that only products, that are currently in stock are a part of this sale, all products without stock supply are not a part of this sale at every time.

Excluded Products¶

This tab allows you to select products that are excluded from the discount. Tab is always active. This setting is typically used when you want to apply a discount across the entire product catalog, except for a few products that you select here.

Conditions tab¶

Here can be defined conditions used to evaluate this discount. For more info visit the help-site about conditions.

Other Currencies tab¶

The third Other Currencies tab allows you to define other currencies. This is used in case you want to use this discount for more zones or you have more pricelists in various currencies per one zone. It is the same as in the General tab - you select the currency, Gross Price setting and particular Discount Amount or Rate (it depends on the selected Discount Type) and optionally also the Constraints that restricts the application of the discount in case the total order amount is too low.

Difference between Vouchers and Discounts¶

A voucher has a code. A customer has to insert this code during the checkout process to get the discount.

A discount has a condition (or more conditions). A customer has to fulfil this condition in order to get the sale price.

Display the used Discount¶

You can display the used discount on the invoice and in the checkout overview. And you probably also should because the checkout overview is the only place where the customer can get the information about the applied sale before he/she finally places the order.

To display the used discount on the checkout overview, you have to edit the Checkout Overview form. Used discounts are stored in cart.discounts object. You can display with the code below:

{% for cartDiscount in cart.discounts %}
  <table>
    <tr>
      <td>{{ cartDiscount.name }} <br/>{{ cartDiscount.voucherCode }}</td>
      <td>{{ cartDiscount.taxInclusiveAmount|local_money( cart.priceInfo.currencySymbol ) }}</td>
      <td>{{ cartDiscount.taxAmount|local_money( cart.priceInfo.currencySymbol ) }}</td>
      <td>{{ cartDiscount.taxInclusiveAmount|local_money( cart.priceInfo.currencySymbol ) }}</td>
    </tr>
  </table>
{% endfor %}

This code displays all used discounts and also the vouchers. It means that you don’t need to edit the Checkout Overview form twice if you want to use vouchers and discounts together.

X for the price of Y¶

This sale subtracts the price of Y (cheapest) of X products added into cart (Y (cheapest) products from the cart will be for free). X and Y are numbers you define in the setting which appears after selection of this discount type. This sale is applied for every X product in the cart - in case your customer buys 2*X products, 2*Y cheapest will be for free.

Free Shipping¶

Free Shipping guarantees that all the fees connected with shipping (delivery, payment, handling and packing methods) will be free of charge.

Order Amount¶

Order Amount is applied to the whole order, including the shipping fees. You define a concrete price, that will be subtracted from the final price. The minimum order amount is really useful for this sale because it allows you to define the minimum price your customer has to spent to get this sale (for example the minimum order amount is set to 30 EUR. The sale won’t be applied until the customer adds to the cart add products for more than 30 EUR).

Order Amount (without shipping)¶

It is basically the same as the Order Amount above. The difference lies is in the shipping fees. This sale won’t reflect them and you customer has to pay them.

Order Rate¶

Order rate defines a percentage discount that will be applied on the whole order (shipping included). Use the minimum order amount of maximum discount settings to restrict it.

Order Rate (without shipping)¶

It is basically the same as the Order Rate above. The difference lies in the shipping fees. This sale won’t reflect them and your customer has to pay them.

Unit Amount¶

Unit Amount defines the sale applied for every product separately. This is used in combination with discounted products selection (which allows you to define for which products and categories this sale will be applicable), because you define the concrete price that will be subtracted from every product (that fits the restrictions) added to cart. This can be use in case you want to define that if a customer buys 5 particular products, every one of them will be cheaper (1 product is for 3 EUR, 5 products are for 10 EUR - one for 2 EUR, but only in case a customer buys 5 and more items of this product).

Unit Rate¶

Unit Rate sale is basically the same as the Unit Amount sale defined above. The difference is, that the Unit Rate is defined as a percentage (not as a concrete amount).

Define Gifts¶

To define a gift, you need to create a group of products (or only one product) that will be used as a free gift for orders which fulfills particular rules defined for this gift. Optionally, products can be defined which have to be added to the cart in order to receive the gift (Required Products setting). Apart from that you can define rules for minimum order amounts or quantity limits (number of products added to the cart).

