Brief Guide of Shopping Cart and Catalog Price Rules in Magento

by Cloudways  July 4, 2016

You may have questioned yourself quite a few times about how Magento promotions really work. The answer is really simple. The key to Magento promotions and discounts is Price Rules, hence today we will discuss how price rules work in Magento. Down below you will find a full explanation of both price rules; shopping cart, and catalog price rules.

Magento Catalog Price Rules

Types of Price Rules in Magento

The hierarchy below classifies the different types of Magento price rules.

Price Rules in Magento

The above picture shows how different price rules are important for the discounts and promotions of your eStore products.In Magento, the sub category “Price” specifies the major price of the product and besides this it has multiple other attributes such as Special price (set for certain period of time), Tier Prices (depends on the number of products and customers) and Group Price (set for group of customer).

Shopping Cart Price Rules

Shopping Cart Price Rule is by far the most attractive way of rewarding customers with discounts. It is operational when a customer is checking out from the platform based on several conditions. The rules are applied accordingly, in order to give customers discounts on different products. Luckily, if the conditions are fully met for a specific customer, they can get a considerable discount on the entire cart. These conditions can be many. For example, a valid coupon code.  Once the rule is applied, discount will appear on the shopping cart page under the subtotal field.

To apply shopping cart price rules, open the admin panel and navigate to Promotions >>Shopping Cart Price Rules and Click on the “Add New Rule” button.

Click Add New Rule

This price is then further classified into 4 sections which are Rule Information, Conditions, Actions and Labels. Below you will find a walk through explanation of each of them. So let’s have a look!

Rule Information

This section is an important section because it contains all the basic information of the rule. Rule Information includes the name of the rule and its respective description. This description will show what your rule intends to do; it will give the admin a brief view of the logic of the rule and applicable dates of the rule.

New Rule

The field Status has a simple value of Activating or Inactivating the rule. The Customer Group will tell Magento system the group of customers on whom the promotion is applied. The Coupon field has three values; No Coupon will automatically apply the discounts to the applicable group of customers if the conditions are successfully met. In Auto the Magento System will automatically generate the coupons and Specific Coupon admin defines a specific coupon at the back end. Uses per Customer field lets customers input the value of total amount of the usage by the customer and if nothing is input the field is ignored by default. From Date and To Date tells the duration of the rule in which it is applied. Priority field tells the priority of the rules running at the same time and the rule with the lowest precedence will take place first. When you navigate to Public in RSS Feed the value Yes will determine if the rule is mentioned in the Magento Feed and No for not mentioning it.

These all are the fields of Rule Information which is the first section of the Shopping Cart Price Rule. Now let us walk through other sections as well.

Conditions

This tab is most important as it is the first of the other two logic tab and it have only one section. In this field the admin can add variety of conditions on which the rule depends. Rules are applied on the basis of the product attributes, products-subsets, cart attributes, customer segmentation or combination of the above. The conditions should meet the requirements in order to apply any rule.

image01

Actions

This is the second tab from the three logical tabs. For clear understandings we have broken it down into two sections.

1. Update Prices Using the Following Information

This section includes the information of the actual price discount. And here you can draw some outlines of the rule.

Apply is a dropdown having three options, Percentage which when selected, the number entered will automatically convert into percentage and will be removed from the cart as a discount. Fixed Amount if selected, the number entered will become the fixed amount and the price will be deducted from the cart.  If Buy X and get Y free is selected it means if you buy X product you will get Y product for free.

Discount Amount

This field allows you to specify integer value of the discount. This field also works for dollar amount depending on the type of discount selected in “Apply” section.

Maximum Qty Discount Is Applied to

In this section, the admins have control to limit the products that can have discount. If a customer buys 20 items and he receives discount on only 5 of the products then the value 15 will be the value of this field.

Discount Qty Step (Buy X)

The number of products which are necessary in a cart for a promo to be applied. If BOGO rule is available in the Apply section then this field is required.

Apply to Shipping Amount

If it is set to No then the discount will be applied after the shipping is calculated and is added in the subtotal. If Yes then the discount will be applied before the shipping calculation

Free Shipping

Field to let admin decide if this rule have free shipping on products or not

Stop Further Rules Processing

This fields controls the processing of other rules to be applied after the application of this rule.

New Rule

2. Apply the Rule Only to Cart Items Matching the Following Conditions

The second section of the Actions which allows the admin to enter several conditions is to give away discounts if the conditions are fulfilled. It is similar to what we have mentioned above in the Conditions tab. If this field  remains blank, it means the discount will be applied on the entire cart or we can simply say that on every product in the cart.

Labels

This section is by far the most easy to understand. It is one of the most important Price Rule functionality. The text which you will enter here will be showed- on the checkout page in frontend. It is important to note that this text should be precise yet understandable by the customer and these can be or can not be showed in your cart depending on the way you design your website.

Labels

Catalog Price Rules

The above information is really overloading  my mind, I assume same goes for you so let’s have a short discussion on the Catalog Price Rules too. It is the second type of Pricing Rules in Magento application. This type is mostly similar to that of Shipping Cart Price Rule that we have discussed above but then what is the difference? The only difference is that when these catalog rules are applied they are needed to be applied to the catalog only so it takes effect.

To manage these rules navigate to Promotions >> Catalog Price Rules

While creating this rule, you will note the label tab is not included however, all the other are same as Shopping Cart Price Rules. If you have followed the above steps to create a Shopping Cart Price Rule than you will eventually become an expert in creating Catalog Price Rule.

And in addition to the functionality in the Actions tab here , admin users are also able to apply discounts on subproducts if and only if the value is Yes. This can only be applied if the product has children. If the value is set to No then the discount will be applied only on parent price.

Conclusion

Once you have created your rules, it is very important to test them before making them live. This tutorial shows you how to make different types of Price Rules in Magento by giving you information about the rule information, Condition logics, actions, labels and related banners. It further gives you an insight on Shopping Cart Price Rule and also gives you an overview on Catalog Price Rule.

If you have thoroughly read this tutorial then you know how to make Price Rules in Magento and how to promote your products to customers. Still, if you have any questions then feel free to ask in the comments section below. Until then make your rule and promote your products.

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