{"id":415,"date":"2024-10-15T15:07:06","date_gmt":"2024-10-15T15:07:06","guid":{"rendered":"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/?p=415"},"modified":"2024-10-18T14:32:15","modified_gmt":"2024-10-18T14:32:15","slug":"how-to-create-and-apply-price-rules","status":"publish","type":"post","link":"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/overview\/how-to-create-and-apply-price-rules\/","title":{"rendered":"How to create and apply price rules"},"content":{"rendered":"\n<p><br>In this post, we&#8217;ll explore how to create a pricing rule for an online clothing store that serves both retail customers and wholesalers. The goal is to offer one fixed price to regular customers and provide a special discounted price to wholesale buyers on all products (except for a specific category).<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Step 1 \u2014 Rule options<\/strong><\/h4>\n\n\n\n<p>Let&#8217;s start by setting up the Rule options. Go to the <strong>General settings<\/strong> tab and decide if you want the price rules to be calculated based on the regular price or the on-sale price (1):<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options.jpg\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"2208\" height=\"1090\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options.jpg\" alt=\"(1) Rules options\" class=\"wp-image-423\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options.jpg 2208w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options-300x148.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options-1024x506.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options-768x379.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options-1536x758.jpg 1536w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options-2048x1011.jpg 2048w\" sizes=\"auto, (max-width: 2208px) 100vw, 2208px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2 \u2014 Price rules<\/h4>\n\n\n\n<p>Now we can move onto creating our role-based prices rule. To start, go to the <strong>Price rules <\/strong>tab and click on &#8220;Create rule&#8221; button (2)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule.jpg\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"2076\" height=\"964\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule.jpg\" alt=\"(2) Create rule\" class=\"wp-image-426\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule.jpg 2076w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule-300x139.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule-1024x475.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule-768x357.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule-1536x713.jpg 1536w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/2.create-rule-2048x951.jpg 2048w\" sizes=\"auto, (max-width: 2076px) 100vw, 2076px\" \/><\/a><\/figure>\n\n\n\n<p>Then, set a name to identify your rule (3). Next, select if you want this price rule to apply to All products or Specific products. We decide to apply it to All products (4) but we want to exclude a specific product category, Accessories. So, enable the option &#8220;Exclude products&#8221; and select the category (5).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/3.edit-price-rule.jpg\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1390\" height=\"1498\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/3.edit-price-rule.jpg\" alt=\"(3,4,5) edit price rule\" class=\"wp-image-434\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/3.edit-price-rule.jpg 1390w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/3.edit-price-rule-278x300.jpg 278w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/3.edit-price-rule-950x1024.jpg 950w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/3.edit-price-rule-768x828.jpg 768w\" sizes=\"auto, (max-width: 1390px) 100vw, 1390px\" \/><\/a><\/figure>\n\n\n\n<p>The next step would be to set user options in the rule. You can choose if the rule applies to user roles or to specific users. We want ours to apply to roles (6).<\/p>\n\n\n\n<p>And lastly, let&#8217;s set the values for each user role (7). Customers get a fixed increase on all products of $20 and resellers will get a 40% discount on all products instead.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/4.user-role-values.jpg\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1256\" height=\"1494\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/4.user-role-values.jpg\" alt=\"(6,7) User roles and price values\" class=\"wp-image-438\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/4.user-role-values.jpg 1256w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/4.user-role-values-252x300.jpg 252w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/4.user-role-values-861x1024.jpg 861w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/4.user-role-values-768x914.jpg 768w\" sizes=\"auto, (max-width: 1256px) 100vw, 1256px\" \/><\/a><\/figure>\n\n\n\n<p>Click on the &#8220;Save&#8221; button and we have our first price rule created!<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/05.price-rules-list.jpg\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1832\" height=\"739\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/05.price-rules-list.jpg\" alt=\"Price rules list\" class=\"wp-image-442\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/05.price-rules-list.jpg 1832w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/05.price-rules-list-300x121.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/05.price-rules-list-1024x413.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/05.price-rules-list-768x310.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/05.price-rules-list-1536x620.jpg 1536w\" sizes=\"auto, (max-width: 1832px) 100vw, 1832px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3 \u2014 Show a discount badge<\/h4>\n\n\n\n<p>If you want, you can display a badge to show your users how much they\u2019re saving compared to the standard price. Enable it from the Customization tab > Extra options and customize colors (8).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/6.customization-badge.jpg\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1876\" height=\"790\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/6.customization-badge.jpg\" alt=\"(8) Customization badge\" class=\"wp-image-445\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/6.customization-badge.jpg 1876w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/6.customization-badge-300x126.