General tab¶

Identification

• Name (required) is the internal name of the gift setting. It is used only for internal purposes.

• Internal Name (required) is a system name used only for BizBox Admin purposes.

• Label (required) is the name of this gift setting as it will be displayed to customers. As you can see, this field can be translated to all languages you have added to BizBox Admin. Label is typically displayed on the final checkout overview as the name of the applied sale.

• Description (optional) is used to describe the sale. This field can be displayed on the website (use the Public setting to make it visible).

• Public defines, if information about the sale will be available in the website (information is available on the products which are affected by this sale).

• Comment (optional) is a short description used for better orientation among the different gifts. It is internal and never visible to customers.

Configuration

• The sentence For X products your customer receives Y as a gift defines the number of products a customer has to add into the cart in order to receive the Y number of gifts. You are able to define particular X products as well as its minimum price or count.

• Multiple Use defines, if the gift can be used several times per order. If a customer fulfilles the rules a few times, he/she receives appropriate multiplication of gifts.

• Add Gift Automatically - Set to YES if you want the gift to be added to the cart automatically (when the conditions are met). The setting only works if there is just one gift (not a choice of several). If there are more gifts to choose from, the customer must always select it.

• Customer Selects Discount setting allows the customer to select one of eligible benefits (a benefit can be discount, gift or loyalty points) on the website (in the cart). Therefore, the gift with this setting is not applied until it is selected by the customer on the website. The customer can select only one of the offered benefits. This setting is only available if the Customer Selected Discounts addon is enabled on the account.

• Currency (optional) defines the currency in which the potential minimum required amounts are counted. If you want to use this gift for more currencies, you have to set its value on the Other Currencies tab. If no currency is set, order amount limits cannot be applied. If no currency is set, the discount is considered valid for all currencies.

Constraints

• Minimum Order Amount - You can define that the gift will be applied only in case the customer’s total order amount will be higher than the amount inserted here. If not, the gift won’t be applied. This value is not included in the order amount range.

• Maximum Order Amount - Order maximum Amount field defines the maximum amount of purchase your customer cannot exceed in order to get this gift. If your customer’s purchase will be higher than inserted amount in Maximum Order Amount, the customer won’t be able to get this gift. This value is included in the order amount range.

• Quantity Limit - Defines the number of products that have to be added to the cart to receive the gift.

• Required Products Constraints - This setting enables the Required Products tab on which products required for application of this gift can be selected. It means that customers must add a particular amount (and/or quantity) of products from this selection to the cart in order to receive this gift.

• Minimum Required Products Amount - Define the amount which has to be spent (added to the cart) in order to receive this gift.

• Required Products Quantity Limit - Define how many products (items) from the Required Products have to be added to the cart to receive this gift.

  Tip

  If you want to give this gift only when a customer buys at least 3 pieces of a particular product, you will insert the number 3 in this field and subsequently select the particular products on the Required Products tab . If you do not select any product at all, the gift will be applied only when a customer buys at least 3 products from your product catalog (without any restriction).

• Availability in Zones - Zones defines all zones from which can customers use this gift. In case you will left this setting blank, gift will be available for all zones without any restrictions. But if you use the amount restrictions, remember the currencies.

• Apply to - You are also able to restrict the validity to concrete website users, such as logged in customers, not logged in customers, customers with partner and partners (partners are used in the B2B transactions). In case you will left this setting blank, gift can be used by all users and customers without any restrictions.

Validity

• Active - This flag defines the activity of this gift setting. If set to NO, the gift is always inactive (regardless the date of validity below). If set to YES, the gift is active. You are able to restrict this activity by the dates below.

• Valid From - Valid From field defines the start date and time for this gift. Remember that to make this field functional you have to set the Active flag to YES. Otherwise this gift will be considered inactive.

• Valid Until - Valid Until field defines the end date and time of this gift. Remember that you can make this gift inactive any time by setting the Active flag to option NO.

