Rule Builder

The Rule Builder included in Shopware 6 allows you to create individual rules based on conditions, which can be used, for instance, to calculate shipping costs or customer-specific product prices.

Overview

 

By accessing the menu item Settings > Shop > Rule Builder you will receive an overview of all rules that have already been created. The overview is divided into several columns that immediately show you the following information:

• Rule Contains the name stored for the rule. For instance this name is used in the administration for assigning the rule in other modules

• Description Shows the (optional) description of the rule, including more information about the use of the rule, if applicable.

• Updated at The rule was updated on this date.

• Priority The priority indicates whether a rule is applied before another rule, if relevant. The higher the priority, the sooner it is executed.

• Creation date The rule was created on this date.

• Status Indicates whether the rule is valid, only valid rules can be used. Rules created through the administration are checked for validity and can only be saved if all mandatory fields are filled with valid values.

List settings

Using the list setting, additional columns can be displayed within the overview. Sorting according to column is also possible via this.

Currently the following columns are available: 

• Rule

• Decription

• Updatet at

• Priority

• Creation date

• Status

• Tags

The following columns can be used to display and read the assignments of the rules within the overview:

• Product price assignments

• Shipping method price assignments

• Shipping method price matrix assignments

• Shipping method assignments

• Payment method assignments

• Promotion customer rule assignments

• Flow assignments

• Promotion order rule assignments

• Promotion cart rule assignments

• Promotion discount product rule assignments

• Promotion set group rule assignments

• Business event assignments

Create rule

In this section we explain how to create rules and which conditions and operators you can use.
At the end you will also find various examples of common scenarios that you can use as a foundation for your own rules.

A rule consists of at least one condition, but can also contain several conditions which are connected by an AND / OR - link. Furthermore it's possible to add a subcondition.
When creating the condition, depending on the condition you select, various operators are available to define the condition in more depth. In order to create a new rule, click on the button Create rule.
Afterwards the following mask opens.

General

In the general settings of the rule you specify a name and set the priority of the rule.

With the priority you can define which rule should be executed first if there are several existing rules. These will be processed based on there priority.  (A rule with priority 5 is executed before a rule with priority 3, but after a rule with priority 9)

Additionally, you can store a description text. For instance this could explain what this rule is used for.
This description is only displayed in administration and is not visible in the frontend.

You can specify the type of rule to make this rule available only in certain program modules, e.g. for shipping costs.

You can then save your settings via the Save button and, if necessary, create a duplicate of the rule directly via Save and duplicate.

Assignments 

When selecting the rule within e.g. the "Promotions" or the "Shipping type availability", the option "use advanced selection" is now available.

Via the module to be opened through this, several rules can be marked directly and searched within the existing rules:

Operators

Most conditions are defined in more detail using additional operators.

The available operators vary between conditions and not all options are available for every condition.

The functions of each operator is explained below.

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is Equal to
  The condition applies if the stored value is equal to the value entered.
• Is not Equal to
  The condition applies if the stored value is not equal to the value entered.
• Is one of
  The condition applies if one of the stored values matches the specification.
• Is none of
  The condition applies if none of the stored values match the specification.
• Is greater than
  The condition is met if the corresponding value is greater than the value defined here.
• Is greater than / equal to
  The condition is met if the corresponding value is equal to or greater than the value defined here.
• Is less than
  The condition is met if the corresponding value is less than the value defined here..
• Is lower than / equal to
  The condition is met if the corresponding value is equal to or smaller than the value defined here.

Conditions

The following conditions are available

Customers

Billing address: Country

You can use the operators "Is one of" or "Is none of" for the billing country condition.

Example: Canadeda

• Is one of
  The condition is met if Canada is specified as the billing country.
• Is none of
  This condition applies if a billing country other than Canada has been selected.
• Is empty
  The condition is fulfilled if there is no billing country.

Billing address: Postal code

For the zip code of the delivery address you can first select whether it should be numeric or alphanumeric.
For alphanumeric zip codes you can use the operators "Is one of", "Is none of" and "Is empty". For numeric zip codes you can use the operators "Greater than", "Greater than/equal", "Less than" and "Less than/equal".  

Example: 48612, 48624, 48683

• Is one of
  This condition applies if the postcode of the billing address is 48612, 48624 or 48683.
• Is none of
  This condition applies if the postcode of the billing address is not 48612, 48624 or 48683.
• greater than
  This condition applies if the postcode of the billing address is greater than the choosen postcode. 
• less than
  This condition applies if the postcode of the billing address is less than the choosen postcode.
• greater than/equal
  This condition applies if the postcode of the billing address is greater than or equal the choosen postcode. 
• less than/equal
  This condition applies if the postcode of the billing address is less than or equal the choosen postcode. 
• Is empty
  The condition is fulfilled if there is no billing postal code.

Billing address: Street

You can use the operators "Is equal to" or "Is not equal to" for the billing street condition.

