Pricing Deals Plugin - Intro What's all this, then?

What is it?

Pricing Deals is an ecommerce Wordpress plugin

Pricing Deals allows you to create
almost any kind of Discount
you can think of

Pricing Deals works with either of two "parent" Wordpress ecommerce plugins:

(Pricing Deals only  works with one of these two Parent plugins in use on your site.)

Get the Pricing Deals Pro Plugin!

Note: The Pricing Deals Plugin uses the parent plugin currency settings.
So if the parent plugin is set for € currency symbol with a comma separator, this is what Pricing Pricing plugin uses as well.

How Does it Work?

Pricing Deals runs on Rules.

Rules  control the whole system, in combination with the rules engine.

A Rule  =  a Pricing Deal offered on your website.

Pricing Deal Rules are created in your WP-Admin backend.

The Pricing Deal Plugin runs under a WordPress parent E-Commerce plugin,
currently either WooCommerce, or WP E-Commerce.

Note: The Pricing Deal Plugin uses the parent plugin currency settings.
So if the parent plugin is set for € with a comma separator, this is what Pricing Deal uses as well.

What is a Rule
supposed to do?

A Rule  has three main functions.

  1. Show the discount in your mini-cart and checkout when a deal is applied and a discount generated
  2. Show a short deal description in your mini-cart or checkout when a Cart deal discount is generated (optional)
  3. Advertise the deal on your site  (using optional Shortcodes )

How does a Rule
Produce a Discount?

The Rules Engine is always running in the background as your Website display products, and as the Customer adds products to the cart.  The rules engine checks whether a product should receive a Discount, and if so, awards one.

Test Your Rule!

Each rule should be tested individually. If you have problems there's Help here.

*#&$%
Nothing Happens!

Don't Panic! It's usally a module conflict - What to Do here.
(A Module conflict is when a plugin or theme argues with another plugin, due to programming issues.)

Don't hesitate to ask for help.

We'll help with install problems, rule setup, whatever you need to be successful.

Getting Started So how do I use this thing!?

A bit more
on how rules work

It's all about identifying the items to be Discounted ...

and then applying the Discount!

Structure

As we'll see shortly, Pricing Deal Rules are made up primarily of
two possible groups of items - the  "BUY Group"  and the  "GET Group" .

Terms

The "Buy" and "Get" groups are named that way, based on
a standard way of referring to discount deals - "Buy one Get one" or  "BOGO" .

Which Items
Receive a Discount?

Depending on the Deal Type  you choose,
- either the "Buy" or the "Get" group of items will be  the Discount Group
  (the group of items where the Discount is applied).

Discount Uses
Coupon System

Once the Disount has been awarded, the Discount Amount is passed into
- the parent plugin's Coupon System
  The coupon amount passes the correct discount through the parent ecommerce checkout.

Add a Rule

Dive right into the Rule Add screen.

The Rule Add Screen starts out with the Blueprint Section .

Then the screen shows you the Basic Rule layout:

Blueprint Section

In the Blueprint Section, Choose your Pricing Deal Structure and scheduling:

  1. Cart or Catalog Discount
  2. Deal Type
  3. Deal Action
  4. Deal Schedule
  5. "Show Me" - Basic or Advanced rule structure
  6. Hover Help Wizard

Buy Group

Buy One   Get One    (at a Discount):

Set up the Buy Group.

Buy Group Examples:

  • by Category:    " Buy a Laptop, get 10% off   "
  • by Membership   (by logged-in Role):    " Members 10% off   "
  • by Membership Pricing Levels   (by logged-in Role):    " Members Level1 10% off   "  ,  " Members Level2 20% off   "
  • by Single Product:    " Buy a Pontiac GTO get 10% off   "
  • by Product Variation:    " Galaxy S IV in Green 10% off   "

Get Group

Buy One   Get One    (at a Discount):

Set up the Get Group   (not all Deal Types need a Get Group)

Get Group Examples:

  • by Category:    " Buy a Laptop, Get a   Mouse   for Free   "
  • by Single Product:    " Buy a Laptop, Get a   Logitech M510 mouse   for Free   "
  • by Product Variation:    " Buy a Laptop, Galaxy S IV in Green 10% off   "

Discount

Choose the Discount

Discount Examples:

  • Percentage off
  • $$ off
  • Fixed Price for Item
  • Free
  • Group Price
  • Average Group Price

Deal Checkout Message

Create a short deal description for use during checkout

Checkout Message Examples:

  • " Buy a Laptop, Get a mouse free "
  • " 10% off Tablets "

Advertise Your Deal
on your Website

Create a full deal description to  advertise your deal in your theme.

Advertising Messages are shown on your site using shortcodes.

Use Pricing Deal Shortcodes on your home page, list pages or single product page
to alert customers to the deals you are offering.

Message Examples:

  • " Buy any Laptop, and for a limited time Get a wireless mouse free! "
  • " One-Day Special, 10% off all Tablets! "

Test Your Rule!

Each rule should be tested individually. Here's an example

Worthwhile TIPS

Tips for Rule Management

Helpful Tips:

  • Fully Describe the Deal in the Rule Title, makes finding it much easier on the Rule List Screen
  • When you delete a rule, don't leave it in the Trash bin. Go in and delete it permanently from the Trash bin.
      The system will run better if trashed rules aren't hanging about.
  • Please be aware that WordPress HATES odd characters in post or page or category names.
      Please use only letters and numbers when naming posts, pages and categories.

