Create a Cart Price Rule

Complete the following steps to add a new rule, describe the conditions, and define the actions. Then, complete the labels, and test the rule.

Step 1: Add a New Rule

  1. On the Admin sidebar, tap Marketing. Then under Promotions, choose Cart Price Rules.

  2. Tap Add New Rule. Then, do the following:

    • Under Rule Information, complete the Rule Name and Description.

    • If you do not want the rule to go into effect immediately, set Active to “No”.

    Rule Information

  3. To establish the scope of the rule, do the following:

    • Select the Websites where the promotion is to be available.

    • Select the Customer Groups to which the promotion applies.

      If you want the promotion to be available only to registered customers, do not choose the “NOT LOGGED IN” option.

  4. To have the cart rule applied to all cart items, set Coupon to “No Coupon” and skip to step 5. To associate a coupon with a price rule, set Coupon to “Specific Coupon.” Then, do the following:

    Coupon Settings

    • Enter a free-text Coupon Code that the customer must enter to receive the discount.

    • To set a limit on the number of times the coupon can be used, complete the following:

    Uses per Coupon Determines how many times the coupon code can be used. If there is no limit, leave the field blank.
    Uses per Customer Determines how many times the coupon code can be used by the same registered customer who belongs to any of the selected customer groups. The setting does not apply to guest shoppers who are members of the NOT LOGGED IN customer group, or to customers who shop without logging in to their accounts. If there is no limit, leave the field blank.

    To learn more, see: Coupon Codes.

  1. Enter a number to define the Priority of this price rule in relation to the Action settings of other price rules which are active at the same time.

    The Priority setting is important when two cart rules/coupon codes are valid for the same product at the same time. The rule with the highest Priority setting (1 being the highest) will control the cart action.

  2. To apply the rule to published RSS feeds, set Public In RSS Feed to “Yes.”

  3. This is a good time to save your work. Tap Save and Continue Edit.

    After the rule is saved, the name of the cart price rule and the Scheduled Changes box appear at the top of the page.


    Scheduled Changes

Step 2: Describe the Conditions

In this step, the conditions are described that must be met for an order to qualify for the promotion. The rule goes into action whenever the set of conditions is met.

Conditions

  1. In the panel on the left, select Conditions. The first rule appears by default, and states:

    If ALL of these conditions are TRUE:

    The statement has two bold links which when tapped, display the selection of options for that part of the statement. You can create different conditions by changing the combination of these values. Do any of the following:

    • Click the ALL link, and select “ALL” or “ANY.”
    • Click the TRUE link and select “TRUE” or “FALSE.”
    • Leave the condition unchanged to apply the rule to all products.
  2. Click Add () at the beginning of the next line. Select an option for the condition, such as cart attribute, product subselection, or combination. For this example, complete the next part of the condition as follows:

    • When prompted to Choose the condition to add, choose “Products Subselection”.

      Products Subselection

    • When the next part of the condition appears, mouse over the line so you can see where each link with variable values is located.

      If ALL of these conditions are TRUE

    • Click the “more” (…) link, and enter “>100”. This condition requires the total quantity of the cart to be greater than 100.

      Total Quantity Value

  3. Click Add () at the beginning of the next line. Then add a condition that is based on Category.

    Category

    • In the next part of the condition, click the “more“ (…) link to display the input field. Then, open the Chooser () to display the category tree.

    • Mark the checkbox of the category that you want to use as a condition for the price rule.

      The condition can be based on any category that is a child of the store’s root category.

      Choosing a Category for a Condition

  4. To add more conditions, click Add () and define another condition.

You can repeat the process as many times as needed to describe the conditions that must be met for the price rule . Here are some examples:

Example 1: Regional Price Rule

To create a regional price rule, use one of the following cart attributes:

  • Shipping Postcode
  • Shipping Region
  • Shipping State/Province
  • Shipping Country

Example 2: Shopping Cart Totals

To base the condition on shopping cart totals, use one of the following cart attributes:

  • Subtotal
  • Total Items Quantity
  • Total Weight

Step 3: Define the Actions

The shopping cart price rule actions describe how prices are updated when the conditions are met.

  1. Scroll down to Actions, and expand the section. Then, do the following:

    Cart Price Rule Actions

    • Set Apply to one of the following discount options:

      Percent of product price discount Discounts item by subtracting a percentage from the original price. The discount applies to each qualifying item in the cart. For example: Enter 10 in Discount Amount for an updated price that is 10% less than the original price.
      Fixed amount discount Discounts item by subtracting a fixed amount from the original price of each qualifying item in the cart. For example: Enter 10 in Discount Amount for an updated price that is $10 less than the original price.
      Fixed amount discount for whole cart Discounts the entire cart by subtracting a fixed amount from the cart total. For example: Enter 10 in Discount Amount to subtract $10 from the cart total.By default, the discount applies only to the cart subtotal. To apply the discount to the subtotal and shipping separately, see Apply to Shipping Amount.
      Buy X get Y free Defines a quantity that the customer must purchase to receive a quantity for free. (The Discount Amount is Y.)
    • Enter the Discount Amount as a number, without symbols. For example, depending on the discount option selected, the number 10 might indicate a percentage, a fixed amount, or a quantity of items.

    • For a “Buy X get Y Free” discount, enter the quantity in the Discount Qty Step (Buy X) field that the customer must purchase to receive the discount.

    • In the Maximum Qty Discount is Applied To field, enter the maximum quantity of the same product that can qualify for the discount in the same purchase.

