Pricing Rules

Version 2.0:

Pricing Rules page allows you to create multiple price adjustment rules.

You can select which rule is applied by changing value of the select field at the very top of the page:

Additionally in the header of every rule you will have similar option:

Also in this header you will see the description of this rule (can be set in "Private Note" field), button to duplicate this rule, and to delete it.

Rules are processed in the same order they appear - you can reorder them by dragging.

Adding And Removing Rules

To add a new pricing rule, click on the following button:

This will add a new section with blank pricing rule form:

Methods

Method allows to select the type of rule. Here are the options available:

Simple adjustment: just a simple discount, applied following to conditions. Can be displayed on catalog/product pages.

Bulk pricing: change prices based on quantity amount added to cart. 

Adds another options: Quantities Based On, and Quantities Ranges. Those allows to select how quantity is counted and set the specific ranges with prices.

Tiered pricing: similar to previous, but adds discount in tiers, e.g. if 1-3 range was set to have 10%, and 4-6 15%, then the discount will be 10% on first 3 items, and 15% on other 3 (up to 6). With bulk pricing it would be 15% for all.

Group of products / Group of products - Repeating: adds the ability to change price for specific product group (can be set per product or per group). "Repeating" means it'll be applied again, if more than one matching group added to cart.

Buy x get y / Buy x get y - Repeating: allows to set up the discount for specific amount of product if some other amount purchased. "Repeating" also means that it may be applied more than once.

Exclude matched items from other rules - allows to exclude matching items from other rules.

Adjustment types

Discount - two types of discounts available: percentage and fixed amount (so total discounted amount either the same per all matched products, or depends on the price).

Fee - similarly supports two types: percentage and fixed amount. Fee is opposite of the discount - allows to add some additional fees to original price.

Fixed price - used to just set price, not calculate it. Use with caution - note that if multiple products match such rule, all of those will have this price, no matter how different was the original price.

Quantity Ranges

Quantity Ranges section is only available when methods "Bulk pricing" or "Tiered pricing" is selected. Click "Add Range" button to add a new range. To delete a row, click on the X button on the right side of the row. You can add any number of rows.

From - enter minimum quantity for this pricing tier to be selected. Value is inclusive. If you do not wish to apply any discount to smaller quantities, it is safe to completely omit the first row.
To - enter maximum quantity for this pricing tier to be selected. Value is inclusive. Leave empty to denote "unlimited".
Discount type - select percentage discount, price discount or fixed price. In case price ends up being a negative figure, this plugin will reset it to zero.
Value - enter adjustment value without currency or percent symbols. Be sure to use a dot (not a comma) to separate decimal part.

Products in Group

This section is only available when method "Group of products" is selected. Click "Add Product" button to add a new range.

You can select any configuration of the group: various quantities of products, variations, attributes, categories, and tags and then select the pricing for such group - Adjustment section will have changed values, such as Discount/Fixed price per group (set price for the whole group) or per product (add similar discount for each product in a group), also regular percentage discount is also available.

Conditions

Various cart, customer and product conditions are available. Click "Add Condition" to add a new condition. You can add unlimited amount of conditions in  one rule, but please note that those ALL should be matched for this rule to work.

Here's more information on the conditions explained by groups:

Product - you can select any specific product(s), as well as specific variation(s), attribute(s), categories tags, and even meta fields as conditions. Additional field controls the match type: in list / not in list (so the rule is matched either when there are such products or when there aren't).

Cart - for Pricing Rules there's only "coupons applied" condition available. It allows to apply or don't apply the discount rule when there was some coupons used in cart.

Cart Items - conditions similar to "Product", but applied only to cart items. 

Customer - you can simply select if user is logged in or not, also select specific customer(s), select some role/capability, and check some meta field as well.

Customer Value - there you can check how many orders customer placed or how much money spent, or simply check the latest order (when it was placed and how much it was). The conditions are only checked for paid orders.

Purchase Hisroty - there it is possible to check what specific products, variations, attributes, categories, and tags were present in customer's orders. The conditions are also only checked for paid orders.

Date & Time - you can set your rule to work only on specific days of week, or for some specific date/time intervals.

Here's the example conditions setup - rule will be applied only on weekend, to only logged in users that will be purchasing something from "Music" category:

 For more examples please check this article.

 

Version 1.x:

Pricing Rules page allows you to create multiple price adjustment rules.

You can select which rule is applied by changing value of the select field at the very top of the page:

This setting has no effect on the Exclude matched items rules - they are processed individually and removed from the set.

Rules are processed in the same order they appear - you can reorder them by dragging.

