Custom rules allow you to dynamically change your products' visibility and price based on specific criteria.
This feature is not yet available to all customers.
Create a custom rule
Step 1. In the sidebar, select Products and then Custom rules.
Step 2. Select the Create button.
Step 3. Choose the type of rule to create:
Visibility rule: Show or hide specific items.
Price rule: Adjust the prices of items.
Step 4. Create the rule.
General
Name: Enter a recognizable name for the custom rule.
What
For visibility rules
Select the + Add Action button and choose to activate or deactivate items. You can either select individual items or use a dynamic selection based on item tags, product category, or product type. You can add multiple actions.
For price rules
Choose to change prices by a number (#) or percentage (%). Select the dropdown to choose to increase or decrease prices, and enter the price or percentage.
By activating the Round up to the nearest toggle, you can specify a value to round up prices by.
Where
Select + Add rule. The following options are available:
Location: Apply to specific locations.
Location group: Apply to specific location groups.
Channel: Apply to specific channels.
Menu / Category: Apply to specific menus or menu categories.
Custom tag: Apply to specific custom tags.
For price rules, you can also filter on products.
When
Choose when the rule should be active:
Date
Always active: The price rule is always active.
Custom date: The price rule is active only for a specific date or date range.
Days of the week
Every day: Apply this custom rule on every day of the week.
Custom: Choose specific days and times to activate the custom rule.
Select the Save button at the top of the page once you are finished.
Deactivate a custom rule
Step 1. Select the custom rule on the Custom rules page.
Step 2. At the top of the page, set the Active toggle to off. Select the Save button to confirm.
Preview, edit, or delete a custom rule
Go to the Custom rules page and select the ⫶ button for the custom rule.
Preview
View how the custom rule will impact a menu. At the top of the page, select a location, channel, and menu.
The right side of the screen shows what will change.
Edit
Select this option to make changes to a custom rule. Make sure to select the Save button to confirm the changes.
Delete
Select the Delete rule button to confirm. The affected items will revert to their original inventory and catalog settings. This action can not be reversed.
