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How Do I Create an Automated Product Collection for a Discount?

Treez Support avatar
Written by Treez Support
Updated this week

Question:

How do I create an automated collection for an automated discount in the Latest Version of Treez?

Answer:

Follow the instructions below to create an automated collection in Discounts or Catalog.

NOTE: Automated collections update dynamically. Any new products that meet the rules will automatically be added, saving you time and ensuring accuracy.

Creating an Automated Collection directly from Discounts

  1. From the Discounts module, you should be on the Automated Discounts tab.

  2. Click the Add Discount button in the top-right corner of the screen.

  3. In the Add New Discount form, fill out the discount details in the first step.

  4. Click Next to go to the Select Product Collections step.

  5. If your collection does not already exist, select +Add New Product Collection.

  6. Continue with Step 3 below for creating an automated collection directly from Catalog.

  7. After creating the automated collection, return to the tab with the new discount and the new collection should appear automatically at the top of the list. Refresh the list or search if you do not see it right away.

Creating an Automated Collection directly from Catalog

  1. From the Catalog home screen, click the Collections tab.

  2. This is where you can create, search for, edit, and delete collections.

  3. Click the Add Collection button in the top-right corner of the screen.

  4. In the pop-up window, select Automated.

  5. Enter a name for your collection, then click Create.

  6. Set up your collection rules using the available filters:

    • Product Category

    • Product Subcategory

    • Brand

    • Classification

    • Amount

    • Attribute Tags

    • (Optional) Combine multiple rules to further refine your collection

  7. To exclude specific products, search for the product and check the Exclude box next to it.

  8. When you’re finished adding rules, click the Update button to save your collection.

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