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Product Rules (tab)

Roles & Rules B2B for WooCommerce - product rules
Product rules

The Product Rules tab allows you to set specific prices and rules for selected products or variations. Note that product rules will override category rules if both are set. Here’s how to use this tab:

How to Use:

  1. Filter by Role:
    • Use the dropdown box to filter products by role, which is handy if you have many products assigned to a role.


Columns in the Product Table:

  • Active: A green icon indicates that the rule is active.
  • Role: Displays the role and the number of users attached to this role.
  • Search Product: Start typing the name of a product. Suggestions will appear; select the desired product/variation and click the Add button to add it to the product table.
  • Add Category Products: Select a category, and the products within this category will be added to the product table for the selected rule.
  • Rule Products: Shows all the rules you have created, allowing you to add products with specific rules.
  • Remove: Check this box if you want to remove a product rule, then click Save Changes.
  • Product Thumbnail: Hover over the thumbnail to magnify the image.
  • Product: Displays the name of the product or variation.
  • Hide: Check this box to hide the product for the selected role. Refer to the FAQ for more details.
  • Price: Shows the current price of your product (not adjusted by any rule).
  • Adjust: Select the type of price adjustment from the dropdown menu:
    • Reduce by percent (%)
    • Reduce by fixed amount
    • Increase by percent (%)
    • Increase by fixed amount
    • Fixed price
  • Value: Enter the value to apply the selected adjustment (e.g., reduce by 20%).
  • Rule: Qty or More: Set a minimum quantity to trigger a discount, then select the type of reduction (percent, fixed value, or fixed price). This enables dynamic pricing, offering customers better discounts for purchasing more products.
  • Rule Value: Enter the discount value you want to offer customers (based on percent, fixed value, or fixed price). Dynamic pricing labels can be customized in the settings (see the Dynamic Labels section).


Finalizing Changes:

  • Save Changes: After making your desired adjustments in the product table, click the Save Changes button to apply them.


By using the Product Rules tab, you can tailor pricing strategies and visibility for individual products, providing greater flexibility and control over your WooCommerce store’s pricing and product management.

Duplicates

Managing a WooCommerce store with numerous products can sometimes lead to accidental duplication of products (variations). 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:

  1. Find Duplicates Button: Simply click the Find Duplicates button. The system will scan your list of products for any duplicates.
  2. 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.
  3. 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.
  4. Remove Duplicates: After reviewing the highlighted duplicates, if everything looks correct, click the Save Changes button to remove the duplicate products/variations from your ruleset.


By using this feature, you can maintain a clean and organized product 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:

  1. Locate the Copy Rule Dropdown: Find the Copy Rule dropdown above the rules table.
  2. Select a Rule to Copy: From the first dropdown menu, choose the rule you want to copy.
  3. 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., product rules).
  4. 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.

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