A credit slip is first and foremost a written proof that a product has been returned. Most of the time, the user can use it as a voucher.
A voucher is a discount code which does not have to be tied to a merchandise return or a refund, and which can take more forms than a simple credit slip:
You can apply a voucher to all customers, a group of customers, or a single customer; you can set its expiration date.
A cart rule is basically an advanced version of a voucher:
In this user guide, "cart rule" and "voucher" are synonymous and interchangeable.
The "Cart rules" page lists the currently existing cart rules and vouchers, which you can enable or disable by clicking on the icons in the "Status" column.
new cart rule
A voucher can be created automatically after a product return, but you can create a new voucher at any time manually, and be very specific about its properties. For this, click on "Add new cart rule". The creation form has three tabs, enabling you to precisely build new rules and vouchers.
- Name. The name is public, so you should keep it casual.
- Description. The description is not public. It helps your shop employees understand why the rule was created.
- Code. Give your rule a unique code. You can either create one manually (and therefore use readable words, like 1VOUCH4JOE), or have PrestaShop generate one unique string by clicking the "Generate" button. Of course, you can also use any other string generator (such as http://www.random.org/strings/).
Note that if no code is set, the rule will apply to any customer fitting the other conditions:
- If there is a code, then customers have to enter it during the ordering process.
- If there is no code, then the rule is automatically applied to benefiting customers at checkout.
- Highlight. If enabled, PrestaShop will let the user know that a voucher corresponding to the items in the cart is available and can be added.
- Partial use. If disabled, the rule/voucher can only be used once, even if it is not completely used. If enabled, a new voucher is created when the current one is not completely used.
- It is only applicable if the voucher value is greater than the cart total. If you allow partial use, a new voucher will be created with the remainder.
- If you do not allow partial use, the voucher value will be lowered to the total order amount.
- Priority. If a customer (or group of customers) is eligible for more than one voucher, or if more than one voucher can be applied to an order, then PrestaShop applies said voucher one by one in the alphanumerical order. You can change that order by placing a lower priority on your voucher. By default, they all have a priority of 1. If you set it to a higher number, the voucher will be applied after vouchers with a lower number.
- Status. You can disable and enable a rule whenever you feel is necessary.
The checkboxes at the bottom of the section are very important, as they help you further filter to what or to whom the rule is to be applied.
- Carrier selection. You can make it so that the customer will have a discount if he or she chooses a specific carrier for the package delivery.
- Customer group selection. This is very useful. Thanks to PrestaShop's group creation tool, you can create discounts that apply to a range of users, and build other conditions on top of that discount thanks to the cart rule creation tool.
- Compatibility with other cart rules. By default, an order can benefit from any number of cart rules. With this option, you can tell PrestaShop that this rule cannot be combined with a selection of other rules. This option only appears if you have more than one cart rule.
- Product selection. Another very useful tool, which enables to create automatic vouchers for a cart which contain specific products. The tool is explained in more detail below.
- Shop selection. When the multistore mode is enabled, by default a cart rule applies to all your stores. With this option, you can make it so that a rule only applies to a selection of your stores.
For instance, you can create automatic vouchers for your customer in the form "Buy at least 3 Apple product, get free shipping!"
. This is really a tool within the cart rule too, and its configuration is quite specific. You can add as many product selections as needed, following this path:
The third and last tab, "Actions", is where you choose what the discount actually consists of.
- Free shipping. The rule treats benefiting customers to free shipping.
- Apply a discount.
- Percent (%). The rule applies to a percentage of the order total. For instance, let's say the order is valued at $200 before taxes. The rule has a value of 15%. Customers who benefit from this rule will only have to pay $170 (before taxes and shipping costs).
- Amount. The rule applies a monetary discount on the order total. For instance, let's say the order is valued at $200 before taxes. The discount offers $20 off the purchase. Customers who benefit from this rule will only pay $180 (before shipping costs). You can choose whether taxes are applied to the discount or not.
- None. The rule does not offer any discount on the order. Choosing this option makes the next section, "Apply a discount to", disappear.
- Apply a discount to.
- Order (without shipping). The discount applies to the whole order.
- Specific product. You can choose to which product the discount should apply: type the first letters of the product, and choose from the list of matching names.
- Cheapest product. Only available for the "Percent (%)" option. The discount applies to the cheapest product of the order.
- Selected product(s). Only available for the "Percent (%)" option. The discount applies to the product selection you might have defined in the previous step.
- Exclude discounted products. New in PrestaShop 1.7. By ! By default, the voucher applies to any kind of product, whether it is already discounted or not. By enabling this feature, the voucher you are creating will not be applied to a product or a combination if it already on sale.
- Send a free gift. You can choose to offer a gift for some conditions (and skip the discount altogether). A field appears: type the first letters of the product, and choose from the list of matching names.
Your voucher will appear in the "Cart Rules" page, under the "Price rules" menu. You can delete or edit it at any time. If the voucher was set to a specific group or customer, then it will appear in the front office, in the customer's "Vouchers" section of his account as well as in the cart (if you chose to), where they can choose which one to apply to their order.
Cart rules that are set to apply to all customers do not appear in the customer's "My vouchers" page: he or she has to know about them in order to use them. It is up to you to let them know about these public discounts.