Create a catalog price rule
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
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On the Admin sidebar, go to Marketing > Promotions > Catalog Price Rule.
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In the upper-right corner, click Add New Rule.
The Rule Information section includes expandable sections for Conditions and Actions.
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Complete the Rule Name and Description fields.
These fields are for your internal reference only.
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Set the Status of the price rule as needed.
By default, the status is
Inactive.
NOTEAfter the rule is created, its status can be updated by changing the status toActiveorInactiveas needed. -
Select the Websites where the rule is to be available.
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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.
NOTEThe options in this list depend on the customer groups created and managed in Customers > Customer Groups. -
You can enter the dates or use the Calendar (
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Enter a number to establish the Priority of this rule in relation to other rules.
NOTEThe 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 (priorities from the highest to the lowest are 0,1,2,3…) 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.
NOTENOTECategory 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.-
Scroll down and expand
The first condition appears by default, and states:
If **ALL** of these conditions are **TRUE**:
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.
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Change the statement in any of the following ways:
- Click ALL and select
ALLorANY. - Click TRUE and select
TRUEorFALSE. - 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.
- Click ALL and select
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Click the Add (
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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.
NOTEFor an attribute to appear in the list, it must be configured for use in promotional rule conditions. To learn more, see Product Attributes.NOTEWhen using theis not one ofcondition 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 thedoes not containcondition 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** … -
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
isandis not. -
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.
The selected item appears in the statement to complete the condition.
If **ALL** of these conditions are **TRUE**: <br/> Attribute Set **is Default** -
To add another condition line to the statement, click the Add (
Conditions CombinationProduct 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 (
Step 3: Define the actions
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Expand
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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.
NOTERegular 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)NOTEFixed Price product Customizable Options are not affected by Group Price, Tier Price, Special Price, or Catalog Price rules. -
Enter the Discount Amount.
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To stop processing other rules after this rule is applied, set Discard Subsequent Rules to
Yes.NOTESetting this toYesis a safeguard to prevent the system from applying multiple discounts (rules) to the same product.