Gifts tab¶

On this tab, particular gifts have to be defined - products from your product catalog. If you select the same amount of products as defined in the For X products your customer receives Y as a gift sentence (the Y value), they will be added to the cart automatically. Otherwise (if you select more products on this tab) customers must add the gift to their carts manually (choose their free gift).

Click the Add button (a new window appears) and, by filtering, select the products that will be used as gifts (you can also use the Bulk Add button which allows you to add multiple products at one. In the window that appears, you can add the product codes (or External IDs or EANs) that you want to add. Each code (External ID or EAN) must be on a new line.). Add them to the right side of the window and click the Add button.

You can also apply the sale only for products accounting to their:

• price

• tax

• currency

• stock condition

This last restriction is dynamic - the discounted products are changing with its current settings (price, tax, currency) and stock supplies. For example if you will select that only products, that are currently in stock are a part of this sale, all products without stock supply are not a part of this sale at every time.

Required Products tab¶

The next Required Products tab is used if you want to restrict the application of this gift(s) only if customer adds particular Products, Products Categories or Price Categories into the cart. To make this tab available, you have to set the option Required Products Constraints on the General tab to YES.

Click the Add button and select the particular Products, Product Categories or Price Categories from your products catalog, category tree and price categories. Gift is then added only when customers insert these product to the cart.

You can also apply the sale only for products accounting to their:

• price

• tax

• currency

• stock condition

This last restriction is dynamic - the discounted products are changing with its current settings (price, tax, currency) and stock supplies. For example if you will select that only products, that are currently in stock are a part of this sale, all products without stock supply are not a part of this sale at every time.

Excluded Products¶

This tab allows you to select products that are excluded from the discount. Tab is always active. This setting is typically used when you want to apply a discount across the entire product catalog, except for a few products that you select here.

Other Currencies tab¶

The fourth Other Currencies tab allows you to define other currencies. This is used in case you have defined the Minimum Order Amount setting and want to use this gift for more zones or you have more pricelists in various currencies per one zone. It is the same as in the General tab - you select the currency, the Minimum Order Amount and (in case you use the Required Products) the Minimum Required Products Amount.

Conditions tab¶

Here, conditions used to evaluate the application of this gift can be defined. For more info visit the help-site about conditions.

General tab¶

Identification

• Name (required) is the internal name of the price bonus setting. It is used only for internal purposes.

• Internal Name (required) is a system name used only for BizBox Admin purposes.

• Label (required) is the name of this price bonus setting as it will be displayed to customers. As you can see, this field can be translated to all languages you have added to BizBox Admin. Label is typically displayed on the final checkout overview as the name of the applied sale.

• Description (optional) is used to describe the sale. This field can be displayed on the website (use the Public setting to make it visible).

• Public defines, if information about the sale will be available in the website (information is available on the products which are affected by this sale).

• Comment (optional) is a short description used for better orientation among the different price bonuses. It is internal and never visible to customers.

Configuration

• Discount Type defines how will be the sale for the bonus product counted - as a percentage or as a concrete amount?

• The sentence For X products customer can use discount on Y products from the Bonus Products defines how many required products must customers add to the cart in order to be able to get the special price for Y bonus products.

• Currency (optional) defines the currency in which the potential minimum required amounts are counted. If you want to use this gift for more currencies, you have to set its value on the Other Currencies tab. If no currency is set, order amount limits cannot be applied. If no currency is set, the discount is considered valid for all currencies.

• Discount Amount/Discount Rate is displayed according to the Discount Type above. Discount Amount defines a concrete amount that will be subtracted from the default bonus price product, Discount Rate defines the percentual sale for the bonus product(s).

• Maximum Discount can be set only for percent discount. It defines the maximum amount that can be discounted.

• Gross Price setting defines, if the inserted discount is with (YES) or without (NO) VAT included.

• Rounding defines how will be the sale rounded.

• Only for Products Without Discounts - Turn this setting on to prevent discounting of already discounted products. From this sale will be excluded all products which are already discounted by sales pricelists or daily deals. Rate sale will be applied only on non-discounted products, amount sale will be applied up to the amount of non-discounted products. Already discounted products are included in the order amount.

