We want to set up a role for some of our Wholesaler customers that we want to give a 10% general discount on all products. First we add a role, we do this using the included add roles (tab) in Roles & Rules B2B. Then we go to the Rules (tab) and add a rule for this role:
- Wholesaler 10
- We set up a general rule including a 10% discount (this percentage is automatically reduced from the regular price of the products).
- We have good profit on decor. We want to give a 20% discount on this category.
- Just check the Decor category in the general rule for categories.
- Add 20 into the input field below (this value will use this percent as set for the rule).
- Set the “On Sale” checkbox checked (prices appear now as a sale for the customer).
- Set the rule active using the checkbox in the column Active – then Save rule to activate rule.
- We have other categories we want to set special discounts on:
- Just find the tab – Categories
- Check the categories you want to have rules for + Add categories (button)
- Hide a category and its products – just check the hidden checkbox
- Set up your discount rules and save (button)
- And finally some selected products we want to set unique prices on:
- Enter the Wholesaler 10 rule
- Search for a product + Add (button)
- Set i.e a fixed price or a percentage reduction + Save (button)
About rules
When you set up rules have in mind that the price rule that is most specific ( i.e product rules ) will be used first. The exception is a storewide sale will be used if it is set – then no other rules applies. So, in short, product rules is (#1), then category rules (#2) then general rules.
Please let us know if you want more examples on how to set this up!