Role Pricing and Role Management Set up Role-based Pricing

Role Pricing
Intro

There can be a bit of setup with Role Pricing

But it's basically really  easy

  • Set up your roles
  • Assign roles to Users
  • set up your role-based Pricing Deals
  • Voila.
  • ** Now includes Tax-Free Role Pricing!!!

Roles - Care and
Feeding

Role Management on your Website  -  Requirements and Setup

Role Pricing can be used to offer different prices for Members, Wholesalers or any other Role type you need.  Descriptive Role labels like "Membership Pricing Level 1" or "Wholesaler Introductory Discount" will help with your later rules setup.

  • To use Membership or Wholesaler (logged-in Role) Pricing,  a role management tool is needed
  • You can manage Roles using role manager plugins like User Role Editor
  • Using the role manager,
    - create one role for each pricing level you need
       (you can just copy the "Subscriber" role and rename it)
  • Create Role-based Pricing Deals,
    - Create one Deal (or More!) for each Pricing Level
       (you can have multiple Deals in force when combining Role with Category
        to offer different discounts to the same Role based on Category)
  • In order to use logged-in pricing effectively,
    - you should offer a signup / signin option on your website
  • In the wp-admin Users screen, you can alter the Role assigned to the Customer at signup time (default is "Subscriber"),
    - and assign the Customer to the role suited for his pricing level (after the Customer signs up).
  • General setup is now complete
  • By logging into your site,
    - the Customer will see their special pricing, based on the relevant rule discount


Note: When setting up Logged-in Role pricing level Rules, it is important to be aware of the Scheduling dates.
      - By default, rules are set to expire One Year from creation.
      - Best Practice:   for Membership / Wholesaler Pricing,  Scheduling  =  " Rule is ON Always ".

Role Pricing
Step-by-Step

Membership / Wholesaler Logged-in Role Pricing:  How-to

General Membership Discount Example, Step by Step:

  • Set up roles named "Membership 10% off" and "Membership 20% off"  using the role manager
  • Create a Catalog Pricing Deals Rule by Category/Logged-in Role
    - select the "Membership 10% off" role only
    - set discount to 10%
    - make sure to set the Scheduling to "Rule is ON Always"
    - Save the Rule.
  • Create another Catalog Pricing Deals Rule by Category/Logged-in Role
    - select the "Membership 20% off" role only
    - set discount to 20%
    - make sure to set the Scheduling to "Rule is ON Always"
    - Save the Rule.
  • Go into the WP-Admin USERS screen
    - select any signed-up user who should be granted a 10% membership discount
    - change their role to be "Membership 10% off"
  • Go into the WP-Admin USERS screen a second time
    - select any signed-up user who should be granted a 20% membership discount
    - change their role to be "Membership 20% off"
  • Done!
    - Now anytime one of these Users log into your Website,
    the User will see their discount displayed automatically in the Catalog !

Role Pricing
Tax Free!

Logged-in Role Tax-Free Pricing:  How-to

Logged-in Role Tax-Free Setup, Step by Step:

  • One-Time Setup needed - Requires the addition of a standard WooCommerce "Zero Rate Rates" or "Exempt from Vat" tax class in the wp-admin back end
    - go to Woocommerce/Settings
    - Select (click on) the 'Tax' tab at the top of the page
    - You will then see, just below the tabs, the line
         "Tax Options | Standard Rates | Reduced Rate Rates | Zero Rate Rates (or Exempt from Vat) "
    - Select (click on) "Zero Rate Rates (or Exempt from Vat) "
    - Then at the bottom left, click on 'insert row' .
    - One-Time Setup - Done.
  • There's a new Role included the plugin which is already tax free -  "Wholesale Tax Free"
  • You can also make *any role* tax free
    - just edit the desired role, say in Role Manager
    - select the "buy_tax_free" Role Capability
    - Save the Role.
    - Done.
  • The tax-free status will apply to the **Role** (which has "buy_tax_free" selected), regardless of whether a deal is currently active!!

Pricing Deal Categories Another way to Organize your Products

Pricing Deal Category
Intro

Pricing Deal Categories offer you another way to organize your Products for Pricing Deals

Pricing Deal Categories are used to bring together a different group of Products,  ones which perhaps are not normally together in a Product Category.

Using a Pricing Deal Category gives you the ability to organize and select products needed for a Discount

... without disturbing your site's Product Category organization.

Pricing Deal Category
Setup

Setting up a Pricing Deal Category is really  easy to do

  • Pricing Deal Categories are just like regular Product Categories
  • The Pricing Deal Category management Menu is a submenu of both the Pricing Deals Menu and the Products Menu
  • Just Add a Pricing Deal Category as you would a Product Category
  • The new Pricing Deal Category will now appear in the Pricing Deal Category selection box on your Product Screen

Pricing Deal Category
Product Selection

To add a Product to a Pricing Deal Category:

  • Just select the appropriate Category in the
    Pricing Deal Category selection box on your Product Screen

    in the right-hand column, just below the Product Category box.
  • ... and Update the Product

Pricing Deal Category
in a Pricing Deal

Use the Pricing Deal Category just like a Product Category, in settup up your Pricing Deal Rule

  • In Your Buy Group Filter or Get Group Filter, select 'Category / Logged-in Role / Plugin Category'
  • You'll find your Pricing Deal Categories listed in the middle column
  • Select the desired Pricing Deal Category, set up the rest of your deal, Update.
  • All Done.

