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In this tutorial
we'll discuss the usage rules feature.

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This little use feature allows you
to define scenarios in which access

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to a particular payment methods
or delivery methods may be restricted.

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For example,
if you would like to only grant guest

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uses the ability to utilize payment
methods such as PayPal.

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Restrict access to the payment methods.

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To demonstrate this, we're going to go

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to our delivery computation area.

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So whilst we're going to demonstrate
this on delivery computation,

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it can be utilized
in different areas of Infigo.

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So for example, for payment methods,
delivery methods like we have here.

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And for delivery options.

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So I'm going to click on

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usage rules
next to my chosen delivery method.

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So in my case, it's going to be fixed
rate shipping and go to usage rules.

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Towards the bottom of this page,

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you'll see a section allowing you
to define usage rule requirements.

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In addition, there's an info box
providing some additional context

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on these capabilities.

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If I click down on this box, you can see
the options that we have available.

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The dropdown allows you to choose
requirements types for your rule,

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and this can be done against customer
rolls, categories, product variants,

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product groups, departments
and select Connect plugins as well.

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Use these options to create rules
where the scenario has to match

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before a particular payment
or delivery method will be shown.

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For example, will next create a rule
where in order to utilize this delivery

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method, the user placing
the order must have a guest

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customer role.

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So I'm going to go to usage requirements
by customer roles.

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Selecting one of those will reveal
a couple of additional options,

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allowing you to configure
that particular rule.

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We have restricts usage.

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Consider this a general on off switch.

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If this is checked,
usage is restricted to those matching

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the specified rules.

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Then underneath here
we have the customer roles.

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So in our example, we're looking to type
the name of a defined customer role.

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Required input will differ based
on the rule that you're trying to make.

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For example, creating a rule
against a category will require

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input of the category ID.

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You can check the tooltip
next to the field when creating your rule

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to see the format of
input that they expect.

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So in our case,
I'm just going to type guests

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as we want that customer role
to be covered

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by this particular rule.

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Then if we click on Add New,

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this will confirm the addition
of the rule.

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Multiple rules can be defined
for a single payment method,

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delivery method
or delivery option if they are required

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Infigo

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provides the ability to choose
whether all of these rules need to be met

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in order for the method to be used
or just one of them.

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And these are found within your order
settings.

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If we scroll right down to usage

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requirements right down at the bottom.

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So this is split into three areas

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covering delivery options,
delivery methods, and payment methods.

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These are global controls
which govern all rules

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specified in each of these three areas.

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If these settings are not checked
so that false,

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then all rules are required
to match a scenario before it can be used.

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If these settings are checked
so true, then

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only one usage rule needs to match.

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Once you've chosen the configuration
you require, make sure you save the page.