Constraints

• Minimum Order Amount - You can define that the bonus price will be applied only in case the customer’s total order amount will be higher than the amount inserted here. If not, the bonus price won’t be applied. This value is not included in the order amount range.

• Maximum Order Amount - Order maximum Amount field defines the maximum amount of purchase your customer cannot exceed in order to use this sale. If your customer’s purchase will be higher than inserted amount in Maximum Order Amount, the customer won’t be able to use this sale. This value is included in the order amount range.

• Quantity Limit - Defines the number of products that have to be added to the cart to receive the bonus price for selected product(s).

• Required Products Constraints - This setting enables the Required Products tab on which products required for application of the bonus price can be selected. It means that customers must add a particular amount (and/or quantity) of products from this selection to the cart in order to receive the bonus price for particular products. If you leave this setting off, the discount will apply to the entire catalog.

• Minimum Required Products Amount - Define the amount which has to be spent (added to the cart) in order to receive the bonus price.

• Required Products Quantity Limit - Define how many products (items) from the Required Products have to be added to the cart to receive the bonus price.

  Tip

  If you want to give the bonus price only when a customer buys at least 3 pieces of a particular product, you will insert the number 3 in this field.

• Availability in Zones - Zones defines all zones from which can customers use this bonus price. In case you will left this setting blank, it will be available for all zones without any restrictions. But if you use the amount restrictions, remember the currencies.

• Apply to - You are also able to restrict the validity to concrete website users, such as logged in customers, not logged in customers, customers with partner and partners (partners are used in the B2B transactions). In case you will left this setting blank, bonus price can be used by all users and customers without any restrictions.

Validity

• Active - This flag defines the activity of this bonus price setting. If set to NO, it is always inactive (regardless the date of validity below). If set to YES, it is active. You are able to restrict this activity by the dates below.

• Valid From - Valid From field defines the start date and time for this bonus price. Remember that to make this field functional you have to set the Active flag to YES. Otherwise this bonus price will be considered inactive.

• Valid Until - Valid Until field defines the end date and time of this bonus price. Remember that you can make this bonus price inactive any time by setting the Active flag to option NO.

Bonus Products tab¶

On this tab, particular products must be defined, on which the defined sale (as a percent or amount) will be applied.

You are able to select as many products as defined for the Y value in the sentence For X products customer can use discount on Y products from the Bonus Products on the General tab. To all these products the sale will be added.

Click the Add button (a new window appears) and by filtering select the products (you can also use the Bulk Add button which allows you to add multiple products at one. In the window that appears, you can add the product codes (or External IDs or EANs) that you want to add. Each code (External ID or EAN) must be on a new line.) that will be discounted. Add them to the right side of the window and click the Add button.

You can also apply the sale only for products accounting to their:

• price

• tax

• currency

• stock condition

This last restriction is dynamic - the discounted products are changing with its current settings (price, tax, currency) and stock supplies. For example if you will select that only products, that are currently in stock are a part of this sale, all products without stock supply are not a part of this sale at every time.

Required Products tab¶

The next Required Products tab is used to define particular products which must be added to the cart in order to get the bonus price for a product from the Bonus Products tab. It is required information because this tab is the only difference between Discounts and Bonus Prices applications.

Click the Add button and select the particular Products, Product Categories or Price Categories from your products catalog, category tree and price categories. Gift is then added only in case customers insert these product to the cart.

You can also apply the sale only for products accounting to their:

• price

• tax

• currency

• stock condition

This last restriction is dynamic - the discounted products are changing with its current settings (price, tax, currency) and stock supplies. For example if you will select that only products, that are currently in stock are a part of this sale, all products without stock supply are not a part of this sale at every time.

Excluded Products¶

This tab allows you to select products that are excluded from the discount. Tab is always active. This setting is typically used when you want to apply a discount across the entire product catalog, except for a few products that you select here.

Other Currencies tab¶

The fourth Other Currencies tab allows you to define other currencies. This is used in case you have defined the Minimum Order Amount setting and want to use this bonus prices for more zones or you have more pricelists in various currencies per one zone. It is the same as in the General tab - you select the currency, the Minimum Order Amount and (in case you use the Required Products) the Minimum Required Products Amount.

