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Types of Price Rules Articles in this section
Chris Muench Price Rules Basics
Updated 2 years ago Follow
Types of Price Rules
There are several Rule Types that you can select for price rules, which one will depend on the
kind of discount you are trying to make.
Simple Discount
Advanced Discount Can't find what you're
Buy X Get Y Free (BOGO) looking for?
Buy X Get Discount
Spend X Get Discount Our team of experts is here to help
Below is a chart explaining the scenarios each type is best for as well as examples of what it
might look like in practice. Continue reading for a full breakdown of each type once you know Help
which best suits your needs.
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Simple Discount Best for the following scenarios:
A group of items that you want to give a percent off or a fixed dollar
amount off discount on
Example:
Running a sale of 10% off all winter clothing
Special of $3 off all shoes in the store
Advanced Best for the following scenarios:
Discount
You want customers to buy a certain amount of an item, or items from a
specific group, before giving them either a percent off or fixed amount
off of each item
Example:
Customers who buy 3 pizzas or more will get 10% off the cost of each
pizza
Customers who buy 4 or more of any items with the tag Winter Sale will
get $3 off each of the items
Buy X Get Y Best for the following scenarios:
Free (BOGO)
Customers can buy a certain number of items from a group and get
additional items from that group free
Customers can buy a certain number of a specific item and get more of
that item free
Example:
A customer who buys 3 items with the category Soda gets 2 items with the
tag Soda for free
A customer who buys 5 medium pizzas gets 1 medium pizza for free
Buy X Get Best for the following scenarios:
Discount
Customers can buy a certain number of items from a group and get
additional items from that group at either a percent off or a fixed amount
off
Example:
A customer buys 2 shoes full price and gets the next shoe at 30% off
A customer buys 3 red shirts and gets the next two red shirts at 40% off
Spend X Get Best for the following scenarios:
Discount
Rewarding customers for reaching a certain spending amount for a
specific sale total with a percent off or fixed amount off discount
Example:
A customer that spends 250 dollars gets $25 dollars taken off their total
A customer spends 300 dollars and gets 20% off their total
Simple Discount
If you want to give a simple percent or fixed amount discount to an item or group of items, you
can easily do so with this rule type. Any of the group types that you select will have the rule
applied to them. You will have the option to enter a Percent Off that you want the items to
receive of a Fixed Off amount. Be careful when setting a Fixed Off amount that you don’t
choose a discount amount that won’t allow you to cover your purchase cost of all your items.
By default, Unlimited is checked for the number of times the discount is applied. This means
someone can buy as many applicable items as they want and the price rule discount will apply to
every item.
If you uncheck the box you will have to select the Maximum Allowed Per Sale. This will limit
how many times the discount is applied to each unique item in the groups you selected.
For example, say you create a $5 dollar discount for every item with the tag Summer Sale and a
max limit of one. If you purchase 2 red towels and 1 umbrella, you will get a total of 10 dollars off
your order because you limited the discount to 1 user per unique item - 5 dollars for the first red
towel and 5 dollars for the umbrella.
Advanced Discount
This rule type is best if you want customers to order a certain number of an item or item group
before giving them a discount on all of them. When you select this rule type two more fields open
up.
Price Breaks
There can be more than one price break for an advanced discount. The Quantity to Buy is
the number of an individual item that must be purchased in order for the Flat or
Percent discount to be applied.
For example, say you need to clear out an inventory item, and want to encourage people to
buy more of it when they come in. The screenshot below shows a discount of 10 percent off
an item when three or more of them are bought in one sale, and a discount of 15 percent on
an item when five or more are purchased.
Buying 4 of an item in the price rule will get a customer 10% off all of them. Buying 6 of an
item in the price rule will get a customer 15% off.
By default, these quantities only apply to individual items. Using the example, you may have
selected the entire category of Winter Clothes in your price rule, but the customer will only
get a discount if they purchase 3 of the same item that falls under the Winter Clothes
category. If you want them to be able to mix and match any 3 items from the category to get
a discount, see Mix and Match below.
Mix and Match
By default, this option is not selected. By checking the box for Mix And Match, the Quantity
to Buy number no longer has to be from the same unique item.
If you selected the entire category of Winter Clothes in your price rule a customer can
purchase 2 gloves and 1 beanie to qualify for the 10 percent discount on all three instead of
having to buy 3 beanies.
Buy X Get Y Free (BOGO)
This rule is when you want customers to get a certain number of an item free once they’ve
bought the threshold amount. The item has to be in one of the groups that you selected the price
rule to apply to.
For example, if customers buy 3 pizzas they would then get 2 more free in the same sale when
Quantity to Buy is 3 and Quantity to Get is 2.
