Checkout Rules

Article Level: Advanced

A Checkout Rule is a means of controlling the final part of the checkout process and allows the store owner to place limits on the quantities of items being purchased and to control the final selection of shipping and payment methods that are presented to the customer.

Creating Checkout Rules

To create a checkout rule, go to the Preferences -> Checkout rules section of your store toolbox, and follow the instructions below:

1. Click the "Add a Checkout Rule" link
2. Type in a description of the rule. This description may be displayed in the checkout, so make sure it means something to your customer.
3. Select the type of discount. it can be either a percentage discount, a flat amount discount, a free shipping discount, or you can choose to use the "discount price" of a product that's available on the product edit screen.
4. Enter the amount of your discount.
5. Choose the date range of your discount. For example - if you just want the discount to apply for the next two weeks, click the "deactivated" link and choose a date 2 weeks from today.
6. The "Discount applies to orders of XXX AUD or more" field allows allows you to select whether theres a minimum purchase amount required to qualify for this discount. For example - in offers such as "buy 3 get 10% off", you would enter the combined cost of 3 items here.
7. The "with XXX or more items from XXX collection" section allows you to limit the rule to specific collections. Creating a collection just for the items that the discount applies to is recommended here.
8. The "The discount will be applied to at most XXX items from collection XXX" Section allows you to limit ho many products the discount can apply to.
9. The "Continue checking rules if a match is found" section allows you to choose whether you want to be able to override this rule with other rules that you may want to create. If this is your only discount rule, choose "Stop checking rules if a match is found". If you want to create a few different discount rules, select "Continue checking rules if a match is found" on all but the last rule in your list.

Whilst shopping cart discounts may appear complex at first, you will find that the advanced functionality provided by them makes it worthwhile to spend some time experimenting until you get it right. After you've created a rule... make sure you test it in your storefront to make sure you've set it up right!

The discounts appear in your shopping cart after the conditions of the rule have been met... so you don't need to place a test order to see if they're working.