General information

In order to let the plugin work well, you’ll have to keep coupons enabled, so please, make sure you have enabled the option Enable coupons from WooCommerce > Settings > General.

Enabling coupons
YITH WooCommerce Dynamic Pricing and Discounts allows applying two main types of discount:

  • Price rules: the discount is applied to single product price in the cart and can either be a Quantity Discount, a Special offer, a discount by category, a discount on the whole shop or a Gift product rule.
  • Cart discount: according to specific conditions, the discount is calculated on the total cart, in the amount of the coupon code shown to users on “Cart” page.

Price rules on single products

Price rules tab

For detailed information about the configuration of price rules on products, visit the documentation pages as specified below:

Cart discounts

Cart rules tab

For detailed information about the configuration of discount rules on products, visit this page.

Settings

Before configuring your rules, just make sure the general settings of the plugin have been set up correctly. You will be able to see differnet sections here.

General settings

  • Allow Shop Manager to manage dynamic pricing and discount: enable this option to let also shop managers edit the plugin settings.
  • Price format: here you can set how the price will show up on the frontend regarding to original price, percentual discount and discounted price by arranging all or just some of the available placeholders:
    • %original_price% (use the <del> tag to mark it as strikethrough text)
    • %discounted_price%
    • %percentual_discount%

Product page settings

  • Show the discount custom messages: for each rule, you can enter a custom message. You can use this option to show or hide all the custom messages on product pages.
  • Message position:
    • Before “Add to cart” button
    • After “Add to cart” button
    • Before excerpt
    • After excerpt
    • After product meta
  • Show quantity tables: enable to show a quantity table in all products with a quantity discount rule. Disable to hide all tables. Please, refer to this page for more information about how to configure the quantity discount in the rule settings. Can’t see the table? Please, check if it has been enabled from the rule settings too!
  • Quantity table layout: choose one between
    • vertical
    • horizontal
Vertical layout
Horizontal layout
  • Table position: choose where to show the quantity table on product pages
    • Before “Add to cart” button
    • After “Add to cart” button
    • Before excerpt
    • After excerpt
    • After product meta

  • Quantity table title: give your table a name so your users can better identify what this table is for
  • Table labels: enter here the labels for “Price” and “Quantity” as they appear in the table
  • Show the end date of discount in quantity table: enable to show when the discount ends in quantity table. This one only appears if you have set up and automatic end date in the rule settings.
  • Show as default:
    • The first discount rule (usually the minimum discount)
    • The last discount rule (usually the maximum discount) – the one showing as selected in the folliwing image
  • Set default quantity in the table: enable to automatically select the first quantity rule in the table
  • Change product price when user changes quantity: enable to show an updated price when the user changes the quantity

Cart settings

Cart settings

  • Coupon label: enter the text that will highlight the discount in cart and in the order details. Default value is DISCOUNT.
    Discount label in cart
    Discount label in order
  • Calculate cart discount starting from: choose whether to calculate the cart discount including or excluding tax on the subtotal
    • Subtotal – tax included
    • Subtotal – tax excluded
  • Show special offers in cart by adapting:
    • the unit price: product price will be adapted based on the offer applied
      Discount per item Discount per item line
    • the subtotal: the product price will not be adapted, but the price rule will be applied and shown to the subtotal only (both in cart and checkout)
      Discount in subtotal
      Special offer in subtotal on checkout pagePlease, note: this option only applies to Special offer rules and the text displayed there is the special offer rule title.Special offer custom text in subtotal
  • Add a custom message in the cart totals: enter a custom text to show the total discount for the customer on the cart.
    Please, note: this applies only to “Cart discount rules”.
    You can use the placeholder %total_discount_percentage% to show the discount in percentage and %total_discount_price% to show the discount value

Custom message in cart for cart rules

Cart rules

This specific type of discount allows you to create discount rules based on the cart contents.

Cart rule first settings

To create one, just go to YITH > Dynamic Pricing > Cart Rules, click on Add new, give it a name, enable the Active option to activate the rule.

