Rule Builder

Shopware's Rule Builder allows you to define rules that you can use to customize various settings and features.



 

Overview

The Rule Builder module can be found under Settings > Shop > Rule Builder.

Here you will find a table with all available rules. You can show and hide columns and sort rules by columns.
 

Available columns

Description

Rule

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

Priority

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

Description

Shows the (optional) description of the rule, which may contain more information about the use case.

Updated at

The rule was updated on this date.

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.


These columns are hidden in the default view. Use the context menu to activate them.

 

Available columns

Description

Product price assignments

Shows how often the rule was used to individualize product prices.

Shipping method price assignments

Shows how often the rule was used to individualize a price within a shipping price matrix.

Shipping method price matrix assignments

Shows how many times the rule was used to individualize a shipping price matrix.

Shipping method assignments

Shows how often the rule was used to determine the availability of shipping methods.

Payment method assignments

Shows how often the rule was used to determine the availability of payment methods.

Promotion customer rule assignments

Shows how often a rule related to customers was used to determine the availability of discount promotions.

Flow assignments

Shows how many times the rule has been used in flows.

Promotion order rule assignments

Shows how often a rule relating to orders has been used to determine the availability of discount promotions.

Promotion cart rule assignments

Shows how often a rule related to the cart has been used to determine the availability of discount promotions.

Discount assignments

Shows how often the rule was used to individualize discounts.

Promotion set group rule assignments

Shows how many times the rule was used to define product groups for discount promotions.

Tax Provider assignments

Shows how often the rule was used to individualize tax providers.

Warehouse Group assignments

Shows how often the rule was used to individualize warehouse groups.

Components of a rule

A rule consists of general information and conditions. Conditions decide whether a rule applies during evaluation or not.

General information

Name: Give a name to your rule.

Description: Describe the function of your rule so that it is understandable for all users.

Priority: Define the priority to determine in which order rules are applied when more than one rule applies.
(A rule with priority 2 is applied before a rule with priority 1, but after a rule with priority 3).

Type: Define a type if you want to limit the assignment possibilities of your rule.

Tags: Add tags to your rules to organize them. You can use tags to search and filter in the overview.

Conditions

Component

Description

Example

Condition (1)

The condition defines the parameter you are querying.

Grand total:
This condition checks if the grand total of the shopping cart meets certain criteria.

Operator (2)

Depending on the condition, one or more operators are available. The operator is used to compare the condition with the input value.

Greater than:
The condition is true if the cart value is greater than the input value.

Input value (3)

The input value is compared with the condition via the operator.

20:
The condition applies if the cart value is greater than 20 €.

AND connection (4)

When multiple conditions are linked with "AND", all conditions must be fulfilled for the rule to apply.

The customer group is "Standard customer group"
AND
The payment method is "Invoice".

OR connection (5)

If several conditions are linked with "OR", only one condition must be fulfilled for the rule to apply.

The customer group is "Standard customer group"
OR
The payment method is "Invoice".

Subcondition (6)

Subconditions are created automatically when you switch between AND and OR connections.

A rule with one condition and two subconditions is true if two of the total three conditions are met:

  • Condition 1 must be fulfilled.

  • Condition 2 or 3 must be fulfilled.

The rule applies if

the cart value is greater than 20 €
AND
the customer group is “Standard customer group”
OR
the payment method used is "Invoice".

Here you will find an overview of all conditions.

Here you will find an overview of all operators.

In our tutorial, you will find example rules.

Preview mode

Preview mode allows you to verify that your rule works as you intend.

Preview mode checks conditions in real-time, so it's especially effective to use it while building your rule.

Note: Preview mode is available for Shopware Rise and higher plans.

  1. Activate the preview mode(1)

  2. Select an order(2). The rule's conditions are now checked against data from the selected order. By the statements TRUE / FALSE (3), you can see whether the conditions are true or not.

  3. If your rule contains conditions that query a specific point in time, you can simulate this point in time using the Time and date field (4).

Create rules

  1. In the Shopware Administration, go to Settings > Shop > Rule Builder.

  2. Click on Create Rule.

  3. Fill in the general information of the rule.

  4. Select at least one condition that must be met for the rule to apply.

  5. Choose an operator you want to use to check the condition.

  6. Specify at least one input value.

  7. Save the rule to be able to assign it.

Delete rules

  1. In the Shopware Administration, go to Settings > Shop > Rule Builder.

  2. Click on the context menu in the far right column.

  3. Click on the Delete entry.

Note

  • Rules cannot be deleted as long as they are assigned.