Conditions tab¶

Here can be defined conditions used to evaluate the application of this bonus price. For more info visit the help-site about conditions.

Create Price Level¶

New price levels are created in the Price Levels application in the Pricing module. One price level defines one percentage sale for whole product catalog. One price level can be assigned to one contact. If you need to create more price levels you have to create mode records in this application.

General tab¶

Identification

• Name (required) is the internal name of the price level. It is used only for internal purposes.

• Internal Name (required) is a system name used only for BizBox Admin purposes.

• Label (required) is the name of this price level as it will be displayed to customers. As you can see, this field can be translated to all languages you have added to BizBox Admin. Label is typically displayed on the final checkout overview as the name of the applied sale.

• Comment (optional) is a short description used for better orientation among the different price levels. It is internal and never visible to customers.

• Account Identification - accounting identification that can be used in templates for exporting order data to the accounting system.

Configuration

• Currency - defines the currency in which the price level is counted. If you want to use this price level for more currencies, you have to set its value on the Other Currencies tab. If no currency is set, order amount limits cannot be applied. If no currency is set, the discount is considered valid for all currencies.

• Discount Rate - defines the percentage of the applied sale.

• Maximum Discount - this field is used to limit the maximum discount that this price level can create.

• Gross Price - define if the price level sale is with VAT included.

• Rounding - select how will be the final sale rounded.

• Only for Products Without Discounts - Turn this setting on to prevent discounting of already discounted products. From this sale will be excluded all products which are already discounted by sales pricelists or daily deals. Rate sale will be applied only on non-discounted products, amount sale will be applied up to the amount of non-discounted products. Already discounted products are included in the order amount.

Constraints

• Minimum Order Amount - You can define that the price level will be applied only in case the customer’s total order amount will be higher than the amount inserted here. If not, the sale won’t be applied. This value is not included in the order amount range.

• Maximum Order Amount - Order maximum Amount field defines the maximum amount of purchase your customer cannot exceed in order to use this sale. If your customer’s purchase will be higher than inserted amount in Maximum Order Amount, the customer won’t be able to use this sale. This value is included in the order amount range.

Other

• Default for Partner - Turn this setting on and to all newly registered partners this price level will be asigned.

• Default for Others - Turn this setting on and to all registered users (non-partners) this price level will be asigned.

Validity

• Active - This flag defines the activity of the price level. If set to NO, the price level is always inactive (regardless the date of validity below). If set to YES, the price level is active. You are able to restrict this activity by the dates below.

• Valid From - Valid From field defines the start date and time for this price level. Remember that to make this field functional you have to set the Active flag to YES. Otherwise this price level will be considered inactive.

• Valid Until - Valid Until field defines the end date and time of this price level. Remember that you can make this price level inactive any time by setting the Active flag to option NO.

Excluded Products¶

This tab allows you to select products that are excluded from the discount. Tab is always active. This setting is typically used when you want to apply a discount across the entire product catalog, except for a few products that you select here.

Other Currencies tab¶

The second Other Currencies tab allows you to define other currencies. This is used in case you want to use this price level for more zones or you have more pricelists in various currencies per one zone. It is the same as in the General tab - you select the currency, Gross Price setting and optionally also the Constraints that restricts the application of the price level in case the total order amount is too low.

General tab¶

Identification

• Name defines this loyalty program. It is not displayed to customers and serves only for your own purposes.

• Internal Name is used internally in BizBox, it has to be unique within this application. It is not displayed to customers.

• Label is a name of this program that will be displayed to customers in the cart, checkout overview, in e-mails and on e-shop documents. Remember that you have to insert the discount parameters to it in order to display it in the templates.

• Comment is internal short information about this program. It is not displayed to customers and serves for you and your co-workers.

• Account Identification - accounting identification that can be used in templates for exporting order data to the accounting system.

Configuration

• Currency defines the main currency in which the loyalty program is created. If you need, you can add other currencies on the Other Currencies tab. Remember that you can have as many loyalty programs as you need, for every e-shop settings can have its own (this can be often more beneficially and easier for administration). If no currency is set, order amount limits cannot be applied. If no currency is set, the discount is considered valid for all currencies.