Product Screen and Pricing Functions Control Product Access to Rules

Pricing Deals
and your Product

As we've seen above, Pricing Deals Categories appear on the Product Screen,
as well as in the Pricing Deal Rule 'Buy' and 'Get' Filter areas.

On the Product Screen:

  • In the Pricing Deal Categories box in the right column of the Product screen, there is a URL
  • Under the heading "Pricing Deals Include or Exclude", the URL reads: '+ Product Include or Exclude'
  • This URL points to a box in the center column, at the bottome of the page, entitled:
    "Pricing Deals: Product Include or Exclude".

Pricing Deals
Product
Include or Exclude

Control how individual product interacts with all Pricing Deal Rules as a group

The options are basically:

'inclulde in all rules as normal', 'exclude from all Rules forever', or include/exclude as driven by the rule list (below).
  • inclulde in all rules as normal
  • exclude from all Rules forever
  • interact with the list of rules below to include or exclude

Each option available in the dropdown (combined with the check list of rules, for two of the options) affects whether this product will participate with any/all rules.

Thes Checked Rules List Selections do not force the product's participation in a rule.
Inclusion only applies if the product naturally falls into the rule.

Rule Screen in Detail by Section Rule Screen Sections

The following entries  discuss the Rule Add / Update screen in detail by section.

Blueprint Section in Detail Set up the Deal Foundation

The Blueprint selections define the character of the Pricing Deal.

All fields  in the Blueprint Section are required. 


Discount applied in
Cart or Catalog

When and where does the discount happen?

  • Cart Purchase Discount
    -    Discount first applied  when a product is added to cart (Most Deals!)
  • Catalog Price Reduction
    -    Discount first applied  when the product is seen in the catalog  (just like a product sale price)

Cart
Purchase Discount

The discounted price is applied in the cart,
after the customer adds a product to the cart

Usage Examples:

  • Pretty much any deal you can think of!   (which isn't a catalog discount...)

Catalog
Price Reduction

Acts just like a regular product sale price - the discounted price is applied in the catalog,
before the customer adds a product to the cart.

The discount is displayed first when the product price is shown in the catalog.

Usage Examples:

  • For Membership or Wholesaler (by logged-in Role) Catalog Discount
  • Any Direct Catalog Discount Sale

Note:  Catalog Rules always apply to the entire Filter Group!

Deal Type

What kind of Pricing Deal do you want to offer?

Just
Discount the Item

Plain Discount applied directly to an item or group

A plain Deal Type, where the discount is applied to the BUY Group item directly.

Usage Examples:

  • " 10% off of any Laptop "
  • " Members get 10% off "
  • " $20 off any sweater over $100 "
  • " Crew-neck shirts, $10 each "
  • " White Crew-neck shirts, $10 each "

So just a straight product discount.

Package Pricing

Discount  or  Fixed Price  for any given group.

Usage Examples:

  • " Buy 5 Apples, for $5 "
  • " Buy 5 Vegetables, get 10% off "


Note: Package Pricing distributes any discount as evenly as possible across all affected products.
      - Percent discount is straightforward, and is distributed across each member of the group
      - Fixed Price for the group first computes the discount the fixed price actually offers,
         then distributes that discount evenly across each member of the group

Discount Cheapest /
Most Expensive

Discount given to the Cheapest or Most Expensive of a group.

Usage Examples:

  • " Buy 5 different Technology items, get 10% off the most expensive "
  • " Buy 2 Laptops, get 15% off the less expensive model "

Whole Store on Sale

Just what it says.

A plain Deal Type, where the discount is applied to the BUY Group item directly.

Deal Type
BOGO, baby

'' Buy One Get One ''


Pretty much anything you want to do, you can do it with this Deal Type

( Except for some package pricing , cheapest/most expensive  Deals )


So let's take a moment and look at this BOGO thing.   What does it really mean?   If we break the words down, it puts us on the right path.

BUY What's the deal want us to buy?   Does the BUY apply to the whole store or just a part?   Is the part a Category or a Product or some other thing?   So regardless if BUY refers to a single product or a whole bunch of products which would fit the BUY bill, BUY = Buy Group.

  We declare the group using the BUY Group Filter  (more on this later).

ONE How Many of the BUY Group do we have to have in the Cart, in order carry on towards the discount?  
For BOGO deals, this number (Buy Group Count)
acts as a Gateway Value  to the rest of the deal.

GET in BOGO-land, the discount is applied to what we're GETting.

  Are we done  with conditions set in the Deal, and do we now carry on to the discounting?   An example of this would be:
     " Buy 5 Apples, Get them  15% off "

  Or do we have more stuff which has got to be purchased,  before we are done with conditions set in the Deal, and can carry on to the discounting?   An example of this would be:
     " Buy 5 Apples, Get an Orange  15% off "

  In either case, we're required to define a GET group.

  We declare the group using the GET Group Filter  (more on this later).

