Magento Functionality Deep Dive: Rule-Based Product Relations

Matt Trimmer

As we continue our deep dive into Adobe Commerce functionality it is imperative that we look at Rule-Based Product Relations. 

Rule-Based Product Relations are an easy and effective way to set related products to be cross or upsold without having to go through each product to assign relations. 

Rule-Based Product Relations allow a merchant to set up conditions for identifying products and the conditions through which products display on the front end. With the rules set, merchants can maximize the power of related products to cross and upsell. 

Configuring and creating Rule-Based Product Relations doesn't need to be complicated. 

Configuring Related Product Rules:

In the Admin Panel, select "Stores" in the sidebar. Then, under "Settings"  select "Configuration". Select the Catalog heading and choose "Catalog" from underneath. Then expand the "Rule-Based Product Relations" section and fill out the form. Rule-Based 1

In the form, you will decide on the maximum number of products that will be in the related products list. Then you will set "Show Related Products" to "Both Selected and Rule-Based," "Selected Only," or "Rule-Based Only." Once that is complete you will set the rotation mode for products in the related product list to either "Shuffle" or, "Do Not Rotate." 

To finish your configuration click Save Config. 

Creating a Related Product Rule:

On the Admin sidebar, go to marketing, then under "Promotions," select "Related Product Rules." In the upper-right corner click Add Rule. 

Rule-Based 2 You will then need to provide a rule name, priority,  status, apply to, form and to date, results limit, and customer segment. Here are a few tips to help when filling out these fields:

  • Use a name that clearly identifies the rule, where it is being used, and any other relevant information that will be helpful for others involved. 
  • The priority field tells Magento which rule to use when a product fits multiple conditions. 
  • The status field allows you to set the rule to active or inactive. To enable a rule, set the status as active. 
  • The apply-to field is where you decide if the rule is for related products, and cross-sells. or up-sells. 
  • If the rule is active for only a specific amount of time, enter from and to dates, if not this field is not required and can be left blank. If it is left blank the rule will be used indefinitely. 
  • In the results limit field enter the number of products that will appear in the results list, the maximum is 20. 
  • If the rule applies to a specific customer segment, set the field to specified and choose the customer segment from the list. 

Once that is complete, navigate to the left panel and choose products to match. Then you will build the condition(s) in the same way you would for a catalog price rule. This is where you build the rules of which products should have related items assigned to them. 

Rule-Based 3

After you complete the "Products to Match" section, you need to go into the "Products to Display" tab and pick which products display for the items that match the conditions above.

Just like a catalog price rule, you are picking which items show as the related items, given the conditions to match qualify for the item on the screen. 

When you are finished, select "Save," and you will have created your related product rules. 

Check out our deep dive into RMAs, and follow along for additional blogs highlighting Adobe Commerce functionality as we take more deep dives into Segmentation, Rewards, and Automated Email Reminders. All of which will help you maximize the value your eCommerce site brings your organization. 

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