  • Attention: Deleted rules cannot be restored.

Assign rules

Use your rules to individualize the following settings:

  • Availability of payment methods

  • Availability of shipping methods

  • Calculation of shipping costs

  • Availability of promotions

  • Calculation of discounts

  • Calculation of advanced prices

  • Define flows

  • Product visibility (requires Dynamic Access)

  • Category visibility (requires Dynamic Access)

  • Visibility of Shopping Experience Blocks (requires Dynamic Access)

Advanced selection

If you need more control when assigning rules, you can use Advanced Selection (1) to filter and select multiple rules simultaneously.

Overview of all conditions

The evaluation context describes the moment when a rule is evaluated.

Example: Order status > is one of > Open

In this example, there can be two different evaluation contexts:

  1. A buyer has purchased something in the storefront of your online store.

  2. An administrator has set the status of an order to "Open" in the order module.

General

Name

Description

Example

Special features

Input format

Triggered by Admin API

Checks whether the evaluation context was triggered by the Admin API

Yes

 

Selection

Date range

Compares a specific date range with the date range used in the evaluation context

2012-03-08 to
2012-04-12

2012-03-08 12:00 to
2012-04-12 14:00

Can be used with or without time frame

Text (yyy-mm-dd)

Text (yyyy-mm-dd hh:ii)

Always valid

Is always fulfilled

   

Language

Compares a specific language with the language used in the evaluation context

English

 

Multi-selection

Tax display

Compares a specific Tax display with the Tax display used in the evaluation context

Gross

 

Selection

Sales Channel

Compares a specific Sales Channel with the Sales Channel used in the evaluation context

Storefront

 

Multi-selection

Currency

Compares a specific Currency with the Currency used in the evaluation context

Euro

 

Multi-selection

Day of the week

Compares a specific Day of the week with the Day of the week used in the evaluation context

Monday

 

Selection

Time range

Compares a specific Time range with the Time range used in the evaluation context

12:00 to 14:00

 

Selection / Text (hh:ii)

Flow Builder

Name

Description

Example

Special features

Input format

Order with Tag

Compares a specific tag with the order tag used in the evaluation context

  

Multi-selection

Customers

Name

Description

Example

Special features

Input format

Affiliate code

Compares a specific Affiliate code with the Affiliate code used in the evaluation context

  

Text

Customer logged in

Checks whether the customer is logged into the evaluation context

Yes

 

Selection

Count of orders

Compares a specified number with the number of completed orders contained in the evaluation context

10

 

Text

Commercial customer

Checks whether the customer in the evaluation context is a corporate client

Yes

 

Selection

Guest account

Checks whether the customer in the evaluation context is a commercial customer

Yes

 

Selection

Total value of completed (done) orders

Compares a specific total value with the total value of all completed orders contained in the evaluation context

200

 

Text

Campaign code

Compares a specific Campaign code with the Campaign code used in the evaluation context

  

Text

Customer salutation

Compares a specific Customer salutation with the Customer salutation used in the evaluation context

Mrs

 

Multi-selection

Customer is active

Checks whether the customer is active in the evaluation context

Yes

 

Selection

Customer is newsletter recipient

Checks whether the customer in the evaluation context is a newsletter recipient

Yes

 

Selection

Customer with deviating shipping address

Checks whether the customer has a deviating delivery address in the evaluation context

Yes

 

Selection

Customer with default payment method

Compares a specific payment method with the customer's default payment method used in the evaluation context

   

Customer with tag

Compares a specific tag with the customer tag contained in the evaluation context

  

Multi-selection

Customer with custom field

Compares a specific custom field with the customer custom field contained in the evaluation context

  

Selection

Customer created by admin

Checks whether the customer in the evaluation context was created by the administrator

Yes

 

Selection

Customer email address

Compares a specific email address with the customer email address used in the evaluation context

customer@example.com
*@example.com

"*" can be used as a placeholder in the input value. For the example "@example.com" the condition applies to all email addresses of the domain "example.com".