Example: Ebbinghoff 10

• Is equal to
  This condition applies if Ebbinghoff 10 is stored as billing street.
• Is not equal to
  This condition applies if Ebbinghoff 10 is not stored as billing street.
• Is empty
  The condition is fulfilled if there is no billing street.

Commercial customer

You can use this to check whether it is a business customer.
You can choose between the options "Yes" and "No".

Example:

• Yes
  The condition is met if the client is a business customer.
• No
  The binding is met if the customer is not a business customer.

Customer email address

With this condition, you can query the customer's e-mail address. The operators available to you are equal and not equal. You can either query exactly one address such as info@shopware.com or use "*" as a placeholder and query address ranges such as *@shopware.com.

Example: info@shopware.com

• Equal
  The condition is valid if the customer email address corresponds to info@shopware.com.
• Not Equal
  The condition is not valid if the customer's email address is info@shopware.com.

Customer group

If you use the customer group as a condition, you can choose between the two extended operators "Is one of" and "Is none of".

Example: Net price customer group

• Is one of
  The condition is met if the customer is assigned to the net price customer group.
• Is none of
  The condition is met if the customer is not assigned to the net price customer group.

Customer is newsletter recipient

Check if the customer is a newsletter recipient. The choices are "Yes" and "No".

Customer logged in

With this condition you check whether the customer is currently logged in to the store or not. For example this can be used to offer logged in customers a special shopping experience that is unavailable for customers that are not logged in.

Example:

• Yes
  The condition is met if the current customer is logged in.
• No
  The condition is met if the current client is not logged in.

Customer number

The customer number is available for a precise restriction.
Here you can choose between the operators "Is one of" or "Is none of".

Example: 12345, 23456

• Is one of
  This condition applies if it is one of the customers with the customer number 12345 or 23456.
• Is none of
  This condition applies if the customer does not have one of the customer numbers 12345 or 23456.

Customer surname

In addition to the customer number, you can also check for the customer surname.
You can use one of the options "Is equal to" or "Is not equal to".

Example: Müller

• Is equal to
  The condition is met if a customer is logged in with the surname Müller.
• Is not equal to
  The condition is met if a customer is logged in with a different surname than Müller.
• Is empty
  The condition is fulfilled if there is no last name.

Customer with custom field

If you have created custom fields for customer, you can query their contents here. To do this, first select the custom field Set and the custom field it contains. Then you select Equal or Not equal and the value of the custom field.

Example: Text field and the value "Customer_with_special_properties".

• Is equal to
  The condition is valid if a product has the selected text field with the value "Customer_with_special_properties".
• Is not equal to
  The condition is not valid if a product has not filled this custom field or there is another content in it.

Customer with deviating shipping address

The condition deviating shipping addresses refers to a shipping address that differs from the billing address, therefore the options "Yes" or "No" are available.
The system checks here whether the customer has selected the option "Delivery address differs from billing address". 

Example:
Billing address - Sample street 123, 12345 Sample city
Delivery address - Test route 45, 45678 Test location

• Yes
  This condition applies because the billing and delivery address are different
• No
  This condition does not apply, as the billing and delivery address are the same.

Customer with tag

The Customer Tag condition allows you to check whether a customer is assigned a certain tag (keyword). For this purpose you can use the operators "Is one of" and "Is none of".

Example: Tag "VIP-Customer"

• Is one of
  The condition is fulfilled if the "VIP customer" tag is assigned to the customer.
• Is none of
  The condition applies if the keyword "VIP customer" is not assigned to the customer.
• Is empty
  The condition is fulfilled if there is no customer tag.

Days since last order

Allows you to check how many days have passed since the customer's last order.

Example: 10

• Is equal to
  The condition is met if exactly 10 days have passed since the last order.
• Is greater than
  The condition is met if more than 10 days have passed since the last order.
• Is greater than / equal to
  The condition is met if 10 or more days have passed since the last order.
• Is less than
  The condition is met if less than 10 days have passed since the last order.
• Is lower than / equal to
  The condition is met if 10 days or less have passed since the last order.
• Is not equal to
  The condition is met if the days since the last order does not match 10 days.
• Is empty
  The condition is fulfilled if there are no last orders.

Guest account

This option checks whether it is a guest account. You have the operators "Yes" and "No".

New customer

This gives you the option to check for new customers as a condition.

The options "Yes" and "No" are available for this purpose and you can thus, for instance, enable a payment method only for customers who have already ordered once in your shop.

Definition of a new customer:
A customer is declared as a new customer if the date of the first login matches the current date.

• Yes
  This condition is met if the customer is a new customer.
• No
  This condition is met if the customer is a returning customer.

Quantity of completed orders

Check the number of previous orders of your customer.

Only orders whose status is set to completed will be considered.

