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Method and Title/Code

Determines whether the discount will be applied automatically or at checkout via a discount code.

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Customer eligibility

Restricts the discount for use only by customer accounts that possess specific tags.
For Custom discounts, you can also set customer tag conditions at the proposal level for more granular control.

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Market eligibility

Restricts the discount for use only in specific markets.
For Custom discounts, you can also set market conditions at the proposal level to target different markets with different offers.

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Location eligibility

Restricts the discount for use only at specific retail/POS locations.
For Custom discounts, you can also set location conditions at the proposal level for location-specific promotions.

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B2B eligibility

Controls whether B2B (company) customers can use the discount. By default, discounts only apply to regular (B2C) customers. Toggle on B2B to include company customers, then choose from:
  • All customers (B2B + B2C) - Both company buyers and regular customers can use the discount
  • B2B only - Restricts the discount exclusively to company buyers
Use “B2B only” when you want to offer exclusive pricing or promotions to your wholesale or business customers without affecting your retail pricing. Combine with customer tag conditions to precision target specific B2B buyers, such as VIP accounts or particular company tiers.

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Currency

Alters the discount so that it calculates and applies discounts based on a specific currency rather than the store’s base currency.

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Recurring payments for subscriptions

Determines whether the discount will apply on subsequent subscription orders.

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Maximum discount uses

Restricts either total discount usage or prevents customers from using the code more than once. These options are only available when the discount method is set to discount code.

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Combinations

Determines how the discount combines with other discounts.

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Active dates

Determines the dates and times that the discount will be active between.