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Discount Creation Form Walkthrough

The discount form has the same set of sections from top to bottom: Method, the code or title, Discount value, Applies to, Eligibility, Purchase requirements, Usage limits, Combinations, and Active dates. This walkthrough describes each section in order and links to its full article.

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After you pick a discount type, the discount form opens with the same set of sections from top to bottom, so once you know the form for one type you know it for the others. This walkthrough describes each section in the order it appears, so you can fill the form from top to bottom, and links to the full article for each section when you want more detail. Create a Discount Code creates one with a code, start to finish.

Some sections change with the type you chose. An Amount off products discount has the sections below; a Free shipping discount replaces Discount value and Applies to with Countries and Shipping rates, and a Buy X get Y discount replaces them with Customer buys and Customer gets. Eligibility, Purchase requirements, Usage limits, Combinations, and Active dates are the same across the types. On the right of the form, a Summary panel restates the discount as you build it, and there are Sales channel access and Tags sections.

The form sections, top to bottom

Section What you set Article
Method Discount code or Automatic discount Create a Discount Code
Discount code or Title The code customers enter, or a title for an automatic discount Automatic Discounts
Discount value A percentage or a fixed amount Discount Types
Applies to Specific products or collections Limit a Discount to Specific Products
Eligibility Who can use the discount Apply a Discount to a Customer Segment
Purchase requirements A minimum amount or quantity, or none Discount Usage Limits
Usage limits A total cap and one use per customer Discount Usage Limits
Combinations Whether it stacks with other discounts Configure Discount Combinations
Active dates When it starts and ends Schedule Discounts

Before you begin

  • Your role includes Edit discounts.
  • Open Discounts in the admin sidebar, then select Create discount.

Steps

1. Set the Method

At the top, set Method to Discount code or Automatic discount. For a code, enter one or use Generate random code; for an automatic discount, enter a title that customers see. See Create a Discount Code and Automatic Discounts.

The discount form, top to bottom: the Discount code and Discount value, Applies to, Eligibility, Purchase requirements, Usage limits, Combinations, and Active dates sections (opens full size)

2. Set the Discount value and what it applies to

Set Discount value to a percentage or a fixed amount, then use Applies to to choose specific products or collections. On a Free shipping discount these are replaced by Countries and Shipping rates, and on a Buy X get Y discount by Customer buys and Customer gets. See Discount Types and Limit a Discount to Specific Products.

3. Set Eligibility and Purchase requirements

Use Eligibility to choose who can use the discount, such as all customers or a segment, and Purchase requirements to add a minimum purchase amount or quantity, or leave it with no minimum. See Apply a Discount to a Customer Segment.

4. Set Usage limits and Combinations

Under Usage limits, cap the total uses or limit one use per customer. Under Combinations, choose whether the discount stacks with product, order, or shipping discounts. See Discount Usage Limits and Configure Discount Combinations.

5. Set Active dates and save

Under Active dates, set the start date and time, and optionally an end date, then save. Check the Summary panel on the right to confirm the discount reads the way you intend. See Schedule Discounts.

Verify the result

  • The Summary panel restates the sections you filled in.
  • The new discount appears in the Discounts list with the method and type you chose.
  • At checkout the discount applies according to the sections you set.

Best practices

  • Fill the form top to bottom, since the sections build on each other from the value to the dates.
  • Read the Summary panel as you go, so you can confirm each section before you save.
  • Open a section's article when you need detail, rather than guessing at a setting.

Common mistakes

  • Skipping Purchase requirements or Combinations, so the discount applies more widely or stacks in a way you did not intend.
  • Leaving Active dates without an end, so a promotion runs longer than planned.

If something goes wrong

  • A section is missing from the form. It may be replaced for the type you chose, such as Countries on a Free shipping discount.
  • The discount does not apply as expected. Read the Summary panel and open the matching section to check the setting.
  • You cannot create a discount. Your role may not have permission to manage discounts.

Next steps

Still stuck?

More in Discounts

  • Discount Management

    The Discounts page is where you manage every discount in your store. You filter the list by status, search for a discount, select rows to activate or deactivate several at once, manage the columns shown, export the list, and open any discount to edit it. Because everything is in one list, you can review and update your discounts from a single place.

  • Discount Status Flow

    Every discount has a status that says where it is in its life: Active, Scheduled, Expired, or Draft. The status tabs on the Discounts page group discounts by status, and a discount moves between them on its own based on its active dates, so the status tells you whether it is working right now.

  • Discount Timeline

    The Timeline at the bottom of a discount records when the discount was created and updated, each entry marked with the date and time. It also has a comment box where staff can leave notes that only you and other staff can see, so you can check what has happened to a discount and add context for your team.

  • Bulk Discount Actions

    When you select more than one discount in the list, a bar appears with actions that apply to all of them at once. You can activate or deactivate the selected discounts together, which saves opening each one, and a More actions menu holds further options.

All 32 articles in Discounts

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