Dynamic rules (discount, free shipping, fixed price, hidden price, minimum order, maximum order, tax exemption, required multiple, add tax/fee)

What are Dynamic Rules? #

Dynamic rules are a powerful feature through which you can add:

  • Discount amount
  • Discount percentage
  • Raise price
  • Free shipping
  • Set a price (fixed price)
  • Hide price (hidden price)
  • Non-purchasable
  • Minimum order quantity
  • Minimum order amount
  • Maximum order quantity
  • Maximum order amount
  • Tax exemption
  • Required multiple
  • Add taxes/fees
  • New rules: BOGO (Buy X, Get 1 Free), Raise Price, Tiered Price, Non-Purchasable, Zero Tax Products, Replace Cart with Quote, Quotes on Specific Products, Set Currency, Payment Method Min & Max Order, Payment Method Discount / Surcharge
How complex options are combined in Dynamic Rules

You can also add conditions regarding quantities and values.

Examples of what you can do through dynamic rules:

  • Charge Microsoft a price of $50 on a computer part, but charge Apple a price of $60 for the same part
  • Set a minimum order quantity of 1000 pieces, but only when the total order value is under < $500
  • Offer tiered pricing: $1 for <100 pieces, $0.8 for 100-1000 pieces, $0.6 for 1000+ pieces
  • Set a minimum order quantity of 500 for Microsoft, but only 250 for Apple
  • Set a required multiple of 5 for a specific product, meaning the product can only be bought in quantities such as 5, 10, 15, etc.
  • Offer free shipping for the "Partners" group if they order at least 500 products and at least $1000 in value.
  • Hide prices for a user but show prices for another
  • Give 15% discount to the "Resellers" group on products in the Accessories category, when the total cart value is at least $2000 and the quantity purchased from this category is above 500 units.

Dynamic rules are incredibly versatile and offer a wide range of possibilities, complex enough for 99% of use cases.

Example: 15% discount on large boxes for all registered users, when the user purchases at least $500 in total cart value and at least 1500 large boxes
Dynamic rules overview in the admin backend

Discount Amounts and Percentages #

Discount amounts and percentages provide a value (e.g. $5) or percentage (10%) discount, on specific products or categories, to specific users or groups, under specific conditions.

In the example below we give a $15 discount on accessories to Small Businesses under the condition that at least 100 total pieces are bought and that the value of accessories bought is at least $160

Discount rule example

Discounts can be added either to the cart total, or directly to the product price (on all pages), through the checkbox:

"Calculated Discounted Price Becomes Sale Price"

The checkbox can be enabled as follows:

If the checkbox is enabled, the discount is added to each product:

If the checkbox is disabled, the discount is added to the cart page:

Raise Price Rules #

Through raise price rules, you can increase the price for specific products, for specific users or groups. For example this can be useful if you'd like to start with a base price, and then add a markup %.

To learn about this, please see the article on configuring raise price rules.

Fixed Price Rules #

Fixed price rules enable you to set specific prices under specific conditions. Rules can apply to specific products or users.

For example:

  • You can set a $10 price for John and $15 price for Mike for the same product
  • You can have a $15 price normally, which gets reduced to $13 if the user purchases at least 1500 pieces.
Fixed price rule example: Specific product costs $5 for a specific user: johntest123

Hidden Price Rules #

You can hide prices for specific products or categories, for specific users or groups.

Example

Hide the price of the "Premium Sweater" product for all registered users:

Hiding the price of a product for all registered users
Hidden price: price shows as "price is not available"

The text displayed, such as "Price is not available", can be modified in B2BKing -> Settings -> Language

These rules also hide the "add to cart" button, as a product cannot be purchased without a price:

Non-Purchasable Rules #

Non-purchasable rules are similar to "hidden price" rules, with the difference that these rules hide the "add to cart" button, while still showing prices.

Free Shipping #

Free shipping rules allow you to offer free shipping under specific conditions such as purchasing a specific product, category or quantity.