 

Adding And Removing Rules

To add a new pricing rule, click on the following button:

This will add a new section with blank pricing rule form:

To delete one of your rules, simply click on the X icon next to its section name.

Each rule can be configured by modifying settings in the following sections.

 

General Settings

  • Rule description - description that is used for your own reference (not public).
  • Method - choose pricing method to use. Quantity discount and Special offer will bring you an additional section of settings while Exclude matched items will allow you to easily exclude items matched by conditions to be excluded from other, more generic rules (e.g. exclude single product from a category rule).
  • Quantities based on - select how quantities are calculated. Selecting correct option is important as in most setups pricing rules are based on quantities. Use cumulative methods when you wish to set up scenarios like "receive 10% discount on Product X when you buy any 10 items from Category Y".
  • If conditions are matched - set up pricing rule relation with other rules.
  • Valid from/until - set up rule validity dates. Dates are inclusive. Date fields can also be used to temporary disable a long term rule.

 

Conditions

  • Apply to - select what products or categories must be matched for this rule be activated. This setting supports inversed selection, i.e. "any other but these..."
  • Category list (not displayed above) - lets you select which categories to match if Apply to field is set to either Categories in list or Categories not in list.
  • Product list (not displayed above) - lets you select which products to match if Apply to field is set to either Products in list or Products not in list.
  • Customers - select what user roles or specific customers to apply this rule to. This setting supports inversed selectiong, i.e. "any other customers but these..."
  • Role list (not displayed above) - lets you select which user roles to match if Customers field is set to either Roles in list or Roles not in list.
  • Customer list (not displayed above) - lets you select which user roles to match if Customers field is set to either Customers in list or Customers not in list.

 

Quantity Discount

  • Min quantity - enter minimum quantity for this pricing tier to be selected. Value is inclusive. If you do not wish to apply any discount to smaller quantities, it is safe to completely omit the first row.
  • Max quantity - enter maximum quantity for this pricing tier to be selected. Value is inclusive. Use asterisk character (*) to denote "unlimited".
  • Adjustment type - select percentage discount, price discount or fixed price. In case price ends up being a negative figure, this plugin will reset it to zero.
  • Value - enter adjustment value without currency or percent symbols. Be sure to use a dot (not a comma) to separate decimal part.
  • Products to adjust - select which products you wish to adjust. In most of the cases, you will want to adjust the products that were matched, however, this plugin lets you to match one set of products but apply an activated rule to other set of products. Please note that if you select other cart items to be adjusted, quantities of matched items (not items to adjust) will be used to determine pricing tier. In this case, the biggest quantity of all quantities will be used.
  • Category list (not displayed above) - products assigned to these categories will have their prices adjusted (if any of them exist in the cart) if Specific categories is selected under Products to adjust.
  • Product list (not displayed above) - these products will have their prices adjusted (if any of them exist in the cart) if Specific products is selected under Products to adjust.

Click "Add Row" button to add a new pricing tier. To delete a row, click on the X button on the right side of the row. You can add any number of rows.

Quantity Discount section is only available when method "Quantity discount" is selected.

 

Special Offer

  • Amount to purchase - enter amount of product (or other calculated quantity) to purchase until this rule is activated. Must be a round integer.
  • Products to adjust - select which products you wish to adjust. In most of the cases, you will want to adjust the products that were matched, however, this plugin lets you to match one set of products but apply an activated rule to other set of products. Please note that if you select other cart items to be adjusted, quantities of matched items (not items to adjust) will be taken into account. In this case, the biggest quantity of all quantities will be used.
  • Category list (not displayed above) - products assigned to these categories will have their prices adjusted (if any of them exist in the cart) if Specific categories is selected under Products to adjust.
  • Product list (not displayed above) - products assigned to these categories will have their prices adjusted (if any of them exist in the cart) if Specific categories is selected under Products to adjust.
  • Amount to adjust - enter amount of items to adjust. Must be a round integer.
  • Adjustment type - select percentage discount, price discount or fixed price. In case price ends up being a negative figure, this plugin will reset it to zero.
  • Adjustment value - enter adjustment value without currency or percent symbols. Be sure to use a dot (not a comma) to separate decimal part.
  • Repeat - whether to apply the same rule multiple times (if quantities allow) or not. For example, if you set up "buy 2 get 1 free" rule and leave "Repeat" unchecked, then 10 products at full price will earn only 1 free product. On the other hand, if you set "Repeat" to active, 10 products at full price will earn 5 free products.

Special Offer section is only available when method "Special offer" is selected.

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