ONE How Many of the GET Group do we have to have in the Cart, in order carry on towards the discount?

At a Discount
  Once all of the conditions have been met, the Discount is granted.

 

Deal Action

What are we discounting?

Does the Deal need a Gateway Value? That is,

  • Do you have to purchase something first,
    before you can purchase the discounted item?
    .
  • If "Yes", Choose "Buy Something, Discount the *Next* item"
  • If "No",  Choose "Buy Something, Discount the item"


Once we satisfy the BUY Group requirements,
- do we Discount something we've already counted,
- or Discount something not yet counted  ?

Buy Something,
Discount *Next* Item

This Deal requires that a BUY Group Gateway Value  be reached,
before the discount is applied to the Next  item.

Usage Examples:

  • " Buy a Laptop, Get a mouse  free "
         - In this case, Buying the Laptop is the gateway value item,
        and the Mouse is the *Next* item which receives the discount.
  • " Buy a Laptop, Get a 2nd Laptop  at 20% off "
         - In this case, Buying the FIRST Laptop is the gateway value item,
        and the SECOND Laptop is the *Next* item which receives the discount.

Buy Something,
Discount the Item

This Deal applies the discount directly to the BUY Group  (This  Group )

Usage Examples:

  • " Buy a Laptop, Get 10% off "
  • " Buy a 2 Laptops, Get $200 off "

Deal Schedule

When is the Deal active?

Deals Can be Scheduled in a few ways:

  • " Rule is ON " + Begin / End Dates   =   Rule is active between the dates   (including begin day / end day)
       - A deal can be scheduled to begin now or in the future.
  • " Rule is ON Always "   =   Rule is active with NO scheduling limits
  • " Rule is OFF "   =   Shut off the rule


Note:  Default = "Rule is ON" ,  Begin Date: today ,  End Date: in 1 year.

Show Me

Basic Rule layout or Advanced?

Basic rule   =   just the stuff you need to make a rule work .  (default)

Advanced rule   =   the whole shooting match,  with all of the bells and whistles.

Buy Group Section in Detail How Many we have to purchase to gain access to the Deal?

•   The BUY Group is the gateway into the Deal.

•   The Buy Group sets conditions which must be satisfied, to gain access to the Discount for this Deal
    " Buy 2 Oranges ... "



Buy Group Discussed

Is the Buy Group the Discount Group?

It's all about identifying the Discount Group!

First a refresher about the Plain Deal Types:

  • Whole Store on Sale
  • Plain Discount by Category, Logged-in Role


For the plain Deal Types, the Buy Group is the Discount Group, and the Get Group is not used:

  • Buy Group  =  Discount Group:   " 10% off the Whole Store"
  • Buy Group  =  Discount Group:   " 20% off all Laptops "
  • Buy Group  =  Discount Group:   " Buy 2 Oranges at 20% off "

For all  other Deal Types, the Get Group is the Discount Group:

  • Get Group  =  Discount Group:   " Buy 2 Oranges Get an Apple at 20% off "


Buy Group Examples (Plain Deals):

  • by Any Product:    " Buy anything in the Store, get 10% off   "
  • by Category:    " Buy a Laptop, get 10% off   "
  • by Membership   (by logged-in Role):    " Members 10% off   "
  • by Membership Pricing Levels   (by logged-in Role):    " Members Level1 10% off   "  ,  " Members Level2 20% off   "
  • by Single Product:    " Buy a Pontiac GTO get 10% off   "
  • by Product Variation:    " Galaxy S IV in Green 10% off   "

Buy Group Filter

Does the Buy Group apply to:

  • All the products from the catalog?
  • Or only some of the products from the catalog?

Filter  =  Specifying what products are candidates for the Deal.


Buy Group Filter   is a required field.

Filter by
Any Product

Any Product  =  Buy Group is Any Product in the Whole Store / Whole Cart.

Filter by
Single Product
Variations

Buy Group is Any Variations from a Single Product.

Usage Examples:

  • " XL or XXL Men's Empire Crew-Neck Shirts, 10% off"
  • " Galaxy S IV in Green, Blue or Purple 10% off "

Filter by
Single Product

Buy Group is Any Single Product.

Usage Examples:

  • " Ipad Mini, 10% off"
  • " Galaxy Tablet Model 10.1, 10% off "

Buy Group Filter by
Category / Role

Specify which products are Buy Group candidates
by Category  and / or  Logged-in Role.

You can select your Buy Filter Group by any of three entity types, in any combination:

  • Product Categories
  • Pricing Deal Categories
  • Logged-in Roles


By Product Category or Pricing Deals Category

  • Product Categories and Pricing Deal Categories are presented as checkable lists
  • to be in the Buy Group, a Product must be a member of one of the Checked Categories

And / Or

  • And
    - Product must be in one of the checked Categories
        and
    - the Customer's Role is checked in the Logged-in Role List (longer explanation below).
  • Or
    - Product must be in one of the checked categories
        or
    - the Customer's Role is checked in the Logged-in Role List (longer explanation below).

