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The creation form has three tabs, forming the
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enabling to precisely build new rules and vouchers.
Informations Tab
The first tab, "Informations", contains the rule's identifiers and main settings.
- 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 "Click to generate random code" 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's a code, then customer have to enter it during the ordering process.
- If there's no code, then the rule is automatically applied to benefiting customers.
- 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.
- Priority. If a customer (or group of customers) are 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 to you 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.
Conditions Tab
The second tab, "Conditions", contains a large set of possibilities, enabling you to precisely target who should be able to benefit from this rule.
- Limit to a single customer. This is where you indicate that the voucher you are creating is for one customer only. For instance, if you had a delivery delay and you want to apologize, you can create a voucher for this customer that only he or she can access. To quickly find the customer, type in the first few letters of their first or last name in the text field.
If empty, PrestaShop will understand than any customer can use it... unless you have added a customer group as a further condition (see "Customer group selection" check-box below). - Validity. The default validity is one month, but you can reduce that to one week or even one day.
- Minimum amount. The minimum order amount under which the voucher is not applicable. Your voucher will only be applicable if the customer's order is above the given amount. You can choose if that amount should include taxes and/or shipping costs.
- Total available. Set a quantity of available vouchers: either "1" if it is intended for a single customer, or any number if the voucher is for whoever uses one first.
- Total available for each user. You can set the number of times a voucher can be used for each user. That number must be at least equal to the quantity of available vouchers above ("Total available" field).
- If that number is inferior to the total quantity of available vouchers, then one single customer won't be able to use all of them.
- Keeping it to "1" makes sure that each of your customers can only use the voucher once. In that case, make sure the voucher applies to a group rather than a customer...
- The check-boxes at the bottom of the section are very important, as they help you further filter to what or whom the rule is to be applied.
- Carrier selection.
- Customer group selection.
- Compatibility with other cart rules. Only appears if you have more than one cart rule.
- Product selection.
Actions
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Tab.
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%. Customer 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. Customer who benefit from this rule will only pay $80 before (before shipping costs). You can choose whether taxes are applied to the discount or not.
- None. The rule doesn't offer any discount on the order. Choosing this option makes the next section, "Apply discount to", disappear.
- Apply discount to.
- Order (without shipping).
- Specific product.
- Cheapest product.
- Selected product(s).
- Send a free gift.
- Choose the voucher's behavior – meaning how it should behave when the order's amount is less that the voucher's:
- reduce the voucher to the total order amount: do this if you want vouchers to be used only once.
- create a new voucher with the remaining amount: do this if your customers can use their voucher's value for as long as it has some.
- create a negative invoice: do this if you want vouchers to be used only once, but you still need to know the final value for your accounting book. The user won't receive any kind of further voucher or discount.
- Give it a proper description, in every languages that your shop supports (click on the flag to change language). Customers will be able to read this, so write a proper sentence.
- Indicate which categories the voucher applies to – because sometimes you'd rather have customers not use vouchers for certain products.
- Set a quantity of available vouchers: either "1" if it is intended for a single customer, or any number if the voucher is for whoever uses one first.
- You can set the number of times a voucher can be used. That number must be at least equal to the quantity of available vouchers.
- If that number is inferior to the total quantity of available vouchers, then one single customer won't be able to use all of them.
- Keeping it to "1" makes sure that each of your customers can only the voucher once. In that case, make sure the voucher applies to a group rather than a customer...
- Set a minimum amount under which the voucher is not applicable. Your voucher will only be applicable if the customer's order is above the given amount.
- You can choose whether or not the vouchers are allowed to be used with other promotions on your products or other vouchers. Make your preferences known by ticking the checkboxes.
- The "To be used by" field enables you to restrict your voucher to only one of your customers. For instance, if you had a delivery delay and you want to apologize, you can create a voucher for this customer that only he or she can access. To quickly find the customer, type in the first few letters of their First or Last name in the "Filter" field.
- The voucher can have a time limit (for instance, a discount for launch week). Click the "From" and "To" fields in order to choose your dates using the calendar. By default, a new voucher lasts a year.
- You can decide whether the voucher should be shown in the cart summary or not. Do this if you want to inform a customer that they can use a voucher. If you'd rather not push for the voucher's usage, then do not show it.
- Finally, the "Enable" field allows you to enable or disable the vouchers.
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