Create a catalog price rule

Last update: 2023-08-21
  • Created for:
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Follow these instructions to apply a discount to specific products whenever a set of conditions is met. Catalog price rule discounts go into effect before the product is placed into the shopping cart.

Step 1: Add a rule

  1. On the Admin sidebar, go to Marketing > Promotions > Catalog Price Rule.

  2. In the upper-right corner, click Add New Rule.

    The Rule Information section includes expandable sections for Conditions and Actions.

    Catalog price rule - information
  3. Complete the Rule Name and Description fields.

    These fields are for your internal reference only.

  4. Set the Status of the price rule as needed.

    By default, the status is Inactive.

    NOTE

    After the rule is created, its status can be updated by changing the status to Active or Inactive as needed.

  5. Select the Websites where the rule is to be available.

  6. Select the Customer Groups to which this rule applies.

    To choose multiple groups, hold down the Ctrl key (PC) or the Command key (Mac) and click each option.

    NOTE

    The options in this list depend on the customer groups created and managed in Customers > Customer Groups.

  7. Magento Open Source (Magento Open Source only) Enter the From and To dates to determine when the price rule is in effect.

    You can enter the dates or use the Calendar (Calendar icon) to choose the dates. If you leave the dates blank, the rule is enabled when the price rule is saved.

  8. Enter a number to establish the Priority of this rule in relation to other rules.

    NOTE

    The Priority setting is important when the same catalog product meets the conditions set for more than one price rule. The rule with the highest priority setting (1 being the highest) becomes active for the product.

Step 2: Define the conditions

Most of the available conditions are based on existing attribute values. To apply the rule to all products, leave the conditions blank.

NOTE

If at least one conditional product attribute has an empty value, the catalog price rule is not applied to the product.

NOTE

To apply a Category product attribute condition to any bundle or grouped product, all child products must be assigned to the same category for the rule to apply correctly. If not, you can use a Cart Price Rule promotion instead.

  1. Scroll down and expand Expansion selector the Conditions section.

    The first condition appears by default, and states:

    If **ALL** of these conditions are **TRUE**:

    Catalog price rule - condition line 1

    The statement has two bold links that you can click to display the selection of options for that part of the statement. You can create different conditions by changing the combination of these values.

  2. Change the statement in any of the following ways:

    • Click ALL and select ALL or ANY.
    • Click TRUE and select TRUE or FALSE.
    • Leave the condition unchanged to apply the rule to all products.

    You can create different conditions by changing the combination of these values. For this example, the default condition is used.

  3. Click the Add (Add icon) icon at the beginning of the next line and select an option for the condition, such as a product attribute or combination.

  4. In the list under Product Attribute, choose the attribute that you want to use as the basis of the condition.

    For this example, the condition is Attribute Set.

    Catalog price rule - condition line 2
    NOTE

    For an attribute to appear in the list, it must be configured for use in promotional rule conditions. To learn more, see Product Attributes.

    NOTE

    When using the is not one of condition with a SKU product attribute and configurable product, both the parent and child product SKUs must be selected. To avoid listing all child SKUs in the rule, you can use the does not contain condition with common SKU parts of a configurable product and its child products.

    The selected condition appears in the statement, followed by two more bold links. The options differ depending on the condition attribute that you select. The statement now says:

    If **ALL** of these conditions are **TRUE**: <br/>Attribute Set **is** …

  5. Click is and choose the comparison operator that describes the condition to be met.

    These options may include an option for different comparisons. In this example, the options are is and is not.

  6. Select or enter values for the condition.

    Depending on the condition, you may select products from a grid or list, enter a numerical value, and so on.

    Catalog price rule - condition line 2

    The selected item appears in the statement to complete the condition.

    If **ALL** of these conditions are **TRUE**: <br/> Attribute Set **is Default**

  7. To add another condition line to the statement, click the Add (Add icon) icon and choose one of the following:

    • Conditions Combination
    • Product Attribute

    Repeat the process until all desired conditions are complete.

    If at any time you want to delete part of the condition statement, click the Delete (Delete icon icon at the end of the line.

Step 3: Define the actions

  1. Expand Expansion selectorthe Actions section and do the following:

    Catalog price rule - actions
  2. Under Pricing Structure Rules, set Apply to one of the following:

    • Apply as percentage of original - Discounts item by subtracting a percentage of the regular price. For example: Enter 10 in Discount Amount for a final price that is marked down 10% from the regular price.
    • Apply as fixed amount - Discounts item by subtracting a fixed amount from the regular price. For example: Enter 10 in Discount Amount for a final price that is $10 less than the regular price.
    • Adjust final price to this percentage - Adjusts the final price by a percentage of the regular price. For example: Enter 25 in Discount Amount for a final price that is marked down 75% from the regular price.
    • Adjust final price to discount value - Sets the final price to a fixed, discounted amount. For example: Enter 20 in Discount Amount for a final price of $20.00.
    NOTE

    Regular price refers to the base product price without any advanced pricing (special/tier/group) or promotional discounts. Final price refers to the discounted price that appears in the shopping cart.
    The final product price is calculated as the minimum relevant price, using the following formula:
    Final Price=Min(Regular(Base) Price, Group(Tier) Price, Special Price, Catalog Price Rule) + Sum(Min Price per each required custom option)

    NOTE

    Fixed Price product Customizable Options are not affected by Group Price, Tier Price, Special Price, or Catalog Price rules.

