Creating a policy (Legacy)

A policy is a business rule about eliminating similar promotionCommerce: A way to apply a discount to products, order totals, or shipping; a marketing tool used to increase sales of certain products or product lines. A promotion is associated with a campaign. In recent Commerce versions, this term is replaced by "discount." for the same order or same productCommerce: various forms of merchandise that you can display and purchase from the public site, including products, variations/SKUs, bundles, packages and dynamic packages.. A policyCommerce: rules that are executed when a promotion applies. A marketing manager can declare a rule once for the whole site such as "do not allow negative orders." executes whenever a promotion is applied. You can configure one or more policies for each store and optionally associate them with one or more promotion groups. A policy can be local or global.

• Local policy. Associated with a promotion group, and applies only to those promotions in the group to which this policy is associated.
• Global policy. Not associated with a promotion group because it applies to all promotions. This lets a marketing manager declare rules just once for the whole site such as Do not allow negative orders.

Only advanced Episerver Commerce users should create policies.

1. Go to Marketing > Policies. The Policy List appears.
   —Image: Policy list—

   

2. Click New Policy. The Policy Edit page appears.
   —Image: editing policy properties—

   

   • Policy Name. Enter a name for the policy.
   • Status. Enter the status of the policy.
   • Is Local.
     • No. Default. This policy is not part of a promotion group and is available for all promotions.
     • Yes. This policy is part of a promotion group and is applicable only for that promotion group.

     Status and Is Local are global, meaning they cannot be limited to a promotion group.

   • Expression. Select an existing policy expression.
   • Groups. Select the groups to which this policy applies.
3. Click OK.