By Logged-in Role

Role-Based Pricing requires a bit of an explanation.
    (also, see the Role Pricing Setup heading above)

Role Pricing is used primarily to give different pricing levels for Members or Wholesalers,
and/or to differentiate generally between logged-in pricing and Not logged-in pricing

The Basics:

  • to be in the Buy Group:
    - The Customer is logged in, and his role is checked
    - OR the Customer is NOT logged in, and the 'not logged in / just visiting' Role is checked

The Whole Nine Yards:

  • Customer is assigned to a Role at Signup time (defaults to "Subscriber")
  • At time of purchase, Customer may or may not  be logged in, or may not have signed up
  • to be in the Rule's Buy Group:
    - The Customer is logged in, and his role is checked
    - OR the Customer is NOT logged in, and the 'not logged in / just visiting' Role is checked
  • Use Role Management software (see below) To Create different roles
  • Use these roles to create different pricing levels in separate pricing deal rules


Note:  Pricing Deal Category is a custom category type (a custom taxonomy), and it is offered as an option to allow the website admin to create a group by a Plugin Category (as opposed to Product Category). Pricing Deal Categories
have no affect on any website theme presentation  which uses regular Product Categories.

Buy Group Amount

How Many do we have to Buy to carry on processing this Deal?

Buy Group Amount
Type

How is the Buy Group Counted?

  • Buy Each Unit
    - by single product units
  • Buy Unit Quntity
    - by a quantity of product units
  • Buy $$ Value
    - by a $$ Value of product units


Buy Group Amount Type   is a required field.

Buy Group Amount
Count

The Count box contains the actual number Quantity or $$ Value we have to purchase to gain access to this Deal


Buy Group Amount Count   is a required field, if  the   Buy Group Amount Type   needs it.

Buy Group Amount
Applies To

How is the count Applied?

  • All Products
    - All Products of the group are tallied together
      For example: 2 Oranges and 3 Apples in the Buy Group  =  a single total of 5 units.
  • Each Product
    - Each product is tallied as a separate product total
      For example: 2 Oranges and 3 Apples in the Buy Group  =  separate totals of 2 and 3 units respectively.


Buy Group Amount Applies To   is an optional field,  available under Advanced Rule.   Default  =  " Each Product "

Buy Group Min / Max

Set a Minimum or Maximum $$ Value Condition

You can set a Minimum or Maximum $$ Value for the entire Buy Group, as an additional gateway value test for the Pricing Deal.

Options are:

  • " None "
  • " Minimum $$ Value "  +  Value
  • " Maximum $$ Value "  +  Value

Usage Examples:

  • " Buy any 5 vegetables for a minimum total of $5, get 20% off "
  • " Buy any Laptop for a maximum price of $2000, get 10% off "


Note: Buy Group Min / Max applies only to the Cart Purchase Discount rule type. It does not apply to Catalog (Wholesale) rules.


Buy Group Min / Max   is an optional field,  available under Advanced Rule.   Default  =  " None "

Buy Group /
Rule Usage Count

How many times does the Buy Group get counted, and the Rule Discount applied?

CART Options are:

  • " Apply Rule Once per Cart "
  • " Unlimited Rule Usages per Cart "
  • " Rule Usage Times, per Cart "  +  a Count

CATALOG Option is:

  • "Unlimited, Apply to all in Catalog Filter Group "


Buy Group / Rule Usage Count   is a required field.   Default  =  Variable, based on blueprint choices...

Get Group Section in Detail For many Deal Types, the get group is the Discount Group

•   The GET Group  is the Discount Group,  if the Get group is used  in the Deal.



Get Group Discussed

Is the Get Group being employed as the Discount Group?

It's all about identifying the Discount Group!

As discussed in the Buy Group, a refresher about the Plain Deal Types:

  • Whole Store on Sale
  • Plain Discount by Category, Logged-in Role


For the plain Deal Types, the Buy Group is the Discount Group, and the Get Group is not used:

  • Buy Group  =  Discount Group:   " 10% off the Whole Store"
  • Buy Group  =  Discount Group:   " 20% off all Laptops "
  • Buy Group  =  Discount Group:   " Buy 2 Oranges at 20% off "


For most Deal Types, the Get Group is the Discount Group

Get Group Examples:

  • by Any Product:    " Buy a TV, Get anything in the Store, at 10% off   "
  • by Category:    " Buy a Laptop, Get a Wireless Mouse, free   "
  • by Membership   (by logged-in Role):    " Members can Buy a Washer, and Get any Dryer at 10% off   "
  • by Single Product:    " Buy a Pontiac GTO, Get a Rally Drivers Instruction Package at $1000 off   "
  • by Product Variation:    "Buy a Burger, Geat a small Fries free   "

Get Group Filter

Does the Get Group apply to:

  • All the products from the catalog?
  • Or only some of the products from the catalog?

Filter  =  Specifying what products are candidates for the Deal.


Note:  In multiple Deal Types,  a selection in Get Group Filter is required
           (even if it's "Discount Group Same as Buy Group").


If Get Group is present,  Get Group Filter is a required field.

Discount Group
Same as Buy Group

Get (Discount) Group is exactly the same as the Buy Group.

This filter option allows you to declare the same products for the Get Group as the Buy Group. The group can be counted or viewed differently, to create the Deal Discount.

For Example: " Buy any 2 Laptops, get the 3rd Laptop 30% off "

Filter by
Any Product

Any Product  =  Get Group is Any Product in the Whole Store / Whole Cart.

Get Group Filter by
Category

Specify which products are Get Group candidates
- by  Product Category  or  Pricing Deal Category.

