Shopping Cart Price Rule Recipes

Last modified by web programmer on Sun, January 23, 2011 01:39
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Shopping cart price rules can require a lot of trial and error to get them right. I’ve started this wiki article to capture in one place the recipes (conditions, actions and settings) that successfully implement some common promotions, so that we can all avoid some of the experimentation each time we go to set these up.

For more background on how shopping cart price rules work, please see this Knowledge Base article–What Are Shopping Cart Price Rules and How Do I Use Them?

Because this is a wiki article, please add to it with your promotion examples and correct anything that needs changing for later versions of Magento.

These promotions were tested with Magento CEv1.4 and EEv1.8.

Percent-Off Promos

To set up Percent-Off promotions, go to ADMIN: PromotionsShopping Cart Price Rules. Set the information in the “Rule Information” tab as desired. All of these Percent-Off promotions can be set up with and without coupon codes.

Use the guidelines below for filling in the “Conditions” and “Actions” tabs. As always, be sure to test your promotion before making it live.

X% off everything

To provide a set percentage off everything in your store, follow these settings. This example shows the settings for 20% off.

Conditions: None.

Actions: Use the following settings as guidance:

Price rules action

X% off one category

To provide a set percentage off the items in just one category in your store, follow these settings. This example shows the settings for 20% off a single category.

Conditions: None.

Actions: Use the following settings as guidance:

Price rules action Price rules action apply to

X% off specific products

To provide a set percentage off only specific products in your store, follow these settings. This example shows the settings for 20% off any of three SKUs.

Conditions: None.

Actions: Use the following settings as guidance:

Price rules action Price rules action apply to

X% off specific products when you order Y or more

To provide a set percentage off only specific products in your store and only if the customer orders more than a set number of those products, follow these settings. This example shows the settings for 20% off two SKUs if the customer orders 10 or more of any combination of those SKUs.

Conditions: Set a condition that triggers the rule only if the cart contains 10 or more of SKU1 and/or SKU2 combined. Use the following settings as guidance:

Price rules conditions

Actions: Set the actions to do the discount but to only apply it to SKU1 and SKU2 and not other items in the cart. Use the following settings as guidance:

Price rules action Price rules action apply to

Fixed-Amount-Off Promos

To set up Fixed-Amount-Off promotions, go to ADMIN: PromotionsShopping Cart Price Rules. Set the information in the “Rule Information” tab as desired. All of these Fixed-Amount-Off promotions can be set up with and without coupon codes.

Fixed amount promotions are identical to percent-off promos, on the “Action” tab, just change the “Apply” dropdown to “Fixed amount discount.” As always, be sure to test your promotion before making it live.

Price rules action

Buy 1, Get 1

Buy 1, Get 1 (BOGO) promos work a little differently than other Buy X, Get Y promos. This example shows buy 1, get 1 for a single SKU.

Conditions: None.

Actions: Use the following settings as guidance:

Price rules action Price rules action apply to

Buy X, Get Y (when X is not 1)

This example shows buy 2, get 1 for a single SKU.

Conditions: None.

Actions: Use the following settings as guidance:

Price rules action Price rules action apply to

Free Shipping

To set up Free-Shipping promotions, go to ADMIN: PromotionsShopping Cart Price Rules. Set the information in the “Rule Information” tab as desired. All of these Free-Shipping promotions can be set up with and without coupon codes.

Use the guidelines below for filling in the “Conditions” and “Actions” tabs. As always, be sure to test your promotion before making it live.

When setting up Free Shipping promotions for the first time, also go to ADMIN: SystemConfigurationShipping Methods and verify that the option to which “Free Shipping” can be applied for each shipping method is the one you want (by default, these are always set to the “ground” option).

NOTE: Shopping Cart Price Rules for free shipping don’t work quite the way you might expect when you use table rates for the shipping method. All the other shipping methods allow you to indicate which of the modes is the free shipping method. Table rates doesn’t for some reason. To enable it for table rates, you need to enable the “Free shipping” method in ADMIN: System> Configuration> Shipping Methods tab> Free Shipping panel. Set the “Minimum order amount” to something absurdly high so that this rule never takes over. However, now that the method is enabled, your free shipping shopping cart price rules can take effect.

A technical workaround is available here: http://magebase.com/magento-tutorials/enable-free-shipping-promotions-with-magento-table-rate-method/

Free shipping on all orders

To provide free shipping on all orders, follow these settings.

Conditions: None.

Actions: Use the following settings as guidance:

Price rules action

Free shipping on orders over $XX

To provide free shipping on orders that exceed a certain monetary value, follow these settings. This example shows free shipping on orders over $100.

Conditions: Use the following settings as guidance:

Price rules conditions

(Why does it show $95, not $100? I’ve had customers call to complain when their order is $99 and they don’t get the free shipping. Honestly, it costs more to take the call than to fudge a little bit on the cutoff values.)

Actions: Use the following settings as guidance:

Price rules action




 

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