Basket Pricing Rules

Apply discounts and extra charges to the Basket total automatically. Learn how to set rule scope, conditions and actions, and manage your pricing rules.

Pricing rules adjust the Basket total by applying discounts or adding extra charges, such as partner-specific discounts or delivery fees. You can configure rules based on Basket value or custom fields, and set the currency and customer scope. Adjustments can be a fixed amount or a percentage of the Basket total.

For a step-by-step guide to configuring the Basket, see the Basket overview.

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Create a pricing rule

Go to Settings → Basket → Pricing Rules tab, then click Add Rule.

Pricing Rules tab in Basket settings with the Add Rule button

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Rule settings

Configure the basic details and scope of the pricing rule.

#	Name	Description
1	Internal Rule Name	Name visible only to the admin for easy navigation
2	Currency	Select the currency for which the rule applies
3	Rule Applies To	Choose the user scope from a dropdown

Rule settings with internal rule name, currency and Rule Applies To fields

To define the scope of the rule, choose one of these options:

#	Option	Who the rule applies to
1	Everyone	All users
2	Not Logged In Visitors	Only users who are not logged in
3	Only Logged In Users	Only logged-in users
4	Specific Company Groups	Company Groups you select from a multi-select dropdown

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Pricing rule groups

A pricing rule can contain multiple groups, each combining its own conditions and actions. This lets you cover several cases for the same currency and scope within a single rule.

Each group has these key components:

• Group Name: a distinct name for easy identification.

• Conditions: determine when the rule is triggered.

• Actions: specify what happens when the conditions are met.

Pricing rule group showing the group name, conditions and actions

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Conditions

Conditions define when the rule is triggered. Two trigger types are currently supported:

#	Trigger type	Triggers based on
1	Basket Value	The total Basket value
2	Custom Fields	A specific value selected in a Basket custom field

Basket value

The Basket value trigger supports these conditions:

• Is Equal

• Is Greater Than

• Is Greater Than or Equal

• Is Less Than

• Is Less Than or Equal

Example: apply a 10% discount to Baskets with a value greater than $5,000.

Condition applying a 10% discount when the Basket value is greater than $5,000

Custom fields

The custom field trigger fires based on a specific custom field selection. Choose the relevant custom field and specify one or more of its values. For example, select a "Delivery Type" field and apply different actions depending on the option chosen.

Currently, only single-select custom fields in the Basket are supported, with plans to expand to other types in the future. To create and use custom fields in the Basket, see Custom Fields.

Example: apply an additional 5% charge when the selected delivery type is Standard Delivery.

Condition adding a 5% charge when the Delivery Type custom field is Standard Delivery

Combining conditions

Combine Basket value and custom field conditions to apply actions only when all selected conditions are met.

Example: set up two groups in one rule for Standard Delivery charges:

#	Group	Basket value	Delivery type	Action
1	Group 1	Greater than or equal to $5,000.00	Standard Delivery	Additional 5% charge
2	Group 2	Less than or equal to $4,999.00	Standard Delivery	Additional 10% charge

Two pricing rule groups combining Basket value and Delivery Type conditions

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Actions

Actions define the outcome when the conditions are met. The table below lists the configurable fields.

#	Name	Description
1	Name	The label displayed to customers during Basket submission, for example "Partner Discount"
2	Type	The type of adjustment: Addition (an extra charge) or Discount (a reduction)
3	Reason	Additional information customers see on hover, giving context for the adjustment, for example "Enjoy a 10% discount as a thank you for our partnership"
4	Scope	How multiple actions are applied: All (applies all actions), Max (applies the action with the highest value) or Min (applies the action with the lowest value)
5	Mode	The calculation method: Fixed (a specific currency amount) or Percentage (a percentage of the Basket value)
6	Value	The numerical amount of the adjustment. With Fixed mode this is a currency amount; with Percentage it is a percentage value
7	Add Action Modifier	Adds supplementary actions to the rule

Pricing rule action settings with name, type, reason, scope, mode and value fields

Example: offer your Core Clients a 10% discount, capped at $200. Configure the action as follows:

• Type: Discount

• Scope: Min

• Action Modifier 1: 10%

• Action Modifier 2: $200

The system applies a 10% discount to the Basket total. If 10% of the Basket value exceeds $200, the discount is limited to $200.

Discount action with Min scope, a 10% modifier and a $200 modifier

The Basket shows the rule's Name and Reason to the customer during submission:

Basket submission showing the Partner Discount name and its reason tooltip

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Search, duplicate and delete pricing rules

Use Search to find specific rules, and apply Filters such as currency and customer scope to narrow the results.

Pricing rules list with the search bar and currency and scope filters

The three-dot menu next to each rule offers Delete and Duplicate.

Duplicate is useful for replicating a rule in another currency. For example, to reuse a USD delivery charge rule in EUR, duplicate the rule, change the currency and save.

Three-dot menu on a pricing rule with Duplicate and Delete options

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Test your setup

Run a test before you go live to make sure everything works as expected. Once you are happy with the setup, you are ready to start receiving Basket requests.

Explore our live demo and submit a Basket to experience the entire process.

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Related articles

Basket overview

See how the Basket works and where to start.

Custom Fields

Create custom fields to collect extra information on the Basket form.

Configure basket settings

Set primary details, choose form fields and add recipient emails.

Embed the basket on your website

Add the Basket to your website and translate its interface.