For example, we can offer free shipping if the user purchases more than 15 Large Boxes:

Free shipping to all users if they purchase more than 15 large boxes

Free shipping rules require a special configuration. To set up free shipping rules, please see: Configure Free Shipping Rules

Minimum Order and Maximum Order (Quantity and Value) #

Through minimum order and maximum order dynamic rules you can set a:

  • minimum order quantity
  • minimum order value
  • maximum order quantity
  • maximum order value

Example

Set the minimum order quantity for the Large Box product, for all registered users, to 25 units:

Minimum order of 25 pieces on Large Boxes

Ordering fewer than 25 units will result in the following error:

Error when conditions are not fulfilled: minimum order is 25 pieces but the user only has 16 in cart.

Example 2

Set a maximum order value of $1500 for the user: "admin"

Maximum order of $1500 for a specific user

If the user orders more than $1500, he will see the following error:

Maximum order cart error

Note: Minimum, Maximum, and Required Multiple (Step) order rules have an option checkbox for "applies to each individual product".

When disabled, the min / max / step can apply to the total products in cart, or a specific category. When enabled, it applies individually to each item.

Example

Maximum order of 100, applied to each individual product:

When the above rule is added to the site, no user can order more than 100 pieces of any item.

If the above checkbox was disabled, then users would not be able to order more than 100 pieces in total (across all items).

Required Multiple (Quantity Step) #

Through required multiple rules you can set it so that specific products or variations are only purchasable in certain multiples. This can be used for box / package quantities, so that products are only sold in boxes of X items.

Example

All products in the "Clothing" category are purchased in multiples of 5

10 required multiple for large boxes

Then if we try to add a Sweater to cart, the quantity input field will only allow multiples of 5:

Box quantity applied to the product page

Quantity Step for Variable Products / Variations:

-> By default when you configure a dynamic rule for a variable product, that does not apply to each variation. Instead, it applies to the total of all variations. So for example if you set a multiple of 4, customers can purchase 2xRed + 2xBlue.

If you would like it to apply to each variation, you can add this PHP code snippet to your site to change the default behaviour:

add_filter('b2bking_required_multiple_variation_use_parent','__return_true');

Note: It's also possible to set the quantity step directly on the product page. When set on the product page, it applies to all variations.

Tax Exemption and Zero Tax Product Rules #

Through tax exemption rules, you can remove tax on all products, and show prices with or without tax, for B2B or B2C, on the cart or shop pages. It is possible to display B2C prices incl. tax, and B2B prices excl. tax. To learn about this, see the article on Configuring Tax Exemption Rules.

Through zero tax product rules, you can remove tax on only specific products or categories.

Recommendation: In most cases we recommend you use tax exemption rules. Zero tax product rules should only be used when you must specifically apply the rules to specific products.

Add Tax / Fee rules #

Through add tax/fee rules you can set up a specific fee for specific users or groups, under certain conditions.

Example

Let's say there is a fee on boxes, in the value of $1 per box. It is configured as follows:

The fee is then displayed in cart:

Box tax example: $1 per piece

Tiered Price Rules #

Through tiered price rules, you can configure tiered pricing for multiple products at once.

Tiered Pricing on Product Page

To learn more about this, please see the dedicated documentation article on Tiered Price Rules.

BOGO (Buy X Get 1 Free Rules) #

Through BOGO rules, you can offer 1 item free on every X items purchased.

To learn about this, please see the dedicated documentation article on BOGO Rules.

Quote Request Rules #

There are 2 main quote request rules:

To learn more about these rules, please click on the above articles to read each rule's documentation

Payment Method Discounts and Surcharges #

Through payment method discount and surcharge rules, you can set up a discount or an extra fee, for paying with specific methods.

For example you can provide a 2% discount for paying via Wire Transfer, or a 3% surcharge for paying via Credit Card.

To learn about this, please see the article on configuring payment method discount and surcharge rules.

Payment Method Min and Max Order Value #

Through these rules, you can set a minimum or maximum for paying with specific methods. For example, you can set that PayPal can only be used for orders up to $1,000, or that the minimum order value for Wire Transfers is $2,500.

To learn more about this, see the article on configuring payment method min and max rules.

Set Currency Rules #

Through currency rules, you can force a specific currency for specific users or groups.

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