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Creating Price Rules
Vouchers play an important role in your daily relationships with your customers. Typically, customers like two things when shopping:
- 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.
- 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.
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 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.
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.
a New Cart Rule
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.
The creation form has three tabs, enabling you to precisely build new rules and vouchers.
The first tab, "Information", contains the rule's identifiers and main settings.
- Name. The name is public, so you should keep it casual.
- Description. The description is not public. It helps your shop employees understand why the rule was created.
- Code. Give your rule a unique code. You can either create one manually (and therefore use readable words, like 1VOUCH4JOE), or have PrestaShop generate one unique string by clicking the "Click to generate random code" button. Of course, you can also use any other string generator (such as http://www.random.org/strings/).
Note that if no code is set, the rule will apply to any customer fitting the other conditions:
- If there is a code, then customer have to enter it during the ordering process.
- If there is no code, then the rule is automatically applied to benefiting customers.
- Highlight. If enabled, PrestaShop will let the user know that a voucher corresponding to the items in the cart is available and can be added.
- Partial use. If disabled, the rule/voucher can only be used once, even if it is not completely used. If enabled, a new voucher is created when the current one is not completely used.
- Priority. If a customer (or group of customers) is eligible for more than one voucher, or if more than one voucher can be applied to an order, then PrestaShop applies said voucher one by one in the alphanumerical order. You can change that order by placing a lower priority to you voucher. By default, they all have a priority of 1. If you set it to a higher number, the voucher will be applied after vouchers with a lower number.
- Status. You can disable and enable a rule whenever you feel is necessary.
The second tab, "Conditions", contains a large set of possibilities, enabling you to precisely target who should be able to benefit from this rule.
- 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 make 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 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 from 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...
- 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 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 default, 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.
Product selections are independent: 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.
The third and last tab, "Actions", is where you choose what the discount actually consists of.
Once applied, the cart summary displays the voucher's impact on the order's amount.
Catalog price rules
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).
The "Catalog price rules" page lists the currently existing rules, which you can edit or delete by clicking on the icons in the "Status" column. If you need to disable a rule, simply change its end date to the day before.
a New Catalog Price Rule
The creation form page has two sections, enabling you to precisely build new rules.
Specific price rules
The first form is easy to understand.
- 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 new price for the product. Here you can set the public price of the product that matches the rules that you are putting in place. By default, the rule applies to orders where the base 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.
The "Conditions" section is where you set the products to which the category price rule applies.
You cannot currently remove a condition from a condition group.
You cannot currently delete a condition group.
New in v1.5.4.
This page gathers in one place some of the most marketing-wise important modules available in your installation of PrestaShop. It servers serves as a shortcut to certain categories of modules from the "Modules" page.