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/6.customization-badge-1024x431.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/6.customization-badge-768x323.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/6.customization-badge-1536x647.jpg 1536w\" sizes=\"auto, (max-width: 1876px) 100vw, 1876px\" \/><\/a><\/figure>\n\n\n\n<p>In the frontend, the badge would look like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/07.saving-badge-example.jpg\" data-rel=\"lightbox-image-6\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1836\" height=\"1090\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/07.saving-badge-example.jpg\" alt=\"Saving badge example\" class=\"wp-image-533\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/07.saving-badge-example.jpg 1836w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/07.saving-badge-example-300x178.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/07.saving-badge-example-1024x608.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/07.saving-badge-example-768x456.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/07.saving-badge-example-1536x912.jpg 1536w\" sizes=\"auto, (max-width: 1836px) 100vw, 1836px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Step 4 \u2014 <\/strong>Display a price table and other user role&#8217;s prices<\/h4>\n\n\n\n<p>As an additional step, you can show a Price table and the prices available for other roles. First, activate the option from the Customization tab and set a title for the table (9).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/8.enable-price-table.jpg\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1878\" height=\"936\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/8.enable-price-table.jpg\" alt=\"(9) Enable price table option\" class=\"wp-image-451\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/8.enable-price-table.jpg 1878w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/8.enable-price-table-300x150.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/8.enable-price-table-1024x510.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/8.enable-price-table-768x383.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/8.enable-price-table-1536x766.jpg 1536w\" sizes=\"auto, (max-width: 1878px) 100vw, 1878px\" \/><\/a><\/figure>\n\n\n\n<p>Then, from the <strong>Users view<\/strong> tab, activate the Price table (10) for a specific role and add another role&#8217;s price for display in the product (11).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role.jpg\" data-rel=\"lightbox-image-8\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"2114\" height=\"836\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role.jpg\" alt=\"(10,11) Enable the price table and other user's role\" class=\"wp-image-454\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role.jpg 2114w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role-300x119.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role-1024x405.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role-768x304.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role-1536x607.jpg 1536w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/9.enable-price-table-per-role-2048x810.jpg 2048w\" sizes=\"auto, (max-width: 2114px) 100vw, 2114px\" \/><\/a><\/figure>\n\n\n\n<p>Once everything is set, this is how it would display in the frontend:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/010.user-view-price-table.jpg\" data-rel=\"lightbox-image-9\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" width=\"1921\" height=\"1709\" src=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/010.user-view-price-table.jpg\" alt=\"Price table and role-based prices example\" class=\"wp-image-536\" srcset=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/010.user-view-price-table.jpg 1921w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/010.user-view-price-table-300x267.jpg 300w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/010.user-view-price-table-1024x911.jpg 1024w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/010.user-view-price-table-768x683.jpg 768w, https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/010.user-view-price-table-1536x1366.jpg 1536w\" sizes=\"auto, (max-width: 1921px) 100vw, 1921px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>In this post, we&#8217;ll explore how to create a pricing rule for an online clothing store that serves both retail customers and wholesalers. The goal is to offer one fixed price to regular customers and provide a special discounted price to wholesale buyers on all products (except for a specific category). Step 1 \u2014 Rule &hellip; <a href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/overview\/how-to-create-and-apply-price-rules\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">How to create and apply price rules<\/span><\/a><\/p>\n","protected":false},"author":46,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-415","post","type-post","status-publish","format-standard","hentry","category-overview"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>YITH Role Based Prices: How to create and apply price rules<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/overview\/how-to-create-and-apply-price-rules\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"YITH Role Based Prices: How to create and apply price rules\" \/>\n<meta property=\"og:description\" content=\"In this post, we&#8217;ll explore how to create a pricing rule for an online clothing store that serves both retail customers and wholesalers. The goal is to offer one fixed price to regular customers and provide a special discounted price to wholesale buyers on all products (except for a specific category). Step 1 \u2014 Rule &hellip; Continue reading How to create and apply price rules\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/overview\/how-to-create-and-apply-price-rules\/\" \/>\n<meta property=\"og:site_name\" content=\"YITH WooCommerce Role Based Prices\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-15T15:07:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-18T14:32:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.yithemes.com\/yith-woocommerce-role-based-prices\/wp-content\/uploads\/sites\/350\/2024\/10\/1.rules-options.jpg\" \/>\n<meta name=\"author\" content=\"michellehernandez\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"michellehernandez\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta 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