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 that allows you to 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 based on quantities and values.

Here are some examples of what you can do with dynamic rules:

  • Charge Microsoft a price of $50 for 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 fewer than 100 pieces, $0.80 for 100–1000 pieces, $0.60 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 purchased 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 one user but show prices for another
  • Give a 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 exceeds 500 units

Dynamic rules are incredibly versatile and offer a wide range of possibilities, covering 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 fixed value (e.g., $5) or percentage (e.g., 10%) discount on specific products or categories, for specific users or groups, under specific conditions.

In the example below, we apply a $15 discount on accessories for Small Businesses, with the condition that at least 100 total pieces are purchased and that the value of accessories bought is at least $160.

Discount rule example

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

"Calculated Discounted Price Becomes Sale Price"

The checkbox can be enabled as follows:

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

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

Raise Price Rules #

With 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 percentage.

To learn more 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 a $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: A 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: The price shows as "Price is not available"

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

These rules also hide the "Add to Cart" button, since a product cannot be purchased without a price:

Non-Purchasable Rules #

Non-purchasable rules are similar to "hidden price" rules, with the difference that they 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, you can offer free shipping if the user purchases more than 15 Large Boxes:

Free shipping for 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) #

With 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 met: The minimum order is 25 pieces, but the user only has 16 in the 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, they 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 applies to the total products in the 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 individual item.

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

Required Multiple (Quantity Step) #

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

Example

All products in the "Clothing" category must be purchased in multiples of 5:

Required multiple of 10 for large boxes

Then, if you try to add a Sweater to the 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, it does not apply to each variation individually. Instead, it applies to the total of all variations. For example, if you set a multiple of 4, customers can purchase 2x Red + 2x Blue.

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

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 #

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

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

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

Add Tax / Fee Rules #

With 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 amount of $1 per box. It is configured as follows:

The fee is then displayed in the cart:

Box tax example: $1 per piece

Tiered Price Rules #

With 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 #

With BOGO rules, you can offer 1 item free for every X items purchased.

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

Quote Request Rules #

There are two main quote request rules:

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

Payment Method Discounts and Surcharges #

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

Payment Method Min and Max Order Value #

With these rules, you can set a minimum or maximum order value for specific payment methods. For example, you can set PayPal to only be available for orders up to $1,000, or require a minimum order value of $2,500 for wire transfers.

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

Set Currency Rules #

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

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