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Magento. How to manage catalog price rules

The following tutorial is going to show how to manage catalog price rules in Magento.

Magento. How to manage catalog price rules

The admin panel of your Magento store has options with which you can add and manage all sorts of promotions. You can set various conditions which have to be met for the promotion to be applied. This allows you to create more or less complex promotional rules depending on your preferences and needs. The catalog price rules are applied to the products in your catalog.

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  1. Log into the Magento admin panel.

  2. Navigate to Promotions -> Catalog Price rules.

  3. Click Add new rule button to create the rule:

    magento_how_to_manage_catalog_price_rules-1

  4. Setting up a catalog price rule can be divided into three steps:

    Rule Information

    • Rule Name – type a name for the rule. It’s only for internal use and is not displayed at the frontend.

    • Description – this field is optional. You can use it to type some information related to the price rule.

    • Status – specify whether the catalog price rule should be active or not.

    • Websites – this option lists all the websites that you’ve created from System menu > Manage Stores. To mark/unmark more than one website in the list, press and hold the Ctrl button on your keyboard and click on the name(s) using the left mouse button.

    • Customer Groups – this option lists all the customer groups that you’ve created from Customers menu > Customer Groups. You can use it to select the customer groups to which the price rule should apply. As with the previous option, you can mark/unmark more than one group by pressing and holding the Ctrl button on your keyboard and clicking on the name(s) with the left mouse button.

    • From Date and To Date – You can use these two options to specify a period for which the price rule will be valid.

    • Priority – you can add many catalog price rules and depending on their conditions in certain cases more than one rule may apply. The priority determines which rule should be applied first and the order in which the matching rules should be applied:

      magento_how_to_manage_catalog_price_rules-2

    Conditions

    Click on the Conditions button on the left to configure the conditions that have to be fulfilled for the price rule to be applied. On the right you’ll see a text specifying that all of the conditions that you add have to be true so that the rule is applied.

    However, by clicking on ALL and TRUE you can change the way the conditions are fulfilled. For example, if you add a few conditions and you want the rule to be applied if any of them is matched instead of all, you can click on ALL and use the drop-down menu that appears to set it to ANY:

    magento_how_to_manage_catalog_price_rules-3

    Actions

    • Apply – from this option you can select how the discount should be applied (By Percentage of the Original Price, By Fixed Amount, To Percentage of the Original Price, To Fixed Amount).

    • Discount Amount – in this field put the number for the discount amount.

    • Enable Discount to Subproducts – by default, this is set to No. If you want to enable it, simply set it to Yes.

    • Stop Further Rules Processing – by default, this is set to No. If you have more than one price rule set up, and in a particular situation all the conditions of more than one rule are fulfilled, then all the rules that meet the requirements will be applied. If you don’t want other rules that meet the conditions (except this particular rule) to be applied, set this option to Yes:

      magento_how_to_manage_catalog_price_rules-4

  5. After you’re done with all the settings, click on the Save and Apply button in the upper right corner. The price rule will be saved and it will be immediately applied. If you click only on the Save button, the rule will be saved but it will not be applied on the frontend even though its Status option is set to Active.

  6. Go to your website frontend and refresh the page. Check how the catalog price rule works.

That is the end of the tutorial. Now you know how to manage catalog price rules in Magento.

Feel free to check the detailed video tutorial below:

Magento. How to manage catalog price rules