Purchasing Rules

This article demonstrates how to set up Purchasing Rules for products on your Store.

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Purchasing Rules Overview

Purchasing Rules can be created to enforce specific rules on customers buying products in your Store. There are two types of purchasing rules:

Dependency Rules creates dependencies that customers must fulfill when buying a specific product, such as buying an additional product or product set. These can be useful for pairing together courses with prerequisites or corequisites, creating an informal program of courses in your Store, or for selling resources made for specific courses.

The Duplicate Purchases Rule prevents customers from repeatedly purchasing products and courses before a set period has passed. This can help restrict course enrolment and prevent already-enrolled customers from purchasing it again.

important-Mar-24-2021-07-40-19-37-PM  NOTE

This article will focus on the basics of creating a course or product, and only highlights the necessary settings for creating purchasing rules. Click here to learn more about creating a course, and click here to learn more about creating other types of products. 

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Dependency Rules

1.  On the Lambda Store Admin panel, click Catalog > Products to access the Products page. 

2.  On the products page, click Add Product directly to create a new product.

3.  Enter the Product Name in the corresponding field.

purchasingrulesproductname

4.  Enter an appropriate Price for your product.

purchasingrulesprice

5.  Scroll down and expand the Purchasing Rules section. Then, expand the Dependency Rules subsection.

6.  To begin creating dependency rules, click Add Product Set.

purchasingrulesdependencyaddproductset

7.  Click Add Product to the Set.

purchasingrulesdependencyaddproducttoset

8.  Using the drop-down menu, select the first product that you would like to add to your dependency set. If you would like to add more products to you set, click Add Product to Set again. 

Using the Dependency Type drop-down menu, you can determine whether customers must either Purchase or Complete the product. 

purchasingrulesdependencydropdown

Once you have added all of the necessary products to your set, you can determine whether customers must purchase ANY or ALL of the products using the corresponding drop-down menu. 

purchasingrulesdependencyanyorall

9.  If you would like to add an additional product set, click Add Product Set again.

Once you have added all of the necessary product sets, you can determine whether customers must purchase ANY or ALL of the sets using the corresponding drop-down menu. 

purchasingrulesdependencyanyorallset

You can also remove product sets by click on the corresponding Delete icon.

10.  Once you are complete, click Save. 

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important-Mar-24-2021-07-40-19-37-PM  NOTE

When creating a dependency rule, it will only apply to the product that you have specifically created the rule for, and not to products that are included in that dependency.

If you would like to create a general dependency rule that applies to a group of products, then you will have to create the rule for each individual product. 

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Duplicate Purchases

1.  On the Lambda Store Admin panel, click Catalog > Products to access the Products page. 

2.  On the products page, click Add Product directly to create a new simple product.

3.  Enter the Product Name in the corresponding field.

purchasingrulesproductname

4.  Enter an appropriate Price for your product.

purchasingrulesprice

5.  Scroll down and expand the Purchasing Rules section. Then, expand the Duplicate Purchases subsection.

6.  Enable the Prevent Duplicate Purchases setting.

Then, using the Allow Repurchase drop-down menu, select one of the following options:

Never: Customers can never repurchase the course.

After Fixed Date: Customers can repurchase the course after a fixed calendar date.

purchasingrulesduplicatesettings

When the Course is Passed, Failed, or Expired: Customers can repurchase the course after N days if they have passed the course. If N=0, then customers cannot repurchase the course unless it has been passed, failed, or expired.

purchasingrulesduplicatesettings1

If your product or course has an Equivalent Product (such as a version in a different language) that you would also like to prevent customers to buy, then click on the corresponding button and use the drop-down menu to select the equivalent product.

purchasingrulesduplicatepurchasequivalentproduct

7.  Once you are complete, click Save. 

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Overriding Purchasing Rules

There are two different methods to override purchasing rules for customers:

1.  Using Assisted Shopping to create and fulfill orders on the Store Admin site.

2.  Using the Allow Purchase feature.

shopping-cart-2  Allow Purchase Feature

1.  On the Lambda Store admin panel, click on Customers > All Customers to access the Customer page. 

2.  Find the customer that you would like to create the order for, and click on their corresponding Edit link to navigate to their Customer Page.

3.  On the Customer Information panel, click on Shopping Cart.

purchasingrulescustomerinformation

4.  Scroll to the product that is violating the Purchasing Rule, and click on the corresponding Allow Purchase link.

purchasingrulesallowpurchase

5.  Once the customer returns to their profile, they can now purchase their desired product without having to follow the corresponding Purchasing Rule. 

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