Creating a Catalog Price Rule

Introduction to Catalog Price Rules

A Catalog Price Rule offers discounted prices based on a set of defined conditions. Catalog price rules are triggered before a product is placed into the shopping cart, so they do not use coupon codes. When the conditions for a price rule are met, it automatically displays products with the promotional price.

 

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Creating a Catalog Price Rule

Step 1: Open Up Catalog Price Rule Page

1.  On the Lambda Store admin panel, click Marketing > Catalog Price Rule to access the Catalog Price Rule page.  

2.  Click Add New Rule on the button bar to open up the New Catalog Price Rule page. 

Step 2: Rule Information

3.  Fill in the Rule Name and Description fields.

4.  Set the Status box to Active if you would like the rule to be enabled on your Lambda Store website. You can set the status box to Inactive if you would like to temporarily disable the rule. 

5.  Select the Website(s) that you would like this rule to apply to.

6.  Select the Customer Groups to which this rule will apply to. 

To select multiple groups, hold down the Crtl key (Windows) or Command key (Mac), and select your desired groups.

7.  Choose a Start Date and an End Date for the price rule to be active by clicking on the calendar icons.  

8.  Enter a number in the Priority field to establish the priority of this rule in relation to others.

The rule with the highest priority setting (with 1 being the highest priority) will become active for the product, and override conflicting price rules. 

Step 3: Define the Price Rule Conditions

Most of the available conditions are based on existing attribute values. To apply the rule to all products, leave the conditions blank. 

9.  Scroll down and expand the Conditions section. 

10.  The first condition appears by default, and states: 

You can create different conditions for your rule by clicking the bold text. All bold text in the Conditions section are clickable and alterable.

Click ALL and select ALL or ANY.

Click TRUE and select TRUE or FALSE.

11.  Click the   button at the beginning of the next line, and select an option for the condition (like an attribute set, category, or conditions combination) from the drop down menu. 

12.  Click the "..." to display the designated field, and select the option that suits your price rule.

In this example, Economics is listed under its Category ID, 31. 

Step 4: Define Actions

13.  Scroll down and expand the Actions section. 

14.  In the Apply field, select one option from the drop-down menu: 

Apply as percentage of the original: You can add a percentage discount from the regular price (For example, entering '10' generates a 10% discount).

Apply as a fixed amount: You can add a fixed discount by entering a value that is to be subtracted from the regular price (For example, entering '10' takes $10 off the regular price).

Adjust final price to this percentage: You can adjust the final price to be a percentage of the regular price (For example, entering '45' lists the final price as 45% of the regular price). 

Adjust final price to discount value: You can set the final price to a fixed, discounted amount. (For example, entering '20' lists the final price as $20.00)

15.  Enter the desired discount amount. 

16.  If you would like to stop processing other rules after this rule is applied, set Discard Subsequent Rules to Yes. This prevents the system from applying multiple discounts. 

Step 5: Save Your Rule

17.  Once you are complete, click Save on the button bar. If you would to continue editing your rule, click Save and Continue Editing. If you would like to immediately apply your rule, click Save and Apply. 

18.  Test your rule to ensure that it is working correctly. 

19.  You can edit your rule by clicking on it on the Catalog Price Rule grid. 

 

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Example: Creating a Fixed Discount on All Products

In this example, Titan Technologies is giving out a 25% discount on all products for existing customers.

The conditions for seeing this 25% discount are:

1.  Customers must log in to their accounts.

2.  The offer lasts between 28 September to 2 October.

3.  All customers can use this discount.

Step 1: Open Up Catalog Price Rule Page

1.  On the Lambda Store admin panel, click Marketing > Catalog Price Rule to access the Catalog Price Rule page.  

2.  Click Add New Rule on the button bar to open up the New Catalog Price Rule page. 

Step 2: Rule Information

3.  Fill in the Rule Name and Description fields.

4.  Set the Status box to Active if you would like the rule to be enabled on your Lambda Store website.

5.  Select the Website(s) that you would like this rule to apply to.

6.  Select the Customer Groups to which this rule will apply to. 

7.  Choose a Start Date and an End Date for the price rule to be active by clicking on the calendar icons.  

In this example, the Catalog Price Rule is active between 28 September and 2 October.

8.  Enter a number in the Priority field to establish the priority of this rule in relation to others.

The rule with the highest priority setting (with 1 being the highest priority) will become active for the product, and override conflicting price rules. 

Step 3: Define the Price Rule Conditions

The Conditions field will be left blank, as the price rule will be applied to all products. 

Step 4: Define Actions

9.  Scroll down and expand the Actions section. 

10.  In the Apply field, select Apply as percentage of original, which adds a percentage discount to the product

11.  Enter the percentage as your Discount Amount.

In this example, enter '25' to offer a '25% off' discount. 

12.  Set Discard Subsequent Rules to Yes if you do not want additional rules to be applied.

Step 4: Save Your Rule

13.  Once you are complete, click Save.

14.  Test the rule to make sure it works correctly.