Create, Edit, or Delete a Discount Code

This article outlines how to create, edit, and delete a discount code in Bold Cashier.

 Caution

This article is specific to Bold Cashier on Shopify. If your store is using Bold Checkout, please visit the articles relevant for BigCommerce, WooCommerce, or commercetools, here.

 


 

Create a Discount Code

  1. From Cashier's navigation menu, select Payment OptionsDiscount Codes
  2. Select Create Discount Code
  3. Under Step 1, enter an internal discount name.

    Note: The internal name is not public-facing. The internal name is used to help you identify the discount code between others created in Bold Cashier.

  4. Under Step 2, either enter a discount code name, or generate a discount code key. 
  5. Under Step 3, select a discount type and if applicable, enter a discount amount. 
  6. Under Step 4, select a discount code condition (optional):
    • Use limit for discount code: Enabling this condition allows you to set a limit for the amount of times that the discount code can be used in the checkout page in total.
    • Use limit per customer: This condition allows you to restrict how many times the discount code can be used per customer on your store. 
    • Date Range: A date range can be used to set when the discount code is enabled and disabled on your store. 
  7. Select Save.

Once you are ready to make the discount live, select the toggle to enable it.

Note: If a discount code has a future start date, enabling the Discounts Enabled setting or toggling the discount code on will not activate the discount code in question until the start date set for the discount code has been met.

Using the Discounts Enabled toggle allows you to either turn on all eligible discount codes on or all discount codes off.

 


 

Edit/View an Existing Discount Code

  1. From within Bold Cashier, select Payment OptionsDiscount Codes.
  2. Select the ellipsis next to the discount code you would like to edit or view.
  3. Select View / Edit.
  4. Adjust the discount code accordingly and select Save.

 


 

Delete a Discount Code

  1. From within Bold Cashier, select Payment OptionsDiscount Codes.
  2. Select the ellipsis next to the discount code you would like to delete.
  3. Select Delete, then OK.

 


 

Automatically Apply a Discount From the Cart Page

You can allow Cashier's discount codes to be automatically applied to a customer's order from the cart page with the help of custom code. This can also work with discount codes created through other integrations like Bold Subscriptions.

Note: You must have the Shopify Discount Connector installed and enabled on your store for this feature to work with Shopify discounts.

  1. From the Shopify admin, select Online Store, Actions, Edit code.
  2. Under Templates, select cart.liquid.

    Note: The contents for this file may be located under Sections in cart-template.liquid.

  3. Find the line of code containing:
    <form action="/cart"

    Find form action cart

  4. Copy and paste the following code below this line:
    <input type="hidden" name="discount" value="{{ discount_name }}"/>

    Paste input code

  5. Change {{ discount_name }} to the name of your desired discount code created in Bold Cashier or Shopify.

    Note: The braces need to be removed when entering your discount code name. This will not work if the braces are kept in the code.

    Change discount name

  6. Select Save.

 


 

Automatically Apply a Discount From the Cart Page with Conditions

  1. From the Shopify admin, select Online Store, Actions, Edit code.
  2. Under Templates, select cart.liquid.

    Note: The contents for this file may be located under Sections in cart-template.liquid.

  3. Find the line of code containing:
    <form action="/cart"

    Find form action cart

  4. Copy and paste the following code below this line:
    <input type="hidden" name="discount" value="{{ discount_name }}"/>

    Paste input code

  5. Change {{ discount_name }} to the name of your desired discount code created in Bold Cashier or Shopify.

    Note: The braces need to be removed when entering your discount code name. This will not work if the braces are kept in the code.

    Change discount name

  6. Copy and paste these two lines of code around the previous line (optional):

    Note: This is required if you only want to apply the discount code for customers with a specific tag or cart total.

    {% if customer.tags contains "VIP" or cart.total_price > 10000 %}
    <input type="hidden" name="discount" value="{{ discount_name }}"/>
    {% endif %}

    Wrap the Code

  7. Change VIP and > 10000 to your customer tag and cart conditions (optional).

    Note: Visit Logical and comparison operators and Control flow tags (links to Shopify) for more information on how to change these conditions.

    Change Conditions

  8. Select Save.

 


 

Limitations

There are a few limitations when applying a discount code from the cart page.

  • If your discount code is only able to be used by certain customers, the discount code will not be able to be automatically applied.
  • If your discount code has any usage limits, the discount code will not be able to be automatically applied.
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