The Category Rules tab allows you to set up specific rules for products within any given category. Each role (added in the General tab) can have its own set of rules. Follow the steps below to configure category rules:
How to Set Up Category Rules:
- Edit Role: Start by selecting a role and clicking the Edit button.
- Select Categories:
- In the category listing on the left, check the categories for which you want to set rules.
- Click the Add Categories button. The selected categories will appear in a table to the right of the category tree.
Category Table Overview:
- Remove (column): Check this box and click Save Changes to remove the selected category rule.
- Category: Displays the name of the category.
- Hide: Check this box to hide the category and its products for the selected role.
- Sale: Check this box to put the category and its products on sale. This will display sale badges similar to a normal B2C WooCommerce store. Note: This only works if values are set in Adjust and Value.
- Adjust: Select the type of adjustment (e.g., Reduce by percent) from the dropdown menu. It is crucial to set this value, or no adjustments will be applied.
- Value: Enter a numeric value here (e.g., 20 for 20% when Adjust is set to Reduce by percent).
- Rule: Qty or More: Enter a minimum quantity to trigger a discount, then select the type of reduction (percent or fixed value). This enables dynamic pricing, allowing customers to receive better discounts for purchasing more products.
- Rule Value: Enter the discount value (based on percent or fixed value). Dynamic pricing labels can be customized in the settings (see the Dynamic Labels section).
Finalizing Changes:
- Save Changes: After making your desired changes in the categories table, click the Save Changes button to apply them.
By utilizing the Category Rules tab, you can tailor product visibility, sales, and pricing strategies to different customer roles, enhancing the flexibility and effectiveness of your WooCommerce store management.
Duplicates
Managing a WooCommerce store with numerous categories can sometimes lead to accidental duplication of categories. Detecting and handling these duplicates manually can be time-consuming and error-prone. To streamline this process, we have introduced a Find Duplicates feature.
How It Works:
- Find Duplicates Button: Simply click the Find Duplicates button. The system will scan your list of categories for any duplicates.
- Highlight Duplicates: If duplicates are found, the affected rows will be highlighted with a light red background. This visual cue makes it easy to identify the duplicates at a glance.
- Auto-Select for Removal: The remove checkbox for each duplicate entry will be automatically selected. This ensures that you can quickly review the duplicates without manually checking each one.
- Remove Duplicates: After reviewing the highlighted duplicates, if everything looks correct, click the Save Changes button to remove the duplicate categories from your store.
By using this feature, you can maintain a clean and organized category list, enhancing your store’s efficiency and customer experience.
Copy Rule
The Copy Rule feature allows you to quickly replicate existing rules across different roles, streamlining the process of managing your WooCommerce store.
How to Use:
- Locate the Copy Rule Dropdown: Find the Copy Rule dropdown above the rules table.
- Select a Rule to Copy: From the first dropdown menu, choose the rule you want to copy.
- Select Target Roles: Use the second dropdown menu to select one or multiple roles to which you want to apply the copied rule (e.g., category rules).
- Copy the Rule: Click the Copy button to replicate the selected rule to the chosen roles.
Important Note:
- When using the Copy Rule function, the copied rule will overwrite any existing rules for the selected roles. Ensure that you want to replace the current rules before proceeding.
By leveraging the Copy Rule feature, you can efficiently manage and apply consistent rules across various roles, saving time and reducing the likelihood of errors.