Example: 5

• Is equal to
  The condition is met if the customer has placed 5 orders so far..
• Is greater than
  The condition is met if the customer has placed more than 5 orders so far.
• Is greater than / equal to
  The condition is met if the customer has previously placed 5 or more orders..
• Is less than
  The condition is met if the customer has placed less than 5 orders so far.
• Is lower than / equal to
  The condition is met if the customer has placed 5 or less orders so far.
• Is not equal to
  The condition is met if the customer has placed any number of orders other than 5.

Shipping address: Country

As a condition you can also check for the shipping country.
Here, you use "Is one of" or "Is none of" to define whether the countries deposited are evaluated if they match or if they do not match.

Example: Switzerland, USA

• Is one of
  This condition applies if Switzerland or the USA is selected as the accounting country.
• Is none of
  The condition is fulfilled if the shipping country is not Switzerland or USA.
• Is empty
  The condition is fulfilled if there is no shipping country.

Shipping address: Postal code

For the zip code of the delivery address you can first select whether it should be numeric or alphanumeric.
For alphanumeric zip codes you can use the operators "Is one of", "Is none of" and "Is empty". For numeric zip codes you can use the operators "Greater than", "Greater than/equal", "Less than" and "Less than/equal".  
 

Example: 48612, 48624, 48683

• Is one of
  This condition applies if the postcode of the shipping address is 48612, 48624 or 48683.
• Is none of
  This condition applies if the postcode of the shipping address is not 48612, 48624 or 48683.
• greater than
  This condition applies if the postcode of the shipping address is greater than the choosen postcode. 
• less than
  This condition applies if the postcode of the shipping address is less than the choosen postcode.
• greater than/equal
  This condition applies if the postcode of the shipping address is greater than or equal the choosen postcode. 
• less than/equal
  This condition applies if the postcode of the shipping address is less than or equal the choosen postcode. 
• Is empty
  The condition is fulfilled if there is no shipping postal code.

Shipping address: Street

It is also possible to use the shipping street as a condition.
Here you can choose between the operators "Is equal to" and "Is not equal to".

Example: Ebbinghoff 10

• Is equal to
  The condition applies if Ebbinghoff 10 is deposited as the invoice street.
• Is not equal to
  The condition is fulfilled if the invoice street is not Ebbinghoff 10.
• Is empty
  The condition is fulfilled if there is no shipping country.

Total value of completed (done) orders

Checks the total amount of done orders of the customer.

• Is equal to
  The condition is met if the total value of the shopping cart is exactly 49.99.
• Is greater than
  The condition is met if the total value of the shopping cart is above 49.99.
• Is greater than / equal to
  The condition is met if the total value of shopping cart is 49.99 or more.
• Is less than
  The condition is met if the total value of the shopping cart is less than 49.99.
• Is lower than / equal to
  The condition is met if the total value of the shopping cart is 49.99 or less.
• Is not equal to
  The condition is met if the total value of the shopping cart is not 49.99.

General

 

Always valid

This condition always applies, a more detailed configuration is not necessary.

Currency

Select the currency(ies) to be considered for these conditions.
The currencies which are defined under Settings > Currencies can be selected.
As operator you can choose between "Is one of" or "Is none of".

Example: Euro, Pound

• Is one of
  The condition is met if euro or pound are used as currency.
• Is none of
  This condition is met if neither euro nor pound are selected as currency.

Date range

The condition is valid within the set date range.
A distinction is made between the options "Including timestamp" and "Excluding timestamp".

Example: 2019-05-23 (06:00) - 2019-05-31 (22:00)

• Including timestamp: Both the date and the time are being taken into account.
  The condition is valid from 23.05.2019 06:00 until 31.05.2019 22:00.
• Excluding timestamp: Only a start and an end date are selected here.
  The condition is valid from 23.05.2019 up to 31.05.2019.

Day of the week

You can use this to check for a weekday.
An exact definition is possible using the operators "Is equal to" and "Is not equal to".

Example: Wednesday

• Is equal to
  The condition is met if the current weekday is Wednesday.
• Is not equal to
  The condition is met if the current weekday is not Wednesday.

Language

You can check the language of your shop wiht the operators "Is one of" and "Is none of".

Sales channel

Select one or more of the existing sales channels here.
Additionally, you can choose between the operators "Is one of" or "Is none of".

Example: main shop

• Is one of
  This condition only applies if the purchase is made through the main shop.
• Is none of
  This condition is applicable if the purchase is not made through the main shop.

Tax display

With this condition you can check if there is a Gross or Net price.

Time range

Here you define a time period in which the condition applies.

Example: 06:00 - 22:00

• The condition is valid between 06:00 and 22:00.

Items in shopping cart

Item

Using the positions you can check certain products.
You can use the operators "At least one", "All" and"Is one of", "Is none of". Multiple selection of products is possible.

