> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/discounts/create-automatic-discount.md).

# Create an automatic discount

Build a discount that applies itself at checkout — set the value, the schedule, the products it covers, and show the new price on your storefront.

An automatic discount needs no code: Shopify applies it at checkout as soon as the cart contains a product that matches your conditions. It is also the only type that can show its discounted price on your storefront.

{% stepper %}
{% step %}

## Open the Discounts page

In your Shopify admin, open the **Sami Product Labels** app and click **Discounts** in the app sidebar.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-4088514134d9b1a9574c02d8df56293123159de2%2Fimage_229.png?alt=media" alt="The Discounts entry in the Sami Product Labels app sidebar"><figcaption><p>Discounts sits between Badge groups and Extra Features in the sidebar.</p></figcaption></figure>
{% endstep %}

{% step %}

## Click Create discount, then choose Automatic discount

Click **Create discount**. In the **Choose discount type** dialog, click **Select** next to **Automatic discount**.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-ceaa27d9a405380e419e1f0e21d8b2f074f99dd8%2Fimage_230.png?alt=media" alt="The Choose discount type dialog with Select highlighted next to Automatic discount"><figcaption><p>Automatic discount applies at checkout on its own — there is no code to share.</p></figcaption></figure>

{% hint style="info" %}
The type cannot be changed later. If you need a code instead, see [Create a discount code](/discounts/create-discount-code.md).
{% endhint %}
{% endstep %}

{% step %}

## Name the discount and set its status

The editor opens on the **Discount configurations** tab. In **General information**:

* Type a **Discount name**. It is internal — shoppers never see it — and must be unique in your store.
* Use the selector beside the name to set the status to **Active** or **Draft**. The badge next to the section heading follows your choice.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-68e0237a92c04f7644e6f6755cf39a50f660e4a0%2Fimage_231.png?alt=media" alt="The General information section with the discount name field and the Active/Draft selector"><figcaption><p>The name identifies the discount in your list and in the Shopify admin.</p></figcaption></figure>

{% hint style="info" %}
Leave it on **Draft** while you are still setting things up. A Draft discount is deactivated in Shopify and applies to nobody.
{% endhint %}
{% endstep %}

{% step %}

## (Optional) Show the discounted price on the storefront

Still in **General information**, tick **Show the discounted price on the storefront**. Matching products then show their original price crossed out next to the discounted one, the way a compare-at price is shown.

Click the eye icon next to **New price display** to open **Discount preview** and check the result on the **Product page** and the **Checkout page**.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-a3776dfce37dfd213800221cbb40f0b56ab0e996%2Fimage_232.png?alt=media" alt="The Discount preview dialog with the Product page and Checkout page tabs"><figcaption><p>Preview how the discount reads before you publish it.</p></figcaption></figure>

{% hint style="warning" %}
The checkbox is disabled while a minimum purchase requirement is set — a minimum is only met by a whole cart, so the price cannot be shown on a product page.
{% endhint %}
{% endstep %}

{% step %}

## Set the discount value

In the **Discount** section, pick a **Discount value** type and enter the number:

| Type               | What it does                                                              |
| ------------------ | ------------------------------------------------------------------------- |
| **Percentage (%)** | Takes that percentage off each matching item. Maximum 100%.               |
| **Fixed amount**   | Takes that amount off each matching item, in your store currency.         |
| **New price**      | Sells each matching item at the price you type, instead of its own price. |

Then choose a **Purchase type**: **One-time purchase**, **Subscription**, or **Both one-time purchase and subscription**.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-29868cb29687ad08646f62c59556c4631ec6f1a6%2Fimage_233.png?alt=media" alt="The Discount section with the discount value type, the value field, and the purchase type selector"><figcaption><p>The value field switches between a % suffix and your currency prefix.</p></figcaption></figure>

{% hint style="warning" %}
The value has to be greater than 0, and a percentage cannot be greater than 100%.
{% endhint %}
{% endstep %}

{% step %}

## (Optional) Add a minimum purchase requirement

Open the **Requirement** selector in **Minimum purchase requirements** and choose one of:

| Option                        | What the cart must reach                    |
| ----------------------------- | ------------------------------------------- |
| **No minimum requirements**   | Nothing — the discount always applies.      |
| **Minimum purchase amount**   | A subtotal you set, in your store currency. |
| **Minimum quantity of items** | A number of items you set.                  |

Picking either of the last two adds a **Requirement value** field below. The requirement counts only the products this discount applies to.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-3caae5e6e623189dd23a65b64df02ac706da3493%2Fimage_234.png?alt=media" alt="The Minimum purchase requirements section with Minimum purchase amount selected and a requirement value field"><figcaption><p>The value counts only the products the discount applies to.</p></figcaption></figure>
{% endstep %}

{% step %}

## Schedule the discount

In **Discount time**, set the **Start date** and **Start time**. The fields are pre-filled with the current date and time.