There is no limit to the number of rules you can create, so please, make sure you set a priority.

Priority: 1 is the highest priority.
You can also arrange the priority by dragging and dropping the rules from the rules list:

If the conditions are met in cart, the rules will apply based on their priority, so for example you can apply a 50% (rule with priority 1) and and additional 20% (rule with priority 2) on the same products.

You can also arrange the priority by dragging and dropping the rules from the rules list:

Cart rules arrange priority

Schedule the rule

Schedule rule: choose whether to schedule the rule or activate/deactivate it manually

  • Enable the rule now and end it manually
  • Schedule a start and end time 

Schedule settings in cart rules

With other coupons?

Disable with coupons

Disable when a coupon has been applied: the rule will not apply if the customer is using another coupon in cart.

Free shipping

Free shipping

Allow free shipping: enable to offer ‘free shipping’ when this rule applies.

For this to work, make sure you have set up a free-shipping method in WooCommerce > Settings > Shipping. After creating a shipping method, set ‘Free shipping requires…’ to ‘A valid free shipping coupon’.

Free shipping in WooCommerce

For more information on setting up free shipping check the WooCommerce Documentation.

For the discount conditions, please, refer to the next page.

Discount conditions

Now you can set up the conditions for the rule to apply, and you can add more than one for the same rule. Let’s see which options are available.

Cart rule conditions

Click on Add condition and give it a name.

Then, you can set up the rule conditions, based on one of the following options:

Condition options

  • Users
  • Number of orders
  • Total amount spent
  • Products
  • Cart items
  • Cart subtotal

Users

Cart rule based on user

Here you can choose whether the rule will apply to all users or to specific user or user roles.

Number of orders

Cart rule based on number of orders

Here you can set up a minimum or maximum number of orders.

For example, if you want to offer the discount only to returing customers, you can set up a minimum number of orders of 1 and leave maximum empty, so it applies to any returning customer.

Total amount spent

Cart rule based on total amount spent

Here you can set up a minimum amount spent so far by the customer. Please, consider the condition will calculate the total amount spent so far by the customer, regardless of the number of orders placed.

You can both set up a minimum and maximum past expense.

Products

Condition type: you will be able to use one of the following options.

1. Require specific products in cart to apply the discount

The discount will be applied only if the user has added the selected product(s) to the cart.

Cart rule based on products

Apply the discount if: choose to apply the discount when at least one of the specified product is in the cart or only when all products are in the cart

  • At least one selected product is in the cart
  • All selected products are in the cart

You will be able to set specific products, categories or tags.
Additionally you will also be able to enable the cart rule if a specific vendor (if using YITH Multi Vendor) or brand (if using YITH Brands Add-on) are in the cart.

Additional filters by category and tag for cart discounts

2. Exclude specific products from cart condition validation

Exclude products from the rule validation

Excluded products will not be considered for achieving the conditions.

Exclude ‘on-sale products’: enable to make sure that on-sale products will not count for the rule validation.

Please, remember you can combine more than one condition for the same rule. So, for example, you can create a condition that requires a minimum of 3 products in cart, but exclude accessories and on-sale products from this count: if the cart contains 5 products, but one of them is an accessory and the other one is on-sale, the rule will NOT apply.

You will be able to set specific products, categories or tags.
Additionally you will also be able to enable the cart rule if a specific vendor (if using YITH Multi Vendor) or brand (if using YITH Brands Add-on) are in the cart.

Exclude categories and tags from cart rule validation

3. Disable discount when there is a specific product in cart

Disable cart discount

The discount will be not applied if the user has added specific product(s) to the cart.

You will be able to set specific products, categories or tags.
Additionally you will also be able to enable the cart rule if a specific vendor (if using YITH Multi Vendor) or brand (if using YITH Brands Add-on) are in the cart.

Cart items

Cart items allows you to apply the rule based on the number of products in cart.

