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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.