How to Set Up Product Setting Discounts

How to set up and configure a Product Setting Discount in Cloud Retailer. This covers configuring the discount engine parameters, setting product filters (such as targeting the wine department and specific price thresholds), creating a product change worksheet, assigning new promotional prices via entity settings, and approving the final changes.

Step 1: Create the Automatic Discount

1. Navigate to Discounts on the left menu and select Create New Automatic Discount.
2. Name the Discount: In the Discount Name field, enter a description (e.g., Product Setting Discount).
3. Select Discount Engine Type: Open the Discount Engine Type dropdown menu and select Product Setting.

Step 2: Configure Discount Engine Parameters

1. Entity Setting Name: Type in a custom label to identify this price tier (e.g., Sale Entity Setting).
2. Default Price: Set a default fallback price (e.g., $10) to be applied if a specific product does not have an assigned entity setting price.
3. Required Quantity: Set the required purchase quantity trigger (e.g., 2).

Step 3: Define Products Filter

1. Under Advanced Filtering, set your filter parameters:
2. Department: Choose Wine (or your target department).
3. Price: Set logic to <= 15 (or your desired price threshold).
4. Click Save in the top right corner to save the automatic discount rule.

Step 4: Create a Product Change Worksheet

1. From the left menu, go to Tools > Product Change Worksheet.
2. Click Create New Product Change Worksheet on the right side.
3. Reference Number: Enter a reference label (e.g., Reference Product Setting Discount).
4. Locations: Check the store locations where the discount applies.
5. Property to Change: Select Entity Setting from the dropdown menu.
6. Entity Setting Selection: Pick the entity name you created earlier (e.g., Sale Entity Setting).

Step 5: Load Products and Assign New Sale Prices

1. Click Add Filter inside the worksheet and apply matching criteria:
2. Department: contains Wine
3. Retail Price: <= 15
4. Click Add Filtered Products to populate the list.
5. In the New Entity Setting column, manually enter the updated promotional price for each product.

Step 6: Approve and Save

1. Change the Status dropdown at the top from Open to Approved.
2. Click Save in the top right corner to publish the worksheet and activate the discount settings.