You have two options to check the item quantity:

  • Product items – units of the same product in the cart. Please, note that this condition must be met for every product in cart.
  • Cart items – total of products in the cart

And then you can set a minimum and maximum quantity for the rule to apply.

Cart items with quantity check per product

For example, with the above settings, the rule applies only if the customer adds a minimum of 3 items for each of the products in cart, but it will not apply if there is even 1 product with lower quantity.

Product unit - discount applied

 

Cart subtotal

Cart subtotal

With this condition you can make sure that the rule only applies if the subtotal falls within the price range you set up. You can set a minimum or maximum value or both.

Discount type and amount

Finally, you can set up the type of discount and the amount that will apply if all the conditions are met. Type of discount

You can choose three types of discount:

  • percentage discount
  • price discount
  • fixed price: the cart total will be the amount that you set here.

Please, consider that when you choose a fixed price, the rule cannot be combined with other discount rules since the cart total has to be equal to the amount you set up here.

Price rule – Quantity discount

The quantity discount allows you to create volume pricing and offer a discount based on the quantity selected.

Please, note: only one quantity discount per product can be applied at the same time

To create a new rule, go to YITH > Dynamic Pricing and Discounts > Discounts & Price Rules, set a name for the new rule and click on the Add new discount rule button.

Price rules tab

Let’s see how to configure it.

 

Active rule: select to enable or disable this discount or pricing rule

Priority: set the priority to assign to this rule. Priority is important to overwrite rules. 1 is the highest priority.
You can also arrange the priority by dragging and dropping the rules from the rules list:

Rule type: here you have to select QUANTITY DISCOUNT to configure the rule details below.

Set up products and conditions

Create a quantity rule for the purchase of: choose if you want to create this rule for all products or for all products of specifics categories/tags.

    • All products
    • Specific products
    • Specific product categories
    • Specific product tags
      You will be able to exclude some products in the options below.

Exclude products from this rule: enable if you want to exclude specific products from this rule and pick

  • Specific products
  • Specifi product categories
  • Specific product tags

Discount rules: here you can configure the details regarding quantity and price or discount (you can choose between % discount, fixed-amount discount and fixed price).Discount rules

How to check the quantity

Quantity rule will check: use this option to control how the quantity of selected items will be counted

  • Item quantity in cart line, regardless if there are variable products or not in cart. If your rule is set to offer a 50% discount from the 10th item, it will check the quantity of every line in the cart.
    In the following screenshot in fact you see a 30% discount for those lines with more than 10 items, but full price for those with fewer items.
  • Single product quantity in cart – variations NOT counted: this option allows you to check product quantity for variable products and count all its variations as one product.
    For example, if you offer a 50% off 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the total quantity for this product would be 11, so the discount applies.
  • Single product quantity in cart – variations counted: this option allows you to check product quantity for variable products and count each variation as a separate product.
    For example, if you offer a 50% off 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the quantity of each variation does not reach 10, so no discount applies.
  • Total number of products in cart.
    For example, if you offer a 50% off 10 or more items and the user adds 4 of product A, 3 of product B and 8 of product C, the total quantity in cart is 15, so the discount applies.

Products affected by the discount

Apply discount to a different product or category: enable if you want to apply a discount for other products rather than for the products selected for this quantity rule. For example: if a customer purchases 100 business cards (product A), they can get a 10% discount on flyers. (product B)

Discount to different category

If you enable this option, then, if the rule conditions (what you’ve set up before) is met, then, the discount will apply to what you choose here:

  • All products (included those that you’ve selected above as a condition)
  • Specific products
  • Specific product categories
  • Specific product tags

You can further restrict the products on which the discount applies by using the Exclude products option.

If you want that the discount applies to the same products that you choose above, then, leave this option disabled.

Show table and price in loop

Show a quantity table

Show quantity & prices in a table: Enable if you want to show the quantity and the prices in a table in the product pages.

