Product Deals

Product Deals can be used to apply or combine discounts at the order level for your customers, for example if the customer's order has met a certain criteria, such as including certain products or brands, or meeting a certain order amount. 


These deals will not be visible to your customers in the DEAR B2B portal until after they have added enough products to their order to meet the criteria. For this reason, we recommend advertising your discounts using Group of Banners or Carousel.


Product Deals are different from discounts that are applied to individual products. For more information, see Product Discounts.


Prerequisites


Table of Contents

  1. Creating Cart-level Deals
  2. Deal Examples
  3. Customer View
  4. Using Coupons


Creating Cart-Level Deals

[back to top]


Before creating a cart-level deal, you must have already created a product discount template to use for it. Multiple discounts can be added to each deal. (e.g. Summer special - 10% off sportswear and 20% off swimwear.)


NOTE: If more than one discount applies to a product, only the best discount will be applied. Discounts do not stack. The only exceptions to this are Customer Discounts set from the customer page if Apply customer discount after other discounts is enabled, or order line discounts added manually during a sale. 


For example, if you want to create a cart-level discount that gives a customer 20% off their order, you must first make a product discount template for 20% off. Cart-level deals can only use Simple discounts Simple Discounts for more information).


To create a deal (these steps are the same for all deals):

  1. Create the product discount template for your deal
  2. Navigate to Settings > Reference Books > Stock > Product Deals.
  3. Enter a Deal Name - this is an internal reference for you to keep track of your deals.
  4. Enter the Effective To and Effective From dates for your deal (optional).
  5. Check the Active Deal box (uncheck to make inactive, but still available to use at a later date).
  6. Choose which Customer Type to apply the deal to. You can choose from among the following:
    • By Customer Type - choose customer type such as B2B only, POS only, or All Customers from the list.
    • By individual Customer - choose Selected and then type/search to add customers.
    • By Customer Tags - choose With Tags… (you must first have created Customer Tags and added them to Customers) and type/search to add customer tags.




Adding a simple discount to a deal

[back to top]


Simple deals that do not require a certain quantity of units to be bought can be applied at the shopping cart level. More than one discount can be added to the deal by clicking Add discount.


To add a simple discount to a deal:

  1. Ensure the Order-level box is NOT checked.
  2. Choose the product discount you wish to apply in the dropdown menu.
  3. Select a Brand, Category, Tag or Product to apply the discount to and click Add. You can add as many Brands, Categories and Tags as you like. 
  4. Click Save to complete the deal.


When a DEAR user processes an sale, if the Automatically Apply Discounts setting is set to Yes, any applicable product discounts will be added automatically when the sale quote or sale order is authorised. It is also possible to manually apply the discount by clicking Apply Discounts. If the Automatically Apply Discounts setting is set to No, the user must click Apply Discounts for the product discount to be applied. A note showing the discount applied will be listed at the top of the quote/order screen. 




Adding a quantity-based discount to a deal

[back to top]


Any deal that requires one or more items to be added to the cart to be activated should be made here. More than one discount can be added to the deal.


DEAR’s Product Deal module offers a lot of flexibility in creating quantity based deals, they can be applied to individual products, any product in a brand/category or tag, need a certain order total, can be used to give a fixed free item, etc.


To add a quantity-based discount to a deal:

  1. Ensure the Order-level box is checked.
  2. Choose the product discount you wish to apply from the list.
  3. Select the number of items required in the order for the deal to apply. In this case, as the deal is Buy 1, Get One Free, the number is 1.
  4. Select the item criteria for Buy and Get and click Add.
  5. Click Save to complete the Deal.



Free Shipping

[back to top]


This simple discount applies free shipping to orders over a certain amount. You must first create a Free Shipping discount template before creating a Free Shipping Product Deal. 


NOTE: Free Shipping discount/deal is only applicable to B2B orders. Free Shipping will be applied when going through the checkout process. 


To create a free shipping discount template:

  1. Choose Free Shipping discount Type from the dropdown menu.
  2. Enter the order amount necessary to receive the discount.
  3. Click Save to complete the discount.



