The basket rules app allows you to create rules that add products to a customer’s basket automatically, under particular circumstances.
If the basket is modified after an automatic product has been added, and the basket no longer qualifies, the automatic products are removed by the platform automatically.
There are multiple ways you can utilise this app, such as to charge a fee if a customer spends under a certain amount, to charge a setup fee on orders or to give a free gift if a customer spends over a certain amount.
To install this app select INSTALL THIS APP.from the menu. Find and select the ‘Basket Rules’ app and select
Creating a new rule
Once you have installed the app you can begin creating basket rules by selectingfrom the menu. Use the ‘Create A New Default Basket Product(s) Rule’ section to add a new rule:
The product that is added to a customer’s basket as a result of a basket rule is called the ‘default’ product. Select the default product from the selection box under Basket Product(s):
Products which have variations cannot be the 'default' product in a basket rule and will therefore not appear in the selection box.
Use the Custom Price field to add a price for the default product if the price is different from how much you usually sell the product for. If the price is the same you can leave this field blank. Select the tick box by ‘free’ if the product should be free.
Add multiple default products to the rule by selecting + add another and configuring the details in the same way as the first product.
Next, use the drop-down menu under Scenario to select the scenario under which the default product should be added to a customer’s basket:
You have three choices:
- All Baskets - the default product should always be added, regardless of the products in the order
- Baskets Over A Fixed Amount - the default product should only be added if the order is over a set value
- Baskets Under A Fixed Amount - the default product should only be added if the order is below a set value
If you select baskets over or under a fixed amount enter the Amount in the box that appears, and also select what the order amount should be Based On by using the drop-down menu that appears:
Finally, enter a Valid From and Expires On date.
The Valid From date will begin at 00:00:00 on the date set. The Expires On date will stop the rule working at 23:59:59 on the date set.
Therefore, creating a rule with the dates 17/12 - 18/12 would mean the rule would be active on the entirety of December 17th and 18th.
If you want the rule to become active as soon as it is created select the tick box beside ‘now’. If you never want the rule to expire select the tick box beside ‘never’.
Managing existing rules
Once you have created a rule it will appear in the ‘Existing Default Basket Product(s) Rules’ section:
You can use this section to manage your rules.
Basket Product tells you the default product that is added to a basket when the specified scenario occurs.
Scenario tells you the scenario where the product would be added to a basket.
Start/End tells you what dates the rule is active on.
Use the tick box under Active to deactivate/reactivate a rule. You should use this feature if you want to keep the details of a rule, but you don’t want it to be able to be used.
Select the Edit button to edit the details of the rule.
Use the bin icon under Delete to delete the rule. When you delete a rule you will lose all data associated with that rule.