• Amount and Points defines an amount and how many points customers will earn for it.

• Points and Sale defines how many points have to be spent in order to get the defined sale.

• Gross Price determines if the sale is with (option YES) or without (option NO) value added tax.

• Rounding sets the rounding of the sale.

• Aplicable after - set after how many days will the loyalty points be aplicable (they can be applied to the order). This setting only affects points per order (bonus points for registration are not affected by the settings).

• Points Validity allows you to set the expiration date for earned points (in days). If you leave this field blank the points can be used without any time restriction. Validity is calculated from the moment the points are applicable (can be set above).

• Assignment Event defines when loyalty points will be awarded to the customer - immediately after the order is created (Order Creation) or after payment (Order Payment). Assigning loyalty points on order payment is recommended for accounts with automatic payment processing (credit cards, uploaded transaction reports, …).

• Customer Selects Discount setting allows the customer to select one of eligible benefits (a benefit can be discount, gift or loyalty points) on the website (in the cart). Therefore, the loyalty program with this setting is not applied until it is selected by the customer on the website. The customer can select only one of the offered benefits. This setting is only available if the Customer Selected Discounts addon is enabled on the account.

Constraints

• Maximum Discount defines the upper limit of the sale. The customer is unable to get a sale higher than this limit.

• Maximum Discount Rate defines the upper sale limit as a percentage. The customer is unable to get sale higher than this limit.

• Order Minimum Amount defines the lower limit of the order amount. In case the customer’s order amount is lower that this limit, he/she will be unable to use the points.

• Availability in E-shops allows you to select particular E-shop Settings for which this loyalty program will be active. Remember that you can have as many loyalty programs as you need so you can define a loyalty program for all the e-shop settings you use on your website.

• Apply To restricts the customer groups that can use this loyalty program. You can apply it only to logged in customers, customers with partner or partners or all of them.

Validity

• Active defines the current activity of this program. Inactive (option NO) program cannot be used regardless of the period of activity defined below.

• Valid From is a particular date of start of this program. Set the Active setting above to YES and this setting delays the start of this program.

• Valid Until is a particular date that defines the ending of this program. Remember that you can terminate this program with the Activity setting above.

Other Currencies¶

The Other Currencies tab allows you to add other currencies in case you sell in more currencies in selected e-shops. The settings for another currency are the same as the settings for the main currency on the General tab.

Bonuses tab¶

Bonuses tab is used to define special points for particular customers actions.

• Registration Reward defines how many points your customers will earn for registration on your store.

• Referral Points (Buyer) defines how many points a referred friend will earn for first order.

• Referral Points (Recommender) defines how many points a customer will earn when referred friend creates an order.

The referral program works with a unique URL address that has to be displayed in the user portal with the user info. This address should be distributed by a customer to his/her friends (as soon as a friend accesses website using the generated link, it will be saved in the tracking part of the session - it will last valid for up to 60 days). In case this friend places an order on your online store, the referral bonus points will be earned for both the new customer and the customer who distributed this URL address. This only applies to the new customer’s first order. A new customer must also register on the website to earn points. If the order from a friend is for 0, no points are awarded.

To make this program active, you have to approve the project.

Customers and Loyalty Programs¶

For every contact, the Loyalty Programs tab is available. All loyalty programs in which this customer participates are displayed here. By clicking on the small edit icon (located directly on the record row) all earned and spent points can be displayed. You can also edit the total count and add new points.

Loyalty Program on the Website¶

Products Catalog Component

In the Product Catalog Component, the amount of points a customer earns when buying a particular product can be displayed. To display it, use the parameter {{ component.productList.product[0].loyaltyPoints }} in the Product List view (this is the value for the first product displayed in the product list). In the Product Detail view use this parameter {{ component.product.loyaltyPoints }}.

General tab¶

Identification

• Name defines this volume discount. It is not displayed to customers and serves only for your own purposes.

• Internal Name is used internally in BizBox, it has to be unique within this application. It is not displayed to customers.

• Label is a name of this volume discount that will be displayed to customers.

