How to schedule a discount rule

Rule can be scheduled for a given lapse. Specify the date of beginning and end in “from” and “to” fields or leave them empty if you want the rule to be immediately active and without expiration date

Schedule

Combine discount rules

  • By default, you can’t apply two or more rules at the same time. The only rule applied will be the first in the insertion ordering.

However, if you want the rule you selected to be applied in combination with other price rules, enable the option called With other rules.

With other rules

If you want to apply the discount also to “on sale” products, enable the option below called Apply if the product is on sale. The discount will apply to the sale price.

Please note: you can apply only one quantity discount per product at the same time 

Cart Discount

In the case of a discount rule on the cart, if the discount is of fixed price type, you can’t combine it with other discount rules since the cart total will be the same as the one provided by the “Fixed price” rule.

How to exclude items from rules

The plugin allows to prevent the use of configured rules for a specific selection of users and products of the shop.
First of all, in order to create such a rule, go to section Price Rules and create a new rule by selecting the type Exclude items from rules.

Exclude items from rules

The option Discount Schedule allows you to select start and end dates for the exclusion rule.The option User Status allows you to specify a list of users that have to be excluded from all discount rules already configured.

  • Exclude all users of your shop.
  • Exclude all users with one the WordPress roles specified.
  • Exclude all users except for those with one the WordPress roles specified.
  • Exclude all selected users
  • Exclude all users except for the selected ones.

The option “Apply to” allow to select products to which exclusion rule is applied.

  • All products in the shop.
  • Selected products.
  • All products in the shop except for the selected ones.
  • All products belonging to selected categories.
  • All products in the shop except for those belonging to selected categories.
Please, note: this exclusions apply to all Price Discount rules. If you want to exclude products so that Cart rules do not apply, please, refer to the Exclusions as explained on this page.

Rule priority

For every rule you set, you can define a priority level.

As rules are processed one after the other, stating a priority order will let you choose which rule has to be applied first and which second.

Please, consider that priority both helps you manage rules that apply on the same product and refers to all rules of the same type. So, there are two distinct priority lists for rules set up in the Price Rules tab and those in the Cart Discounts.

Let’s see together which priority the system follows while processing the rules.

First of all, the system processes rules defined in Price Rules tab. It starts with Quantity Discount rules: if there’s a quantity rule applying to a product, all other rules (either Quantity discount or Special offer) applying on the same product will be then ignored, even if the option With other rules is enabled.

If there are, though, more than one quantity discount or special offer rules applying to different products, they will be all applied, as they do not apply to the same product and do not conflict with one another. This applies only if the option With other rules is enabled.

After that, rules defined in Cart discounts tab will be processed and will apply on the cart total.

Let’s make an example to make things easier.

  1. Quantity discount rule, priority 2: Product A costs $10, but it costs $5 if quantity is greater or equal to 10.
  2. Special offer on Product A, priority 1: buy one and get one at 50%
  3. Special offer on Product B, priority 1: buy one and get one at 50%
  4. Cart discount rule, priority 1: 20% off for everyone

Our cart contains

  • Product A ($5 to $10): 12 items
  • Product B ($18): 2 items

Price rules (Quantity discount and Special offer) will be processed first, so, No. 1, 2, 3.
Rule No. 1 and 2 apply on the same product (Product A), so, only rule No. 1 is applied as it is a Quantity discount rule and is processed first, regardless of the priority.
Product A costs $5 each.
Rule No. 2 is so ignored.
Rule No. 3 is applied on Product B. So, one is full price $18, the second one is at half price $9.
Now the cart subtotal is (12 x $5) + $18 + $9 = $87
Rule No. 4 applies on the cart subtotal, so, final price is $69.60

 

Duplicate rules

If you need to add the same rule several times, without having to edit a new rule time and time again, you can easily duplicate the already created rules.

duplicate price rule

After clicking on ‘duplicate’ the edit rule page will open automatically. You can here change the title if you want to, and save the duplicated rule.

duplicate rule edit

Discount for a product category

In case you want to offer discounts for a whole category of products, for instance by planning a 15% promotion on all T-shirts in the store, first of all you need to create a new rule and give it a name, for example “Category Discount”, so you can easily find it whenever you want to edit it:

Category discount

What you want to display is a discount that’s always active, indepentend from amount and cart value. So let’s create a “Quantity” type of discount and set the minimum amount to 1, in order to be able do display it for single products as well.

Discount settings

So, in “Categories”, you can select the category or categories you wish to apply this discount to:

Apply to categoriesa

And here is how the products in this category will be displayed by customers, as you can see the discount is displayed dynamically on products:

IMPORTANT:

  • In case the discount is not displayed/applied, remember to check the “show in a loop” box, while creating the rule.
  • Even if the discount is dynamically displayed on the frontend, the price remains the same in the backend. In this picture, Happy Ninja costs $15.30, but the full price in the options is still $18.

3×2 Discount

One of the most commonly appreciated discounts is the 3×2 type, in which customers get three items of the same product and only pay for two of them. To offer this kind of promotion, let’s create a “Special Offer” rule this time:

3x2 discount

This discount is based on the number of products in the cart, by selecting “Item quantity in cart line”. Let’s choose, then, the product(s) we wish to apply this offer to.

Now let’s set the special rule we are creating. Under “Purchase” we have to enter “3”, which is the number of products that need to be purchased to trigger the offer, and under “Receive”, let’s enter “1” and specify which type of discount it refers to, meaning “100%”:

Discount settings - 3x2

By checking the “repeat” box, the discount will be repeated each time customers purchase enough products to trigger the same rules more than once. For instance, if they add 6 items to the cart, then, they would get 2 of them for free.

You can also add a note that will be displayed on the product page to inform your users about the offer. It will look like this.

And this is what the discount will look like in the cart.

Gift products for product categories

In case you want to offer free products for one or more categories of your shop, first of all, you need to create a new Gift Products rule and give it a name, for example, “Gift products by category”, so you can easily find it whenever you want to edit it.

We want to allow users to choose 2 products as a gift when they purchase two items from the category “Clothing”. To do it, we need to select Include a list of categories in the field Apply to. In the option Total items in cart, we must select is equal to and set the value to 2.

We want our users to choose two items from Cap, Album, and Beanie with Logo. So we add these products in the field Gift Products and set to 2 the value that defines the number of items users can select in Gift products allowed.

Finally, we will add a note to Notes shown on “Apply to” products” to show a message on the category page to inform our users of the possibility to get two free products.

When the user will add 2 products belonging to the Clothing category to cart, a popup with the 3 free products will open on the Cart page.

After selecting the 2 free products, these will be added to the cart as shown below.

Spending threshold discont

In case you want to offer a discount based on the cart amount, you need to move from “Price Rules” to “Cart Discounts” and create a new rule and name it. We will call this rule 20% off over 100 because we want to offer a 20% discount to customers who spend more than $100.

Under Discount Rules, pick Minimum Subtotal and enter the minimum amount required to get a 20% off (100).

Minimum amount

By doing so, you will grant customers a 20% discount if they exceed an expense of $100.

Extend rules to translated products

The plugin is 100% compatible with WPML: this allows creating discount rules for all the products of your shop, those translated included.

When configuring the discount rule, the plugin allows including in the product selection also the ones you have translated with the use of WPML.

Exclude a list of products

As an alternative, you can choose to extend the rules created to all the translated products by accessing the tab Settings of the plugin settings dashboard and enabling the entry Extend the rules to translated contents.  

Extrend rules to translated products