Example: Enormous Copper Cubicide

• At least one
  The conditions applies if one stored value match.
• All line items
  The conditions applies if all stored values match.
• Is one of
  This condition applies to the product 'Enormous Copper Cubicide.
• Is none of
  The condition is met if the product "Enormous Copper Cubicide" is not included in the query.

Item available

Here you can check whether the available stock of a position still corresponds to a certain value.

Example: 50

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the available stock of an item is exactly 50.
• Is greater than
  The condition is met if the available stock of an item is greater than 50.
• Is greater than / equal to
  The condition is met if the available stock of an item is greater than or equal to 50
• Is less than
  The condition is met if the available stock of an item is less than 50.
• Is lower than / equal to
  The condition is met if the available stock of an item is lower than or equal to 50.
• Is not equal to
  The condition is met if the available stock of an item is not 50.

Item in category

Using the operators "At least one", "All" and "Is one of", "Is none of" you can check whether a product is assigned to a certain category. The structure of the category tree is taken into account. So if you select a category here, the conditions also apply to the sub categories below.

Example: The category structure is "Catalog #1 > Food > Baked Goods". The product is assigned to the category Baked Goods. In the condition, we will check the category Food.

• At least one
  The conditions applies if one stored value match.
• All 
  The conditions applies if all stored values match.
• Is one of
  The condition is met because the category of the product in the category tree is subordinate to the category from the condition.
• Is none of
  The condition is not met because there is a relationship with the category.
• Is empty
  The condition is fulfilled if there is no linked category in this line item.

Item in dynamic product group

Using the operators "At least one", "All" and "Is one of", "Is none of" you can check whether a product is assigned to a certain dynamic product group.

Example: The product is assigned to the dynamic product group "small smartphones".

• Is one of
  The condition is met because the dynamic product group includes the product.
• Is none of
  The condition is not met because the product is not assigned to the dynmaic product group.
• Is empty
  The condition is fulfilled if there is no linked dynamic product group in this line item.

Item in stock

Here you can check whether the stock of a position still corresponds to a certain value.

Example: 50

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the stock of an item is exactly 50.
• Is greater than
  The condition is met if the stock of an item is greater than 50.
• Is greater than / equal to
  The condition is met if the stock of an item is greater than or equal to 50
• Is less than
  The condition is met if the stock of an item is less than 50.
• Is lower than / equal to
  The condition is met if the stock of an item is lower than or equal to 50.
• Is not equal to
  The condition is met if the stock of an item is not 50.

Item is promoted

This allows you to check whether a position is a promoted. To manually promote a product, you can activate product promotion in the product settings.
You can choose between "At least one", "All" and "Yes", "No" as operators.

• At least one
  The conditions applies if one stored value match.
• All 
  The conditions applies if all stored values match.
• Yes
  The condition is met if a product is promoted.
• No
  The condition is met if there are no promoted products.

Item is marked as "new"

You can use this condition to determine if you want to check for new products.
The available operators for this are "At least one", "All" and "Yes", "No".

In order for a product to be marked as new, the publication date must be maintained and may not be more than 30 days old.

Example:

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Yes
  The condition is met if at least one of the queried products is declared as new.
• No
  The condition is met if no product from the query is considered new.

Item of type

Using the type of an item you can query whether a product or a discount or surcharge, e.g. in the shopping cart, is available.
You can use "At least one", "All" and "Is equal to", "Is not equal to" as operators.

Example: discount / surcharge

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if there is at least one item with a discount or surcharge.
• Is not equal to
  The condition is met if there is no item with a discount or surcharge.

Item with quantity

Allows you to check the quantity of a specific product in the shopping cart. For this purpose, you select the product that is to be queried. In addition, you then define an operator and the desired quantity.

Example: Product "Sleek Wool Wasabi Fresh" with the quantity 5

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if there are exactly 5 "Sleek Wool Wasabi Fresh" products in the shopping cart.
• Is greater than
  The condition is met if there are more than 5 "Sleek Wool Wasabi Fresh" products in the shopping cart.
• Is greater than / equal to
  The condition is met if there are 5 or more "Sleek Wool Wasabi Fresh" products in the shopping cart.
• Is less than
  The condition is met if there are less than 5 "Sleek Wool Wasabi Fresh" products in the shopping cart.
• Is lower than / equal to
  The condition is met if there are 5 or less "Sleek Wool Wasabi Fresh" products in the shopping cart.
• Is not equal to
  The condition is met if the shopping cart does not contain the product "Sleek Wool Wasabi Fresh" 5 times.

Item subtotal

Condition to check for the total value of the item.

Example: 5 
 

• Is equal to
  The condition is met if the subtotal is exactly 5.
• Is greater than
  The condition is met if the subtotal is greater than 5.
• Is greater than / equal to
  The condition is met if the subtotals is 5 or more.
• Is less than
  The condition is met if the subtotal is less than 5.
• Is lower than / equal to
  The condition is met if the subtotal  is 5 or less.
• Is not equal to
  The condition is met if the subtotal does not equal 5.