  3. Enter the Discount Amount.

  4. To stop processing other rules after this rule is applied, set Discard Subsequent Rules to Yes.

    NOTE

    Setting this to Yes is a safeguard to prevent the system from applying multiple discounts (rules) to the same product.

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Dynamic blocks that are associated with a catalog price rule appear in the storefront whenever the conditions are met. This is an optional step.

  1. Expand Expansion selectorthe Related Dynamic Blocks section.

  2. Use the search filters to locate the dynamic blocks that you want to associate with the rule.

  3. Select the checkbox in the first column to associate the dynamic block with the rule.

    Catalog price rule - related dynamic blocks
  4. Click Save and Continue Edit.

Step 5: Schedule the rule

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NOTE

Setting the rule to active must be added as a scheduled update. To learn more, see Scheduled Changes.

  1. In the Scheduled Changes box, click Schedule New Update at the top of the box).

    If the rule has an existing scheduled update, you can click View/Edit to the right of the listed change.

    You can either edit the existing update or assign the catalog price rule to another campaign. The Edit Existing Update option is selected by default.

  2. To schedule the rule, enter the Start Date and End Date that the price rule is to be active.

    You can either enter the dates or choose the dates from the Calendar (Calendar icon).

    Catalog price rule - update schedule
  3. Click Save.

  4. In the Rule Information section, set the Status to active.

Step 6: Save and test the rule

  1. When complete, save the rule.

    • Magento Open Source (Magento Open Source only) Click Save and Apply.

    • Adobe Commerce (Adobe Commerce only) Click Save.

      The Rule Information page displays an updated timeline in the Scheduled Changes for the rule.

      Catalog price rules - scheduled changes
  2. Update properties for a rule:

    • Adobe Commerce (Adobe Commerce only) Click Edit to display the Rule Information page.

    • Magento Open Source (Magento Open Source only) Click the rule in the list to display the Rule Information page.

  3. Test the rule to make sure that it works correctly.

    Price rules are automatically processed with other system rules each night. When you create a price rule, allow enough time for it to get into the system before you test the rule to make sure that it works correctly. As new rules are added, Commerce recalculates the prices and the priorities accordingly.

Catalog price rule demo

Watch this video to learn about creating catalog price rules:

Field descriptions

Rule Information

Field Description
Rule name (Required) The name of the rule is for internal reference.
Description A description of the rule should include the purpose of the rule and explain how it is used.
Websites (Required) Identifies the websites where the rule can be used.
Customer Groups (Required) Identifies the customer groups to which the rule applies.
Priority A number that indicates the priority of this rule in relation to others. The highest priority is number 1.
Status Magento Open Source (Magento Open Source only) Determines if the rule is active in the store. Options: Yes / No
From Magento Open Source (Magento Open Source only) Specifies the first day that the price rule is in effect. If left blank, the price rule goes into effect when it is saved.
To Magento Open Source (Magento Open Source only) Specifies the last day that the price rule is in effect. If left blank, the price rule continues indefinitely.

Conditions

Specifies the conditions that must be met before the catalog price rule goes into action. If left blank, the rule applies to all products.

Actions

Field Description
Apply Determines the type of calculation that is applied to the purchase. Options:
Apply as percentage of original - Discounts item by subtracting a percentage of the regular price.
Apply as fixed amount - Discounts item by subtracting a fixed amount from the regular price.
Adjust final price to this percentage - Adjusts the final price by a percentage of the regular price.
Adjust final price to discount value - Sets the final price to a fixed, discounted amount.

Note: Regular price refers to the base product price without any advanced pricing (special/tier/group) or promotional discounts. Final price refers to the discounted price that appears in the shopping cart.
The final product price is calculated as the minimum relevant price, using the following formula:
Final Price=Min(Regular(Base) Price, Group(Tier) Price, Special Price, Catalog Price Rule) + Sum(Min Price per each required custom option)
Discount Amount (Required) The amount of discount that is offered.
Discard Subsequent Rules Determines if additional rules can be applied to this purchase. To prevent multiple discounts from being applied to the same purchase, select Yes. Options: Yes / No
Adobe Commerce feature Exclusive feature only in Adobe Commerce (Learn more)

Identifies any dynamic blocks that are associated with the rule.

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