Quantity table

If you can’t see the quantity-price table on the products where this rule applies, please, make sure you have enabled the global option Show quantity tables from Settings > Product page settings.

Show discount in loop

Show discount in loop: Enable if you want to show the discounted price (based on the current rule) in the loop, so on Shop page, category pages and tag pages.

Discount in loop

Restrictions by user and use role

Apply discount to: choose to apply the rule to all users or to specific user roles. In the latter case, you can further exclude specific users from this rule.

User restrictions

Schedule the rule

Schedule rule: choose whether to schedule the rule or activate/deactivate it manually

  • Enable the rule now and end it manually
  • Schedule a start and end time 

Schedule settings

Combine with other rules?

Combine with other rules

Disable rule ‘on-sale products’: enable this option if you want that the discount does not apply on ‘on-sale products’.

Disable other rules with lower priority: enable if you want to disable other rules with lower priority applied to same products.

Disable when a coupon has been applied: enable if you want to disable this rule if the user has applied a coupon code.

Show custom messages

Finally you can set up some additional notes on the products where the rule applies:

Custom messages

1. Add a custom message in product with quantity rule: enter a custom text to show in the product pages where this quantity rule applies. This will show up whether the quantity table is enabled or not.

2. Add a custom message in products where the discount is applied: enter a custom text to show in the product pages wither the discount applies.
Please, note, this second box only appears if the Apply discount to a different product or category has been enabled.

If the messages do not show up, just make sure you’ve enabled messages on a global level from Settings > Product page settings, where you can also choose the position of these messages on the product page on a global level.

Additional notes on product

3. Add extra notices in quantity table: enter a custom text to show under the quantity table.

Extra notes below the price table

Table extra notices

Price rule – Special offer

The discount option Special Offer allows you to create a discount on an certain quantity of a product, based on the selected quantity in cart.

As usual, click on Add new rule, give it a name, enable the Active rule option to activate the rule immediately, set a Priority for this rule and then, set the Rule type to SPECIAL OFFER.

Price rules tab

Then, choose which products will create the condition for this rule.

Set up products and conditions

Create a special offer for the purchase of: choose if you want to create this rule for all products or for all products of specifics categories/tags.

    • All products
    • Specific products
    • Specific product categories
    • Specific product tags
      You will be able to exclude some products in the options below.

Exclude products from this rule: enable if you want to exclude specific products from this rule and pick

  • Specific products
  • Specifi product categories
  • Specific product tags

Then set the offer rules and the Repeat option:

Set offer rules and Repeat option

You can set here the number of products that have to be in cart and how many products will get a discount (percent or fixed discount) or get a fixed price.

Repeat: enable this option to repeat the rule. For example, if you offer a 50% discount when purchasing a second product, when the user purchases four products, the rule is applied twice and the user gets a 50% discount on two of the four purchased products.

How to check the quantity

Set offer based on items per line

  • Item quantity in cart line, regardless if there are variable products or not in cart. If your rule is set to offer a 50% discount from the 10th item, it will check the quantity of every line in the cart.
    In the following screenshot in fact you see a 30% discount for those lines with more than 10 items, but full price for those with fewer items.
  • Single product quantity in cart – variations NOT counted: this option allows you to check product quantity for variable products and count all its variations as one product.
    For example, if you offer a 50% off 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the total quantity for this product would be 11, so the discount applies.
  • Single product quantity in cart – variations counted: this option allows you to check product quantity for variable products and count each variation as a separate product.
    For example, if you offer a 50% off 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the quantity of each variation does not reach 10, so no discount applies.
  • Total number of products in cart.
    For example, if you offer a 50% off 10 or more items and the user adds 4 of product A, 3 of product B and 8 of product C, the total quantity in cart is 15, so the discount applies.

