Custom Rules

Block orders that don't meet your requirements by creating custom validation rules. Set conditions based on cart value, product quantity, or specific products β€” and display clear error messages at checkout.

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What it does

Custom Rules lets you create validation rules that block checkout when specific conditions are met:

  • Cart total β€” require a minimum or maximum order value

  • Cart quantity β€” limit the total number of items

  • Product quantity β€” restrict how many of a specific product can be ordered

  • Product restrictions β€” block checkout when certain products are (or aren't) in the cart

Each rule shows a custom error message at a position you choose β€” either as a banner at the top of the page or inline next to a specific field.


Step 1: Go to Checkout Validations

In the app sidebar, click Checkout Validations. You'll see the list of all validation rules.

List page overview

Feature
Description

Search

Find rules by name

Status filter

Filter by Active, Inactive, or Test mode

Table

Shows rule name, status, conditions summary, and actions

Actions

Activate/Deactivate, Edit, Delete for each rule

Bulk actions

Select multiple rules to activate, deactivate, or delete


Step 2: Create a new rule

Click Create validation (top right). The editor opens with three sections: General Setting, Trigger Conditions, and Error Message.


Step 3: Set name and status

Setting
Description

Rule name

A descriptive name for your reference (e.g., "Minimum order $50")

Status

Active β€” rule applies at checkout. Test mode β€” only triggers when checkout email is [email protected]. Inactive β€” rule is saved but not applied.

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Tip: Start with Test mode to verify the rule works correctly before activating it for all customers.


Step 4: Configure trigger conditions

Trigger conditions define when the rule blocks checkout. By default, rules apply to all orders.

Two modes

Mode
Behavior

No condition

Rule always applies to all orders

When conditions are met

Rule only applies when all conditions are satisfied (AND logic)

Available condition types

When you select When conditions are met, a condition builder appears. Click "+ Add 'AND' condition" to add rows.

Condition
Operators
Example

Product

Contains / Does not contain

Cart contains "Fragile Item" β†’ block checkout with warning

Product quantity

Greater than / Greater than or equal / Less than / Less than or equal

Product quantity > 10 β†’ block bulk orders

Cart total

Greater than / Greater than or equal / Less than / Less than or equal

Cart total < $50 β†’ require minimum order

Cart quantity

Greater than / Greater than or equal / Less than / Less than or equal

Cart quantity > 20 β†’ limit total items

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All conditions use AND logic β€” every condition must be true for the rule to trigger. For example: "Cart total < $50" AND "Cart contains Product A" means both must be satisfied for the error to show.


Step 5: Configure error message and position

This section controls what buyers see when the rule triggers.

Error message

Enter the message buyers will see at checkout. Keep it clear and helpful β€” explain what they need to do (e.g., "Your order must be at least $50 to proceed. Please add more items.").

Maximum 200 characters recommended. A character counter is shown below the field.

Error position

Choose where the error message appears on the checkout page:

Position
Display

Top of the checkout page

Red banner at the top of the page β€” most visible

First name

Inline error below the First name field

Last name

Inline error below the Last name field

Company

Inline error below the Company field

Address line 1

Inline error below Address line 1

Address line 2

Inline error below Address line 2

City

Inline error below the City field

Email or phone number

Inline error below the Email/Phone field

Delivery phone

Inline error below the Delivery phone field

ZIP / Postal code

Inline error below the ZIP code field

Country

Inline error below the Country dropdown

Province / State

Inline error below the Province/State dropdown

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Step 6: Preview and save

The right sidebar shows a live preview of how your error message will appear based on the selected position.

Full checkout preview

Click "Preview in checkout" to open a full-screen modal showing the complete checkout layout with your error message rendered at the correct position.

When everything looks good:

  1. Set the Status to your preferred option

  2. Click Save in the top bar

The rule takes effect at checkout immediately.


Test your rule with Test Mode

Before activating a rule for all customers, test it first:

  1. Set the rule Status to Test mode and save

  2. Go to your store and add products to the cart

  3. Proceed to checkout

  4. Enter [email protected] as the checkout email

  5. Make sure all trigger conditions (if any) are met

  6. Verify the error message appears at the correct position

  7. Once verified, change the status to Active

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Manage existing rules

Toggle status

Use the Pause / Start action on any rule to quickly toggle its status without opening the editor.

Edit a rule

Click the edit icon (pencil) in the Actions column, or click the rule name to open the editor.

Delete rules

  • Single rule: Click the delete icon (trash) in the Actions column

  • Bulk delete: Select multiple rules with checkboxes β†’ click Delete rules

Other bulk actions: Activate rules, Deactivate rules.

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Tips

  • Start with Test mode β€” verify the rule works correctly before activating for all customers

  • Use "Top of the checkout page" for most rules β€” it's the most visible and avoids field-level confusion

  • Keep messages actionable β€” tell buyers what to do, not just what went wrong (e.g., "Add at least 2 items" instead of "Not enough items")

  • Combine conditions wisely β€” all conditions use AND logic, so the rule only triggers when every condition matches

  • Keep rule names descriptive β€” "Min order $50 for wholesale" is better than "Rule #1"

  • Check the limits β€” Shopify allows up to 25 active validation rules at once


FAQs

General

Q: Do I need Shopify Plus for Custom Rules? A: No. Custom Rules uses Shopify Functions, which are available on all Shopify plans.

Q: How many rules can I have? A: You can have up to 25 active validation rules at once (shared with Geo Restriction rules).

Q: Do rules take effect immediately after saving? A: Yes. Once a rule is set to Active and saved, it applies to all new checkouts immediately.

Trigger conditions

Q: What happens if I set no conditions? A: The rule applies to every order at checkout. The error message will always show.

Q: Can I combine multiple conditions? A: Yes. Add multiple conditions with AND logic β€” all must be true for the rule to trigger.

Q: Does "Product" condition check variants? A: It checks at the product level. If any variant of the selected product is in the cart, the condition is met.

Q: What's the difference between "Greater than" and "Greater than or equal"? A: "Greater than 10" means 11 or more. "Greater than or equal to 10" means 10 or more.

Error message

Q: Can I use different languages in the error message? A: Yes. Enter the message in any language you prefer β€” it will display exactly as typed.

Q: What happens if multiple rules trigger at the same time? A: All matching rules display their error messages. Buyers must resolve all errors before completing checkout.

Q: Does the error block checkout or just show a warning? A: The error blocks checkout β€” buyers cannot complete their purchase until the condition is no longer met.

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