Discount Codes

Discount Codes

Purpose and when to use this record

Configure a storefront promotion’s code, eligibility, date window, usage limits, and discount calculation.

At a glance

• Identify it by: Name, and Code.

• Check its business context: Store.

• Why care: Store, publication, consent, payment, and fulfillment states affect what customers see and what staff must act on; check the correct store before saving.

• Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.

Before you begin

You need the Brisk permission for the action you are taking on discount codes. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Store records ready first. Those selections determine where this Discount Code belongs and which later screens can find it.

Create a Discount Code

Create a Discount Code only when the existing choices do not represent the policy or classification you need. Near-duplicate setup values split reporting and make later selection harder.

1. Select the business context first: Store.

2. Enter the required identifying and operational values: Store, Name, and Code.

3. Review Is Active, Auto Apply, and Discount Type deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Discount Code, then confirm Name, and Code on its detail page before continuing.

After saving: Open Abandoned Carts, and Discount Redemptions and confirm the Discount Code appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Delete a Discount Code

Delete this Discount Code only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

If the record is merely obsolete, use Is Active to remove it from future use while preserving existing references.

Before confirming, check for related Abandoned Carts, and Discount Redemptions. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Name, and Code. After confirmation, return to the Discount Codes list and make sure only the intended Discount Code was removed.

Review Discount Code details

Use the detail page as the shared record of what this Discount Code currently means. Verify Is Active, Discount Type, Amount, and Minimum Subtotal before relying on it for a decision.

Follow Store to determine whether the issue is on this Discount Code or on one of those linked records.

Next check: Open Abandoned Carts, and Discount Redemptions and confirm the Discount Code appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Edit an existing Discount Code

Edit this Discount Code when the underlying policy or classification changed. First determine whether historical transactions should retain the old value; if so, deactivate the old choice and create a new one.

1. Open the detail page. Compare Store with the supporting document or approved request.

2. Recheck Is Active, Discount Type, Amount, Minimum Subtotal, Usage Limit Per Customer, and Customer Email Allowlist. These values are most likely to change storefront visibility, customer communication, payment, or fulfillment.

3. Save the change, return to the list, and confirm that the Discount Code now appears under the expected Is Active, and Discount Type.

After the change: Open Abandoned Carts, and Discount Redemptions and confirm the Discount Code appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Find and review discount codes

Use the Discount Codes list to find the correct record before opening or changing it. Compare Name, and Code. Records with similar names or numbers can still belong to different Store.

• Keyword search checks Code, Name, and Description.

• Narrow the list with Store filters.

• The initial order emphasizes Name, and Code. Select a column heading when you need a different comparison.

Open the Discount Code whose Name, and Code match the task. If it is missing, clear the list filters and recheck Store, Is Active, and Discount Type rather than creating a replacement immediately.

Fields and business rules

Brisk stores 17 user-relevant fields for this Discount Code, including 1 linked-record selection and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

Open Abandoned Carts, and Discount Redemptions and confirm the Discount Code appears with the intended label and availability. Keep the old value for historical records when changing it would split or relabel prior reporting.

Common mistakes and troubleshooting

• The record will not save: Recheck Store, Name, and Code and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Is Active, and Discount Type, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Store from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.