Item with unit price

The price of the positions refers to the price of a single product. There are various operators available for the comparison.

Example: 30.00

• Is equal to
  The condition is met if the price of a position is exactly 30.00.
• Is greater than
  The condition is met if the price of a position is over 30.00.
• Is greater than / equal to
  The condition is met if the price of a position is 30.00 or more.
• Is less than
  The condition is met if the price of a position is less than 30.00.
• Is lower than / equal to
  The condition is met if the price of a position is 30.00 or less.
• Is not equal to

Item with clearance sale

Here you can check whether a product is marked as a sale. The operators "At least one", "All" and "Yes", "No" are available for this purpose.

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Yes
  The condition is met if one of the queried products is marked as on sale.
• No
  The condition is met if none of the queried products are marked as on sale.

Item with creation date

Here you can check the date of creation. The date of creation refers to the time when the product was first created in the shop.

Example: 01.08.2021 at 12:00 hrs

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the creation date of an item is exactly 01.08.2021 12:00.
• Is greater than
  The condition is met if the creation date of an item is later than 01.08.2021 12:00.
• Is greater than / equal to
  The condition is met if the creation date of an item is later than or equal to 01.08.2021 12:00.
• Is less than
  The condition is met if the creation date of an item is earlier than 01.08.2021 12:00.
• Is lower than / equal to
  The condition is met if the creation date of an item is exactlythan or equal to 01.08.2021 12:00.
• Is not equal to
  The condition is met if the creation date of an item is not exactly 01.08.2021 12:00.
• Is empty
  The condition is met if no creation date of an item is set.

Item with custom field

If you have created custom fields for products, you can query their contents here. To do this, first select the custom field Set and the custom field it contains. Then you select Equal or Not equal and the value of the custom field.

Example: Text field and the value "Heavy transport".

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is valid if a product has the selected text field with the value "Heavy transport".
• Is not equal to
  The condition is not valid if a product has not filled this custom field or there is another content in it.

Free shipping

With the operators "Yes" and "No" you can check whether the shopping cart currently contains articles that are marked as free of shipping costs.

• Yes
  The condition is met if there are articles in the shopping cart that are free of shipping costs.
• No
  The condition is met if there are no articles in the shopping cart that are free of shipping costs.

Item height

There are various operators available to you for checking the height of a product. Note that the height always refers to a single product. A summation does not take place.

Example: 350

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met when a product is exactly 350 in height.
• Is greater than
  The condition is fulfilled if a product is higher than 350.
• Is greater than / equal to
  The condition is met if a product is 350 or higher.
• Is less than
  The condition is met if a product is smaller than 350.
• Is lower than / equal to
  The condition is met if a product is 350 or smaller.
• Is not equal to
  The condition is met if a product is not 350 high.
• Is empty
  The condition is fulfilled if there is no height in this line item.

Item length

There are various operators available to you for checking the length of a product. Note that the length always refers to a single product. A summation does not take place.

Example: 475

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if a product is exactly 475 long.
• Is greater than
  The condition is met if a product is longer than 475.
• Is greater than / equal to
  The condition is met if a product is 475 or longer.
• Is less than
  The condition is met if a product is shorter than 475.
• Is lower than / equal to
  The condition is met if a product is 475 or shorter.
• Is not equal to
  The condition is met if a product is not 475 long.
• Is empty
  The condition is fulfilled if there is no length in this line item.

Item list price

Allows you to use the list price of a product as a condition.

Example: 15

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the list price of a product is exactly 15.
• Is greater than
  The condition is met if the list price of a product is higher than 15.
• Is greater than / equal to
  The condition is met if the list price of a product is 15 or higher.
• Is less than
  The condition is met if the list price of a product is less than 15.
• Is lower than / equal to
  The condition is met if the list price of a product is 15 or less.
• Is not equal to
  The condition is met if the list price of a product is not 15.

Item with manufacturer

Enables the manufacturer's specification of the products to be reviewed.
Available options are "Is one of" and "Is none of". These two options allow a multiple selection.

Example: shopware AG

• Is one of
  The condition is met if the manufacturer is shopware AG.
• Is none of
  The condition is met if the manufacturer is not shopware AG.
• Is empty
  The condition is fulfilled if there is no manufacturer in this product.

Item with price/list price percentage ratio

Example: 20,00

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the percentage ratio is exactly 20.00.
• Is greater than
  The condition is met if the percentage ratio is over 20.00.
• Is greater than / equal to
  The condition is met if the percentage ratio is 20.00 or more.
• Is less than
  The condition is met if the percentage ratio is less than 20.00.
• Is lower than / equal to
  The condition is met if the percentage ratio is 20.00 or less.
• Is not equal to
  The condition is fulfilled if the percentage ratio is not 20.00.
• Is empty
  The condition is fulfilled if there is no percentage ratio in this line item.