Products affected by the discount

Apply discount to a different product or category: enable if you want to apply a discount for other products rather than for the products selected for this quantity rule. For example: if a customer purchases 100 business cards (product A), they can get a 10% discount on flyers. (product B)

Discount to different category

If you enable this option, then, if the rule conditions (what you’ve set up before) is met, then, the discount will apply to what you choose here:

  • All products (included those that you’ve selected above as a condition)
  • Specific products
  • Specific product categories
  • Specific product tags

You can further restrict the products on which the discount applies by using the Exclude products option.

If you want that the discount applies to the same products that you choose above, then, leave this option disabled.

Show table and price in loop

Restrictions by user and use role

Apply discount to: choose to apply the rule to all users or to specific user roles. In the latter case, you can further exclude specific users from this rule.

Special offer by user or role

Schedule the rule

Schedule rule: choose whether to schedule the rule or activate/deactivate it manually

  • Enable the rule now and end it manually
  • Schedule a start and end time 

Schedule settings

Promote offer in a modal window

If you have enabled the option “Apply discount to a different product or category“, you will be able to see an additional option to promote the offer in a modal window and set up a custom text:

special offer in popup

Once enabled, the user will be able to add the products related to this offer directly from the modal window.

Promote the offer in a modal window

If the rule condition lets the user choose the quantity for the product, you will also be able to see a + button that will be automatically disabled when the required quantity is reached.

Promote in modal window with quantity

Also, variable products are supported in this special condition.

Please, note: this modal window will only show up if the product is added to the cart from the product page. If you add the product from other pages (for example, the shop page, the popup will not show up).

Combine with other rules?

Combine with other rules

Disable rule ‘on-sale products’: enable this option if you want that the discount does not apply on ‘on-sale products’.

Disable other rules with lower priority: enable if you want to disable other rules with lower priority applied to same products.

Disable when a coupon has been applied: enable if you want to disable this rule if the user has applied a coupon code.

Show custom messages

Finally you can set up some additional notes on the products where the rule applies:

Custom messages - special offer

1. Add a custom message in product with special offer: enter a custom text to show in the product pages where this special offer applies.

2. Add a custom message in products where the discount is applied: enter a custom text to show in the product pages wither the discount applies.
Please, note, this second box only appears if the Apply discount to a different product or category has been enabled.

If the messages do not show up, just make sure you’ve enabled messages on a global level from Settings > Product page settings, where you can also choose the position of these messages on the product page on a global level.

Message for special offer

Price rule – Gift products

The Gift products feature allows you to offer some products for free and let the customer pick them from a popup when they add one or more specific items to the cart.

As usual, go to Discounts & Price rules, click on Add new rule, give it a name, enable the Active rule option to activate the rule immediately, set a Priority for this rule and then, set the Rule type to Gift Products:

Gift rule

Then, choose which products will create the condition for this rule.

Set up products and conditions

Choose which products to offer as a gift: choose the products that you want to offer as gifts.

How many gift products the user can select? And choose here if the user can just pick one of them as a gift or more.

Select products - gift rule

  • All products
  • Specific products
  • Specific product categories
  • Specific product tags
    You will be able to exclude some products in the options below.

Exclude products from this rule: enable if you want to exclude specific products from this rule and pick

  • Specific products
  • Specifi product categories
  • Specific product tags

Offer gift if: set if the offer applies based on a specific number of items in cart or a minimum subtotal:

 

  • In cart there is a minimum number of itemsOffer gifts based on total items in cart
  • In cart there are items for a minimum subtotalGift based on subtotal

Restrictions by user and use role

Offer gift products to: choose to apply the rule to all users or to specific user roles. In the latter case, you can further exclude specific users from this rule.

User restrictions on gift rule

Schedule the rule

Schedule rule: choose whether to schedule the rule or activate/deactivate it manually

  • Enable the rule now and end it manually
  • Schedule a start and end time 

Schedule settings

Show custom messages

Finally you can set up some additional notes on the products where the rule applies:

Gift rule - messages

1. Add a custom message in products where the rule is applied: enter a custom text to show in the products page where this gift rule is applied.

2. : Enter a custom text to show in the products offered as gift.

