Excluding products from a shop-wide discount is an incredibly useful feature, especially if you have products that are vastly more expensive than others, or products with a smaller profit margin.
1. Go to Discounts.
2. Click on Add Discount.
3. Choose a Name for your discount.
4. Enter or generate a Code.
5. Choose a Limit (if you need one).
6. Select a Discount Type.
7. Set a discount Value.
8. Make sure that Applies to all products is unchecked.
In the Exclude section, set the Products must match button to All Rules and then click on Add Rule. Select Category from the Products matching dropdown and then find the category you are looking for in the text box. You can exclude more than one category at a time should you want, but make sure you set the Product must match button to Any Rules
9. Set the Visibility of this discount to whatever you need. If you set the Start date to be sometime in the future then you can leave this set to inactive as the discount will automatically activate when the Start date is hit.
10. Go ahead and set the date ranges here. It’s generally ok to have no end date on this type of discount if you have already set a usage limit, however, if there is no usage limit then we suggest having an End date.
How to include a category yet exclude a product from a discount
Sometimes you’ll want to run a promotion on products inside a category, brand, or group except for a few. This is useful if you have a handful of products where the profit margins aren’t as high as other products in the same category, brand or group.
Go ahead and enter the Name, Code, Discount Type, and a Value for this discount. In this example we are running a fixed value Money off discount. Decide if you want to limit the usage amount or the date range. You can limit both, and your promotion will end whenever either one of the limits is hit, whichever comes first.
Make sure that Applies to all products is unchecked.
In the Include section set Products must match to All Rules. Click on Add Rule, select Category from the Products matching dropdown, and then find your category using the text box. You can include more than one category at a time if you want, but if you do this make sure you set the Product must match button to Any Rules.
In the Exclude section set Products must match to All Rules. Click on Add Rule, select Single Product from the Products matching dropdown, and then find the product you want to exclude using the text box. You can exclude more than one product at a time if you want, but if you do this make sure you set the Product must match button to Any Rules.
Set the Visibility of this discount to whatever you need. If you set the Start date to be sometime in the future then you can leave this set to inactive as the discount will automatically activate when the Start date is hit.
Go ahead and set the date ranges here. It’s generally ok to have no end date on this type of discount if you have already set a usage limit, however if there is no usage limit then we suggest having an End date.
Let’s take a moment to review what we’ve just done. We’re saying that we want to set a discount on all the products in the category selected in the Include section EXCEPT the single product or products you selected in the Exclude section.