    • Set Apply to Shipping Amount () as follows:

      Yes Applies the discount amount separately to the subtotal and shipping amounts.
      No Applies the discount amount only to the subtotal.
    • To stop processing other rules after this rule is applied, set Discard Subsequent Rules () to “Yes.” This safeguard prevents customers from receiving multiple discounts for the same product.

    • To determine if free shipping is applied to orders that meet the conditions, set Free Shipping to one of the following:

      No Free shipping is not available.
      For matching items only Free shipping is available only for items that match the conditions of the rule.
      For shipment with matching items Free shipping is available for any shipment that includes matching item(s).
    • In the Add Rewards Points field, enter the number of points the customer earns whenever the cart price rule is applied. (If reward points aren’t enabled, leave this field blank.)

  2. Define as many additional conditions as needed for the action.

  3. When complete, tap Save and Continue Edit.

Step 4: Complete the Labels

The label appears in the totals section of the order to identify the discount. The label text is enclosed in parentheses, after the word, “Discount”. You can enter a default label for all store views, or enter a different label for each view.

Discount Label in Totals Section of Order

  1. Scroll down to Labels, and expand the section.

  2. Enter the text that you want used as the Default Rule Label for All Store Views.

    Default Label

  3. If your store has multiple views, or multiple websites with multiple views, enter the appropriate label text for each. For example, if each store view is in a different language, enter the translation of the label for each view.

Banners that are associated with the rule appear in the storefront whenever the conditions are met.

  1. Expand the Related Banners section.

  2. Use the search filters to locate the banner(s) that you want to associate with the rule.

  3. Mark the checkbox in the first column to associate the banner with the rule.

    To learn more, see: Using Banners in Price Rules.

Step 6: Save and Test the Rule

  1. When complete, tap Save Rule.

  2. Test the rule to make sure that it works correctly.

    Price rules are automatically processed with other system rules each night. When you create a new price rule, allow enough time for it to get into the system. Then, test the rule to make sure that it works correctly. As new rules are added, Magento recalculates the prices and the priorities accordingly.

Field Descriptions

Rule Name
(Required) The name of the rule is for internal reference.
Description
A description of the rule should include the purpose of the rule, and explain how it is used.
Active
(Required) Determines if the rule is currently active in the store. Options: Yes / No
Websites
(Required) Identifies the websites where the rule can be used.
Customer Groups
(Required) Identifies the customer groups to which the rule applies.
Coupon
(Required) Indicates if a coupon is associated with the rule. Options:
  • No Coupon - No coupon is associated with the rule.
  • Specific Coupon - A specific coupon is associated with the rule.
  • Coupon Code - When prompted, enter the Coupon Code that the customer must enter to take advantage of the promotion.
  • Use Auto Generation - Select the checkbox to automatically generate multiple coupon codes that can be used with the promotion.
  • Auto - Displays the Coupons Information section to define the format of the coupon codes to be generated.
Uses per Customer
Determines how many times the coupon code can be used by the same registered customer who belongs to any selected customer group. Does not apply to guest shoppers who are members of the NOT LOGGED IN customer group, or to customers who shop without logging in to their accounts. For no limit, leave blank.
Priority
A number that indicates the priority of this rule in relation to others. The highest priority is number 1.
Public in RSS Feed
Determines if the promotion is included in your store’s public RSS feed. Options:  Yes / No.
Conditions
Specifies the conditions that must be met before the cart price rule goes into action. If left blank, the rule applies to all products in the cart.
Apply
Determines the type of calculation that is applied to the purchase. Options:
  • Percent of product price discount - Discounts item by subtracting a percentage from the original price. For example: Enter 10 in Discount Amount for an updated price that is 10% less than the original price.
  • Fixed amount discount - Discounts item by subtracting a fixed amount from the original price of each qualifying item in the cart. For example: Enter 10 in Discount Amount for an updated price that is $10 less than the original price.
  • Fixed amount discount for whole cart - Discounts the entire cart by subtracting a fixed amount from the cart subtotal. For example: Enter 10 in Discount Amount to subtract $10 from the cart subtotal. By default, the discount applies only to the cart subtotal. To apply the discount to the subtotal and shipping separately, see Apply to Shipping Amount
  • Buy X Get Y Free (discount amount is Y) - Defines a quantity that the customer must purchase to receive a quantity for free. (The Discount Amount is Y.)
Discount Amount
(Required) The amount of discount that is offered.
Maximum Qty Discount is Applied To
Sets the maximum number of products that the discount can be applied to in the same purchase.
Discount Qty Step (Buy X)
Sets the number of products represented by “X” in a “Buy X Get Y Free” promotion.
Apply to Shipping Amount
Determines if the discount can be applied to the cost of shipping. Options:
  • Yes - Applies the discount amount separately to the subtotal and shipping amounts.
  • No - Applies the discount amount only to the subtotal.
Discard Subsequent Rules
Determines if additional rules can be applied to this purchase. To prevent multiple discounts from being applied to the same purchase, select “Yes”. Options: Yes / No
Free Shipping
Determines if free shipping is included in the promotion, and if so, for which items. Options:
  • No - Free shipping is not available when a coupon that is based on the rule is used.
  • For matching items only - Free shipping is available only for specific items in the cart that match the rule.
  • For shipment with matching items - Free shipping is available for the entire cart when a coupon that is based on the rule is used.
Add Reward Points
Specifies the number of reward points that are earned by the customer whenever the price rule is applied.
Default Rule Label for All Store Views
A default label that identifies the discount and can be used for all store views.
Store View Specific Labels
If applicable, specifies a different label to identify the discount for each store view.
Related banners
Identifies any banner(s) that are associated with the rule.