Discount Rules

Promotion Conditions

When defining discount rules you specify the conditions that trigger the promotion. Triggering a promotion means that the promotional benefit is applied to either a product in the customer's basket or the entire order.

In a discount rule, multiple conditions can be combined using the logical operators AND and OR to build complex Boolean expressions. For example you may create an expression constructed from the following conditions:

  • The numbers of items in the basket is greater than 10

  • The order total is greater than 100 USD

  • The customer-selected shipping method is "ship to store"

Assuming that you combine all these conditions using AND operators, the promotion will be triggered when each of the sub-conditions is True.

If an expression contains both logical operators (AND and OR), the AND operator takes precedence over the OR operator. For example, if you create an expression consisting of three conditions like this C1 AND C2 OR C3, the sub-expression C1 AND C2 is evaluated first and the result of the expression is afterwards OR-combined with C3.

The various conditions you can choose from fall into four categories, see the following table for details:

Table 1. Promotion Conditions
Category Condition Description
Activation Time Activation Time This condition allows to schedule a promotion in a fine-granular way. Define a time range during which the promotion is active by specifying a start and an end date. Using the Frequency options you can determine on which days during the activation period the promotion will be active. Thus, you may configure a promotion to be only available on a certain weekday or on a certain day of the month.

Using the Start Date / End Date option allows to specify a period in which the promotion is valid.

Using the Intraday Period From / To option allows to specify a daily start and an end time for the promotion.

Cashback Earning Cashback Earning
Note: This feature is available for B2C channels from Intershop Commerce Management 7.10.15.2.

This condition is used to generate cashback earnings with a definable validity period from the discount a customer would receive.

To have this category available, cashback must be activated for the current channel, see Defining Cashback Settings.

A promotion code group where the cashback is stored as coupon code can be assigned to the condition. For information on how to create a promotion code group, see Creating Promotion Code Groups.

Customer Profile
Note: In a B2B context, these conditions are checked individually for every single user of a customer.
Customer's First Purchase Triggers the promotion when a new customer orders for the first time through the channel.
Customer's First Purchase per Month Triggers the promotion when the customer orders for the first time in the current month.
Customer's First Purchase Since Date Triggers the promotion if the customer orders for the first time since the specified date. Either select a date using the calendar widget, or enter a date by hand.
Item Item Inclusions/Exclusions Allows to define a promotion exclusively for selected products and categories (inclusions) or to prevent the promotion from triggering for selected products and categories (exclusions). Click the provided links and select items to include/exclude from the list of available objects. Select the Override Store Level Exclusions checkbox if you want to override the default exclusions for the application set in the preferences, as described in Managing Promotion Preferences.
Minimum Number of Items Defined in Item Inclusions Specifies the minimum number (value > 0) of items defined in item inclusions a customer needs to place in the basket in order to trigger the promotion.
Minimum Price of Items Defined in Item Inclusions Specifies the minimum price (value > 0) for an item defined in item inclusions a customer needs to place in the basket in order to trigger the promotion.
Minimum Total Purchase Amount of Items Defined in Item Inclusions Specifies the minimum total purchase amount (value > 0) for all items defined in item inclusions a customer needs to place in the basket in order to trigger the promotion.
Product Attribute
Note: This feature is available from Intershop Commerce Management 7.10.24.0.
Allows to create promotions for specific product(s) based on a product attribute. Both standard product attributes and custom product attributes are supported.

For custom attributes the attribute names can be taken directly from the product pages. For standard attributes the technical attribute names must be used, see : Standard Product Attributes.

