The following steps guide you through the high-level configuration of the Cart Promotions engine, including evaluation sequences, stacking logic, ranking priorities, and rounding rules.

Step 1: Setting the evaluation mechanism

Define the primary sequence the engine follows to calculate discounts. This determines whether the system prioritizes individual items or the total cart subtotal.

Navigate to Settings > Cart Promotion.
Under Evaluation Mechanism, select one of the following sequences:

Lineitem then cart: Promotions apply to individual items first. The cart-level discount is then calculated based on the new reduced subtotal.
- Example: For Shoes ($100) + Towel ($20), a 10% item promo reduces shoes to $90. The subtotal becomes $110. A subsequent "10% off > $99" cart promo applies to $110.
Cart or lineitem with cart first: Cart-level promotions take priority. Individual item promotions are only applied if no cart-level offers are valid.
- Example: For Shoes ($100) + Towel ($20), the total is $120. A "10% off > $99" cart promo applies immediately ($108). The system then skips all item-level discounts.

Step 2: Managing multiple promotions for single lineitems

This setting allows different promotions to target different quantities of the same product SKU within a single cart.

Toggle Multiple promotion for single lineitem to Enabled.

A. Exclude products

Toggle Exclude below products to protect specific items from quantity-splitting logic.

Based on product attribute: Filter by metadata like "Category" or "Brand."
Upload SKUs: Bulk-upload a CSV (Max 5MB) of specific SKUs to be excluded.

B. Multiple promotion on single quantity (stacking)

Toggle Stacking to allow multiple discounts to layer on a single unit of a product.

Maximum promotions: Select No limit or enter a Custom limit.
Calculation Base: Choose Gross (original price) or Net (price after previous discounts/taxes).

C. Product-level restrictions

Toggle Multiple promotion defined at product level to restrict stacking logic to a specific scope.

Select product: Apply logic to All inventory or Specific Products.
Inclusion/Exclusion: Refine the scope using attributes or SKU uploads.

Step 3: Configuring multiple promotions at cart level

This allows customers to "stack" multiple global, order-wide offers (for example, combining "Free Shipping" with a "10% Discount").

Toggle Multiple promotion for cart level to Enabled.
Maximum number of promotion: Set a numerical cap or select No limit.
Calculate percentage discount on:
- Gross: Calculated on the original subtotal before any charges.
- Net: Calculated on the subtotal remaining after line-item discounts are applied.

Step 4: Establishing promotion ranking order

When multiple promotions are eligible, the ranking order determines which offers are applied first and which take priority in conflicts.

Locate the Promotion Ranking Order section.
Use drag-and-drop to reorder the following elements (top is highest priority):

POS promotion: Standard offers available to all customers that apply automatically based on cart contents.
Earning promotion: Offers issued to a customer only after they complete a specific milestone or activity.
Loyalty promotion: Offers designed to target specific customer groups automatically based on their purchase history or tier status.
Reward: Benefit-based offers redeemed by the customer using loyalty points from the Rewards Catalog.
Code linked: Promotions triggered by the manual entry of a specific promo code at checkout. Earliest expiry: Prioritizes the offer that is scheduled to end the soonest.
Maximum discount: Automatically chooses the offer that saves the customer the most money.

Step 5: Defining discount rounding logic

Control how the system handles decimal values when a discount results in a non-whole number.

Under Rounding Option, select the required mathematical logic:
- UP / DOWN: Rounds away from or toward zero.
- CEILING / FLOOR: Rounds toward positive or negative infinity.
- HALF UP / DOWN / EVEN: Standard rounding to the nearest value with specific logic for .5 cases.
In the Decimal Precision box, enter the number of digits to retain (for example, "2" for $10.55).

Step 6: Creating custom metadata fields

Add internal tracking parameters that will appear during the promotion creation process for reporting purposes.

Navigate to the Custom Fields section.
Select Create New Field.
Enter the field name (for example, "Department ID" or "Vendor Name").
Select Save.

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Once created, these fields appear in Step 6 (Additional Information) of the standard cart promotion creation flow.