By default, the Buy X Get Y Free rule type only applies to a unique item, that means you have to
buy multiples of the same item to get that item free.
Mix and Match
By default, this option is not selected. By checking the box for Mix And Match, the Quantity
to Buy number no longer has to be from the same unique item, it can be any combination of
items in your selected item groups that add up to the number you enter. This also means that
you can pick any items from the groups selected in the rule as the quantity you get.
For example, if you selected the Shirts category, you could now buy a red, yellow, and blue
shirt to then get a pink and a green shirt free because they all fall under the category Shirts.
Unlimited
By default this is checked, that means that for every multiple of your chosen Quantity to
Buy number, the customer will qualify for the free Quantity to Get.
Using 3 and 2 respectively, if a customer purchases 6 shirts they can now get 4 for free.
If you uncheck unlimited, then the discount will only be applied the number of times you mark
for unique items in the Maximum Allowed Per Sale field. In the example above if they
bought 6 of the same shirts they still only get 2 of the same for free when the Maximum
Allowed Per Sale is 1.
If you uncheck unlimited and also have Mix and Match selected, then you can only use the
discount once for the entire sale, if a customer purchases 6 of any shirt they can still only get
2 of any shirt for free.
Buy X Get Discount
This Rule Type lets you select how many of an item a customer must purchase in order to get a
discount on more of them. The Quantity to Buy is the number of an item the customer has to
purchase in one sale to get a discount on the Quantity to Get of the same item in a sale. You
can choose a Percent Off discount for the customer’s total, or enter a Fixed Off discount.
The above image demonstrates a sale where for every 2 red sunglasses purchased a customer
gets 1 more for 30% off.
Mix and Match
By default, this option is not selected. By checking the box for Mix And Match, the Quantity
to Buy number no longer has to be from the same unique item, it can be any combination of
items in your selected item groups that add up to the number you enter. This also means that
you can pick any items from the groups selected in the rule as the Quantity to Get.
For example, if you selected the Shirts category, you could now buy red and blue
sunglasses, to then get a pink pair of sunglasses for 30% off because they all fall under the
category Sunglasses.
Unlimited
By default, this is checked, which means that for every multiple of your chosen Quantity to
Buy number, the customer will qualify for the free Quantity to Get.
Using 2 and 1 respectively, if a customer purchases 4 sunglasses they can now get 2 for
30% off.
If you uncheck unlimited, then the discount will only be applied the number of times you mark
for unique items in the Maximum Allowed Per Sale field. In the example above if they
bought 4 of the same sunglasses they still only get 1 of the same for 30% off when the
Maximum Allowed Per Sale is 1.
Spend X Get Discount
This Rule Type is best if you want to encourage customers to spend a certain amount in your
store in one transaction. The Spend X Get Discount Rule Type is the only one that does not
require you to select groups of items to apply it to. Any item in your store will fall under this Price
Rule because it only takes.
When you select this type there are a couple of new fields to fill in. Any of the item groups that
you entered
The Spend Amount is what a customer’s total has to come to in order to trigger the discount.
You then have the option to enter a Percent Off discount for the customer’s total or enter a Fixed
Off discount.
For example, a Spend Amount of $100 with a Percent off of 10% would make the customer’s
total $90. The same Spend Amount with a Fixed Off of $15 dollars would leave the customer total
at $85.
By default, Unlimited is checked for the number of times the discount is applied. The discount
will be applied at every interval of the Spend Amount. If you uncheck the box you will have to
select the Maximum Allowed Per Sale. This will limit how many times the discount is applied to
a sale by the number you enter.
If your spending limit is 50 then the discount only applies every 50 dollars. If you have a dollar
amount that is less than an interval of 50, then the discount will not be applied to the outlier
amount. If you limit the number allowed per sale, then only the designated increments of 50 will
have a discount applied.
The chart below demonstrates how changing the discount amount from unlimited would affect the
sale.
Pretend your store has a discount where a customer who spends 30 dollars, gets 10% off.
Discount Total
Customer Purchase Unlimited Limit - Quantity Limit - Quantity
Total (1) (2)
30 $3 $3 $3
30 x 10 percent 30 x 10 percent 30 x 10 percent
60 $6 $3 $6
(30 +30) x 10 percent 30 x 10 percent (30+30) x 10
percent
Only 1 Use
70 $6 $3 $6
(30 +30) x 10 percent 30 x 10 percent (30+30) x 10
percent
Only multiples of 30 Only 1 Use
Only 2 Uses
90 $9 $3 $6
(30 +30 + 30) x 10 (30 x 10 percent) (30+30) x 10
percent percent
Only 1 Use
Only 2 Uses
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