Item with property

Using the operators "At least one", "All" and "Is one of", "Is none of" you can perform checks on product properties.

Example: XL

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is one of
  The condition is met if a product has been assigned the property "XL".
• Is none of
  The condition is met if no product has been assigned the property "XL".

Item purchase price

With this condition you can check the purchase price of products. The purchase price here refers to the price of a single product. There is no summation.
There are various operators available for the definition.

Example: 20,00

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the purchase price is exactly 20.00.
• Is greater than
  The condition is met if the purchase price is over 20.00.
• Is greater than / equal to
  The condition is met if the purchase price is 20.00 or more.
• Is less than
  The condition is met if the purchase price is less than 20.00.
• Is lower than / equal to
  The condition is met if the purchase price is 20.00 or less.
• Is not equal to
  The condition is fulfilled if the purchase price is not 20.00.
• Is empty
  The condition is fulfilled if there is no purchase price in this line item.

Item with release date

Enables you to query the publication date of the products.

Example: 08-01-2021

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the publication date of an item is exactly 08-01-2021.
• Is greater than
  The condition is met if the publication date of an item is later than 08-01-2021.
• Is greater than / equal to
  The condition is met if the publication date of an item is later than or equal to 08-01-2021.
• Is less than
  The condition is met if the publication date of an item is earlier than 08-01-2021.
• Is lower than / equal to
  The condition is met if the publication date of an item is earlier than or equal to 08-01-2021.
• Is not equal to
  The condition is met if the publication date of an item is not 08-01-2021.
• is empty
  The condition is met if there is no release date.

Item with tag

Here you can check whether a product is assigned to a certain tag. The operators "At least one", "All" and "Is one of", "Is none of" are available for configuring the condition. The tags are added in the product management. You can get further information here.

Example: Testtag1

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is one of
  The condition is met if a product is associated with the tag "Testtag1".
• Is none of
  The condition is met if a product is not associated with the tag "Testtag1".
• Is empty
  The condition is fulfilled if there is no line item tag.

Item with tax rate

You can check the tax rates of a product using the operators "At least one", "All" and "Is one of", "Is none of". Multiple selection is possible. You can select from already created tax rates in the system using the drop down list.

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is one of
  The condition is met if one of the selected tax rates are assigned to a product.
• Is none of
  The condition is met if none of the selected tax rates are assigned to a product.

Item with volume

There are various operators available to you for checking the volume of a product. Note that the volume is calculated from length x width x height and that the volume always refers to a single product. A summation does not take place.

Example: 100

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the result of length x width x height of a product is exactly 100.
• Is greater than
  The condition is met if the result of length x width x height of a product is greater than 100.
• Is greater than / equal to
  The condition is met if the result of length x width x height of a product is exact 100 or more.
• Is less than
  The condition is met if the result of length x width x height of a product is less than 100.
• Is lower than / equal to
  The condition is met if the result of length x width x height of a product is exact 100 or less.
• Is not equal to
  The condition is met if the result of length x width x height of a product is not 100.

Item with weight

There are various operators available to you for checking the weight of a product. Note that the weight always refers to a single product. A summation does not take place.

Example: 5

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the weight of a product is exactly 5.
• Is greater than
  The condition is met if product is heavier than 5.
• Is greater than / equal to
  The condition is met if the product weights 5 or more.
• Is less than
  The condition is met if product is lighter than 5.
• Is lower than / equal to
  The condition is met if the product weights 5 or less.
• Is not equal to
  The condition is met if the weight of a product is not 5.
• Is empty
  The condition is fulfilled if there is no weight in this line item.

Item with width

To check the width of a product you can use various operators. Note that the width always refers to a single product. There is no summation.

Example: 750

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if a product is exactly 750 wide.
• Is greater than
  The condition is met if a product is wider than 750.
• Is greater than / equal to
  The condition is met if a product is 750 or wider.
• Is less than
  The condition is met if a product is narrower than 750.
• Is lower than / equal to
  The condition is met if a product is 750 or narrower.
• Is not equal to
  The condition is met if a product is not 750 wide.
• Is empty
  The condition is fulfilled if there is no width in this line item

Line item in cart

Allows you to check how many items are in the shopping cart.
There are also various options available.

Example: 8

• Is equal to
  The condition is met if there are exactly 8 items in the shopping cart.
• Is greater than
  The condition is met if there are more than 8 items in the shopping cart.
• Is greater than / equal to
  The condition is met if there are 8 or more items in the shopping cart.
• Is less than
  The condition is met if there are less than 8 items in the shopping cart.
• Is lower than / equal to
  The condition is met if there are 8 or less items in the shopping cart.
• Is not equal to
  The condition is met if the shopping cart does not contain 8 items.

Quantity of distinct items

You can check the quantity of distinct products. You also have significantly more extensive additional conditions at your disposal.

