2. Create & manage checkout rules
Go to Rules. This is the control centre of the app. It shows a card for each part of your checkout setup, each with a status badge (for example 3 active, None active or Not set up) and a one-line summary.
| Card | What you can do |
|---|---|
| Payment methods | Hide, reorder or rename what buyers can pay with |
| Shipping methods | Hide, reorder or rename delivery options and pickup |
| Cash on delivery | Choose who can use COD and other manual methods, and add fees |
| Validation | Stop checkout with your own message |
| Order limits | Minimum or maximum order value, quantity and weight |
| Address | Block PO boxes, require a house number, block ZIP codes or places you don't ship to |
| Blocklist | Keep known bad buyers out before an order exists |
| Templates | Ready-made rules, plus the ones you saved |
| Shipping discounts | Free or cheaper shipping when your conditions are met |
| Terms checkbox | A checkbox on the cart page that buyers tick before checkout |
At the top of the page, Add rule opens the rule-type picker and All rules opens the full list.
2.1. Create a new rule
- Click Add rule.
- Choose what you want to control at checkout:
| Type | What it does |
|---|---|
| Payment methods | Hide, reorder or rename payment methods |
| Shipping methods | Hide, reorder or rename delivery rates |
| Shipping discount | Take a percentage or fixed amount off a delivery rate |
| Checkout validation | Stop checkout when the cart doesn't qualify |
| Checkout banner | Show a message on the checkout page (Shopify Plus only) |
- Set up the rule’s General, Conditions and Action tabs.
- Click Save.
Note: On Shopify Plus, the picker also offers Checkout fields, Content block and Cart message. See 11. Checkout (Shopify Plus).
2.2. The All rules list
Click All rules to see every rule in one list.
| Column | Description |
|---|---|
| Rule | Rule name and its operation |
| Type | What the rule controls |
| Status | Whether the rule is Active or Inactive |
| Priority | The rule's priority when rules conflict |
| Created time | When the rule was created |
| Actions | Duplicate or delete the rule |
- Filter by Type, Category, Operation and Status, and use Search rules by name to find a specific rule.
- Use Sort to sort by created time or by priority number.
- Click a rule name to open and edit it.
- View template opens your saved templates.
Act on several rules at once
Use the checkboxes on the left of the list to select rules, then choose Active, Inactive, Duplicate or Delete.
- A duplicate is added with (copy) in its name and switched off, so you can review it before it goes live.
- Delete asks you to confirm.
Important: Deleting a rule can’t be undone.
2.3. The rule editor
Every rule opens in the Rule editor with three tabs. Click Save at the top when you’re done. The Buyer preview shows roughly what the buyer will see.
General
| Field | Meaning |
|---|---|
| Name | What you call the rule. Buyers never see this. |
| Status | Active (running) or Inactive (kept, not running) |
| Description | Optional internal note |
| Priority | A lower number wins when two rules reach the same thing |
| Schedule | Optional start and end date and time, read in your store's time zone. Leave the start empty to begin as soon as you save. |
| Days of the week | Leave all unselected to run every day |
Conditions
Choose when the rule runs: Always, or When set conditions are met. A rule set to the second option with no conditions behaves like Always.
Click Add condition to pick from the list, then choose Match ALL conditions (AND) or Match ANY condition (OR).
| Group | Conditions |
|---|---|
| Cart | Cart subtotal amount, Cart total amount, Cart quantity, Order weight |
| Products | Product, Product collection, Product tag, Cart contains, Cart does not contain |
| Delivery and payment | Delivery type, Delivery method name or handle, Payment method |
| Customer | Customer tag, Customer is logged in, Customer is not logged in, Customer order count, Language |
| Address and contact | Country, City, State/province code, ZIP/postal code, Address line 1 and 2, Company, Phone |
Numbers can be compared with is greater than, is less than, is equal to, and the “or equal” and “not equal” forms. Text can be compared with is, is not, contains, does not contain, starts with and ends with.
Note:
- Product tag and collection conditions share an allowance across your active rules. The editor shows how many you have used.
- Customer tags are copied from Shopify to the app. Keep them up to date in Settings → Customer tags.
- Banner rules can’t use some customer conditions. The editor tells you which.
Action
What the rule does. This tab depends on the rule type and is covered on each rule’s page.
2.4. Rule priority
Priority decides which rule takes precedence when several rules reach the same payment or shipping method. A lower number means a higher priority. For example, a rule with priority 1 takes precedence over a rule with priority 5.
2.5. Templates
Templates are ready-made rules you can start from.
- On Rules, click Browse templates to see built-in templates by type, plus Saved by you.
- On the Order limits and Address cards, click Use a template, or Start from scratch.
- Picking a template opens the rule editor already filled in. Adjust it and click Save.
- Save as template in the rule editor stores your own rule, with a short description.
- Manage saved templates lets you edit or delete the templates you saved.
| Type | Built-in templates |
|---|---|
| Payment | Hide COD for heavy orders; Hide COD outside your country; Prepaid only for first-time buyers; Hide PayPal for local pickup |
| Shipping | Express first for big carts; No express to PO boxes; Rename Standard to something clearer; No local pickup at the weekend |
| Shipping discount | Free shipping over a threshold; Cheaper shipping for B2B buyers |
| Order limits | Minimum order value; Maximum quantity per order; Maximum order weight |
| Address | Block PO boxes; Require a house number; Block specific ZIP codes |
| Banner (Shopify Plus) | Holiday delivery notice |