You can select your Get Filter Group by any of two entity types, in any combination:

  • Product Categories
  • Pricing Deal Categories


  • Product Categories and Pricing Deal Categories are presented as checkable lists
  • to be in the Get Group, a Product must be a member of one of the Checked Categories


Note:  Pricing Deal Category is a custom category type (a custom taxonomy), and it is offered as an option to allow the website admin to create a group by a Plugin Category (as opposed to Product Category).
Pricing Deal Categories have no affect on any website theme presentation  which uses regular Product Categories
(since Pricing Deal Categories are a completely different structure from Product Categories).

Filter by
Single Product
Variations

Get Group is Any Variations from a Single Product.

Usage Examples:

  • " XL or XXL Men's Empire Crew-Neck Shirts, 10% off"
  • " Galaxy S IV in Green, Blue or Purple 10% off "

Filter by
Single Product

Get Group is Any Single Product.

Usage Examples:

  • " Ipad Mini, 10% off"
  • " Galaxy Tablet Model 10.1, 10% off "

Get Group Amount

How Many do we have to Get to carry on processing this Deal?

Get Group Amount
Type

How is the Get (Discount) Group Counted?

  • Discount Each Unit
    - Apply the Discount to Each Unit in the Get Group
  • Discount Next One (Single Unit)
    - Allows you to Discount the next unit
  • Discount Unit Quantity
    - Discount a quantity of product units
  • Discount $$ Value
    - Discount a $$ Value of product units
  • Discount Nth Unit
    - Discount by a repeating pattern of items, based on a count


Get Group Amount Type   is a required field.

Get Group Amount
Count

The Count box contains the actual number Quantity or $$ Value we have to purchase to gain access to this Deal


Get Group Amount Count   is a required field, if  the   Get Group Amount Type   needs it.

Get Group Amount
Applies To

How is the count Applied?

  • All Products
    - All Products of the group are tallied together
      For example: 2 Oranges and 3 Apples in the Get Group  =  a single total of 5 units.
  • Each Product
    - Each product is tallied as a separate product total
      For example: 2 Oranges and 3 Apples in the Get Group  =  separate totals of 2 and 3 units respectively.


Get Group Amount Applies To   is an optional field,  available under Advanced Rule.   Default  =  " All Products "

Get Group Min / Max

Set a Minimum or Maximum $$ Value Condition

You can set a Minimum or Maximum $$ Value for the entire Get Group, as an additional gateway value test for the Pricing Deal.

Options are:

  • " None "
  • " Minimum $$ Value "  +  Value
  • " Maximum $$ Value "  +  Value

Usage Examples:

  • " Buy any 5 vegetables, get the Next 5 Vegetables which have a minimum total of $5 , for 20% off "
  • " Buy any 5 vegetables, get the Next 5 Vegetables which have a maximimum total of $5 , for 20% off "


Note: Get Group Min / Max applies only to the Cart Purchase Discount rule type. It does not apply to Catalog (Wholesale) rules.


Get Group Min / Max   is an optional field,  available under Advanced Rule.   Default  =  " None "

Get Group Repeat

How many times does the Get Group get counted, once the Buy Group count has been satisfied?

Options are:

  • " None "
    - So no repeats, the Discount Group is counted only once. Default value.
  • " Unlimited Discount Group Repeats"
    - Example: " Buy a Laptop, get any other purchases 10% off  "
  • " Discount Group Repeat Count "  +  a Count
    - Example: " Buy a Laptop, get the next 3 purchases 10% off  "


Get Group Repeat   is an optional field,  available under Advanced Rule.   Default  =  " None "

Discount Section in Detail Show me the money!

Discount Discussed

Standard Discounts are easy


Easy to understand, easy to apply

  • % Off
  • $ Off
  • Fixed Unit Price
  • Free

And with " $ Off ", you can choose to apply that discount to:

  • each product unit  in the Discount Group that are in the Cart,
  • or all the products  in the Discount Group that are in the Cart as a total.


The other two Discounts are a bit more involved


Packages

  • Package Price
  • Package Price by Unit Count Pricing

Basically, both Package Discounts use a Discount Group count to define the package, then apply pricing to those items.


Details below.

Discount Amount

What $ Value Discount are we Offering?

Discount Amount Type

How is the Discount Counted?

  • % Off
    - Apply a percentage off of each product unit or group, to obtain the Discount
  • $ Off
    - Subtract a Currency amount from the cost of each product unit or group, to obtain the Discount
  • Fixed Unit Price
    - Offer a product unit or group at a fixed $ cost.
    - The Discount is the difference between the original price and the new price.
  • Free
    - Discount is the entire product unit or group price.
    - (see below for free auto-add)
  • Package Price
    - Offer a Product Package for a fixed price, "X Units for the Price of $$"
    - The Discount is the difference between the original price and the new price.
    - (see below for details)
  • Package Price by Unit Count Pricing
    - Offer a Product Package for a computed price, "X Units for the Price of Y Units"
    - The Discount is the difference between the original price and the new price.
    - (see below for details)


Discount Amount Type   is a required field.

Discount Amount Count

The Count box contains the actual number Quantity or $$ Value we have to purchase to gain access to this Deal


Discount Amount Count   is a required field, if  the   Discount Amount Type   needs it.

