Rules

Overview

Delivery and payment rules work the same way. What differs is on each rule's own page.

Hide or rename

Hide itCustomers don't see it at checkout.
Rename itCustomers see your new name instead.

One rule can hide some options and rename others. Shopify limits what can be hidden or renamed: see Delivery rules and Payment rules.

Status

DraftNot live. Nothing changes at checkout until you set it to Active.
ActiveLive at checkout.
PausedOff for now. Set it back to Active any time.
ArchivedFinished with. It never applies again and can't be set back to Active.

To remove a rule for good, open it and click Delete. This can't be undone.

When a rule applies

A rule applies on every checkout unless you limit it to certain products, product types or tags. This works for hiding and renaming.

  • Any of these: at least one of your picks is there.
  • All of these: every pick is there. Different products can cover different picks.

For example, say you pick the tag “fragile” and the product type “Glassware”. With Any of these, a fragile candle is enough. With All of these, the rule needs both: a fragile candle and a glass, or one product that's both.

A delivery rule looks at one shipment at a time, so if an order ships in two parts, only the shipment with your picks changes. A payment rule looks at the whole cart, because customers pay once.

A rule can also depend on the order amount: at least or less than an amount you type in your store's currency. A payment rule counts what the customer pays, shipping and tax included. A delivery rule counts the items in the cart before shipping, because the customer is still choosing it. Customers paying in another currency are compared at Shopify's exchange rate. With products picked too, the rule applies only when both are true, and the preview cart is filled to meet the amount.

Preview before it goes live

Save a rule as a draft, then click Preview in checkout. It opens a real checkout on your store with the rule working for that cart only, so customers see no change. If the rule is limited to certain products, the cart already has them.

One rule per option

Two Active rules can't act on the same payment method, or on the same shipping option in the same zone or market, even with different conditions. The save is refused and the app tells you which rule is in the way. To cover two cases, put both in one rule: two tags with Any of these, for example.

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