Text

Customer age

Compares a specific age with the customer age contained in the evaluation context

36

Text (yyyy-mm-dd hh:ii)

Customer date of birth

Compares a specific date with the customer birthday contained in the evaluation context

1980-03-11 12:00

 

Text

Customer group

Compares a specific customer group with the customer group used in the evaluation context

Standard customer group

 

Multi-selection

Customer surname

Compares a specific name with the customer surname contained in the evaluation context

Meyer

 

Text

Customer number

Compares a specific number with the customer number contained in the evaluation context

10060

 

Text

Shipping address: State

Compares a specific state with the state of the delivery address contained in the evaluation context

North Rhine-Westphalia

 

Multi-selection

Shipping address: Country

Compares a specific country with the country of the delivery address contained in the evaluation context

Germany

 

Multi-selection

Shipping address: Postal code

Compares a specific postal code with the postal code of the delivery address contained in the evaluation context

48624

Alphanumeric / Numeric
Multiple values possible (press Enter to enter multiple values)

Text

Shipping address: City

Compares a specific city with the city of the shipping address contained in the evaluation context

Schoeppingen

 

Text

Shipping address: Street

Compares a specific street with the street of the delivery address contained in the evaluation context

Ebbinghoff 10

 

Text

New customer

Checks whether the customer in the evaluation context is a new customer. This applies if the date of the first application is the same as the current date.

Yes

This condition will be removed with the next major release. Use Days since first login instead, so you can specify exactly how long a customer should be considered a new customer.

Selection

Billing address: State

Compares a specific state with the state of the billing address contained in the evaluation context

North Rhine-Westphalia

 

Multi-selection

Billing address: Country

Compares a specific country with the country of the billing address contained in the evaluation context

Germany

 

Multi-selection

Billing address: Postal code

Compares a specific postal code with the postal code of the billing address contained in the evaluation context

48624

Alphanumeric / Numeric
Multiple values possible (press Enter to enter multiple values)

Text

Billing address: City

Compares a specific city with the city of the billing address contained in the evaluation context

Schoeppingen

 

Text

Billing address: Street

Compares a specific street with the street of the billing address contained in the evaluation context

Ebbinghoff 10

 

Text

Days since first login

Compares a certain number of days with the number of days since the first login (registration) contained in the evaluation context.

5

With e.g. <= 5 you get all customers who have logged in for the first time five days ago until today. This allows you to determine how long a customer counts as a new customer for you.

Text

Days since last log in

Compares a specified number of days with the number of days since the last login contained in the evaluation context

2

Text

Days since last order

Compares a specified number of days with the number of days since the last order contained in the evaluation context

4

 

Text

Marketing & Promotions

Name

Description

Example

Special features

Input format

Quantity of discounts

Compares a specific number with the number of discounts contained in the evaluation context

1

 

Text

Promotion

Compares a specific discount action with the discount action contained in the evaluation context

  

Multi-selection

Promotions with code option

Compares a specific code option with the code option of the discount action contained in the evaluation context

Fixed promotion code

 

Selection

Subtotal of all discounts

Compares a specified amount with the subtotal of all discounts contained in the evaluation context

8

 

Text

Items in shopping cart

Name

Description

Example

Special features

Input format

Quantity of distinct items

Compares a specific number with the number of different items contained in the evaluation context

4

 

Text

Item is marked as "new"

Checks whether an item is marked as "new" in the evaluation context

Yes

 

Selection

Item with clearance sale

Checks whether an item in the evaluation context is an item in clearance sale

Yes

 

Selection

Item in dynamic product group

Compares a specific dynamic product group with the dynamic product group of an item contained in the evaluation context

  

Multi-selection

Item in category

Compares a specific category with the category of an item contained in the evaluation context

  

Multi-selection

Item is promoted

Checks whether an item is promoted in the evaluation context

Yes

 

Selection

Item with average rating

Compares a specific value with the average rating of an item contained in the evaluation context

4,5

 

Text

Item with free shipping

Checks whether an item in the evaluation context has no shipping costs

Yes

 

Selection

Item with width

Compares a specific width with the width of a position contained in the evaluation context

500 mm

 

Text

Item with purchace price

Compares a specific price with the purchase price of an item contained in the evaluation context

20

 

Text

Item with release date

Compares a specific date with the release date of an item contained in the evaluation context

2023-03-22 12:00

 

Text (yyyy-mm-dd hh:ii)

Item with creation date

Compares a specific date with the creation date of an item contained in the evaluation context

2023-03-06 08:00

 

Text (yyyy-mm-dd hh:ii)

Item with weight

Compares a specific weight with the weight of an item contained in the evaluation context

2,5 kg

 

Text

Item with manufacturer

Compares a specific manufacturer with the manufacturer of an item contained in the evaluation context

  

Multi-selection

Item with height

Compares a specific height with the height of a position contained in the evaluation context

200 mm

 

Text

Item available

Compares a specific number with the stock of an item contained in the evaluation context

