Just click on the Catalog menu, then on Discounts to access the Cart Rules page.
The "Cart Rules" page lists the rules currently in place, and you can enable or disable them by clicking on the icons in the Status column.
Creating a new cart rule
A voucher can be created automatically after a product return, but you can create a new voucher at any time manually, and be very specific about its properties.
The creation form has three tabs, enabling you to precisely build new rules and vouchers.
Name. The name is public, so you should keep it casual.
Description. The description is not public. It helps your shop employees understand why the rule was created.
Code. Give your rule a unique code. You can either create one manually and therefore use readable words, like 1VOUCH4JOE, or have PrestaShop generate one unique string by clicking the "Generate" button. Of course, you can also use any other string generator (such as http://www.random.org/strings/).
Note that if no code is set, the rule will apply to any customer fitting the other conditions:
If there is a code, then customers have to enter it during the payment process.
If there is no code, then the rule is automatically applied to benefiting customers.
Highlight. If enabled, PrestaShop will let the user know that a voucher corresponding to the items in the cart is available and can be added. Partial use. If disabled, the rule/voucher can only be used once, even if it is not completely used. If enabled, a new voucher is created when the current one is not completely used.
Priority. If a customer (or group of customers) is eligible for more than one voucher, or if more than one voucher can be applied to an order, then PrestaShop applies said vouchers one by one in alphabetical order. You can change this order by setting a lower priority for your voucher. By default, they all have a priority of 1. If you set it to a higher number, the voucher will be applied after vouchers with a lower number.
Status. You can disable and enable a rule whenever you feel is necessary.
The second tab, "Conditions", contains a large set of options, enabling you to precisely target who should be able to benefit from this rule.
Limit to a single customer. This is where you indicate that the voucher you are creating is for one customer only. For instance, if you had a delivery delay and you want to make a gesture of goodwill, you can create a voucher for this customer that only he or she can access. To quickly find the customer, type in the first few letters of their first name, last name or email in the text field.
If empty, PrestaShop will understand than any customer can use it... unless you have added a customer group as a further condition (see "Customer group selection" checkbox below).
Valid. The default validity is one month, but you can reduce that to one week or even one day.
Minimum amount. The minimum order amount from which the voucher is applicable. Your voucher will only be applicable if the customer's order is above the given amount. You can choose if that amount should include taxes and/or shipping costs.
Total available. Set a quantity of available vouchers: either "1" if it is intended for a single customer, or any number if the voucher is for whoever uses one first.
Total available for each user. You can set the number of times a voucher can be used for each user. This number must be at least equal to the quantity of available vouchers above.
If this number is lower than the total quantity available, then one single customer will not be able to use all of them.
Keeping it to "1" makes sure that each of your customers can only use the voucher once. In this case, make sure the voucher applies to a group rather than a customer.
The checkboxes at the bottom of the section are very important, as they help you further filter to what or to whom the rule is to be applied.
Carrier selection. You can make it so that the customer will have a discount if he or she chooses a specific carrier for the package delivery.
Customer group selection. This is very useful. Thanks to PrestaShop's group creation tool, you can create discounts that apply to a range of users, and build other conditions on top of that discount thanks to the cart rule creation tool.
Compatibility with other cart rules. By default, an order can benefit from any number of cart rules. With this option, you can tell PrestaShop that this rule cannot be combined with other rules. This option only appears if you have more than one cart rule.
Product selection. Another very useful tool, which enables automatic vouchers to be created for carts that contain specific products. The tool is explained in more detail below.
The "Product selection" option opens a whole new form, and enables you to create not only per-product vouchers, but also per-category, per-manufacturer, per-supplier and even per-attribute vouchers. As a bonus, you can combine all these in order to specify your customer target as much as possible.
For instance, you can create automatic vouchers for your customer in the form "Buy at least 3 Apple products, get free shipping!”
This is actually a tool within the cart rule creation tool, and its use is quite specific. You can add as many product selections as needed, following this path:
- Click the "Product selection" link to add a new section.
- Indicate the number of products needed for the discount to activate.
- Add at least one rule, of the type you want: products, attributes, categories, manufacturers or suppliers. You can add as many rules per product selection as you want, even one for each type if necessary.
Clicking "OK" adds a new line in the selection. For each type, you must give details on the content the rule applies to. Click the "Choose" link and a window opens, listing the content available for this type (products, categories, etc.). Move the content from the left panel to the right one by clicking on the "Add" button, and close the window by clicking on the "X" at the top right. If only one item is selected, the content field will give its name; otherwise, it will indicate the number of selected items.
Shop selection. By default, a cart rule applies to all your stores. With this option, you can make it so that a rule only applies to a selection of your stores.
You can add as many rules within a selection as necessary. These rules are cumulative: either they all apply, or the discount is not granted.
Product selections are independent: you can add as many as needed, and they will not influence each other. This enables you to create a whole range of products to which the cart rule will apply.
The third and final tab, "Actions", is where you choose what the discount actually consists of.
Free shipping. The rule treats benefiting customers to free shipping.
Apply a discount.
- Percent (%). This rule applies a percentage to the total order amount. For example, suppose that the order would cost €200 before taxes. If a value of 15% is given to the rule, customers who benefit from the rule will only pay €170 (before taxes and shipping).
- This rule applies a monetary discount to the total order. For example, suppose that the order costs €200 before taxes. If a value of €20 is given to the rule, customers who benefit from the rule will only pay €180 (before taxes and shipping).
- The rule does not offer any discount on the order. Choosing this option makes the next section, "Apply discount to", disappear.
Apply discount to.
Order (without shipping). The discount applies to the whole order.
Specific product. You can choose to which product the discount should apply: type the first letters of the product, and choose from the list of matching names.
Cheapest product. Only available for the "Percent (%)" option.
Selected product(s). The customer can choose on which products the discount should be applied. Only available for the "Percent (%)" option.
Send a free gift. You can choose to offer a gift for some conditions (and skip the discount altogether). A field appears: type the first letters of the product, and choose from the list of matching names.
Once everything has been saved, you can send your voucher code to your customers, or let the system handle the cart rules automatically, depending on your settings.
Your voucher will appear on the "Cart Rules" page of the "Discounts" menu. You can delete or edit it at any time. If the voucher was set to a specific group or customer, then it will appear in the front office, in the user's "My vouchers" section of his account as well as in the cart (if he chose to), where they can choose which one to apply to their order.
Cart rules that are set to apply to all customers do not appear in the customer's "My vouchers" page: he or she has to know about them in order to use them. It is up to you to let them know about these public discounts.
In order to apply the cart rule, the customer needs to visit his cart and enter the voucher in the "Vouchers" field and click "Add". The customer will not be able to apply the voucher if checkout is already complete.
Once applied, the cart summary displays the voucher's impact on the order's amount.