How to set up Reorder rule?

This article will provide a detailed step-by-step guide to work with the 'Reorder' function in your store.

PreviousReorder NextHow do customers place a Reorder on storefront?

Last updated 3 months ago

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How to set up Reorder rule?

This article will provide a detailed step-by-step guide to work with the 'Reorder' function in your store.

The Reorder feature allows B2B customers to easily repurchase items from their past orders with just a few clicks. This functionality saves time for repeat customers by eliminating the need to search for products manually, enhancing their shopping experience and encouraging repeat business.

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.

PreviousReorder NextHow do customers place a Reorder on storefront?

Last updated 3 months ago

Was this helpful?

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.

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