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1. Cart Promotion Rules

Setting up cart promotion rules for marketing purposes

2. Keywords (Required)

Marketing campaign, cart price rules, cart promotion rules, product discount

3. Actors + description (Required)

  • As a store owner, I want the store can apply the same cart rule that I set up for the online store so that customer can enjoy an omnichannel shopping experience

4. Pre-conditions

  • The staff’s account need to be granted with Cart price rules permission.

5. Post-conditions

The price or promotional rule of the items configured in the Cart Price Rule appeared correctly on both Magento website and the POS front-end

6. Main flow (Required)

The most common path of interactions between the user & the system:

  • Staff can access Cart Price Rules by following the following path: Admin Panel > Marketing > Cart Price Rules

  • Choose Add New Rule at the top-right corner

  • Under Rule Information, input the general information of the c

    • Rule Name: The Name of the Promotion Campaign (required)

    • Description: Short description of the rule

    • Active: YES

    • Websites: Select the Website/Websites that the rule will be applied to. Can select multiple website by Ctrl + Left Click

    • Customer Groups: Select the Customer Group/Groups that will be entitled to the cat price rules configuration. Can select multiple customer groups by Ctrl + Left Click

    • Coupons: Select either No Coupon or Specific Coupon.

    • From: The starting date of the cart price rule

    • To: The ending date of the cart price rule

    • Priority: The Priority setting is important when two cart rules/coupon codes are valid for the same product at the same time. The rule with the highest Priority setting (1 being the highest) will control the cart action

    • Public in RSS Feed: Yes/No

  • Under Condition, configure the condition of the shopping cart that need to be met so the cart price rule can go into actions. If the cart price rule is applied to all product then leave as default. For example: If an item is FOUND in the cart with ALL of these conditions true: Category Shoes (promotion is applied when there is an item belongs to Shoes category placed in shopping cart)

  • Under Actions, input the following:

    • Apply: Select the promotion type (Percent of product price discount/Fixed amount discount/Fixed amount discount for whole cart/Buy X get Y with discount amount is Y)

    • Discount Amount:

    • Maximum Qty Discount is Applied To:

    • Discount Qty Step (Buy X):

    • Apply to shipping amount: Yes/No

    • Discard subsequent rules: Yes if you want to prevents multiple discounts from being applied to the same product. Otherwise, select No

  • Define additional conditions as needed for the action and the whether shipping fee is free or not (basically the additional benefit that customer will gain). For example: If ALL of these conditions are TRUE: SKU white-socks-L (customer receives a pair of white socks size L for a purchase of any shoes item)

  • Click SAVE and the promotion campaign will be automatically applied to the products added to the cart based on the conditions configured above.

7. Alternative flows

For business that has many online sales channels, the owner can select how the name of the promotion campaign appeared in respective website by:

  • Select how the name of the cart price rule appears on your website by inputting Default Rule Labels for All Store View under Label tabs, or for a specific store view under Store View Specific Labels.

  • Click SAVE at the top-right corner, the system will automatically apply the cart price rule based on the configuration above.

The owner can configure the cart price rule so that customer need to use the coupon code in order to have a discount price.

  • Under Rule Information tab, select Coupon>Specific Coupon

  • Input a desired Coupon Code or check Use Auto Generation checkbox

  • Define how many times this coupon code can be redeemed under Use per Coupon.

  • Define how many time a customer can use the coupon for their purchase under Uses per Customer

  • Under Manage Coupon Codes, define the quantity of the coupon, the maximum length of the coupon, the Format of the coupon.

  • Click Save

8. Fit & Gap analysis (Keep internal)

Compare this use case with the current Magestore solution to identify 3 types:

  • FIT 100%
  • Partially FIT + What is the GAP then?
  • GAP 100%
  • No labels