Tick **Set end date** to add **End date** and **End time** fields. Leave it unticked to run the discount until you deactivate it.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-f9d6a88fb5e5860fc12c068d16ee55e455dbccc3%2Fimage_235.png?alt=media" alt="The Discount time section with start date, start time, and the Set end date checkbox"><figcaption><p>A discount with a start date in the future is listed as Scheduled.</p></figcaption></figure>

{% hint style="warning" %}
The end time must be later than the start time.
{% endhint %}
{% endstep %}

{% step %}

## Choose which discounts it can combine with

**Combinations** starts with all three types allowed. Each row shows how many active discounts of that type your store has — click the counter to list them.

| Row                    | Behaviour                                       |
| ---------------------- | ----------------------------------------------- |
| **Product discounts**  | Multiple can apply per order.                   |
| **Order discounts**    | Multiple can apply per order.                   |
| **Shipping discounts** | Only one can apply per order (best value wins). |

Click the **x** on a row to stop this discount from combining with that type. Once a row is removed, a pencil icon appears in the section header — use it to tick the types back on.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-ebed7ee3b898b3be57fdf61b998583c15200d537%2Fimage_236.png?alt=media" alt="The Combinations popover with checkboxes for product, order, and shipping discounts"><figcaption><p>The pencil icon reopens the full list of combination types.</p></figcaption></figure>
{% endstep %}

{% step %}

## (Optional) Add tags

In the **Tags** section, click **Add tags** to open the **Discount tags** popover. Tick an existing tag, or type a new one and click **Add tag "…"**.

Tags are internal. They are shared across the discounts in your store and are used to filter the combination list.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-75564e6576b874f3e4584b38e52ec74d07c22428%2Fimage_237.png?alt=media" alt="The Discount tags popover with a search field and the option to add a new tag"><figcaption><p>Tags group related campaigns without affecting what shoppers see.</p></figcaption></figure>
{% endstep %}

{% step %}

## Choose which products the discount applies to

Switch to the **Product conditions** tab and pick a mode:

| Mode                    | What it covers                                                       |
| ----------------------- | -------------------------------------------------------------------- |
| **All products**        | Every product in the cart gets this discount.                        |
| **Specific products**   | Only the products or variants you pick.                              |
| **Matching conditions** | Every product that matches the collections, titles, or tags you set. |

For **Specific products**, type in the **Search products** field or click **Browse** to open the Shopify product picker. Selected products are listed with a thumbnail; a product with several variants shows how many are selected and an **Edit** link to change them. The **x** removes a product from the list.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-b487eb1f955ee69351491e080cacfc49b5e6109f%2Fimage_238.png?alt=media" alt="The Product conditions tab with the three modes and the Choose specific products section"><figcaption><p>Specific products opens the Shopify picker, down to individual variants.</p></figcaption></figure>

{% hint style="info" %}
For the third mode, see [Use matching conditions](/discounts/matching-conditions.md).
{% endhint %}
{% endstep %}

{% step %}

## Save

Click **Save** in the bar at the top of the screen. **Discard** throws away your changes after a confirmation.

If anything is missing, a red banner lists every problem and the editor switches to the tab that owns the first one.

Once saved, the page heading changes to your discount name and the **Don't let this discount go unnoticed** card appears — click **Create badge** to build a badge for this discount, or dismiss it with the **x**.

<figure><img src="https://1598842017-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1WRTlT5AcaLSAedbCJyZ%2Fuploads%2Fgit-blob-a59a8747323e6ab3eeb8c66558d03275039d5d8a%2Fimage_239.png?alt=media" alt="The saved discount with the badge suggestion card at the bottom of the screen"><figcaption><p>The badge editor opens pre-filled with this discount's value.</p></figcaption></figure>
{% endstep %}
{% endstepper %}

## Next steps

* [Use matching conditions](/discounts/matching-conditions.md) — match products by collection, title, or tag instead of picking them one by one.
* [Create a discount code](/discounts/create-discount-code.md) — the same setup, with a code the shopper types at checkout.
* [Discounts overview](/discounts/overview.md) — statuses, plan limits, and how discounts connect to badges.

{% hint style="success" %}
**Need support?**

If you run into any difficulty while following these steps, contact us at <support@samita.io>.
{% endhint %}


---

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