Managing Discount Rules

The discount rules table displays consolidated information about all rules:

Main columns:

• Name - Rule name
• Type - Discount type + settings button
• Status - Enable/disable toggle
• Start/End date - Active dates
• Priority - Priority order
• Filters - Product filtering + edit button
• Conditions - Cart conditions + edit button
• Message - Customer message

The search field at the top of the table allows:

• Search by rule name
• Search by discount type
• Search by message
• Instant results while typing

Search examples:

• "summer" - will find all rules with the word summer
• "BOGO" - will find BOGO rules
• "shipping" - will find free shipping rules

The Filters button allows quick filtering:

Status:

• 🟢 Active - Only active rules
• ⚫ Draft - Only drafts
• 🔄 All - All rules

Type:

• Product adjustment
• Cart adjustment
• BOGO
• BXGY
• And more...

Manual selection:

1. Check the checkbox next to each rule
2. Or click the checkbox in the header to select all

Number of selected rules appears in the bar at the bottom of the screen.

When rules are selected, a Floating Toolbar appears at the bottom with options:

Available actions:

• 📋 Duplicate - Duplicate selected rules
• ⚙️ Bulk Edit - Bulk editing
• 🗑️ Move to Trash - Move to trash
• ♻️ Restore (in trash) - Restore rules
• 🔴 Delete Permanently - Permanent deletion

Duplicating a rule is the fastest way to create a similar rule:

1. Select one rule
2. Click Duplicate in Toolbar
3. Rule will be duplicated with "(copy)" added to name
4. Edit the duplicated rule as needed

What's duplicated:

• All settings and parameters
• Filters
• Conditions
• Dates (same as original)

What changes:

• Status changes to Draft
• "(copy)" added to name

The system automatically maintains change history:

Undo/Redo buttons at top of table:

• ↶ Undo - Cancel last change
• ↷ Redo - Restore canceled change

Keyboard shortcuts:

• Ctrl+Z (Windows) / Cmd+Z (Mac) - Undo
• Ctrl+Y (Windows) / Cmd+Shift+Z (Mac) - Redo

The Columns button at top of table allows:

Show/hide columns:

• Check/uncheck columns
• Columns update immediately
• Settings saved automatically

Useful for:

• Focused display of relevant information
• Working on small screens
• Simplifying interface

You can change the order of columns in the table:

1. Drag column header
2. Drop at desired location
3. New order saved automatically

Instead of permanent deletion, rules move to trash:

Move to trash:

1. Select rule(s)
2. Click Move to Trash
3. Confirm action

What happens:

• Rule hidden from main table
• Rule saved in trash for 30 days
• Can restore rule anytime

Trash button at top of table:

In trash you can:

• See all deleted rules
• Restore rules (Restore)
• Delete permanently (Delete Permanently)

Priority determines rule execution order:

Rules:

• Lower number = Higher priority
• Priority 0 runs before Priority 10
• Rules with same Priority run by ID

Example:

Recommended name structure:

[Date] - [Type] - [Details]

Examples:

• ✅ "07/2024 - BOGO - Summer Shirts"
• ✅ "Q3 - Free Shipping - Over $200"
• ✅ "Hanukkah - 20% - Toys"

Benefits:

• Natural sorting by date
• Quick identification of promotion type
• Easy to find and manage

Using Draft:

• Rules in preparation
• Future promotions
• Rules for testing

Setting dates:

• Always set End date for temporary promotions
• Use Start date for scheduled promotions
• Check expired dates regularly

Every month:

• ✅ Delete expired rules
• ✅ Check trash and empty it
• ✅ Update Priority if needed

Every quarter:

• ✅ Review rule performance
• ✅ Reorganize by priorities
• ✅ Update internal documentation

Check:

1. ✅ Status is Active (not Draft)
2. ✅ Dates are correct (within current range)
3. ✅ Filters contain correct products
4. ✅ Conditions are met in cart
5. ✅ Priority not blocked by another rule

Solution:

1. Check Priority - rule with lower Priority runs first
2. Change Filters so they don't overlap
3. Adjust Conditions to prevent conflict
4. Consider merging into one rule