Magento Commerce, 1.14.x

Product Relations Rules

Product rules give you the ability to target the selection of products that are presented to customers as related products, up-sells, and cross-sells. Each product rule can be associated with a customer segment to produce a dynamic display of targeted merchandising.

The process is similar to setting up a price rule. First, you define the conditions to match, and then choose the products you want to display. At any given time, there might be a number of active rules that can be triggered to display related products, up-sells, and cross-sells. The priority of each rule determines the order in which the block of products appears on the page.


Manage Product Rules

To create a product relationship rule:

1. On the Admin menu, select Catalog > Rule-Based Product Relations.
2. In the upper-right corner, click the Add Rule button.

General Rule Information
3. Complete the General Information as described in the field descriptions below.
4. In the panel on the left, select Products to Match. Then, build the condition as you would for a catalog price rule.

Match Condition
5. In the panel on the left, select Products to Display. Then, build the results condition as you would for a catalog price rule.
a. To base the result on a price relationship with the matched product, under Product Special, select Price (percentage).

Special Price Percentage
b. Complete the condition to describe the products that you want to include in the results. In this example, the matching products must have a higher value than the original product.

Results Condition
6. When complete, click the Save button.
  • Field Descriptions

    Field

    Description

    Rule Name

    A name that identifies the rule for internal use.

    Priority

    Determines the sequence in which the results of the rule appear when displayed with other sets of results that target the same place on the page. The value can be set to any whole number, with the highest priority of 1.

    For example, if there are multiple up-sell rules that apply, the one with the highest priority appears before the others. The sort order of the products within each set of results is random.

    Any up-sell, cross-sell, and related products that were manually configured always appear on the page before any rule-based product promotions.

    Status

    Controls the active status of the rule. Options include: Active / Inactive

    Apply To

    Identifies the type of product relationship that is associated with the rule. Options include:

    Related Products

    Up-sells

    Cross-sells

    From Date

    If the rule is active for a range of time, determines the first date the rule is active.

    To Date

    If the rule is active for a range of time, determines the last date the rule is active.

    Result Limit

    Determines the number of products that appear in the results at one time. The maximum number is 20. If more matching results are found, the products rotate through the block each time the page is refreshed.

    Customer Segments

    Identifies the customer segments to which the rule applies. Options include: All / Specified