Creating a SKU Quantity Coupon

This topic covers the process of creating a SKU quantity coupon.

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Prerequisites

Ensure that:

• You have Admin or Editor privileges for Offers. For more detailed information on these settings, see the Role-Based Access Control topic.
• You have added at least one item in fabric Product Catalog. For more detailed information, see the Adding an Item topic.
• You have created at least one price list in fabric Offers. For more information, see the Pricing topic.

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Procedure

1. In the left menu, click Offers > Coupons > All coupons. The Coupons page is displayed.
2. Click Create coupon. The Create Coupon page is displayed.
3. In the Coupon title field, enter a name for the coupon. This name is for internal use only. fabric recommends giving it a unique, descriptive name that can help you differentiate this coupon from other coupons you might be running concurrently. For example, Holiday Sale.
4. In the Start date and Start time fields, enter the date and time the coupon becomes available for use. The start date and time must be in the future.
5. In the End date and End time fields, enter the date and time the coupon expires. The end date and time must be after the start date and time.
6. In Coupon usage, do one of the following:
   • Select the Multiple-use option to allow the coupon to be used more than once.
     • In the Coupon code field, enter the code that customers must use to apply the coupon.
   • Select the Single-use option to restrict the coupon usage to once per customer.
     • In the Prefix field, enter a prefix that’s at least 3 characters long, for example SALE.
     • In the Starting number field, enter the number your coupon code starts with, for example, 1.
     • In the Total coupon count field, enter how many coupons you want to generate, for example 10.
     • Click Generate Codes.
       Coupon codes SALE01, SALE02, …SALE10 are generated. For more information about Multiple-use and Single-use, see the coupon code section.
7. In the Price lists field, select one or more price lists. The coupon only applies to the eligible SKUs on the price lists that you select. The available price lists depend on your organization’s price list settings. You can use multiple price lists that use the same currency. For more information, see the Price lists section.
8. In the Coupons can be applied to field, select a price type.
   For more information on price types, see the Price lists section.
9. If you want to enable stacking with other coupons or restrict it based on other coupons you are running, select a stacking type in the Set promotion stacking as field. If applicable, set the priority. The default is set to stackable coupons.
   For more information on coupon stacking and priority, see the Stacking and additional settings section.
10. In the Coupon applied to field, select SKU quantity.
11. In the minimum quantity of SKUs field, enter the minimum number required for the coupon to be eligigble.
12. To set up the Coupon type, in the Tier section, in the Minimum quantity of SKUs field, enter the minimum quantity for the discount to be eligible and do one of the following steps.
    • To apply the discount to individual SKUs, in the Discount on field, select SKU.
      • In the Discount type field, select a discount type.
      • In the Apply discount on field, select the items to apply discount.
      • (Optional) To allow the coupon to have variable discount amounts to prevent over-discounting when coupons stack, click Dynamic discount and in the Additional discount field, enter a value.
      • In the Discount value field, enter a value.
    • To apply the discount to the cost of shipping, in the Discount on field, select Shipping and do the following:
      • In the Discount type field, select a discount type.
      • In the Shipping type field, choose one or more shipping methods the discount applies to.
      • In the Applicable on field, select Entire Cart or Entire Shipment.
      • (Optional) To allow the coupon to have variable discount amounts to prevent over-discounting when coupons stack, click Dynamic discount and in the Additional discount field, enter a value.
      • In the Discount value field, enter a value.
    • To apply the discount to the entire cart, in the Discount on field, select Cart and do the following:
      • In the Discount type field, select a discount type.
      • In the Discount value field, enter a value.
        For more information on Coupon type, see the Defining discounts and how they’re applied section.
13. (Optional) To add another discount, select Add Another Discount and set up the discount as required.
14. (Optional) To add more tiers to the coupon eligibility, click Add Another Tier as needed.
15. To select the items that are eligible for the coupon, in the Product target field, select one or more items.
    • If you select more than one, choose how coupons apply to products by selecting AND or OR before selecting your items.
      For more information, see the Product eligibility definitions for coupons section.
16. Select the products to include in the coupon promotion.
    The field corresponding to the Product target you selected is displayed. For example, if the Product target is SKUs, the SKUs field is displayed.
17. Click the product target field.
    The Browse product target field is displayed.
18. Choose the products to include in your coupon promotion.
    • (Optional) If the Product target is only SKUs, then you can import a CSV file. The import function isn’t available for other options, or if you selected more than one option. To import, do the following steps:
      • Click Import SKUs.
        Bulk Upload SKU List window is displayed.
      • Do one of the following:
        • Drag and drop the file from the local folder to the window
        • Click Select a File from your computer.
      • Click Upload file.
19. Click Add selection.
20. (Optional) To exclude products from your coupon coupon, click Add Rule.
    The Product target field is displayed.
    • Click the dropdown menu to select the products that aren’t eligible for the coupon.
21. To set coupon limits, do the following:
    • In the Limit use per customer field, enter a number that specifies how many times a customer can use this coupon.
    • In the Limit use site wide field, enter a number that specifies how many times any customer can use this coupon across the site.
      For more information on setting coupon limits, see the Coupon limit section.
22. (Optional) In the Terms and conditions section, do the following:
    • Enter the name in the Title field and the condition in the Description field.
    • (Optional) Click Add another condition as needed. This section is used to outline the terms and conditions of using this coupon to the customer.
23. To create tailored messaging about the coupon on various pages of your commerce site, do the following:
    • In the Pages dropdown menu, select one or more places to add the messaging.
    • In the Locales for this group field, select the locales where this messaging will appear.
24. To add interal-facing tags to help you identify or classify the coupon, click the arrow icon next to Promotion attributes and do the following:
    • In the Attribute name field, select a name.
    • In the Attribute values field, select one or more values.
    • Attribute names and attribute values are user-generated and can be created by visiting Offers > Settings > Attributes in Copilot.
      For more information, see the Creating an attribute section.
25. (Optional) To target the coupon to specific customer segments, do the following:
    • In the Target Audience field, select Segment.
      • In the Segment name field, select a name.
      • In the Segment values field, select one or more values.
      • Click Add another segment as needed.
    • (Optional) To exclude segments, click Add exclusion list.
      • In the Segment name field, select a name to exclude.
      • In the Segment values field, select one or more values to exclude.
    • Segment names and segment values are user-generated and can be created by visiting Offers > Settings > Customer segments in Copilot.
      For more information, see the Customer segments section.
26. (Optional) To set the maximum number of times the coupon can be used, do the following:
    • In the Promotion Limits section, click the toggle to enable the limit.
    • In the Max usage per order section, enter a number.
27. Click Create on the top right of the page.