Create a free shipping product deal:

  1. Navigate to Settings > Reference Books > Stock > Product Deals.
  2. Enter a Deal Name - this is an internal reference for you to keep track of your deals.
  3. Enter the Effective To and Effective From dates for your deal (optional).
  4. Check the Active Deal box (uncheck to make inactive, but still available to use at a later date).
  5. Choose which Customer Type to apply the deal to. 
  6. Select the Free Shipping type discount and Save to complete. 




Deal Examples

[back to top]


DEAR allows the user some flexibility in setting up deals. For inspiration, presented here are some common deal formats and step-by-step instructions for creating them.


Common Deals

[back to top]


Free Shipping 

Order at least $X, get free shipping ( message will appear on customer's B2B portal when free shipping order threshold is met )


Product deals

Buy one, get one free

Buy one, get something else free

Buy X or more and receive $X or % off the following units

Get $X or % off all items with a particular product tag

Get $X or % off all items in one or more categories 

Buy X units in (Category A), get Y additional units in the same category free 

Apply a $ or % discount to each item in one or more brands


Customer deals

Apply $X or X% discount for customer groups, which can be B2B, POS or certain tagged customers

Apply $X or X% discount to individual customers 


Example - 3 for the price of 1

[back to top]


In this deal, for each item bought, two (2) of the same item are free. 


To create this deal:

  1. Navigate to Settings > Reference Books > Stock > Product Discounts.
  2. Create a simple Product Discount for 100% off (free).



  3. Navigate to Settings > Reference Books > Stock > Product Deals.
  4. Choose the customers and dates to apply the deal to.
  5. Choose the Free product discount template from the list.
  6. Check the Order-level box.
  7. Choose the items, brands, categories or tags to apply the deal to.
  8. Enter 1 into the Buy field and 2 into the Get field.
  9. Click Save to complete the deal.




Example - Free gift

[back to top]


In this deal, a fixed free item is given to the customer when three (3) or more units from a category have been added to the cart. The same free product discount template that was made in the previous example can be used here. 


To create this deal:

  1. Navigate to Settings > Reference Books > Stock > Product Deals.
  2. Choose the customers and dates to apply the deal to.
  3. Choose the Free product discount template from the list.
  4. Check the Order-level box.
  5. Enter 3 into the Buy field and check the (or more) box.
  6. Choose the category or categories to apply the deal to and click Add (in this case, Training Gear).
  7. Enter 1 into the Get field.
  8. Specify the free gift item by clicking Product and typing/searching for the item in your inventory, then clicking Add.
  9. Click Save to complete the deal.



Example - 15% off orders over $80

[back to top]


In this deal, any customers with an order total of $80 or more get 10% off their entire order.


To create this deal:

  1. Navigate to Settings > Reference Books > Stock > Product Discounts.
  2. Create a simple Product Discount for 15% off.



  3. Navigate to Settings > Reference Books > Stock > Product Deals.
  4. Choose the customers and dates to apply the deal to.
  5. Choose the 15% off product discount template from the list.
  6. Check the Order-level box.
  7. Click order total for both Buy and Get.
  8. Enter 80 into the Buy field and check the (or more) box.
  9. Click Save to complete the deal.




B2B Customer View

[back to top]


When your customer goes through checkout, they will see a discount line item showing how much their order was discounted.




Using Coupons

[back to top]


Product Deals can be applied to every order, provided the deal conditions are met. Coupons allow you to limit a discount or deal to a certain quantity per customer or to limit a deal to certain customers or groups of customers. 


To create a coupon:

  1. Navigate to Settings > Reference Books > Product Deals.
  2. Either select an existing Deal to add a coupon to, or create a new Deal.
  3. In the Deal, enable Allow Coupons option.



  4. List all Coupon Codes in the correct field. Single-use coupons can only be used once, while multi-use coupons can be used by multiple customers while the deal is active. You can distribute your coupon codes over your website, or directly to your customers via email or text message.



  5. Select which discount is applied when the coupon is redeemed. As above, you will need to have already created the Product Discount.



To apply a Coupon:

  1. To apply a coupon to an order, the order first needs to be saved. Press Save on a new sale order to begin. 
  2. Once you have saved the sale order, an Apply Coupon option will appear.



  3. Click Apply Coupon and enter the Coupon Code into the box.



  4. If the coupon code exists (and has not already been used, for a single-use coupon), the applicable discount will be applied to the order.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.