The Discount Engine lets admins create company-level discount rules that apply automatically across WizOrder (the Sales Rep App) and WizShop (Online Storefront), without requiring manual intervention on every order, making it ideal for planned campaigns like Black Friday, seasonal sales, or loyalty promotions.
This article covers how to access the Discount Engine, create customer and product segments, and stop or duplicate existing discounts.
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
Platform: WizOrder & WizShop | Who is this for: Admins
To Get There: Discount Engine (Left Navigation)
Table of Contents
| Sections | Topics |
| A | How to Access the Discount Engine |
| B | Creating Customer Segments |
| C | Creating Product Segments |
| D | How to Stop a Discount |
| E | FAQs |
Before You Begin
- Ensure you have Admin access to WizOrder.
- Discount configuration is only available in the web portal.
- Create your customer and product segments before building discount rules — your segments need to be ready to select when you configure eligibility during discount setup.
A. How to Access the Discount Engine
- Go to Discount Engine from the left navigation.
B. 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 create your segments before building your discount rules.
- Go to Customer Segment and click Create Segment.
- Enter a name for the segment under Basic Details.
- Choose whether the discount applies when a customer meets any condition or all conditions.
- 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
- 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
- Click Create in the top right corner.
Your customer segment is created and appears in the customer segment summary table.
C. 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.
- Go to Product Segment and click Create Segment.
- Enter a name for the segment under Basic Details. Choose whether the discount applies when a customer meets any condition or all conditions.
- 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
- Apply the same Include All / Include Any logic as customer segments to define how conditions are combined.
Note: Create your customer and product segments before building discount rules. This way your segments are ready to select when you configure eligibility during discount setup.
D. How to Stop a Discount
This applies to both Product and Cart discounts.
- Click on the discount name in the Name column to open it.
- Click the three-dot menu at the top left of the discount page.
- Select Stop.
Note: Click Duplicate on a stopped discount to create a copy, adjust it as required, and select Publish to bring it back into effect.
FAQs
1. Do I need to create segments before setting up a discount?
A. Yes, if you plan to restrict a discount to specific customers or products. Create your customer and product segments first so they are ready to select when you configure eligibility during discount setup. If you want to apply the discount universally, select All Customers and All Products instead.
2. What is the difference between a Fixed Discount and a Tier Discount for cart discounts?
A. A Fixed Discount applies a single rate once the cart threshold is met — for example, 10% off all orders over $500. A Tier Discount applies different rates based on cart value ranges — for example, 10% off at $500 and 30% off at $1,000. Use tiers to reward buyers the more they spend.
3. Can I reuse a stopped discount?
A. Yes. Open the stopped discount, click the three-dot menu, and select Duplicate. Make any changes needed and click Publish to make it live again.
Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.