130

 

Text

Item with length

Compares a specific length with the length of an item contained in the evaluation context

400 mm

 

Text

Item with price/list price percentage ratio

Compares a specific decimal value with the price/list price percentage ratio of a position contained in the evaluation context

0,4

 

Text

Item with tax rate

Compares a specific tax rate with the tax rate of a position contained in the evaluation context

  

Multi-selection

Item with list price

Compares a specific price with the list price of a position contained in the evaluation context

12

 

Text

Item with tag

Compares a specific tag with the tag of a position contained in the evaluation context

  

Multi-selection

Item in stock

Compares a certain number with the available stock of a position contained in the evaluation context

36

 

Text

Item with volume

Compares a specific volume with the volume of a position contained in the evaluation context

800 mm³

Text

Item with variant or property valueCompares a specific variant or property value with the variant ot property value of an item contained in the evaluation contextColor: Red Multi-selection

Item with custom field

Compares a specific custom field with the custom field of an item contained in the evaluation context

  

Selection

Item of type

Compares a specific type with the type of an item contained in the evaluation context

Discount / surcharge

 

Selection

Items in cart

Compares a specific number with the number of all items in the shopping cart contained in the evaluation context

6

 

Text

Item quantity

Compares a specific number with the quantity of an item in the shopping cart contained in the evaluation context

2

 

Text

Item unit price

Compares a specific price with the unit price of an item in the shopping cart contained in the evaluation context

14,99

 

Text

Item subtotal

Compares a specific amount with the subtotal of an item in the shopping cart contained in the evaluation context

29,98

 

Text

Subtotal of all items

Compares a specific amount with the subtotal of all items in the shopping cart contained in the evaluation context

89,94

Condition with optional Filter

Text

Total of all purchace prices

Compares a specific amount with the total of the purchase prices of all items in the shopping cart contained in the evaluation context

60

 

Text

Shopping cart

Name

Description

Example

Special features

Input format

Total quantity of all products

Compares a specific number with the total quantity of all products in the shopping cart contained in the evaluation context

8

Condition with optional Filter

Text

Total quantity of distinct products

Compares a specific number with the total quantity of distinct products in the shopping cart contained in the evaluation context

4

Condition with optional Filter

Text

Total weight of all products

Compares a specific weight with the total weight of all products in the shopping cart contained in the evaluation context

16 kg

 

Text

Grand total

Compares a specific amount with the grand total of all items in the shopping cart contained in the evaluation context.

The grand total is made up of the total and the shipping costs

120

 

Text

Total volume of all products

Compares a specific volume with the total volume of all products in the shopping cart contained in the evaluation context

1600 mm³

 

Text

Total

Compares a specific amount with the total contained in the evaluation context.

The total is composed of the item subtotals and discounts

114,5

 

Text

Shipping costs

Compares a specific number with the shipping costs included in the evaluation context

4,5

 

Text

Applied shipping method

Compares a specific shipping method with the shipping method used in the evaluation context

Express

 

Multi-selection

Applied payment method

Compares a specific payment method with the payment method used in the evaluation context

Invoice

 

Multi-selection

Conditions with optional filter

Some conditions offer the possibility to limit the input value by applying additional conditions. You can recognize these conditions by the filter symbol (1) in the input field.

Name

Description

Example

Special features

Input format

Subtotal of all items

Compares a specific amount with the subtotal of all items in the shopping cart contained in the evaluation context

89,94

 

Text

Total quantity of all products

Compares a specific number with the total quantity of all products in the shopping cart contained in the evaluation context

8

 

Text

Total quantity of distinct products

Compares a specific number with the total quantity of distinct products in the shopping cart contained in the evaluation context

4

 

Text

Overview of all operators

Name

Description

At least one

At least one value applies

All

All values apply

Is equal to

The condition is fulfilled if the value in the evaluation context matches the input value

Is not equal to

The condition is fulfilled if the value in the evaluation context does not match the input value

Is one of

The condition is fulfilled if the value in the evaluation context matches one of the input values

Is not one of

The condition is fulfilled if the value in the evaluation context does not match one of the input values

Is greater than

The condition is fulfilled if the value in the evaluation context is greater than the input value

Is greater than / equal to

The condition is fulfilled if the value in the evaluation context is equal to or greater than the input value

Is less than

The condition is fulfilled if the value in the evaluation context is lower than the input value

Is lower than / equal to

The condition is fulfilled if the value in the evaluation context is equal to or lower than the input value

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