Example: 5

• Is equal to
  The condition is met if a quantity is exactly 750 wide.
• Is greater than
  The condition is met if the quantity is wider than 750.
• Is greater than / equal to
  The condition is met if the quantity is 750 or wider.
• Is less than
  The condition is met if the quantity is narrower than 750.
• Is lower than / equal to
  The condition is met if the quantity is 750 or narrower.
• Is not equal to
  The condition is met if the quantity is not 750 wide.
• Is empty
  The condition is fulfilled if there is no the quantity.

Subtotal of all items

Condition to check for the total value of all items.

Example: 5 
 

• Is equal to
  The condition is met if the subtotal is exactly 5.
• Is greater than
  The condition is met if the subtotal is greater than 5.
• Is greater than / equal to
  The condition is met if the subtotals is 5 or more.
• Is less than
  The condition is met if the subtotal is less than 5.
• Is lower than / equal to
  The condition is met if the subtotal  is 5 or less.
• Is not equal to
  The condition is met if the subtotal does not equal 5.

Marketing & Promotions

 

Promotion

Condition to check if there is/isn't an exact promotion in the cart
It is possible to filter on at least one or all.

Example: Promotion "10 % on everything"
 

• Is one of
  The condition is met if the promotion is "10 % on everything" for at least one or all items.
• Is none of
  The condition is met if the promotion is not "10 % on everything" for at least one or all items.

Promotion with code option

Condition for checking the "code options" used by a promotion in the shopping cart.
Here, the check is equal or unequal to the fact whether the promotion contains a fixed promotion code, an individual promotion code or no promotion code.
 

• None
  The condition is met if the promotion does' t contain a promotional code.
• Fixed
  The condition is met if the promotion contains a fixed promotion code.
• Individual
  The condition is met if the promotion contains an individual promotion code.

Quantity of discounts

Condition to check the number of promotions in the cart.

Example: 3
 

• Is equal to
  The condition is met if there are 3 promotions in the shopping cart.
• Is greater than
  The condition is met if there are more than 3 promotions in the shopping cart.
• Is greater than / equal to
  The condition is met if there are 3 or more than 3 promotions in the shopping cart.
• Is less than
  The condition is met if there are less than 3 promotions in the shopping cart.
• Is lower than / equal to
  The condition is met if there are 3 or less than 3 promotions in the shopping cart.
• Is not equal to
  The condition is met if there is a number other than 3 promotions in the shopping cart.

Subtotal of all discounts

Condition to check for the total value of all active promotions.

Example: 5 
 

• Is equal to
  The condition is met if the subtotal of the promotion items is exactly 5.
• Is greater than
  The condition is met if the subtotal of the promotion items is greater than 5.
• Is greater than / equal to
  The condition is met if the subtotal of the promotion items is 5 or more.
• Is less than
  The condition is met if the subtotal of the promotion items is less than 5.
• Is lower than / equal to
  The condition is met if the subtotal of the promotion items is 5 or less.
• Is not equal to
  The condition is met if the subtotal of the promotion items does not equal 5.

Shopping cart

 

Applied payment method

Use this condition to check whether a particular payment type is used. Do this by choosing between the operators "Is one of" and "Is none of". Select one or more of the existing payment methods from a drop down menu.

You can use this, for instance, to not offer payment methods together with certain shipping methods.

Example: Invoice

• Is one of
  The condition is met if invoice is used as the payment method.
• Is none of
  The condition is met if a payment method other than invoice is selected.

Applied shipping method

Use this condition to check whether a particular shipping type is involved. To do this, you choose from the operators "Is one of" and "Is none of". Then you can add one or more of the existing shipping methods from a drop down menu.

You can use this, for instance, to not offer shipping methods together with certain payment methods.

Example: Express shipping

• Is one of
  The condition is met if express shipping is selected.
• Is none of
  The condition is met if no express shipping is selected.

Grand total

Extensive options are available for checking the grand total.
Please note that no currency is assigned to this condition.
If you want to link this to a currency, you can add another condition for currency linked by AND.

Example: 49,99

• Is equal to
  The condition is met if the total value of the shopping cart is exactly 49.99.
• Is greater than
  The condition is met if the total value of the shopping cart is above 49.99.
• Is greater than / equal to
  The condition is met if the total value of shopping cart is 49.99 or more.
• Is less than
  The condition is met if the total value of the shopping cart is less than 49.99.
• Is lower than / equal to
  The condition is met if the total value of the shopping cart is 49.99 or less.
• Is not equal to
  The condition is met if the total value of the shopping cart is not 49.99.

Total

The price of the goods in the shopping cart only adds up the prices of the products, no discounts, vouchers or shipping costs are taken into account.
Here you can also choose from a variety of operators

Example: 49,99

• Is equal to
  The condition is met if the total value of the goods in the shopping cart are exactly 49.99.
• Is greater than
  The condition is met if the total value of the goods in the shopping cart are above 49.99.
• Is greater than / equal to
  The condition is met if the total value of the goods in the shopping cart are 49.99 or more.
• Is less than
  The condition is met if the total value of the shopping cart goods are less than 49.99.
• Is lower than / equal to
  The condition is met if the total value of the goods in the shopping cart are 49.99 or less.
• Is not equal to
  The condition is met if the total value of the goods in the shopping cart are not 49.99.

