How to Set Up ELEX Dynamic Pricing and Discounts Plugin for WooCommerce?

This article intends to provide detailed, step-by-step instructions that’ll help you set up the ELEX Dynamic Pricing and Discounts Plugin for the WooCommerce plugin. Refer to the product page to learn more about the various features of the plugin.

ELEX Dynamic Pricing and Discounts Plugin for WooCommerce facilitates providing discounts on products, categories, carts, a combination of products or categories, and buy-and-get-free offers (BOGO) for products as well as categories. With this plugin, you can offer a percentage discount, flat discount, fixed price, or coupon discount for products. You can also select the date range and user role(s) and apply discounts for a specified date range.

For multiple offers for a single product, our plugin provides an Offers Table option, which can be displayed on the product page for the convenience of customers. You can show the discounted price on the product page and shop page as well. You can also set a maximum discount amount, offer a discount to only specific customers using their email IDs, set a minimum number of orders, and a lot more features for your convenience.

This plugin is the most functional solution for achieving WooCommerce dynamic pricing and WooCommerce discounts on your online store.

Overview

Here are a few highlights of what you can achieve with our Dynamic Pricing and Discounts Plugin for WooCommerce:

Product Rules
- Buy a minimum of three units of a product (P1) and get a 15% discount (maximum discount allowed = $12).
- Buy between five to 10 units of a product (P2), and get a flat discount of $10.
- Buy at least 6 pounds of a product (P3) and get a special reduced price of $25.
- Buy a product (P4) at a price range between $20 and $30, and get a 20% discount.
- Get a product (P5) at a 30% discount only for our Gold Members (specific role).
- Get a 20% discount on a product (P6) valid from dd/mm/yyyy to dd/mm/yyyy.

Category Rules
- Buy between two to three items from the electronics category, and get a 20% discount (max discount allowed = $50).
- Buy more than two items from the home decor category and get a flat discount of $10.
- Buy more than 10 pounds from the grocery category, and get a 30% discount
- 12% discount on the mobile category for our wholesalers (specific role) valid from dd/mm/yyyy to dd/mm/yyyy.

Multi Product Rules
- Buy two units of one product (P1) and three units of another product (P2), and get a 20% discount (maximum discount allowed = $20).
- Buy one unit of (P3) and one unit of product (P4) and get a flat $15 discount.
- Buy two units of P5 and two units of P6 at a special price of $29; valid only for Gold Members (specific roles).
- Buy three units of P7 and one unit of P3 at a special price of $10.99; the offer is valid from dd/mm/yyyy to dd/mm/yyyy.

Multi Product Category Rules
- Buy two units of one category (C1) and three units of another category (C2), and get a 20% discount (maximum discount allowed = $20)
- Buy one unit of the category (C3) and one unit of the category (C4) and get a flat $15 discount.
- Buy two units of category (C5) and two units of category (C6) at a special price of $29; valid only for Gold Members (specific roles).
- Buy three units of category (C7) and one unit of category (C8) at a special price of $10.99; offer valid from dd/mm/yyyy to dd/mm/yyyy.

Cart Rules
- If your cart contains two to three products, get a 20% discount on the cart (max discount allowed = $50).
- If you have added at least 2 items to the cart, get a flat discount of $10 on the total cart value.
- If the weight of the total items in the cart is more than 15 pounds, get a 30% discount on the cart.
- 5% discount on all items in the cart for our wholesalers (specific role); valid from dd/mm/yyyy to dd/mm/yyyy.

Buy & Get Free Offers
- Buy one and get one free (BOGO rules).
- Buy two and get one free.
- Buy two distinct products and get another product free.

Buy & Get Free Offers for Product Categories
- Buy products from two distinct product categories and get a product free.
Tag Rules
- Buy a minimum of three units of a product tag (T1) and get a 15% discount (maximum discount allowed = $10).
- Buy between five to 10 units of a product tag (T2), and get a flat discount of $10.
- Buy at least 3 pounds of a product tag (T3) and get a special reduced price of $20.
- Buy a product with a product tag (T4) at a price range between $10 and $20, and get a 30% discount.
- Get a product tag (T5) at a 30% discount only for our Gold Members (specific role).
- Get a 20% discount on a product tag (T6) valid from dd/mm/yyyy to dd/mm/yyyy.
BOGO Tag Rules
- Buy one product with the tag and get a product free.
- Buy one product with the tag and get more than one product free.
- Buy more than one product with the tag and get a product free.
- Buy more than one product with the tag and get more than one product free.

There are lots of other features that are bundled together to serve WooCommerce dynamic pricing and WooCommerce discount needs for your online store.

Getting started with Dynamic Pricing and Discounts Plugin for WooCommerce

Read an article to learn how to complete the checkout process on ELEX. You can also read how to download, install, and activate ELEX plugins.

Once the plugin is installed and activated, you can navigate to plugin settings in two ways:

Dashboard > Plugins > Installed Plugins > Dynamic Pricing and Discounts for WooCommerce > Settings.

