Wallet management for Shopify – Possible Cashback Rule Cases

As you know, the Wallet Management app for Shopify gives your eCommerce store a wallet concept for your customers to pay via wallet, get refunds in the wallet, and much more.

In the wallet management app, the cashback rule is created on basis of product, cart, and promotion.

To create the cashback rule, click on the Cashback rules section then click on Add Rules button.

Now, you will see the following common fields to create cashback rules

Enter the time duration for cashback validity in the TIME DURATION field.

Select the product, cart, and promotion from the CASHBACK ON the field.

Select fixed or percentage in CHOOSE CASH BACK OPTION field

lastly, add the amount in the CASHBACK AMOUNT.

You can select cashback priority from the Configuration >> Wallet section i.e maximum and minimum cashback. It helps to manage when multiple cashback rules are satisfying at the same time.

Let’s understand all possible cases with examples when multiple cashback rules are satisfying at the same time then which cashback rule will apply?

Let’s understand this with help of the possible cases for cashback:-

Case 1
If the admin has created two different cashback rules for the Product and cart.
For example:-
10% Cashback for Product A of $100 USD
20% Cashback for a $100 USD Cart amount.

Suppose, both types of cashback rules will satisfy at the time of buying products then only the Minimum /maximum cashback will only be applied.

It means if the admin has selected minimum cashback From cash priority section then 10% Cashback for Product A of $100 USD will only apply.

And if the admin has selected maximum cashback from cash priority section then 20% Cashback for a $100 USD Cart amount will .

Case 2
If the admin has created multiple cashback rules for carts.

For example:-
10% Cashback for $100 USD Cart total amount.
20% Cashback for a $200 USD Cart total amount.
30% Cashback for a $300 USD Cart total amount.
40% Cashback for a $400 USD Cart total amount.

Suppose, the customer has add products to the cart and the total price of the cart is $500 then by default maximum cashback rule will satisfy i.e. 40% Cashback for a $400 USD Cart total amount.

Case 3
If the admin has created multiple cashback rules for products.
For example:-
10% Cashback for Product A of $100 USD
15% Cashback for Product B of $200 USD
20% Cashback for Product C of $400 USD
30% Cashback for Product D of $500 USD

Suppose, the customer is buying Products A, B, C, and D then all four cashback will be given to the customer i.e. $270 (10 +30+ 80 +150) cashback amount will be added to the customer’s wallet. 

If the admin wants to add directly to customer’s wallet directly then the admin will go to Wallet customer section >> click the View button in front of that customer.

Now, click on “Add Amount” button to add the amount to that customer’s wallet.

Even, the admin can add amount to customers wallet in bulk
Go to the Wallet customer section >> click Add Money via CSV

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