Total quantity of all products

You can check the quantity of all products in the cart. You also have significantly more extensive additional conditions at your disposal.

Example: 5

• Is equal to
  The condition is met if a quantity is exactly 750 wide.
• Is greater than
  The condition is met if the quantity is wider than 750.
• Is greater than / equal to
  The condition is met if the quantity is 750 or wider.
• Is less than
  The condition is met if the quantity is narrower than 750.
• Is lower than / equal to
  The condition is met if the quantity is 750 or narrower.
• Is not equal to
  The condition is met if the quantity is not 750 wide.
• Is empty
  The condition is fulfilled if there is no the quantity.

Total quantity of distinct items

You can check the total quantity of distinct products in the cart. You also have significantly more extensive additional conditions at your disposal.

Example: 5

• Is equal to
  The condition is met if a quantity is exactly 750 wide.
• Is greater than
  The condition is met if the quantity is wider than 750.
• Is greater than / equal to
  The condition is met if the quantity is 750 or wider.
• Is less than
  The condition is met if the quantity is narrower than 750.
• Is lower than / equal to
  The condition is met if the quantity is 750 or narrower.
• Is not equal to
  The condition is met if the quantity is not 750 wide.
• Is empty
  The condition is fulfilled if there is no the quantity.

Total volume of all products

A summation does take place.. Note that the volume is calculated from length x width x height and that the volume always refers to a single product. A summation does not take place.

Example: 100

• At least one
  The conditions applies if one stored value match.
• All
  The conditions applies if all stored values match.
• Is equal to
  The condition is met if the result  is exactly 100.
• Is greater than
  The condition is met if the is greater than 100.
• Is greater than / equal to
  The condition is met if the result is exact 100 or more.
• Is less than
  The condition is met if the result is less than 100.
• Is lower than / equal to
  The condition is met if the result is exact 100 or less.
• Is not equal to
  The condition is met if the result is not 100.

Total weight of all products

Check for the weight of the entire shopping cart.

Example: 2,0

• Is equal to
  The condition is met when the shopping cart weight is exactly 2.0.
• Is greater than
  The condition is met if the shopping cart weight heavier than 2.0.
• Is greater than / equal to
  The condition is met if the shopping cart weighs 2.0 or more.
• Is less than
  The condition is met if product is lighter than 2.0.
• Is lower than / equal to
  The condition is met if the shopping cart weights 2.0 or less.
• Is not equal to
  The condition is met if the shopping cart weight is not 2.0.

The optional additional filters can be opened with the filter buttonon the right side. A modal for the creation of the subordinate conditions will then open.

Possible subconditions are

•     Items in shopping cart
•     Item
•     Item available
•     Item in category
•     Item in dynamic product group
•     Item in stock
•     Item is promoted
•     Item marked as "new"
•     Item of type
•     Item quantity
•     Item subtotal
•     Item unit price
•     Item with clearance sale
•     Item with creation date
•     Item with custom field
•     Item with height
•     Item with length
•     Item with list price
•     Item with manufacturer
•     Item with price/list price percentage ratio
•     Item with property
•     Item with purchase price
•     Item with release date
•     Item with tag
•     Item with tax rate
•     Item with volume
•     Item with weight
•     Item with width
•     Shopping cart
•     Total quantity of all products

Additional Filter

In certain cases, a filter function is available in addition to the conditions. These additional filters enable you to define the items that must fulfill the relevant condition. To define a filter, click on the filter button (1) on the right side of your condition. A modal then opens for the creation of the subordinate conditions.  The following conditions have the filter option: Total quantity of all products, Total quantity of distinct products, as well as Subtotal of all items.

Linking conditions

Within a rule, you can link several conditions with each other, which allows you to map even very complex scenarios.
In the case of an AND link, all conditions must apply for the rule to be considered valid.

Avoid querying the same resource in both conditions of an AND operation, as this can lead to problems in the evaluation of the condition.

Only one of the conditions has to match for an OR link to be valid.
You also have the option of creating subconditions. In this case, the system first checks the parent condition and if this is met, the system checks the subcondition(s).

Examples

For better understanding we have created an article with some examples in the Tutorials & FAQ section.

Deleting rules

Rules can only be deleted if they are no longer used by the system. If you want to delete a rule that is still being used by the system, you will get a message telling you where in the system the selected rule still exists. For example, in the products, shipping costs or in a promotion.

Example:

According to this error message, the rule is still used in two shipping types and one discount promotion. You can click on the link and you will be taken directly to the place where the rule is still used.