> ## Documentation Index
> Fetch the complete documentation index at: https://codebeans-discount-engine-pro.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Discount Manager

> Rules that accept, reject or replace discount codes, and manage cart contents.

The Discount Manager is a rule builder for your whole store. Each rule has qualifiers and an action. Open it with **Create** on the Home page's **More Functions** card and choose **Discount Manager**. The **Discount Manager** tab on the Manage page lists every rule you have built and which are active.

![The Discount Manager tab on the Manage page](https://mintcdn.com/codebeans-discount-engine-pro/vADWEe_DBoVbp2Z1/images/dm-tab.png?fit=max\&auto=format\&n=vADWEe_DBoVbp2Z1\&q=85\&s=b7c15ff5d66b2d0272fd1a3ceb0fbb62)

## Managers and rules

Rules are grouped into **Discount Managers**. Each Manager holds its own rules and can be turned on or off on its own; they all run through one Shopify discount.

* **Add Discount Manager** creates a Manager. Give it a **Discount Manager name**; it is never shown to customers.
* **Discount Manager status** turns that Manager's rules on or off. Each rule keeps its own status, so turning the Manager back on restores exactly what you had.
* **Function status** turns every Discount Manager on or off at once.

Inside a Manager, **Create rule** (or **Add new**) adds a rule. The row menu on each rule has **Edit**, **Duplicate**, **Move up**, **Move down** and **Delete**.

![The Discount Managers list](https://mintcdn.com/codebeans-discount-engine-pro/vADWEe_DBoVbp2Z1/images/dm-managers.png?fit=max\&auto=format\&n=vADWEe_DBoVbp2Z1\&q=85\&s=e42f702a27435eee69c4b11b6b66b632)

## Rule types

There are eight rule types. Four run at checkout and four run in the storefront cart.

![The eight Discount Manager rule types](https://mintcdn.com/codebeans-discount-engine-pro/vADWEe_DBoVbp2Z1/images/dm-rule-picker.png?fit=max\&auto=format\&n=vADWEe_DBoVbp2Z1\&q=85\&s=959e3a139e0bfcdc1982a757f1744ce5)

### Checkout rules (discount codes)

| Rule | What it does |
| - | - |
| **Add discount** | Accepts an entered discount code when the qualifiers pass |
| **Replace Discount** | Rejects one entered code and accepts another in its place, with a message explaining why |
| **Reject discount** | Rejects entered codes, with a required message telling the customer what to do instead |
| **Watch discount** | Rejects a code while a watched code is absent from the cart, for example *MEMBER20 needs the MEMBER code* |

> [!NOTE]
>
> A rule can only choose among codes the shopper has already entered. **Add discount** cannot add a code to a cart that has none, and the replacement code in **Replace Discount** must also be in the cart.

> [!WARNING]
>
> **Reject**, **Replace** and **Watch** reject a code, and Shopify only allows that from an automatic discount. They won't run while the Discount Manager is set up as a code discount.

![A Reject discount rule with a code and customer message](https://mintcdn.com/codebeans-discount-engine-pro/vADWEe_DBoVbp2Z1/images/dm-rule-editor.png?fit=max\&auto=format\&n=vADWEe_DBoVbp2Z1\&q=85\&s=434914b71f363eb48ee5f167612ffbc9)

### Cart rules

| Rule | What it does |
| - | - |
| **Add products** | Adds products to the cart when the qualifiers pass |
| **Remove products** | Removes products from the cart when the qualifiers pass |
| **Manage cart attributes** | Adds, removes and updates cart attributes |
| **Manage line item properties** | Adds, removes and updates line item properties |

Cart rules run in the storefront cart through the **CB Cart Rules** app embed. To use them, turn on the embed in your theme and tick **Enable cart rules** in its settings. See [Theme blocks](https://codebeans-discount-engine-pro.mintlify.site/storefront/theme-blocks.md).

> [!WARNING]
>
> Cart rules are advisory: they act in the cart, not at checkout. A customer can undo the change and check out without it, and checkout will not apply it again. Use a checkout rule when it must be enforced.

## Rule settings

| Setting | What it does |
| - | - |
| **Rule name** | Optional, for your reference only |
| **Rule status** | Turns this rule on or off |
| **Priority** | Higher runs first. Leave empty to run in list order |
| **Customer qualifier** / **Cart qualifier** | Conditions the cart must meet. Each qualifier holds up to three conditions, joined with **AND** (both must be true) or **OR** (either can be true) |
| **Qualifier behavior** | How the customer and cart qualifiers combine |
| **Payment qualifier** | Limits the rule to a payment method, by its name as it appears at checkout |

> [!NOTE]
>
> The **Delivery qualifier** is saved but not applied at checkout: delivery selection isn't available to this kind of function. Leave it set to **Any delivery method**.

Some rule types need **Shopify Plus**. They can be configured on any plan but only run on Plus.

## What happens at checkout

The **What happens at checkout** panel lists your rules in the order they run, highest priority first, so you can check the result before saving.

![The What happens at checkout panel](https://mintcdn.com/codebeans-discount-engine-pro/vADWEe_DBoVbp2Z1/images/dm-checkout-plan.png?fit=max\&auto=format\&n=vADWEe_DBoVbp2Z1\&q=85\&s=6a5428785847d37b93bd72b0ba2fc501)

> [!NOTE]
>
> If the configuration grows too large for Shopify to run, a banner says so. Turn off a Manager or pause some rules to get back under the limit.


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