Much like Magento catalog price rules, shopping cart price rules are a very powerful catalog price management tool. Unlike catalog price rules though (where the promotions are applied within the catalog), shopping cart price rules create discounts for orders at the checkout level based on a set of conditions. It can be especially powerful in encouraging customers to sign up for newsletters, spend more, or buy items they may not have otherwise considered.
How to Create a Shopping Cart Price Rule
- Navigate to Promotions > Shopping Cart Price Rules, and then click +Add New Rule.
- On the Rule Information tab, complete the following information:
- Rule Name - Give the rule a descriptive name, which will be used for internal purposes only (e.g. '10% off spring sale')
- Description - Give additional information about the rule which may help create further distinction on the nature of the promotion (for internal purposes only).
- Status - Set to Active or Inactive.
- Websites - Select or multi-select the websites you would like the promotion to be applicable to.
- Customer Groups - Select or multi-select the customer groups that you would like the promotion to be applicable to.
- Coupon - Choose between No Coupon, Auto and Specific Coupon. When no coupon is selected, the discount will automatically be applied when shopping cart conditions are met. When Auto is selected, Magento will auto generate coupon codes which are then available for you to then export, distribute and monitor.
- Uses per Customer - Define the number of times you want the customer coupon to be used for. If its a specific coupon you will most likely want to set this to unlimited.
- From Date / To Date - Set a From and To date that you would like the rule to be in effect. In the From Date field, enter the first day you want the promotion to begin and in the To Date field, enter the last day you want the rule to be in effect on.
- Priority - Set a priority for the rule. In the instance that there are more than one rule that can be applied to a product, the priority will dictate what order the rules are applied (1 being the highest, or 1st priority).
3. In the Conditions tab, define the parameters of where you want the promotion to apply to (many attributes are available by default, however if you see an attribute not available to be used for a condition, see steps below on how to configure it to be).
- Make full use of the ALL & ANY and TRUE & FALSE to make the rule as inclusive of products as you would like.
- The available 'operators' are: is, is not, equals or greater than, equals or less than, greater than, less than, is one of, is not one of, contains & does not contain. Using the operators effectively will allow you to create both flexible and specific price rules.
4. Once complete, navigate to the Actions tab. The Actions tab is where you define how the promotion will change the price of the matching products when applied.
5. Set the following fields:
- Apply - Choose between the following apply types:
- Percent of product price discounted - The percentage you want to take off products that meet the conditions.
- Fixed amount discount - The price that you want to be taken off the applicable products that meet the conditions.
- Fixed amount discount for whole cart - Specify the price that you want to be taken off the whole cart when conditions are met.
- Discount Amount - Enter the amount to be discounted.
- Maximum Qty Discount is Applied To - If you want to limit the times the rule/ discount can be applied enter it here (e.g. limit the promotion to discount a max of 3 items on any given order).
- Discount Qty Step (Buy X) - Specify the qty of the matching products which must be found in the cart in order for a promo to be applied (this field is most commonly used for buy one get one free type promotions).
- Apply to Shipping Amount - Choose between the following options:
- No - Promotion will have no affect on shipping amount
- For matching items only - The shipping amount will be discounted only for the products matched in the conditions
- For shipment with matching items only - The shipping amount will be discounted for the order if matching items present.
- Stop Further Rules Processing - In the instance that multiple price rules are being applied at once for the same products, setting this option to Yes will prevent further rules from applying to the products (so the products aren't being double discounted). Keep in mind it is the priority field that will determine in what order they are being applied.
6. As the discount will occur in the shopping cart, enter a label in the Labels tab, so that customers know why they are receiving the discount (which may create further conversions).
7. In the Manage Coupon Codes tab, view and manage auto generated coupon codes (depending on coupon code configuration, this may be irrelevant)
Enterprise Edition Only
6. In the Related Banners tab, assign any promotional banners which you would like to link to the rule. This is a great promotional tool, as linking a banner to a price rule can be used to display an imagine or block of content, and appear for a specific period of time for a promotion. In Enterprise, banners can be created that are visible only to certain customer groups, or only seen whenever price rule conditions and coupons apply.
8. Once happy, click Save Rule.
Configuring an Attribute to be used in a Promotion
- Search for and click into the required attribute via the Manage Attributes screen (under Catalog)
- Under the Frontend Properties tab, set the 'Use in Promo Rule Conditions' to Yes.
- Once set to Yes, click Save Attribute.