Creating a Promotion
A promotion discounts an order on its own, or when someone types a code. It does nothing until you switch it on.
Create it
- Open Sales & Finance → Sales → Promotions
- Click Add Promotion
- Enter a Promotion Name customers and staff will recognize, such as "Summer 20% off"
- Choose How it applies:
- Automatic — applies itself when an order qualifies
- Code — the customer types a coupon code
- Under Available in, tick Webstore (customer checkout), Back office (staff-entered orders), or both
- Click Create Promotion
Add Promotion asks for a Promotion Name and How it applies.
A promotion only runs on the channels you tick. A webstore-only code will not apply when you build a phone quote, and the other way around.
What they get
On Promotion Setup, click Add reward:
| Reward | Use it for |
|---|---|
| Percent off | A percentage of the order |
| Amount off | A dollar amount |
| Free delivery | Drop the delivery fee. Value is ignored |
| Free product | Add a product. Pick the item on that reward |
Click Add condition for who qualifies. Minimum order value is measured before the discount. Leave it blank for no minimum. Minimum item count works the same way.
On one condition, every field you fill has to match. Click Add condition again when any one of them should be enough.
Click Save promotion. This form does not save as you type. A half-finished reward is not applied until you save.
Turn it on
Switched on is the master switch. Off, the promotion exists but no order receives it.
Starts and Ends limit the dates. Leave both blank to run until you switch it off.
Priority decides the winner when two promotions both qualify. Lower numbers are considered first.
Archive removes it from the active list. Orders that already earned the discount keep it. Restore from the archived list brings the promotion back.
Important
Codes are created on the promotion page after you choose Code. Export codes downloads them for a mailer. An automatic promotion never asks the customer for a code.
Common Questions
Q: I saved the promotion and checkout ignored it.
A: Check three things: Switched on is on, the channel includes Webstore or Back office, and the order meets the minimums. Then confirm you clicked Save promotion.
Q: Can two discounts stack?
A: Only when you allow it under Limits & stacking on that promotion. If they compete, Priority picks which one is considered first.
Q: I archived the wrong promotion.
A: Open archived promotions and click Restore. Past orders are unchanged.
Next Steps
- Checkout — where customers enter a code
- Creating a Quote — apply a back-office promotion on a phone order
Last updated: October 09, 2026