---
title: "Create a discount"
description: "Create a discount code, an automatic discount, a sale price, a customer price list or a campaign."
url: "https://docs.poltura.com/en/discounts/create-a-discount/"
lang: en
alternates:
  en: "https://docs.poltura.com/en/discounts/create-a-discount/"
  hu: "https://docs.poltura.com/hu/discounts/create-a-discount/"
---

# Create a discount

Create a discount code, an automatic discount, a sale price, a customer price list or a campaign.

- Where: Discounts → Create discount

**Create discount** asks what kind of discount you want and then walks you through setting it up. This page explains the seven kinds and how to set up each one.

![Step 1 of Create discount: seven kinds of discount as cards, under Codes and automatic discounts and Prices and campaigns](https://docs.poltura.com/screenshots/en/discounts/create-a-discount.webp)

## Choose the kind

1. Open **Discounts** and select **Create discount**.

2. Choose one of the options:

   - **Amount off products**: a percentage or an amount off selected products at checkout.
   - **Buy X get Y**: give something away when the cart holds something else.
   - **Amount off order**: a percentage or an amount off the whole order.
   - **Free shipping**: remove the shipping cost at checkout.
   - **Sale pricing**: sale prices on chosen products for a window of time.
   - **Customer price list**: different prices for the customers of chosen segments.
   - **Campaign**: a window and a budget that discounts can spend.

3. A code, an automatic discount, sale pricing and a customer price list continue on the same page. A campaign opens its own editor. Continue with the matching section below.

## Create a discount code or an automatic discount

**Amount off products**, **Amount off order** and **Free shipping** continue on the same page with step 2, **Set it up**. The kind you chose decides what the discount comes off: products, the whole order or the shipping. You cannot change it after the discount is created. To pick another kind, select **Back**.

1. Under **Method**, choose **Discount code** when customers must enter a code, or **Automatic discount** when the discount should apply by itself.

   ![The Amount off products form with the Method and Value cards and the summary on the right](https://docs.poltura.com/screenshots/en/discounts/create-a-discount-code.webp)

   _The summary on the right updates as you fill in the form._

2. Type the **Discount code**, for example `SUMMER15`. For an automatic discount the same field is the **Title** customers see in their cart.

3. Under **Value**, choose **Percentage** or **Fixed amount** and type the **Discount value**. A fixed amount also needs a **Currency**.

4. For products and shipping, set the **Allocation** and the **Maximum items**: **Each item** takes the value off every item, **Split across items** spreads it across them, **Once per cart** applies it to a limited number of items.

5. Optionally fill in the **Usage limit**, the number of orders that may use the code in total, and choose a **Campaign**. Automatic discounts have no usage limit.

6. Choose the **Status**. A new discount is a **Draft**; choose **Active** to let customers use it straight away.

7. Set the restrictions in the cards below. See [Coupon restrictions](https://docs.poltura.com/en/discounts/coupon-restrictions/).

8. Check the **Summary** beside the form (below it on a phone), then select **Create discount**. The promotion page opens with the details you entered.

**Free shipping** starts at `100` percent off the shipping, so you only need to name the code.

## Create a Buy X get Y discount

1. On **Create discount**, choose **Buy X get Y**.

2. Choose what needs to be in the cart to unlock the discount, for example a product or a category.

   ![What does the customer buy? with the choices Product, Product Category, Product Collection, Product Type and Product Tag](https://docs.poltura.com/screenshots/en/discounts/create-a-discount-buy-x-get-y.webp)

3. Choose what the discount comes off.

4. On the form, fill in the **Method** and the code as for any other discount.

5. Under **Buy X get Y**, search for what the customer buys and what they get, and pick each one from the list. Every pick shows as a chip you can remove. Set a **Quantity** for each half. The **Summary** names what you picked.

6. Set the value. For a free item, use **Percentage** with `100`.

7. Select **Create discount**. The promotion page lists the buy rule and the get rule.

Both rules have to be set while you create the discount. The store refuses a Buy X get Y discount without them.

## Create sale pricing or a customer price list

Both continue on the same page with step 2, **Set it up**. The kind you chose sets the price list type: sale pricing is a **Sale** list, a customer price list an **Override** list. To change it, select **Back** and choose the other kind. On **Tier prices**, **New price list** opens the same page with only these two kinds to choose from.

1. Under **Details**, type a **Title** and a **Description**. Both are required.

2. Under **Customers**, choose the customer group (segment) the prices are for. On a customer price list this card comes right after **Details**. On sale pricing it is optional. Without a group, every customer sees the sale prices.

   ![The Customer price list form with the Details and Customers cards and the summary on the right](https://docs.poltura.com/screenshots/en/discounts/create-a-discount-customer-price-list.webp)

3. Under **Schedule**, optionally set the **Start date** and the **End date**. Leave both empty for a list with no time window. Times are in the store's time zone.

4. Under **Status**, choose **Active** or **Draft**.

5. Check the **Summary** beside the form, then select **Create price list**. The price list opens.

6. Select **Add products**, pick a product, type its prices in the grid and save. Repeat for every product.

Products join the list one at a time, each when you save a price for it. See [Price lists](https://docs.poltura.com/en/discounts/price-lists/).

## Create a campaign

1. Type a **Name** and an **Identifier**. The identifier must be unique in the store.

   ![The Create campaign page with the Name, Schedule and Budget cards and a summary on the right](https://docs.poltura.com/screenshots/en/discounts/create-a-discount-campaign.webp)

2. Optionally add a **Description**, a **Start date** and an **End date**. A campaign runs from the start of the first day to the end of the last.

3. Under **Budget**, choose **Usage** to limit the number of uses, or **Spend** to limit the total discounted amount. A spend budget needs a **Currency**.

4. Optionally choose under **Count per** whether the limit counts per customer or per email address.

5. Type the **Budget limit**, or leave it empty for no limit.

6. Save, then add discounts to the campaign. See [Campaigns](https://docs.poltura.com/en/discounts/campaigns/).

## Good to know

- A discount with the **Automatic** method cannot carry a usage limit.
- The budget type, its currency and what it counts per are fixed once a campaign exists. Only the limit can be changed later.
- Sale prices show as reduced prices on the storefront. Customer price lists only show to signed-in customers of the chosen segments.
- Some field hints on these forms appear in English.
- The assistant cannot create discounts for you.

## If something goes wrong

- **The store refuses the code.** The code is already used by another discount, or a required field is empty. Check the fields marked with an error.
- **A fixed amount discount does nothing.** It has no **Currency**, or the cart is in another currency.
- **The discount does not appear at checkout.** Its status is still **Draft**. Open it, select **Edit** and set it to **Active**.

## Related

- [Discounts](https://docs.poltura.com/en/discounts/)
- [Coupon restrictions](https://docs.poltura.com/en/discounts/coupon-restrictions/)
- [Promotions](https://docs.poltura.com/en/discounts/promotions/)
- [Campaigns](https://docs.poltura.com/en/discounts/campaigns/)
- [Price lists](https://docs.poltura.com/en/discounts/price-lists/)
- [Segments](https://docs.poltura.com/en/customers/segments/)
- [Prices](https://docs.poltura.com/en/products/prices/)