WordPress Dashboard Sidebar > Dynamic Pricing > Settings.

The main plugin is divided into five sections – Discounts, Settings, Import/Export, License, and Help & Support. We will begin by configuring the settings first. The plugin settings are divided into four tabs – Rules & Execution Order, Other Options, and Reset Rules.

Read on to know what each tab offers.

Rules & Execution Order

In this section, you can enable or disable desired discount rule(s). You will be able to create discount rules only if those rules are enabled on this page. To enable or disable a discount rule, simply toggle the respective rule on or off. You can change the order of the discount rule by dragging the desired discount rule and moving its position in the order list. This order will determine how the rules or discounts will be applied to the products.

Click Save Changes.

Other Options

In this tab, you can configure other general settings for the discount rules.

General

Calculation Mode: In this setting, you can select how the discounts will be calculated. Available options are:

Best Discount – Checks for the best discount among all the discount rules, and applies.
First Match Rule – Applies the first discount rule encountered for the product.
All Matched Rule – Applies all the discounts for every product that comes with the discount rules.

Rules per Page: You can set the pagination style by selecting the number of rules you wish to display on a single page.

Click Save Rules.

Pricing Table

In this setting, you can configure how the available pricing discounts will be displayed for a particular product on its product page. Remember, the pricing table will only show offers from Product Rules.

The settings are as shown below.

Display Prices Table on Product Page: Enable or disable the pricing table from the product page.

Allowed Roles: Choose the user roles you wish to display the pricing table for, or you can leave the selection blank to display the table for all user roles.

Position of Pricing Table on Product Page: Select where you wish to display the pricing table on the product page. The available options include:

Before Product
After Product
Before Product Summary
In Product Summary
After Product Summary
Before Add To Cart Button
After the Add To Cart Button
Before Add To Cart Form
After Add To Cart Form
Product Thumbnails
Product Meta Start
Product Meta End

Short Name For Quantity: You can set a custom short name for the product quantity displayed on the pricing table.

Once the pricing table settings are configured, click Save Changes. Below is a screenshot showing how the pricing table will be displayed on the product page.

Offers Table

Allows you to display all the available discount offers available for the product on its product page. The settings are as shown below.

Display Prices Table on Product Page: This enables you to display the available product offers list on each individual product page.

Position of Pricing Table on Product Page: You can change the position of the offers table on the product page. The available options include:

Before Product
After Product
Before Product Summary
In Product Summary
After Product Summary
Before Add To Cart Button
After the Add To Cart Button
Before Add To Cart Form
After Add To Cart Form
Product Thumbnails
Product Meta Start
Product Meta End

After you have configured the offers table settings, click Save Changes. Here’s how the offers table will be shown on the product page.

BOGO Option

First Order Discount:

This discount applies only to users making their first order on your WooCommerce store. After they complete their first purchase, they won’t be eligible for the first-order discount on future orders.

Exclude Sale Price Product:

The “Exclude Sale Price Products” feature in the ELEX Dynamic Pricing Plugin for WooCommerce allows store owners to exclude products already on sale from further discounts or dynamic pricing rules.

Products that need to be purchased:

You can set this condition to create dynamic pricing or discount rules based on the requirement that a customer must purchase specific products (or Any products) to qualify for a discount.

Selected Products: This option will help you set up the BOGO rule for specific products.

Any Products: If you select any of the products then the BOGO rule will be applied to all the products on your site. When you select “Any Products”, you will also get the option to “Exclude Products” and “Exclude Products Category”.

Product to be set as free: The option “Product to be Set as Free in BOGO Rule” allows you to offer a product for free as part of a Buy One, Get One (BOGO) deal. This feature enables store owners to configure rules where customers receive a product for free when they purchase a specific product or meet certain conditions.

Cheapest Product: This option will help you set the cheapest product in the cart to be set as free. You can also select if you want to set up discounts instead of setting the product as free.

Currently, there are two types of discount i.e. “Percentage” and “Fixed price”

Select products from the list: This option will help you select the specific products from your store to be set as free. You can either select “Specific products” or you can select “Any Products”

Specific Products: Under the Select Products option you can can select specific products which you want to set as free. You can also select the discount type if you do not want the product to be set as free. Currently, there are three discount types i.e. Free, Percentage, and Fixed price.

Any Products: This option will help you select any products from your WooCommerce website. When you select “Any Products”, you will also get the option to “Exclude Products” and “Exclude Products Category”.

BOGO Category Rule:

Check On: It helps you to set the parameter against which you want to apply the discount. You can set it to Number of Units or Number of Items based on your requirements.

BOGO Tag Rule:

Check On: It helps you to set the parameter against which you want to apply the discount. You can set it to Number of Units or Number of Items based on your requirements.

Reset Rules

Click Reset All The Tabs to delete all discount rules. This option will restore the plugin to its initial stage.

Discount Rules

In this section, you can configure all discount rules like product rules, category rules, multi-product rules, and so on.

