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Creating Price Rules And Vouchers
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 version of PrestaShop.
Basically, it enables you to create per-customer vouchers 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.
The "Cart rules" page presents 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're 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 can enable or disable by clicking on the icons in the "Status" column.
Creating A New Cart Rule
Vouchers 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 to precisely build new rules and vouchers.
The first tab, "Informations", 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's a code, then customer have to enter it during the ordering process.
- If there's no code, then the rule is automatically applied to benefiting customers.
- 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) are 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.
Product selections are separate: you can add as many as needed, and they won't 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.
- Free shipping. The rule treats benefiting customers to free shipping.
- Apply a discount.
- Percent (%). The rule applies to a percentage of the order total. For instance, let's say the order is valued at $200 before taxes. The rule has a value of 15%. Customer who benefit from this rule will only have to pay $170 (before taxes and shipping costs).
- Amount. The rule applies a monetary discount on the order total. For instance, let's say the order is valued at $200 before taxes. The discount offers $20 off the purchase. Customer who benefit from this rule will only pay $80 before (before shipping costs). You can choose whether taxes are applied to the discount or not.
- None. The rule doesn't offer any discount on the order. Choosing this option makes the next section, "Apply discount to", disappear.
- Apply discount to.
- Give it a proper description, in every languages that your shop supports (click on the flag to change language). Customers will be able to read this, so write a proper sentence.
- Indicate which categories the voucher applies to – because sometimes you'd rather have customers not use vouchers for certain products.
- You can choose whether or not the vouchers are allowed to be used with other promotions on your products or other vouchers. Make your preferences known by ticking the checkboxes.
- The "To be used by" field enables you to restrict your voucher to only one of your customers.
- The voucher can have a time limit (for instance, a discount for launch week). Click the "From" and "To" fields in order to choose your dates using the calendar. By default, a new voucher lasts a year.
- You can decide whether the voucher should be shown in the cart summary or not. Do this if you want to inform a customer that they can use a voucher. If you'd rather not push for the voucher's usage, then do not show it.
- Finally, the "Enable" field allows you to enable or disable the vouchers
- Order (without shipping). The discount applies to the whole order.
- Specific product.
- Cheapest product.
- Selected product(s).
- Send a free gift.
- Choose the voucher's behavior – meaning how it should behave when the order's amount is less that the voucher's:
- reduce the voucher to the total order amount: do this if you want vouchers to be used only once.
- create a new voucher with the remaining amount: do this if your customers can use their voucher's value for as long as it has some.
- create a negative invoice: do this if you want vouchers to be used only once, but you still need to know the final value for your accounting book. The user won't receive any kind of further voucher or discount.
- You can choose to which product the discount should apply: type the first letters of the product, and choose in the list of matching names.
- Cheapest product. Only available for the "Percent (%)" option.
- Selected product(s). The customer can choose on which products the discount should be applied. Only available for the "Percent (%)" option.
- Send a free gift. You can choose to offer a gift for some conditions (and skip the discount altogether). A field appears: type the first letters of the product, and choose in the list of matching names.
Once everything has been saved, you can send your voucher code to your customers, or let the system handle the cart rules automatically.
Your voucher will appear in the "Vouchers" tab, and you Cart Rules" page, under the "Price rules" tab. 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 these locations: the customer has to know about them in order to use them.
In order to apply the vouchercart rule, the customer needs to visit his cart and enter the voucher in the suitable field and click "Add". The customer won't be able to apply the voucher if he checks out immediately.