Checkout Rules

Article Level: Advanced

A Checkout Rule is a means of controlling the final part of the checkout process and allows the store owner to place limits on the quantities of items being purchased and to control the final selection of shipping and payment methods that are presented to the customer.

Creating Checkout Rules

To create a checkout rule, go to the Preferences -> Checkout rules section of your store toolbox, and follow the instructions below:

1. Click the "Add a Checkout Rule" link
2. Type in a description of the rule. This description may be displayed in the checkout, so make sure it means something to your customer.
3. Select the rule action. You can choose to create a rule to
   • Deny purchases
   • Set Maximum Quantity
   • Set Minimum Quantity
   • Set Quantity Range
   • Set a Shipping Tag
   • Set a Payment Tag
4. Enter the amount of your discount.

Whilst checkout rules may appear complex at first, you will find that the advanced functionality provided by them makes it worthwhile to spend some time experimenting until you get it right. After you've created a rule, make sure you test it in your checkout to make sure you've set it up right!