Magento 2 Personal Customer Discount Manual

Personal Customer Discount

Requirements and Installation

Personal Customer Discount supports both Community and Enterprise edition of Magento starting from version 2.2. The current version of Magento installed on your website can be found in the lower right corner of any backend page.

Magento 2 Version

Personal Customer Discount extension has 2 separate ways of installation: via Composer or by copying the code.

Installation Via Composer

  1. Create a folder anywhere on your server (preferably not in the Magento installation directory). Put the zip archive into this folder.

  2. Use any SSH client to connect to your server. Navigate to the root Magento folder. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Add the folder with the extension's archive as a repository. For this, run the Composer command:

    composer config repositories.mageworx artifact {/ABSOLUTE/PATH/TO/FOLDER}
    

    like

    composer config repositories.mageworx artifact /mageworx/extensions/zip
    

    This command will add these lines to your composer.json file

    "mageworx": {
        "type": "artifact",
        "url": "/mageworx/extensions/zip"
    }
    
  4. Perform the command:

    composer require mageworx/module-personalpromotion
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    
  6. To update the extension via composer perform the command:

    composer update mageworx/module-personalpromotion
    

Installation by copying the code

  1. Download the extension's package from your customer account, unzip it.

  2. Use any SSH client to connect to your server. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Upload all the files and folders from the extension's package to the root Magento folder.

  4. Via SSH, navigate to the root Magento folder and perform the command:

    php bin/magento module:enable MageWorx_PersonalPromotion
    
  5. Clear the compiled code and cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    

Extension Configuration

Backend Setup

Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ MAGEWORX ⟶ Personal Customer Discount.

Personal Customer Discount

The Enable Personal Customer Discount in Cart Price Rules setting provides the possibility to temporary disable/re-enable the extension functionality directly from the backend.

Personal Customer Discount Configuration

The extension extends the default cart price rules configuration.

To edit the cart price rule, the store owner should go to MARKETING ⟶ Promotions ⟶ Cart Price Rules.

Personal Customer Discount

From here, the store owner can either Add New Rule or Edit the rules that have been created before. Please note that during the initial setup this grid may be empty.

Our extension adds the special Customers tab.

Personal Customer Discount

This tab shows the customers grid with the default possibility to sort out the values and reset the filters. The customer grid supports the mutiselect possibility to choose several customers simultaneously. Once the customer(-s) are selected and the configuration is saved, the cart price rule will be triggered only for the targeted shopper(-s).

Note: if no customers are selected, the cart price rule will work for anyone

Personal Customer Discount Features in Magento 2 Enterprise

Magento 2 Eneterprise edition provides the possibility to add scheduled updates. Cart price rules can be applied on schedule as part of some campaign.

Personal Customer Discount

To add the new schedule update, click the Schedule New Update button.

Our extension provides the same features for the scheduled updates as well.

Personal Customer Discount

The functionality is the same as described previousely in this user guide.

Once the schedule update has been created, the store owner should click the Save button.

The upcoming update will be shown in the scheduler.

Personal Customer Discount

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free to submit a ticket from http://www.mageworx.com/support/

MageWorx offers outstanding services developing custom-tailored solutions for Magento platform to attain your eCommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe.