Magento Promotions

There are two types of Magento promotions that you can use for customers that are configurable in the admin: Catalog Price Rules and Shopping Cart Price Rules. To configure these rules, Magento provides a Promotions tab in the admin you can navigate to.

Catalog Price Rules

Catalog price rules enable the merchant to specify rules for a product or a set of products before the user adds them to their shopping cart. This can be advantageous because the customer will straight away notice a percentage discount off of the product(s).

To set up a catalog price rule, head to Promotions -> Catalog Price Rules and choose the Add New Rule button.

The Rule Information tab contains the generic information about the rule, such as the Rule Name, Description, Status, Customer Groups, From Date, To Date and Priority.

The Conditions tab will allow you to enter specific conditions in order for your Catalog Price Rule to be applied. You can choose either Category conditions, Attribute Set conditions or both. If you want the catalog rule to apply to all the products, you can leave the conditions field empty.

If you would like to include attributes into the promotion rules, you can head to Catalog -> Attributes -> Manage Attributes, click on the relevant attribute and set the Use for Promo Rule Conditions dropdown to Yes.

The Actions tab contains information on how you want to handle the rule should the rule conditions be met. The Apply field will ask you how you want to handle the discount. You can choose four options.

  • By Percentage of Original Price – e.g. 10% off of £100 = £90
  • By Fixed Price – e.g £5 off of £100 – £95
  • To Percentage of Original Price – e.g. 10% OF £100 = £10
  • To Fixed Price – e.g. £5 OF £100 = £5

The Discount field is where you add in your discount amount.

Enable discounts to subproducts – If you have associated products.

Stop Further Rules Processing – If there are other rules active, you can prevent the customer from receiving multiple discounts for the same product.

If you would like to apply catalog price rules to multiple SKUs, firstly ensure that the SKU attribute has its Enable for Promotion Rules dropdown to Yes.

Then, back in the Catalog Price Rule configuration under the Conditions tab, select if the SKU is one of, then choose the SKUs.

Shopping Cart Price Rules

These rules are applied when the product(s) in questions have been added to the cart or via a coupon code applied on the cart page.

To add a shopping cart price rule, follow the steps below.

  • Add the rule name and choose the customer groups that the rule applies to.
  • Without using a coupon, the discount will be applied as soon as the product is added to the cart
  • If a coupon code is used, you should specify the coupon code needed or auto generate a list of coupons to send to customers
  • In addition to a coupon code being used, you should also specify the Uses per Coupon and the Uses per Customer
  • Set the conditions for the rule to apply, i.e. if the product’s attribute set is x
  • Set the actions for the rule, i.e. specify products to have a discount (or leave blank if all of them have the discount applied)

Notes Regarding Shopping Cart Price Rules

Free shipping can be offered as a promotion, either with, or without a coupon. A free shipping coupon, or voucher, can also be applied to customer pick-up orders, so the order can be invoiced and shipped to complete the workflow.

In the Shopping Cart Price Rule, under the Actions tab, there is a Free Shipping field that has three options.

  • No – do not apply free shipping to the order.
  • For Matching Items Only – Only apply free shipping to items that match the rule and they are the only products in the cart.
  • For Shipment with Matching Items – Apply free shipping to whole order if one of the products matches the rule

Consider this scenario setting the For Matching Items Only option; if we have 3 items in the cart and 1 of them matches the shopping cart price rule. We also have the Flat Rate Shipping set to £5 per item.

This means that we will get charged a £10 shipping rate. 2 * £5 for the non-matched items, £0 for the matched.

For the For Matching Items Only option; if we have 3 items in the cart and 1 of them matches the shopping cart price rule. We also have the Flat Rate Shipping set to £5 per order.

This means that we will get charged a £5 shipping rate. £5 for the two non-matched items, £0 for the matched.

Consider this scenario setting the For Shipment with Matching Items option; if we have 3 items in the cart and 1 of them matches the shopping cart price rule. We also have the Flat Rate Shipping set to £5 per order.

This means that we will get charged a £0 shipping rate as there is at least 1 item that is eligible for free shipping.

Note: This article is based on Magento Community/Open Source version 1.9.