How to Create and Use Basket Pricing Rules: Step-by-Step Guide

Content

Introduction to Pricing Rules
How to Create Pricing Rule
Rule Settings
Pricing Rule Groups
Conditions
Actions
How to Search, Delete and Copy Pricing Rules
Live Demo Preview of Basket with Pricing Rules

Introduction to Pricing Rules

Pricing rules for Basket allow you to adjust the total value by applying discounts or adding extra charges, like partner-specific discounts or delivery fees. You can configure rules based on Basket value or Custom Fields, specifying currency and customer scope. Adjustments can be set as a fixed amount or a percentage of the Basket total.

For a step-by-step guide on how to configure Basket, visit our  Detailed Help Article 🔗.

How to Create Pricing Rule

To create a pricing rule, navigate to Settings → Basket → Pricing Rules tab. To add a new rule, click the Add Rule button.

Rule Settings

In this section, you can 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

To define the scope of the rule, choose from the following options:

Everyone: Rule applies to all users.
Not Logged In Visitors: Applies only to users not logged in.
Only Logged In Users: Visible only to logged-in users.
Specific Company Groups: Select specific Company Groups from a multi-select dropdown.

Pricing Rule Groups

A Pricing Rule can consist of multiple groups, each combining various conditions and actions. This setup allows you to create a rule for the same currency and scope within a single rule.

Key components:

Group Name: Each group can have a distinct name for easy identification.
Conditions: Determines when the rule will be triggered.
Actions: Specifies what happens when the conditions are met.

Conditions

In a pricing rule, conditions define when the rule will be triggered. Currently, two trigger types are supported: Basket Value and Custom Fields.

Basket Value rule triggers based on the total Basket value. Conditions available for the Basket value are:

Is Equal
Is Greater Than
Is Greater Than or Equal
Is Less Than
Is Less Than or Equal

Example: You can set a rule that applies a 10% discount to Baskets with a value greater than $5,000.



Custom Field rule triggers based on a specific custom field selection. Choose the relevant custom field and specify one or more values from it. For instance, you might select a “Delivery Type” field and apply different actions depending on the option chosen.

Currently, only Single-select Custom Fields in the Basket is supported, with plans to expand to other types in the future. For a step-by-step guide on how to create and use Custom Fields in the Basket, visit our Detailed Help Article 🔗.

Example: You can set a rule to apply an additional 5% charge when the selected delivery type is Standard Delivery.

Combining Conditions

Combining conditions allows you to apply actions based on multiple criteria, such as Basket value and custom fields. By using both, you can create highly specific pricing rules that apply only when all selected conditions are met.

Example: You can set a rule to apply an additional 5% charge if the Basket value is greater or equal than $5,000.00 AND the selected delivery type in the custom field is Standard Delivery. By creating a separate group, you can add a rule that applies an additional 10% charge if the Basket value is less or equal than $4,999.00 AND the selected delivery type is also Standard Delivery.

Actions

In the Actions section, you define the outcome when specified conditions are met. The table below outlines the configurable fields:

	Name	Description
1.	Name	The label displayed to customers during Basket submission, e.g., "Partner Discount"
2.	Type	Specifies the type of the adjustment: either Addition (an extra charge) or Discount (a reduction)
3.	Reason	Additional information visible to customers upon hovering, providing context for the adjustment, such as "Enjoy a 10% discount as a thank you for our partnership"
4.	Scope	Determines 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	Defines the calculation method: Fixed (a specific currency amount) or Percentage (a percentage of the Basket value)
6.	Value	The numerical amount of the adjustment. If Mode is set to Fixed, this is a currency amount; if Percentage, this is a percentage value
7.	Add Action Modifier	Allows the addition of supplementary actions to the rule

Example: Suppose you want to offer your Core Clients a 10% discount, capped at a maximum of $200. Action Configuration:

Type: Discount
Scope: Min
Action Modifier 1: 10%
Action Modifier 2: $200

In this setup, the system applies a 10% discount to the Basket total. However, if 10% of the Basket value exceeds $200, the discount is limited to $200, ensuring it doesn’t surpass this maximum amount.



Below is a preview of the Basket UI with the configured rule, displaying the Name and Reason fields to the customer during Basket submission.

How to Search, Delete and Copy Pricing Rules

After creating multiple pricing rules, you can efficiently manage them using the Search function to find specific rules. Apply Filters such as currency and customer scope to narrow down your results.



Additionally, the three-dot menu next to each pricing rule offers options to Delete or Duplicate a rule. The duplicate feature is particularly useful when you need to replicate a rule for a different currency. For instance, if you have a delivery charge rule in USD and want to create the same rule in EUR, simply duplicate the rule, change the currency, and save.

Live Demo Preview of Basket with Pricing Rules

Before you go live, it’s always a good idea to run a test to ensure everything is working as expected. Once you’re satisfied with the setup, you’ll be ready to start receiving Basket requests.

👀 Explore our live demo! Feel free to submit a Basket to experience the entire process.

Using pricing rules helps you adjust prices to meet your business goals and customer needs. Feel free to reach out to us for assistance. We’re here to help! 🤝

Updated on: 12/03/2025