Note: If the promotions are to apply to several locales, the localized attribute names must also be considered. This also includes separators such as "." or "," for numbers and measurements.
Shipping Method Allows to define one or more shipping methods for single items that will trigger the promotion.
Shipping Region Allows to define one or more shipping regions for single items that will trigger the promotion.
Order Minimum Number of Items Triggers the promotion if the items in the order reach the specified number (value > 0) .
Number of Items
Note: This feature is available from Intershop Commerce Management 7.10.25.0.
Allows to compare the total quantity of items in the basket with a specific amount using various operators:
  • equal
  • not equal to
  • greater than
  • less than
  • greater than or equal to
  • less than or equal to
Minimum Order Value Triggers the promotion if the order's total reaches the specified value (value > 0).
Order Value
Note: This feature is available from Intershop Commerce Management 7.10.26.0.
Allows to compare the order amount with a certain purchase amount using various operators:
  • equal
  • not equal to
  • greater than
  • less than
  • greater than or equal to
  • less than or equal to
Payment Method Allows to define one or more payment methods for the order that will trigger the promotion.
Shipping Method Allows to define one or more shipping methods for the order that will trigger the promotion.
Shipping Region Allows to define one or more shipping regions for the order that will trigger the promotion.

Promotion Discounts

Promotion Discounts determine the benefit that the promotion offers to the members of the target group. See the following tables for details on the available discounts:

  • Order Discounts
    Table 2. Order discounts
    Type Trigger Description
    Order Order Percentage Off Grant a percentaged discount (value > 0) on the order value.
    Order Value Off Grant a fixed discount (value > 0) on the order value.

    For both triggers it is possible to set a maximum discount value (Limit to max ($)) and the maximum number of discounts per order to grant (Max discounts per order to grant).

  • Item Discounts
    Table 3. Item discounts
    Type Trigger Description
    Item Item Percentage Off Grant a percentaged discount (value > 0) on a product.
    Item Target Price Grant a (modified) fixed price (value ≥ 0) for a product.
    Item Value Off Grant a fixed discount (value > 0) on a product.
    Item discounts can be applied to:
    • All items
    • A limited number of items (value > 0), by using the select box, this can be further refined to:
      • A limited number of items per cart
      • A limited number of items per line item (this feature is available from Intershop Commerce Management 7.10.26.0.)
    For both settings, additional options are available that allow the following assignments:
    • All cart items
    • All cart items matching the condition
    • All cart items matching the condition but do not count towards the minimum number of included items
    • Selected items (via product or category selection)
    • Items with a minimum price

    Further options allow to set whether the lowest price product or the highest price product should be discounted first. For all triggers it is possible to set a maximum discount value (Limit to max ($)) and the maximum number of discounts per order to grant (Max discounts per order to grant).

  • Shipping Discounts
    Table 4. Shipping discounts
    Type Trigger Description
    Shipping Shipping Percentage Off Grant a percentaged discount (value > 0) on the shipping cost.
    Shipping Value Off Grant a fixed discount (value > 0) on the shipping cost.
    Shipping Target Price Grant a (modified) fixed cost (value ≥ 0) for shipping.
    Shipping discounts can be applied to:
    • All shipping methods or selected shipping methods
    • All shipping regions or selected shipping regions
    • Order shipping total
    • Bucket shipping total
    • A limited number of items
    • All cart items
    • All cart items matching the condition
    • all cart items matching the condition but do not count towards the minimum number of included items
    • Selected items (via product or category selection)
    • Items with a minimum price

    For all triggers it is possible to set a maximum discount value (Limit to max ($)) and the maximum number of discounts per order to grant (Max discounts per order to grant).

  • Free Gift Discounts
    Table 5. Free gift discounts
    Type Trigger Description
    Free Gift Automatic Gift Grants a give-away product, placed free of charge in the customer's basket.
    Hidden Gift A hidden gift is similar to an automatic gift but is added without announcement to the order and does not appear in the customer's basket.

    For both triggers it is possible to select one or more products as a gift. Via add selected gift product(s) x times automatically to cart it is possible to set the number of gift items (value > 0). Furthermore a maximum discount value (Limit to max ($)) and the maximum number of discounts per order to grant (Max discounts per order to grant) can be set.

  • Cashback Discount
    Table 6. Cashback discount
    Type Trigger Description
    Cashback None
    Note: This feature is available for B2C channels from Intershop Commerce Management 7.10.15.2.

    Grants a fixed discount on the order value corresponding to the earned cashback stored in a cashback promotion code for the respective customer.

    A promotion condition is not required, but it is possible to define one if required by the business use case.