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- Cart rules. These are actually the successors to vouchers, as they were known in previous versions of PrestaShop.
Basically, it enables you to create per-customer voucher codes, but also much more. See the dedicated section below. - Catalog price rules. Enables you to assign price reductions by category, manufacturer, supplier, attribute or feature.
For instance, you can set a rule that would say that for Spanish customers belonging to the "Good clients" group would get 10% off on your Electronics category and all Sony products for the first week of July.
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The "Cart rules" page gives you access to an advanced tool that succeeds and builds upon the voucher system from PrestaShop 1.4. Seasoned users of PrestaShop will not be surprised with the features that were added, but will only have to adapt to the new name: when this guide mentions vouchers, we are actually talking about cart rules – which, in themselves, are quite different to credit slips.
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The "Cart rules" page lists the currently existing cart rules, which you can enable or disable by clicking on the icons in the "Status" column.
Creating A New Cart Rule
Vouchers A voucher can be created automatically after a product return, but you can create a new voucher at any time manually, and be very specific about its properties.
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- Limit to a single customer. This is where you indicate that the voucher you are creating is for one customer only. For instance, if you had a delivery delay and you want to apologizemake a gesture of goodwill, you can create a voucher for this customer that only he or she can access. To quickly find the customer, type in the first few letters of their first or name, last name or e-mail in the text field.
If empty, PrestaShop will understand than any customer can use it... unless you have added a customer group as a further condition (see "Customer group selection" check-box below). - Validity. The default validity is one month, but you can reduce that to one week or even one day.
- Minimum amount. The minimum order amount under which the voucher is not applicable. Your voucher will only be applicable if the customer's order is above the given amount. You can choose if that amount should include taxes and/or shipping costs.
- Total available. Set a quantity of available vouchers: either "1" if it is intended for a single customer, or any number if the voucher is for whoever uses one first.
- Total available for each user. You can set the number of times a voucher can be used for each user. That number must be at least equal to the quantity of available vouchers above ("Total available" field).
- If that number is inferior to the total quantity of available vouchers, then one single customer will not be able to use all of them.
- Keeping it to "1" makes sure that each of your customers can only use the voucher once. In that case, make sure the voucher applies to a group rather than a customer...
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- Carrier selection. You can make it so that the customer will have a discount if he or she chooses a specific carrier for the package delivery.
- Customer group selection. This is very useful. Thanks to PrestaShop's group creation tool, you can create discount that apply to a range of users, and build other conditions on top of that discount thanks to the cart rule creation tool.
You can go even further: with the help of modules such as the "Customer Segmentation" module, you have a set of very powerful tools to create cart rule, and make more clients happy in a more targeted manner. Download the "Customer Segmentation" module here: http://addons.prestashop.com/en/analytics-stats/2943-customer-segmentation.html - Compatibility with other cart rules. By default, an order can benefit from any number of cart rules. With this option, you can tell PrestaShop that this rule cannot be combined with a selection of other rules. This option only appears if you have more than one cart rule.
- Product selection. Another very useful tool, which enables to create automatic vouchers for cart which contain specific products. The tool is explained in more detail below.
- Shop selection. By defaut, a cart rule applies to all your stores. With this option, you can make it so that rule only applies to a selection of your stores.
The "Product selection" option brings a whole new form, and enables you to create not only per-product vouchers, by also per-categories, per-manufacturers, per-suppliers and even per-attribute. As a bonus, you can combine all these in order to expand specify your customer target as much as possible.
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- Click the "Product selection" link to add a new section.
- Indicate the number of products needed for the discount to activate.
- Add at least one rule, of the type you want: products, attributes, categories, manufacturers, suppliers. You can add as many rules per product selection as you want, even one for each type if necessary.
- Clicking the "OK" adds a new line in the selection. For each type, you must give details on the content the rule applies to. Click the "Choose" link and a window opens, listing the content available for this type (products, categories...). Move the content from the right left panel to the left oneright one by clicking on the "Add" button, and close the window by clicking on the "X" at the top right. If only one content is selected, the content field will give its name; otherwise, it will indicate the number of selected content.
You can add as many rules within a selection as necessary. These rules are cumulative: either they all apply, or the discount is not granted.
Product selections are separateindependent: you can add as many as needed, and they will not influence each other. This enables you to create a whole range of products to which the cart rule will apply.
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Once everything has been saved, you can send your voucher code to your customers, or let the system handle the cart rules automatically, depending on your settings.
Your voucher will appear in the "Cart Rules" page, under the "Price rules" menu. You can delete or edit it at any time. If the voucher was set to a specific group or customer, then it will appear in the Front-Office, in the customer's "Vouchers" section of his account as well as in the cart (if you chose to), where they can choose which one to apply to their order:.
Cart rules that are set to apply to all customers do not appear in the customer's "My vouchers" page: he or she has has to know about them in order to use them. It is up to you to let them know about these public discounts.
In order to apply the cart rule, the customer needs to visit his cart and enter the voucher in the "Vouchers" field and click "Add". The customer will not be able to apply the voucher if the check-out is already validated immediately.
Once applied, the cart summary displays the voucher's impact on the order's amount.
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Catalog price rules are a new feature from PrestaShop 1.5, which enables you to assign price reductions by category, manufacturer, supplier, attribute or feature. As its name implies, this type of rules applies to a range of products; it cannot be used for a single product. If you need a discount applied to a single product, you must create a cart rule instead or create a specific price (in the "Price" page of the product's edition page).
For instance, you can set a rule that would say that for Spanish customers belonging to the "Good clients" group would get 10% off on your Electronics category and all Sony products for the first week of July.
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This is where you set who should benefit from the rule, what the discount should be, and other details.
- Name. The name is public, so you should keep it casual.
- Shop. The rule applies to customers who buy through a specific shop. Only available if you have at least two shops.
- Currency. The rule applies to customers who set to pay with a specific currency.
- Country. The rule applies to customers from a specific country.
- Group. The rule applies to customers who belong to a specific customer group.
- From quantity. The rule applies the order has at least a specific number of matching products.
- Price (tax excl.). The rule applies to orders where the price is at least equal to this value.
- From and To. The rule applies in this time frame.
- Reduction type. The discount can either be an amount of money, or a percentage of the order total.
- Reduction. The value of the reduction. Depending on the "Reduction type" above, putting "10.0" in the field can either mean "$10 off" (depending on the default currency) or "10% off".
You can of course combine all of these rules.
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Conditions are built around condition groups, meaning that your data from the "Specific price rule" section above can be applied to many different ranges of products.
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- Choose a category or any other type of selection, and then click on the "Add condition" button.
- The condition will appear in the condition group. You can put many conditions in a condition group.
- Once a group is completed and you want to create a new condition group, click on the "Add new condition group". A new group will then appear, which you can fill in the same way.
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