Incentives
Incentive rules give discounts, add bonus products, award value points or adjust costs when an order meets your conditions. Use them for promotions such as volume discounts and buy 2 get 1 free.
Before you begin
- You need the Configuration role to view and edit business rules.
- You need Owner access on the Configuration role to create or delete rules.
Go to Shops & Channels > Incentives to manage incentive rules that automatically apply discounts, bonus products, value points or cost adjustments to orders.
Available actions:
| Action | Description |
|---|---|
| Add product to bonus items | Adds a free or bonus product to the order. Specify the Product ID, Price/Discount type, Price, Quantity and whether to Repeat. |
| Give discount to order item | Applies a discount to a specific line item |
| Give discount to order total | Applies a discount to the entire order |
| Add value points to order | Awards loyalty or value points |
| Set shipping costs | Overrides the shipping cost calculation |
| Set transaction costs | Overrides the transaction cost calculation |
Use the "Add product to bonus items" action in incentive rules to automatically add a free product when order conditions are met.
Repeat the incentive
Actions that add a bonus item have a Repeat toggle. With it off, one bonus item is added however many times the conditions match. With it on, one is added for every complete match, so ordering six of a "buy 2, get 1 free" product gives three free items instead of one.
Repeat does nothing for discount actions. A percentage already applies to the whole matching line, so it scales with quantity on its own. 10% off is 10% off whether the customer buys one or fifty. Leave Repeat off for discounts.
The rule builder for incentives shows the same IF/THEN structure. For example, an incentive rule can check a condition like Order actioncode equals a specific value, then add a bonus product with defined pricing and quantity.
Build and check a rule
Rules of every type use the same rule builder. See Build a business rule for the hit policy, conditions, actions, worked examples and how to check that a rule works.
Related pages
- Build a business rule - the rule builder, worked examples and how to check a rule
- Give a discount - a one-off discount on a single quote or order, without a rule