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Sana Commerce 9.3
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Discount Codes

Sana supports the diverse functionality of Microsoft Dynamics retail offers, but it also has its own functionality of discount codes.

In Sana Admin you can create discount codes that can be entered in the shopping cart and give either a percentage or a fixed amount discount on the total order amount. A discount code is applied to all products in the shopping cart and it is posted to the sales order header in ERP.

Moreover, you can create a discount code that allows delivery with a certain shipping method free of charge.

To enable/disable discount codes in Sana Admin, click: Setup > Marketing > Promotions > Discount codes.

To create discount codes in Sana Admin, click: Promotions > Discount codes.

The table below provides the description of the discount code fields:

Field	Description
Name	Enter the name of the discount code. This name will be shown in the shopping cart, when the discount code is entered by the customer. You can enter the discount code name in any installed language.
Discount code	Enter the discount code or generate it automatically. It should be at least 6 characters long and not more than 50.
Enabled	Enable/disable the discount code.
Redeemed	In the Redeemed field you can see how many times the discount code has been used by the customers.
Maximum redemptions behavior	Select redemptions behavior: Disabled - a discount code can be used an unlimited number of times. Maximum total redemptions - when you select this option, you can specify the number of Max. redemptions - how many times the discount code can be used. When this number is exceeded, the discount code will be invalid. Maximum redemptions per shop account - when you select this option, the discount code usage is limited per customer. You can specify the number of Max. redemptions - how many times the discount code can be used by a customer. If you select Maximum redemptions per shop account, you can also allow or prohibit guests using the discount code. Guest customers can use discount codes as many times as they want.
Max. redemptions	Here you can enter how many times the discount code can be used either by all customers or by each customer individually depending on the option selected in the field Maximum redemptions behavior.
Start date	You can use the dates to specify the period when the discount code should be valid.
End date
Type	Select the discount type: Fixed amount - enter the discount amount. You should enter amount including tax and amount excluding tax per currency. The appropriate amount is used for the discount depending on the customer's tax settings in your ERP system. See also: Discounts in NAV Discounts in AX Discounts in Dynamics 365 for Finance and Operations Discounts in SAP B1 Discounts in SAP ECC Percentage - enter the discount percentage. Free shipping only - the discount code of this type enables delivery free of charge for the selected shipping methods. If you want to use this shipping type, you must also select Free shipping methods. Below you can read more details about free shipping.
Customer segments	Using customer segments, you can make the discount code valid only for customers that meet the criteria set in the customer segment, for example profitable customers. If you assign a customer segment to a discount code, then you will see the icon on the Discount codes page. This way a user can see an overview of all discount codes on a page to which customer segments are assigned and don't need to check the settings of each discount code.

Free shipping discount code

You can create a discount code which enables free delivery for a certain shipping method, and you can also provide both, free delivery and a discount on the total order amount.

Scenario 1

You can set up fixed amount or percentage discount and add free shipping methods. When a customer applies such discount code, he or she gets a discount on the total order amount and can select a shipping method with free delivery.

Scenario 2

You can create a discount code of the type Free shipping only and add Free shipping methods. This discount code does not give a discount on the total sales order amount, but enables free delivery for the selected shipping methods.

Translate discount code name

The names of the discount codes can be translated to any installed language.

On the Discount codes page, you can select a language and translate any discount code name to the selected language, if your webstore is multi-lingual. Two columns Name will be shown, when the language is selected. The first column stores the discount code name in the default language (English), the second column stores the translated discount code name to the selected language. If in the second column you see a greyed out link Translate, this means that there is no translation for the related discount code. You can click Translate to translate the name of the discount code.

You can also translate any existing discount code name from its discount code details page. Find the discount code you want to translate and click Edit. On the discount code page select a language into which you want to translate its name.

When you translate the discount code name, it is presented in two columns. The first column stores the discount code name in the default language (English) and it is not editable, while in the second column you can provide translation in the selected language.

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Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP

Updated: January 2021