Conditions

Conditions extend the global configuration: they apply for a period of time and for a specific selection of products, customers or rules. Use them to build campaigns such as “double points in September” or “no points on sale items”.

The six condition types

Exclude products from bonus points — no points are collected, or none can be redeemed, for the selected products, product groups or categories.
Include products for bonus points — the counterpart: together with the configuration option Credit points by conditions only the products defined here are eligible for points.
Individual bonus factor for customer or customer group — a separate conversion factor for individual customer numbers or customer groups.
Individual bonus factor — a separate conversion factor for products, product groups, categories or a rule.
Individual bonus factor during customer's birthday month — applies for the whole birthday month.
Individual bonus factor during customer's birthday — applies on the birthday only.

Base settings

Field	Type	Description
Name	Text	A meaningful name for the condition, e.g. “September campaign”.
Active	Toggle	Only active conditions are evaluated.
Valid from / Valid until	Date	Period in which the condition applies.
Condition type	Select	One of the six types listed above.
Type of change	Select	For exclusions: Exclude from credits or Exclude from redemption. For inclusions: Include for credits or Include for redemption. For an individual factor: Credit conversion factor or Redemption conversion factor.
Conversion Factor (1 EUR = ? points)	Number	The factor used while the condition applies. Not needed for the exclusion types.
Position	Number	Order of evaluation when several conditions apply at the same time. The list shows the position and can be sorted by it.

Rules

The Rules card defines what the condition is applied to. Which fields appear depends on the selected condition type.

Field	Type	Description
Type	Select	How the selection is evaluated — see Type below.
Products	Multi select	Individual products.
Product groups	Multi select	Dynamic product groups (product streams).
Categories	Multi select	Categories; products in those categories are affected.
Customer groups	Multi select	Only for conditions targeting customers or customer groups.
Customer numbers	Text	Individual customer numbers, only for conditions targeting customers or customer groups.
Rule	Select	A Shopware rule from Settings → Rules. Create new rule builds one right here.

Type

The Type field in the Rules card decides how the selection is evaluated:

Products / Product groups — the classic assignment through products, product groups and categories.
Rule + All products — the condition applies to all products as soon as the selected Shopware rule matches. This makes cart values, countries, payment methods, point balances and everything else the rule builder knows available.
Rule + Products / Product groups — both must be true: the rule matches and the product is part of the selection.

The Bonus System ships its own rule conditions (point balance, points redeemed in the cart). See Flow Builder and rules.

Notes

Conditions take effect after saving and only within their validity period.
The factor of a condition replaces the global factor from the configuration — it is not applied on top of it.
If several conditions match, the Position decides the order.
Points granted through the product custom field Bonus points on order product are independent of conditions.