Click the “General” tab (default view). Here you can set up every rule for your roles. Find: Add rule for > Select role > select your role and click the + button. Now you can start setting up rules for this Role. Note that you can also filter on any role you have rule for, this makes it easy to edit category and product rules when a role is selected.
The columns:
- Active: make sure to check this to make the rule active for the role you are currently editing. (green marking when active)
- Role: this column shows the role name (slug) and below a count of users assigned to this role. The column can be sorted by ASC (default) and DESC.
- Rule: General: this is the main column for setting up rules for a user role. First we decide if we want to adjust prices in percent or by fixed price. Let’s say we want to reduce in percent (select box: Adjust price by), then we enter a value like 5. Then the general rule is a 5% reduction on every product/variation in the store for this role. It is possible to increase prices or give reductions on your current prices using the adjust price via, “select dropdown options”.
- Default rule for categories: Here you can add extra rules for this role. If you have categories you want to give extra reductions to, just check those categories. Below that, you will find an input field. Add your desired discount, 15 here (in this case will be 15% a reduction in percent set, as the general rule). Now this role has a 5% reduction on every product/variation and 15% reduction on your products in the selected categories.
- The tab Categories has options to set rules for any selected category. More information on this page.
- Checkbox: Set category products: On Sale. When this is checked the products in the categories selected will appear in the store as, “On Sale” with sales badges (by your design in the store). If however, you have chosen to increase your prices, the sale is not valid and sales text (+badges) will not show.
- Coupon dropdown box: Here you can select one of your coupons to add to your rule. This is handy if you like to set an extra discount on checkout if i.e the customer purchase for i.e $300 or more. If you like to give your customers free shipping and more. The Edit Coupons button sends you direct to edit coupons.
- Default rule for categories: Here you can add extra rules for this role. If you have categories you want to give extra reductions to, just check those categories. Below that, you will find an input field. Add your desired discount, 15 here (in this case will be 15% a reduction in percent set, as the general rule). Now this role has a 5% reduction on every product/variation and 15% reduction on your products in the selected categories.
- Rule: Sale: This column is for storewide sales for the current role; this sale will override the general rule(s). First set reduction in percent or set fixed value + the sale value, then set sale start and sale end date using the date selectors. If you want to set the start and end time, use the time selectors below the sale dates. When finished save changes for rule. Once saved, your sale starts and ends on the set dates and time. The sale will show as on sale in the store with sales badges displayed. Sales are only valid if they have start and end dates.
- A green label stating: Active Sale! will be shown when the sale is ongoing.