Let’s understand each discount rule in detail.

Product Rules

In this type of rule, the discount is applied at the product level.

Click on Add New Rule to get started. The settings are divided into four sections: Rules, Adjustments, Allowed Roles and Dates, and Restrictions, as shown in the screenshot below.

Rule

Offer Name: Enter a suitable name for the offer.
Rule applicable on: You can apply a rule either to selected product(s), all products in a specific category, or all products in the cart.
Products: For individual product(s) options in the previous setting, this setting will list products to be selected. A single rule can be applied to multiple products just by selecting the required products in this field. For specifying category options, it will list product categories.
Check for: You can apply the discount based on either quantity, weight, or price of the product.
Minimum & Maximum: Enter the respective minimum and maximum value for the attribute selected in the previous setting.
Discount Type: Select the type of discount to be applied, and enter the discounted value in the given text field.

Available discount options are:

Percent Discount: Provides percentage-based discount on product amount.
Flat Discount: Provides flat amount discount.
Fixed Price: Provides fixed discounted price for the product(s).
Coupon Discount: This enables you to associate a dynamically generated discount coupon with the rule. Enabling this discount option also enables the Associate Coupon and Roles tab in the rule setup settings.

Adjustments

Maximum discount amount: Enter an integer amount to set up a limit for the discount.
Adjustment amount: You can set an amount that will be adjusted with the total discount price.
Allow repeat execution: By default, every rule is executed only once. If you want to execute the rule more than one time, you can tick this checkbox. This rule will be executed if the total quantity of the product is a multiple of the minimum/maximum quantity specified in the Rule section. But remember, for this option, the minimum and maximum quantity has to be equal.

Allowed Roles & Date

Valid from date & Expiry date: Specify the date range within which the respective product rule should be valid.

Allowed Roles: You can apply a rule for all user roles or select a specific role as per your requirement.

Associate Coupons & Roles (Only Enabled if Coupon Discount is Selected)

Validate the rule while applying the coupon: Enable this option to validate the rule and its conditions when the coupon code is applied manually.

Auto apply the coupon when the rule is satisfied: Enabling this option will automatically apply the coupon to the cart as soon as the conditions of the rule are satisfied.

Coupon Type: As of now you have the option to create a new coupon dynamically. The option to associate third-party coupons is going to be added soon.

Coupon Code: Add a custom coupon code for the discount.

Coupon Discount Type: Choose the coupon discount types between:

Percentage discount: Applies a percentage discount to the cart.
Fixed cart discount: Applies a fixed value discount to the cart.
Fixed product discount: This applies a fixed value discount to the products.

Usage Limit per User: Enter the number of times the coupon can be used by a customer.

Valid from date & Expiry date: Specify the date range within which the respective product rule should be valid.

Allowed Roles: You can apply a rule for all user roles or select a specific role as per your requirement.

Check out an example of a coupon discount association with a rule:

Restrictions

Allowed Email IDs: If you wish to restrict the discount rule to specific users, you can enter their email IDs in this text field.
Minimum number of orders (previous orders): Enter a minimum order quantity for the discount to be applied.
Minimum total spending (previous orders): Enter the minimum total spending required for the discount to be applied. This means the rule will only be executed when this limit is reached.

Click Save Rule to add a new rule.

A sample product rule is shown in the below screenshot.

Editing/Deleting a Discount Rule

Click the edit icon/pencil icon in the desired rule to modify or update the rule. Click the Bin icon to delete a discount rule. You can only delete one rule at a time.

Applying Product Rule

Offer: Buy a minimum of one unit of a Belt, and get a Flat Discount of $10.

The product rule can be configured as shown in the screenshot below.

The product will be affected on the cart page as shown in the below screenshot.

Description: The price for a Belt is $65, then a flat discount of $10 is applied, and the total chargeable amount is $55 (per unit).

Category Rules

As the name suggests, discount rules are applied to product categories. The settings are similar to product rules, except that you have to select product categories, instead of products.

Configure category rules using the following fields.

Rule:

Offer Name: Enter a suitable name for the offer.
Product categories: Select your desired category(ies) for which you want to apply the rule from the selection list.
Check for: You can apply the discount based on the total number of distinct items, weight, price, or total units of the product.
Minimum & Maximum: Enter the respective minimum and maximum value for the attribute selected in the previous setting.
Discount Type: Select the type of discount to be applied, and enter the discounted value in the next text field.

Available discount options are:

Percent Discount: Provides percentage-based discount on product amount.
Flat Discount: Provides flat amount discount.
Fixed Price: Provides fixed discounted price for the product(s).
Coupon Discount: This enables you to associate a dynamically generated discount coupon with the rule. Enabling this discount option also enables the Associate Coupon and Roles tab in the rule setup settings.

Adjustment:

Maximum discount amount: Enter an integer amount to set up a limit for the discount.

Adjustment amount: Enter an amount that will be adjusted with the total discount price.