{{ :blocks:logo-apl.png?nolink |}} ===== Local Shop: Back Office User Guide ===== ===== Back Office: Setting up and Running a Commercial Offer ===== ==== Access via the Sales Administration block ==== Follow the **"Sales administration"** link in the [[:blocks:shopaccess|Commercial services block (Shop Access plugin)]] {{ :blocks:shopaccess:bloc-shop-acess.png?nolink |}} Then follow the **"manage discounts"** link on the Commercial service page. It is through this menu that you will manage the creation of the discounts that will then be available for the different products. === Discount principle === * [[:local:shop:structure:discounts|Structure documentation: Basic principle of discounts]] === Adding a discount === {{ :local:shop:setup:remise-creation.png?nolink&800 |}} Add a discount zone by following the "New discount instance" link, then enter the following attributes: * **Add a discount:** active * **Discount label:** free text * **Argument:** Instructions of the discounts and promotions block - Example: Do you have a promo code? Enter it below * **Rate:** discount rate in % - example: 20 for 20% * **Algorithm:** Choose the type of discount: * **Unconditional:** The discount is applied to all orders. * **By institution:** The discount is applied to buyer profiles that match the institution * algorithm data -- institution. * **Existing customers:** The discount is applied to logged-in customers whose customer account is older than * algorithm data -- days. * **Number of purchases:** The discount is applied to logged-in customers whose customer account has made at least * algorithm data -- number of invoices. * **Order amount:** The discount is applied if the order amount reaches an amount of X * algorithm data -- number. * **User capability:** The discount is applied if the identified user has a certain capability in the context (system by default), therefore for LOGGED-IN users only. * algorithm data - json structure such as {"capability": "capname>"[, "contextid":""]}. === Specific algorithm data, examples === * SFC2020 for a promo code * trainer concept for an organisation name * "capability": "local/shop":"seconddiscountagreed" for a capability (here "silver" customer) * **Discount scope:** The whole order or part of the catalogue (in this case choose the relevant courses in the list) * **Operator:** * **Cumulative: (default):** Accumulates the discount with the previous discounts in the list * **Replace and stop:** the discount replaces the previous calculation of the stack. All previous discounts are cancelled. The evaluation of the discount list is stopped. * **Stop if applicable:** The discount is applied in cumulative mode, then the evaluation of the list is stopped if the discount was applicable. * **Stop if not applicable:** The discount is applied in cumulative mode, then the evaluation of the list is stopped if the discount was NOT applicable. === Rendering: Example on the "organisation" profile field === the institution field is filled in the user profile and the discount indicates the same label in the field: "Specific algorithm data" {{ :local:shop:setup:panier-remise-institution.png?nolink&300 |}} === Rendering: Example on promo code === Cart view and effect/invoice {{ :local:shop:setup:remise-code-promo-et-factur.png?nolink&600 |}} === The different discounts (structure doc to be turned into concrete examples) === * [[:local:shop:structure:discounts:unconditional|Unconditional discount]] * [[:local:shop:structure:discounts:offercode|Promo code discount]] * [[:local:shop:structure:discounts:multipleoffercode|Promo code discount (multiple)]] * [[:local:shop:structure:discounts:partnermultipleoffercode|"Partner" promo codes discount]] * [[:local:shop:structure:discounts:orderamountthreshold|Minimum order threshold discount]] * [[:local:shop:structure:discounts:usercapability|Discount on capability presentation (logged-in users)]] * [[:local:shop:structure:discounts:userinstitution|Discount on institution (profile)]] * [[:local:shop:structure:discounts:ordernum|Discount on minimum number of orders]] ----- [[:local:shop:userguide:salesadmin|Back to setting up and running a commercial offer]] - [[:local:shop|Back to the Local Shop component summary]] - [[:start|Back to the catalogue]]