Free, with Auto Add

Discount Amount Type -  Free  - a Free Product can be Added Automatically to Cart

You can instruct the rule to Add a Free product to the cart automatically, when Discount Type = "Free".

Note:  Auto Add of free products is only  available when the Discount Group is a single, unique product
- (otherwise auto add wouldn't know what to add!)

Note:  Auto Add of free products is only  available from a single rule in a cart
- can't auto add from two rules at the same time!

Package Discounts

Discount Amount Type -  Package  - Package Pricing allows unique product grouping and pricing.

Package Pricing

  • "X Units for the Price of $$"  = "Package Price"
  • "X Units for the Price of Y Units"  = "Package Price by Unit Count Pricing"

Package Discounts use the Discount Group count  to define the package, then apply pricing to those items.

The Discount Group count  comes either from the Buy Group count or the Get Group Count,
depending on which of these is the Discount Group (as determined by the Discount Type).

"X" Units = Discount Group count, and is filled in automatically from the Discount group count already onscreen.


Then the Count Box has to be filled in, either with

  • Package Price in $$
  • or the "Y" unit count, as in "X Units for the Price of Y Units"

Done.

Discount Applies To

How is the count Applied?

  • All Products
    - All Products are tallied as a unified group
      For example: 2 Oranges and 3 Apples in the Discount Group  =  a single total of 5 units.
  • Each Product
    - Each product is tallied as a separate product total
      For example: 2 Oranges and 3 Apples in the Discount Group  =  separate totals of 2 and 3 units respectively.


Discount Applies To   is an optional field,  available under Advanced Rule.   Default  =  " Each Product ",
- but switches automatically to " All Products " for package deals.

Discount Messages How do I communicate my Deals on the Website?

Checkout
Message

The short checkout message summarizes your deal,  and is used both in the mini-cart and at checkout
for cart purchases only.

Checkout Message shows by default for purchases with a Cart Purchase rule.

Checkout Message display for Cart Purchases can be shut off,  in both the mini-cart and the checkout,
using settings available on the Settings Screen.

Checkout Message is never  displayed for Catalag Purchases. A default value of "Unused for Catalog Discount" is automatically inserted into Checkout Message, as a placeholder, for Catalag Purchase Rules.


Checkout Message   is a required field.

Advertising
Message

The Advertising Message is the place for you to put in your full Deal marketing message.

The Advertising Messages from all your active Pricing Deals
can be shown in your Website using Shortcodes (see below).

These shortcodes can be placed all through your theme and site,
to take advantage of the Marketing Power your deals will bring.


Advertising Message   is an optional field,  available under both the Basic and Advanced rule screen modes

Discount Limits How do I control the outgoing Discount $$?

Customer
Rule Limit

Controls the Number of times a customer can use a Discount.   Ever.

Customer Rule Limit Controls:

  • The Number of times a customer can use a Discount.   Ever.
  • The $$ value total a customer can receive from a Discount.   Ever.

Customer Rule Limits Are:

  • None
    - Each customer has unlimited access to this Deal.
  • Max Rule repeats per Customer? (Ever)
    - Customer limit by: the Number of Times the Customer has received this Discount.
  • How much $$ value can the Customer receive from this Discount?
    - Customer limit by: the $$ Value Total that the Customer has received from this Discount

If the Customer Rule Limit for this Discount has been reached,
the Discount will be reduced until the Customer Rule Limit has been satisfied.


Customer Rule Limit   is an optional field,  available under Advanced Rule.   Default  =  " None "

Note:  This limit is not available for Catalog Deals.

Under
the Hood

Under the Hood:  Customer Rule Limit

Customer Rule Limit depends on identifying the Customer.

Customers can be identified through any  of the following:

  • by IP
  • by Email
  • by BillTo Name
  • by BillTo Address
  • by ShipTo Name
  • by ShipTo Address

Whether or not these attributes are used by the Customer Limit settings, is controlled through a
group of permission switches on the Settings screen (one switch per item in the above list).


All these attributes, except for IP Address, are only available (for sure)  on the Checkout Screens.

Sometimes, the Info on which the Limits are based
is only available after the "Purchase" button is hit.

If  the Customer Rule Limit Info is only available after  the "Purchase" button is hit,
and the limit is reached, the customer will be returned to the Checkout screen, and will receive the following message:

  • " Your email, bill-to or ship-to address are attached to other discounted order(s). This has affected the current order Lifetime discount limit, and resulted in the total Discount being reduced. Please hit the "Purchase" button a second time to complete the transaction. "

Per Customer
Usage Limit Count

The Count box contains the actual number Quantity or $$ Value applied to this Limit

Cart Limit

Controls the Number of times a Cart can use a Discount..

Per Cart Limit Controls:

  • The percentage value  a Cart can use a Discount.
  • The Number of times  a Cart can use a Discount.
  • The $$ value total  a Cart can receive from a Discount.

Per Cart Limits Are:

  • None
    - No Cart Limit.
  • Cart Discount Max - Percentage of Total Value
    - Cart limit by: percentage value the Cart has received for this Discount.
  • Cart Discount Max - Number of Times Used
    - Cart limit by: the Number of Times the Cart has received this Discount.
  • Cart Discount Max - $$ Value
    - Cart limit by: the $$ Value Total the Cart has received from this Discount.


