Advanced Discount Price Rule Setup Guide

Created by Ezra Weinstein, Modified on Thu, 12 Jan 2023 at 12:53 PM by Hannah Harris

You can create promotional deals (price rules) in coreSTORE to be applied to items, item kits, item categories, and item tags, and you can create coupon codes for those deals. In order to set up Price Rules, go to the Inventory module, select the Price Rules sub-module (for more information, see Price Rules Sub-Module Overview), then click on the + Create Rule button. 

 

(Note: You can only have one price rule for an item, item kit, item category, or item tag at a time for a given date range. If you do create more than one price rule, coreSTORE will automatically use the latest one.)

 

There are a total of 5 different types of price rules (for an overview of these price rule types, see Price Rules and Coupons). This article shows you how to setup an Advanced Discount price rule.

 

Advanced Discount

This rule allows you to make price breaks when the customer buys a certain number of items or item kits, or a certain number of items that are classified under a specific category or tag. 

 

Examples: "Buy _ at _% off each, _ or more at _% off each" OR "Buy _ at $_ off each, _ or more at $_ off each" 

 

The first 10 options are all the same for every type of price rule. Shown below are examples of how an Advanced Discount price rule could be set up. 

  • Rule Type (1): Select Advanced Discount from the drop-down list (shown belowA) (this field is required) [expands the screen to show options (11), (12), (13), (14), and (15)].
  • Rule Name (2): Input a name for the price rule (this field is required).
    • Percent Discount: If the discount is based upon a base percent off the regular selling price if the customer buys a certain number of products, and when a customer buys a larger number of products they get a higher percent off the regular selling price (you can setup as many of these levels/price breaks as you want), you could name the price rule something like "Buy _ at _% off each, _ or more at _% off each" For example, if you wanted particular item(s)/item kit(s) or any item/item kit that is classified under particular category(ies) or tag(s) to be 5% off if the customer buys 2 units and 10% off if the customer buys or more units, you could name the price rule "Buy 2 [the item(s)/item kit(s)/of category(ies)/of tag(s)] at 5% off each, 3 or more at 10% off each".
    • Flat Discount: If the discount is based upon a base fixed dollar amount off the regular selling price if the customer buys a certain number of products, and when a customer buys a larger number of products they get a higher percent off the regular selling price (you can setup as many of these levels/price breaks as you want), you could name the price rule something like "Buy _ at $_ off each, _ or more at $_ off each" For example, if you wanted particular item(s)/item kit(s) or any item/item kit that is classified under particular category(ies) or tag(s) to be $5 off if the customer buys 2 units and $10 off if the customer buys or more units, you could name the price rule "Buy 2 [the item(s)/item kit(s)/of category(ies)/of tag(s)] at $5 off each, 3 or more at $10 off each".
  • Description (3): Input a description for the price rule.
  • Start Date (4): Use the date picker tool (shown belowB) to choose a start date for the price rule (this field is required).
  • End Date (5): Use the date picker tool (shown belowB) to choose an end date for the price rule (this field is required).
  • Requires Coupon (6): Check this box if you only want a customer to have access to the price rule if they have a coupon/coupon code for the price rule [expands the screen to show (7) and (8)].
  • Coupon Code (7): Input a coupon code (can be made up of numbersletters, or both) for the coupon [only shows if (6) is checked].
  • Print Coupon On Receipt (8): Check this box if you want to have the coupon print on sale receipts [only shows if (6) is checked, and expands the screen to show (9)]
  • Spend Amount To Activate On Receipt (9): If you want the coupon to only print on sale receipts if the customer spends a certain amount of money during the sale, input the amount here.
  • Active (10): Check this box if the price rule is active.

 
When you select Advanced Discount from the drop-down list (A), the screen expands with the following options, where you will specify what item(s), item kit(s), item category(ies), and/or item tag(s) the price rule applies to, and the exact values for the levels/price breaks of the price rule. 
 

  • For Options (11), (12), (13), and (14): In order to select what the price rule applies to, click on the field, which will show the Type in a search term dialog (shown below - C). Narrow down what you are looking for by typing in keywords, and the options will show where the dialog was. To add a selection, click on it [highlighted in blue (shown below - D)], and it will be added to the field (shown below - E). If you selected the wrong one, just click the X button to delete it.
  • Select Items (11): If you want the price rule to only apply to a specific item or items, select them using this field.
  • Select Item Kits (12): If you want the price rule to only apply to a specific item kit or item kits, select them using this field.
  • Select Categories (13): If you want the price rule to only apply to a specific item category or categories, select them using this field.
  • Select Tags (14): If you want the price rule to only apply to a specific item tag or tags, select them using this field.
  • Price Breaks (15): Input the values for the levels/price breaks of the price rule (this option is required).
    • Delete (F): Click the X to delete the level/price break.
    • Quantity to Buy (G): Input the required number to trigger the level/price break. The last level/price break listed under this option will apply to any number of items greater than and equal to this number (the max discount available). Continuing from the example in (2), you would need to create two levels/price breaks. For the first you would input a in this field, and for the second you would input a 3 in this field.
    • Flat Discount Per Item (H): If the price rule is a Flat Discount, input the fixed dollar amount for the level/price break here. Continuing from the example in (2), you would need to create two levels/price breaks. For the first you would input a in this field, and for the second you would input a 10 in this field.
    • Percent Off Per Item (J): If the price rule is a Percent Discount, input the percentage for the level/price break here. Continuing from the example in (2), you would need to create two levels/price breaks. For the first you would input a in this field, and for the second you would input a 10 in this field.
    • + Add Item Row (K): Click the + Add Item Row button to add another level/price break.
  • Save (16): In order to save the price rule, click the Save button.


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