• Description (optional) is used to describe the sale. This field can be displayed on the website (use the Public setting to make it visible).

• Public defines, if information about the sale will be available in the website (information is available on the products which are affected by this sale).

• Comment is internal short information about this discount. It is not displayed to customers and serves for you and your co-workers.

Configuration

• Priority (required) defines which discount rule should be applied first (this is important in case you are using more volume discounts which contains the same products at once). A higher number means a higher priority.

• Discount Type defines how the sale for the product will be counted - as a percentage or as a concrete amount? Concrete amount (connected to particular level on the Levels and Prices tab) will be subtracted from the normal price used on your online store.

• Currency defines the currency in which the volume discount is created. If you need more currencies, you have to create another volume discount. Remember that you can have as many volume discounts as you need. If no currency is set, order amount limits cannot be applied. If no currency is set, the discount is considered valid for all currencies.

• Gross Price determines if the sale is with (option YES) or without (option NO) value added tax.

• Rounding sets the rounding of the sale.

• Evaluate Together is used when you have defined more products to which this sale can be applied (Discounted Products tab). The sale for them can be counted individually (option NO) or together (option YES). For example if you add two products on the Discounted Products tab then the sale will be applied if a customer buys 10 items. Option NO means that a customer has to buy at least 10 items of the first or second product (the quantities are not counted together). Option YES means that a customer has to buy at least 10 items of both products together (sum of particular quantities).

• Only for Products Without Discounts - Turn this setting on to prevent discounting of already discounted products. From this sale will be excluded all products which are already discounted by sales pricelists or daily deals. Rate sale will be applied only on non-discounted products, amount sale will be applied up to the amount of non-discounted products. Already discounted products are included in the order amount.

Constraints

• Availability in E-shops allows you to select particular E-shop Settings for which this volume discount will be active. Remember that you can have as many volume discounts as you need so you can define a volume discount for all the e-shop settings you use on your website.

• Apply To restricts the customer groups that can use this volume discount. You can apply it only to logged in customers, customers with partner or partners or all of them. If you leave this setting blank, all customer groups will be able to use it.

Validity

• Active defines the current activity of this volume discount. Inactive (option NO) discount cannot be used regardless of the period of activity defined below.

• Valid From is a particular date of start of this discount. Set the Active setting above to YES and this setting delays the start of this program.

• Valid Until is a particular date that defines the ending of this discount. Remember that you can terminate this program with the Activity setting above.

Levels and Prices tab¶

On this tab particular intervals(quantity of a single product required in the cart to apply this discount) and the discount itself are defined. It will be defined as a percentage or concrete amount that will be subtracted from a usual price. It depends on the settings on the first tab (Discount Type field).

Click the Add button and define the interval. Insert the minimum (interval excluded) and maximum (interval included) quantity of a single product that has to be added to the cart in order to get the sale defined in the last field (as a percentage or as a particular amount that will be subtracted from the normal price). You are defining these levels for a product (or more products) that has to be selected on the third Discounted Products tab. In case a customer inserts a higher or lower quantity, the sale won’t be applied at all.

In the last field, insert the required percentage discount or a particular amount that will be subtracted from the original price. The type of this discount is set on the first General tab.

Discounted Products tab¶

Discounted Products tab allows you to select particular products to which the intervals and sales defined on the Levels and Prices tab are valid. You can select only one product or more - according to your needs. If a situation occurs where one product is added to two or more Volume Discounts settings at once, its final price will be taken according to the Priority setting (General tab; a higher number means a higher priority).

Products connected with this discount can be added as single products, as a whole category of products (taken from the product category tree), as a price category or with a condition (stock supplies, price and more).

Excluded Products¶

This tab allows you to select products that are excluded from the discount. Tab is always active. This setting is typically used when you want to apply a discount across the entire product catalog, except for a few products that you select here.

Conditions tab¶

The last tab is used to define various conditions that restrict the application of this discount. You can select from a variety of conditions, such as a visitor’s browser, total amount that has been added to the cart, total time spend on the website and many more.

General Tab¶

Identification

• Name defines this purchase volume discount. It is not displayed to customers and serves only for your own purposes.

