How to set up Reorder rule?

A Reorder rule allows you to define specific conditions under which customer is eligible to reorder in your store. To set up the Reorder rule, simply follow these instructions below:

Step 1: In the page of Quoting & Ordering , switch on the toggle of the 'Reorder' module to enable the feature, then click 'Configure' to access the Reorder tab.

Step 2: This section contains all previous Reorder rules, allowing you to view, edit, delete or create new rule.

• To view or edit a specific rule, click on the Edit button (pencil icon) on the rule row which you want to view/edit.

• To delete a specific rule, click on the Delete button (trash bin icon) on the rule row which you want to delete.

• To create a new rule, click on the 'Add rule' button at the top right corner of the screen.

Step 3: When you click the 'Add rule' button, the screen should look like this image below:

Step 4: Set up general information

• Priority: The lower the number, the higher the priority will be. For example, rule A has priority 1, rule B has priority 2, then rule A will be applied first.

• To activate the rule, make sure the Status is set to Enable.

Step 5: Select applied customers

• Customer Condition section allows you to decide which customer are eligible for the Reorder rule.

• Beside the 'All logged-in customers' option, you can add customers by tags or add certain specific customers.

Step 6: Select excluded customers.

This section allows you to decide which customer are NOT eligible for the Reorder rule.

• Select 'None' if you do not want to exclude any customers from Reorder rule.

• Select 'Customer tags' to exclude customers from being applied the rule. Enter the tags that should be excluded.

Step 7: Saving your changes:

• Once you are satisfied with the settings, click the Save button located at the top corner of the screen.

• If you wish to discard any changes made during the session, use the Discard button beside the Save button.