If the messages do not show up, just make sure you’ve enabled messages on a global level from Settings > Product page settings, where you can also choose the position of these messages on the product page on a global level.

Price rules – Discount on the entire shop

If you want to create Discount on the entire shop this is the option that will help you configure the discount in a few quick steps.

As usual, click on Add new rule, give it a name, enable the Active rule option to activate the rule immediately, set a Priority for this rule and then, set the Rule type to DISCOUNT ON THE ENTIRE SHOP.

Discount on entire shop

Then, choose which products will create the condition for this rule.

Set up products and conditions

Discount on all products rules

Discount to apply to entire shop: set the type and amount of discount and choose between:

  • % discount
  • price discount
  • fixed price
    You will be able to exclude some products/categories/tags in the options below.

Then choose whether to show or not the discount in loop, so on the Shop page and category and tag pages by enabling the option immediately below:

Show discount in loop

Discount displayed in loop

Restrictions by user and use role

Apply discount to: choose to apply the rule to all users or to specific user roles. In the latter case, you can further exclude specific users from this rule.

Special offer by user or role

Schedule the rule

Schedule rule: choose whether to schedule the rule or activate/deactivate it manually

  • Enable the rule now and end it manually
  • Schedule a start and end time 

Schedule settings

Combine with other rules?

Combine with other rules

Disable rule ‘on-sale products’: enable this option if you want that the discount does not apply on ‘on-sale products’.

Disable other rules with lower priority: enable if you want to disable other rules with lower priority applied to same products.

Disable when a coupon has been applied: enable if you want to disable this rule if the user has applied a coupon code.

Show custom messages

Finally you can set up some additional notes on the products where the rule applies:

Custom message for discount on entire shop

Add a custom message in products where the discount applies: enter a custom text to show in the product pages where this rule applies.

If the messages do not show up, just make sure you’ve enabled messages on a global level from Settings > Product page settings, where you can also choose the position of these messages on the product page on a global level.

Discount message on frontend

Price rule – Category discount

The Category discount allows you to create a discount on one or more categories just in one rule. You can create multiple rules so they can be enabled one by one, or one rule with all category discounts so they can be enabled with one click.

As usual, click on Add new rule, give it a name, enable the Active rule option to activate the rule immediately, set a Priority for this rule and then, set the Rule type to CATEGORY DISCOUNT.

Category discount

Then, choose which products will create the condition for this rule.

Set up products and conditions

Multiple rules for product categories

Set a category discount: choose the type of discount you want to apply to one or more categories.

You can add multiple rules and apply multiple discounts on different categories. This is handy if you want to enable the discounts all at once. Yet, should you need to activate them one by one, just create separate rules for each category.

Exclude products from this rule: enable if you want to exclude specific products from this rule and pick

  • Specific products
  • Specific product tags

Then choose whether to show or not the discount in loop, so on the Shop page and category and tag pages by enabling the option immediately below:

Show discount in loop

Discount displayed in loop

 

Restrictions by user and use role

Apply discount to: choose to apply the rule to all users or to specific user roles. In the latter case, you can further exclude specific users from this rule.

Special offer by user or role

Schedule the rule

Schedule rule: choose whether to schedule the rule or activate/deactivate it manually

  • Enable the rule now and end it manually
  • Schedule a start and end time 

Schedule settings

Combine with other rules?

Combine with other rules

Disable rule ‘on-sale products’: enable this option if you want that the discount does not apply on ‘on-sale products’.

Disable other rules with lower priority: enable if you want to disable other rules with lower priority applied to same products.

Disable when a coupon has been applied: enable if you want to disable this rule if the user has applied a coupon code.

Show custom messages

Finally you can set up some additional notes on the products where the rule applies:

Custom messages for category discounts

Add a custom message in products with discount applied: enter a custom text to show in the product pages where this rule applies.

Category discount on frontend

If the messages do not show up, just make sure you’ve enabled messages on a global level from Settings > Product page settings, where you can also choose the position of these messages on the product page on a global level.