• Internal Name is used internally in BizBox, it has to be unique within this application. It is not displayed to customers.

• Comment is internal short information about this discount. It is not displayed to customers and serves for you and your co-workers.

Configuration

• Priority (required) defines which discount rule should be applied first (this is important in case you are using more purchase volume discounts). A higher number means a higher priority.

• Currency only orders placed in the currency selected here will be counted. If a customer places orders in multiple currencies, the currency with most orders will be used to count the purchase volume discount.

• Days Back defines the number of last days for which will be the spent amount for customer’s orders counted. According to this sum, the partner tier will be assigned according to the ranges defined on the second tab.

Constraints

• Availability in Zones allows you to select particular zones for which this discount will be active. Remember that you can have as many purchase volume discounts as you need so you can define a purchase volume discount for all the zones you use on your website.

Validity

• Active defines the current activity of this discount. Inactive (option NO) discount cannot be used regardless of the period of activity defined below.

• Valid From is a particular date of start of this discount. Set the Active setting above to YES and this setting delays the start of this program.

• Valid Until is a particular date that defines the ending of this discount. Remember that you can terminate this program with the Activity setting above.

Ranges¶

On this tab, particular ranges of order amount sum are created. To every range a previously created partner tier/price level is selected and if a customer’s sum of order amount belong to this range, the partner tier/price level will be automatically assigner to him/her. Partner tier/price level that is assigned to a range cannot be assigned to another one.

Click the Add button and define the range (minimum amount don’t belong to the range, maximum does). Select a partner tier/ price level and click the add button. Add as many ranges as you need and approve the project.

E-mails¶

Use this tab to set up sending emails. The email will be sent automatically when the partner tier/price level changes. This e-mail is always sent automatically.

To set up this email, you must first create a template for this type of email in the Templates app - Change in prices according to purchase volume

General Tab¶

Identification

• Name defines this daily deal. It is not displayed to customers and serves only for your own purposes.

• Internal Name is used internally in BizBox, it has to be unique within this application. It is not displayed to customers.

• Label is a name of this daily deal that can be displayed to customers on your website.

• Comment is internal short information about this daily deal. It is not displayed to customers and serves only for you and your co-workers.

Configuration

• Availability in Zones allows you to select particular zones for which this discount will be active.

• Active defines the current activity of this discount. Inactive (option NO) discount cannot be used regardless of the period of activity for particular products defined on the second tab.

• Image allows you to add an image from the File manager, which can then be displayed on the web (you need to edit the template to display the image).

Products Tab¶

The Products tab allows you to define particular products to which will be the sale (daily deal) applied together with the deal duration (you are able to define for how many days will be the sale active) and sale price. If you select a master product, you can set one price that will be applied on all variant or you can set the price for each variant separately.

To add a new product click the Add button in the toolbar. A new window will appear. In the duration fill in when the deal starts and set for how many days a single offer lasts. In the section below select product which will be on sale. Remember that this sale is applied on a one product (single product, bundle or master) at a time. If you select multiple products, the sale will be applied on the first one first and when the sale duration (set above) will be over, the sale will be applied on the second product selected here. If you select a master product, you can in the next step set the sale price per each variant. Select as many products as you need and click the Add button.

Click the Save button (located in the toolbar). On the Products tab are now displayed all products you have selected in the previous step together with the sale time range. You can change it, but particular dates cannot overlap each other; only one daily deal at a time can be set.

To set the sale price, click the little plus button located on the left side of each product row. A form appears. Here has to be the sale price set - fill in the sale price, set the gross price indication and product tax category to which this product belong.

For a master product there is a Set Price For Each Variant flag. Set it to YES if you want to specify the price for every variant of this master product. If the sale will be equal for all master product’s variants, leave this setting set to NO and fill in the sale price that will be applied on all variants.

Save your changes and if you want to see your changes in the preview, click the Rebuild Prices in the toolbar. Saved products can also be edited - click the little cog on the right side of each product row. You are able to change the selected product (option Edit; inserted prices for variants will be erased) of delete it (option Delete).

To make your sale available on your store, approve the project.