Catalog Price Rule is one of the two types to manage promotions in your Magento 2 store. The other one is the Cart Price Rule. The difference between the two is that Catalog Price Rules display promotions on category or product pages while Cart Price Rule applies promotions to the Cart in the Checkout phase. Offers like coupon code, free shipping, discounts in order total, buy 1 get 1 free, etc., are examples of Cart Price Rule.
In Catalog Price Rules, the promotion is displayed even before the product has been added to cart. It allows you to offer specific products on a discounted price based on a condition or a set of conditions. The discount is applied automatically to all the products when the conditions are met. Let’s dive in and see how to create Catalog Price Rules in Magento 2.
4 Simple Steps to Configure Magento 2 Catalog Price Rules
In this step-by-step tutorial, we will introduce how to create Magento 2 catalog price rules easily.
Step 1: Add a New Catalog Price Rule
- To add a new Catalog Price Rule, navigate to Marketing -> Promotions -> Catalog Price Rule in your Magento store’s admin dashboard.
- Click Add New Rule in the upper-right corner.
- You will see Rule Information, Conditions, and Actions tabs on the left panel. Expand the Rule Information tab to see the following options.
Let’s see what these options mean.
- Rule Name: Give the Rule a meaningful name. It is for your internal reference only.
- Description: Explain the Rule for your own understanding. This field is optional so you can leave it empty if you want to.
- Status: Set it to ‘Active’ to enable the Rule.
- Websites: Select Websites where the Rule is to be available.
- Customer Groups: Select Customer Groups to which the Rule applies.
- From & To: Select the date range for which the Rule will be in effect.
- Priority: Enter a number to determine the priority of the Rule.
Step 2: Set the Conditions
Here, you can set Conditions based on different attribute sets. For example, if you want to offer discounts on products of a specific category, you can choose the ‘Category’ attribute.
- Tap the Conditions tab.
- To add a new condition, tape the “Add” button and choose an attribute that you want to use as the basis of the condition.
- Clicking on the 'is' operator will allow you to select a comparison operator for the condition to be met.
Step 3: Define the Actions
This section allows you to define how you want to apply the rule.
- Expand the ‘Actions’ tab on the left panel to see the following options.
- Set Apply to one of the following.
- Apply as percentage of original: Applies discount by percentage i.e. a percentage entered in the Discount Amount field is subtracted from the original price. For example, if you want to offer a 5% discount, enter 5 in the Discount Amount field.
- Apply as fixed amount: Applies discount as fixed amount i.e. a fixed amount entered in the Discount Amount field is subtracted from the original price. For example, if you want to offer a $10 discount, enter 10 in the Discount Amount field.
- Adjust final price to this percentage: Applies discount by defining the final price based on percentage. For example, if you want the discount to be 20% of the original price, enter 20 in the Discount Amount field.
- Adjust final price to discount value: Sets the price to a fixed amount.
- Discount Amount: Enter the discount amount that you want to apply.
- Discard Subsequent rules: Set this to ‘Yes’ if you want to stop other rules from processing after this rule is applied.
Step 4: Apply the Catalog Price Rule
To apply the Magento 2 catalog price rule, click Save and Apply on the New Catalog Price Rule grid.
Note that the new rule is not immediately available. It will take an hour or so to become active after which Magento will recalculate the prices according to the rule. Make sure to test it after it is available.
Got Questions? If you have any issue in configuring Catalog Price Rules in Magento 2, you can contact our support team by submitting a ticket here.