Cart Limit   is an optional field,  available under Advanced Rule.   Default  =  " None "

Note:  This limit is not available for Catalog Deals.

Per Cart
Usage Limit Count

The Count box contains the actual number Quantity or $$ Value applied to this Limit

Product Limit

Controls the Number of times a Product can use a Discount.

Per Product Limit Controls:

  • The percentage value  a customer can use a Discount in the product.
  • The Number of times  a customer can use a Discount in the product.
  • The $$ value total  a customer can receive from a Discount in the product.

Per Product Limits Are:

  • None
    - No Product Limit.
  • Product Discount Max - Percentage of Total Value
    - Product limit by: percentage value in the product has received for this Discount in the Cart.
  • Product Discount Max - Number of Times Used
    - Product limit by: the Number of Times in the product has received this Discount in the Cart.
  • Product Discount Max - $$ Value
    - Product limit by: the $$ Value Total in the product has received from this Discount in the Cart


Product Limit   is an optional field,  available under Advanced Rule.   Default  =  " None "

Note:  This limit is not available for Catalog Deals.

Per Product Limit
Count

The Count box contains the actual number Quantity or $$ Value applied to this Limit

Discounts Work Together Discounts playing well with others

Working with other Discount Deals, Coupons and Sales


Working with
Coupons

Does this rule work with other Coupons?

  • Yes
    - This discount will apply in addition to  any Coupon Discount.
  • No
    - If a Coupon is presented, this discount will not be applied.


Working with Coupons   is an optional field,  available under Advanced Rule.   Default  =  " Yes "

Working with
Product Sale Pricing

Is the Product already on Sale?  Working with Product Sale Pricing is a bit more involved.

There are three options:

  • No - if product already on Sale, no further discount
  • Apply Deal Discount to Product Sale Price
  • Apply Discount to Regular Price, if Less than Sale Price
    - So apply the Deal discount to the Regular price, and compare the savings with those from the sale price.
    - If the Deal Discount with the Regular Price gives a greater discount, apply the Discount.
    - Otherwise, let the Product Sale Price stand.


Working with Product Sale Pricing   is an optional field,  available under Advanced Rule.   Default  =  " No "

Working with Other
Rule Discounts

Does this rule work with other Rule Discounts?

  • Yes
    - This discount will apply in addition to  any other Rule Discounts.
  • No
    - If nother Rule Discount is present, this discount will not be applied.

If "Yes", set a sort priority to establish which Rule Goes first. Default sort priority is "10".

Working with Other Rule Discounts   is an optional field,  available under Advanced Rule.   Default  =  " Yes "

Test that #$%^& Rule! Don't Panic

Test Example!

Test a Catalog Rule for Category and Logged-in Role

  • Set up new product, 'varktest' . Price 100.
      -  add product to plugin category 'Pricing Deals Category'
  • Trash or turn off all existing Pricing Deal Rules, as needed
  • Create a new rule.
      -  Buy filter group for 'Pricing Deals Category' + 'Admin' Role .
      -  Pricing - 50% discount
  • browser1, logged in via admin - 'varktest' product price 50 - success
  • browser2, not logged in, 'varktest' product price 100 - success
  • add new product, 'vark test 2', price 500. Not a member of any category.
  • browser1, logged in via admin - 'vark test 2' product price 500 - success

test completed successfully

It's Not
#$%& Working!

Plugin Problems are most often a Conflict,
either with your Theme, or with another Plugin.


(A Module conflict is when a plugin or theme argues with another plugin, due to programming issues.)

Test for a Module Conflict:

  1. Create a single, easy rule   (example: "10% off whole store")
  2. Switch to a default theme   (example: 2012)
  3. Deactivate all plugins except the Ecommerce plugin and the Pricing Deal plugin (s)
  4. If your menu has custom code, create a new 'virgin' test menu  (include shop and checkout)
  5. If your products have custom code, create a new 'virgin' product

Retest.


If test is ok,  roll each theme/plugin back in singly, retest and repeat until the culprit is found.

Please test each rule as you create it.

Don't hesitate to ask for help.

We'll help with install problems, rule setup, whatever you need to be successful.

Note: Please be aware that WordPress HATES odd characters in post or page or category names.
        Please use only letters and numbers when naming posts, pages and categories.

Woo Taxation is
$.01 off

It's a Woo Taxation Bug

If your rule offers Group Pricing and you have Taxaction option "No, I will enter prices exclusive of tax",
your site may, in odd situations, create a $.01 taxation overcharge.

Pricing Deals discounting is done using the WooCommerce Coupon system.
This is a Woo Coupon System taxation error.

Test to show that it's a Woo Error

  1. Create a front end situation where at checkout, a deal is applied and tax is off
  2. Note the exact discount amount created by the pricing deal
  3. go into wp-admin and create a 'Cart Discount' coupon
       - use the discount amount from above
       - make sure to choose "discount applied before taxation"
       - name it 'PricingTest'
  4. deactivate the pricing deals plugin(s)
  5. go to the front end checkout which is showing the taxation error
  6. refresh the page, which will show no further Pricing Deals discount (now deactivated!)
  7. apply the 'PricingTest' coupon in the checkout
  8. The same taxation error will occur!!