Set Up Automated Discounts with the Discount Engine

The Discount Engine lets admins create company-level discount rules that apply automatically across the Sales Rep App (WizOrder) and the Online Storefront (WizShop), without requiring manual intervention on every order. Use it for planned campaigns such as Black Friday, seasonal sales, or loyalty promotions.

Discounts can be created at two levels:

• Product Discount: Apply a discount to specific products, categories, or collections
• Cart Discount: Apply a discount when a cart reaches a certain order value threshold

How to Access the Discount Engine

1. Go to Discount Engine from the left navigation.

A. Creating Customer Segments

Customer segments let you target specific groups of customers with discount rules. Once created, a segment can be selected as an eligibility condition when setting up a discount — so it's best to create your segments before building your discount rules.

1. Go to Customer Segment and click Create Segment.
2. Enter a name for the segment under Basic Details.
3. Under Conditions, define which customers belong to this segment. You can add customers by:
   • All Customers: Includes your entire customer base
   • File: Upload a list of customers
   • Search and Select: Manually search for and add specific customers
   • Attributes: Filter by sales rep, price list, or customer attribute
4. Choose how conditions are applied:
   • Include All: Only customers who meet all conditions are added to the segment
   • Include Any: Customers who meet any one of the conditions are added
   • The same logic applies to Exclude All and Exclude Any
5. Click on Create at the top right corner. 
   

Your customer segment will be created and can be seen in the customer segment summary table view. 

B. Creating Product Segments

Product segments let you target specific groups of products with discount rules — for example, applying a discount to an entire collection or category.

1. Go to Product Segment and click Create Segment.
2. Enter a name for the segment under Basic Details.
3. Under Conditions, define which products belong to this segment. You can add products by:
   • All Products: Includes your entire product catalog
   • File:  Upload a list of products
   • Search and Select: Manually search for and add specific products
   • Attributes:  Filter by category, collection, or other product attribute
4. Apply the same Include All / Include Any logic as customer segments to define how conditions are combined.

C. Product Discounts

A product discount can be applied to specific products, categories, or collections. Once your segments are set up, you can use them to define exactly who and what the discount applies to.

1. Click Create Discount and select Product Discount from the pop-up window.
2. Fill in the Basic Details: name, promotion code (if applicable), and description.
3. Set the Type:
   • Automatic: The discount applies automatically when conditions are met. No buyer action required.
   • Promotion Code: The buyer or rep must manually enter a promo code at checkout.
4. Set Eligibility: choose which customers and products are eligible. Select from your pre-created segments, or choose All Customers and All Products to apply the discount universally. For example, for a Black Friday sale, you may select All Customers and All Products.
5. Choose the discount value type: Percentage or Dollar Amount.
6. Set the discount period, the start and end dates during which the discount will be live. For example, a Black Friday campaign might run for the week leading up to Black Friday.
7. Click Publish.

D. Cart Discounts

A cart discount applies when the total order value meets or exceeds a set threshold — useful for volume incentives and seasonal promotions.

1. Click Create Discount and select Cart Discount from the pop-up window.

2. Fill in the Basic Details: name, description, and which channels the discount should appear on (WizOrder, WizShop, or both).

3. Set the Type to Automatic or Promotion Code.

4. Choose the discount structure:

   • Fixed Discount: A single discount is applied when the cart threshold is met. Choose Percentage or Dollar Amount.

   • Tier Discount: Multiple discount tiers based on different cart value ranges. For example:

     • $0 – $1,000 cart value → 10% discount
     • $1,000 – $2,000 cart value → 30% discount

     Any number of tiers can be added.

5. Set the discount period: the campaign's start and end dates.

6. Set the Campaign Limit:  the maximum number of times a single customer can redeem the discount.

7. Click Publish.

The cart discount will appear in the Discount view table once published.

E. How to Stop a Discount

This applies to both Product and Cart discounts.

1. Click on the discount name in the Name column to open it.
2. Click the three-dot menu at the top left of the discount page.
3. Select Stop.