Creating a Catalog Price Rule
Follow these instructions to apply a discount to specific products whenever a set of conditions is met. Catalog price rule discounts go into effect before the product is placed into the shopping cart.
Step 1: Add a New Rule
On the Admin sidebar, tap Marketing. Then under Promotions, choose Catalog Price Rule.
In the upper-right corner, tap Add New Rule.
The Rule Information section displays, with expandable sections for Conditions and Actions.
In the Rule Information section, do the following:
- Complete the Rule Name and Description fields. These fields are for your internal reference only.
Select the Websites where the rule is to be available.
Select the Customer Groups to which this rule applies.
To choose multiple groups, hold down the Ctrl key (PC) or the Command key (Mac), and click each option.
The options in this list is dependent on the customer groups created and managed in the Admin > Customers > Customer Groups section.
Enter a number to establish the Priority of this rule in relation to other rules.
The Priority setting is important when the same catalog product meet the conditions set for more than one price rule. The rule with the highest Priority setting (1 being the highest) will become active for the product.
Step 2: Define the Conditions
Most of the available conditions are based on existing attribute values. To apply the rule to all products, leave the conditions blank.
Scroll down and expand the Conditions section. The first rule begins:
Condition - Line 1
The statement has two bold links, which when tapped, display the options for that part of the statement. If you save the condition without making additional selections, the rule applies to all products.
- Tap the ALL link, and chose either “ALL” or “ANY.”
- Tap the TRUE link, and choose either “TRUE” or “FALSE.”
- To apply the rule to all products, leave the condition unchanged.
You can create different conditions by changing the combination of these values. For this example, the following condition is used:
If ALL of these conditions are TRUE:
Tap the Add () button at the beginning of the next line. Select an option for the condition, such as a product attribute or combination.
In the list under Product Attribute, choose the attribute that you want to use as the basis of the condition. For this example, the condition is “Attribute Set.”
Condition Line 2, Part 1
For an attribute to appear in the list, it must be configured to be used in promo rule conditions. To learn more, see: Product Attributes.
The selected condition appears in the statement, followed by two more bold links. The options differ depending on the condition attribute you select. The statement now says:
If <span class="underlined">ALL</span> of these conditions are <span class="underlined">TRUE</span>: </ br>Attribute Set <span class="underlined">is</span> …
Tap the is link, and choose the comparison operator that describes the condition to be met. These options may include option for different comparisons such as matching values, not including or including at least one of a value, and great than, equal to, and less than a numerical amount. In this example, the options are “is” and “is not.”
Select or enter values for the condition. Depending on the condition, you may select products from a grid or list, enter a numerical value, and so on. For this example, tap the (…) “more” link, and choose the attribute set upon which the condition is based.
Condition Line 2, Part 3
The selected item appears in the statement to complete the condition.
If ALL of these conditions are TRUE: </ br>Attribute Set is Default
To add another condition line to the statement, tap the Add () button, and choose one of the following:
- Conditions Combination
- Product Attribute
Then, repeat the process until all desired conditions are complete.
If at any time you want to delete part of the condition statement, tap the Delete () button at the end of the line.
Step 3: Define the Actions
Expand the Actions section, and do the following:
Under Pricing Structure Rules, set Apply to one of the following:
Apply as percentage of original Discounts item by subtracting a percentage of the regular* price. For example: Enter 10 in Discount Amount for an final** price that is marked down 10% from the regular price. Apply as fixed amount Discounts item by subtracting a fixed amount from the regular price. For example: Enter 10 in Discount Amount for a final price that is $10 less than the regular price. Adjust final price to this percentage Adjusts the final price by a percentage of the regular price. For example: Enter 50 in Discount Amount for a final price that is marked down 50% from the regular price. Adjust final price to discount value Sets the final price to a fixed, discounted amount. For example:Enter 20 in Discount Amount for a final price of $20.00. Regular price refers to the base product price without any advanced pricing (special/tier/group) or promotional discounts. Final price refers to the discounted price that appears in the shopping cart.
Enter the Discount Amount.
To stop processing other rules after this rule is applied, set Discard Subsequent Rules to “Yes.”
Setting this to “Yes” safeguard prevents the system from applying multiple discounts (rules) to the same product.
Pricing Structure Rules
Step 4: Add Related Dynamic Blocks (optional)
Dynamic blocks that are associated with a catalog price rule appear in the storefront whenever the conditions are met.
Expand the Related Dynamic Blocks section.
Use the search filters to locate the dynamic block(s) that you want to associate with the rule.
Mark the checkbox in the first column to associate the dynamic block with the rule.
Related Dynamic Blocks
Step 5: Schedule the Rule
Tap Save and Continue Edit.
The Scheduled Changes timeline appears at the top of the page.
In the Scheduled Changes box, click View/Edit.
You can either edit the existing update or assign the catalog price rule to another campaign. The Edit Existing Update option is selected by default.
To schedule the rule, enter the Start Date and End Date that the price rule is to be active. You can either enter the dates or choose the dates from the Calendar ().
To learn more, see: Scheduled Changes.
Step 6: Save and Test the Rule
When complete, tap Save Rule.
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.
- Rule name
- (Required) The name of the rule is for internal reference.
- A description of the rule should include the purpose of the rule, and explain how it is used.
- (Required) Identifies the websites where the rule can be used.
- Customer Groups
- (Required) Identifies the customer groups to which the rule applies.
- A number that indicates the priority of this rule in relation to others. The highest priority is number 1.
Specifies the conditions that must be met before the catalog price rule goes into action. If left blank, the rule applies to all products.
- Determines the type of calculation that is applied to the purchase. Options:
Apply as percentage of original - Discounts item by subtracting a percentage of the regular price.
Apply as fixed amount - Discounts item by subtracting a fixed amount from the regular price.
Adjust final price to this percentage - Adjusts the final price by a percentage of the regular price.
Adjust final price to discount value - Sets the final price to a fixed, discounted amount.
Regular price refers to the base product price without any advanced pricing (special/tier/group) or promotional discounts. Final price refers to the discounted price that appears in the shopping cart.
- Discount Amount
- (Required) The amount of discount that is offered.
- 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
- Related Dynamic Blocks
- Identifies any dynamic block(s) that are associated with the rule.