Checkout rule templates: COD, PO boxes, free shipping
Templates are ready-made checkout rules for the most common needs, such as hiding Cash on Delivery for big orders or blocking PO boxes. Pick one, fill in your values and save.
Add a rule from a template
- On Home, pick a card in the Setup guide. The rule opens in the editor.
- Fill in anything left empty, such as a payment method, an amount or a product group.
- Select Save.
The setup guide shows six: Hide Cash on Delivery over an amount, Block PO boxes for some products, Hide express shipping for heavy carts, Free shipping over an amount, Minimum order for local delivery and Wholesale payment, by customer tag. Select All templates for the rest.
You can also go to Payments, Delivery, Restrictions or Discounts, select Templates, and select Add next to a template. It’s added with example values; open the rule to change them.
Like any rule, it stays a draft until you publish it.
Templates you can use
| Area | Template |
|---|---|
| Payments | Hide Cash on Delivery over an amount |
| Payments | Hide Cash on Delivery for first-time customers |
| Payments | Show Invoice only to company buyers |
| Payments | Pay at pickup only for pickup orders |
| Payments | Hide express buttons for wholesale (Shopify Plus) |
| Payments | Cash on Delivery only with its delivery option |
| Payments | Wholesale payment, by customer tag |
| Delivery | Hide express shipping for heavy carts |
| Delivery | Local delivery only in some postal codes |
| Delivery | No local delivery on some days |
| Delivery | Hide shipping when Bird local delivery is picked |
| Delivery (Ship from) | Ship some products from one location |
| Restrictions | Block PO boxes for some products |
| Restrictions | Minimum order for local delivery |
| Restrictions | Limit how many of an item |
| Restrictions | Require a Bird delivery date |
| Discounts | Free shipping over an amount |
| Discounts | Free shipping for VIP customers |
| Discounts | Money off local delivery on quiet days |
The two Bird templates work with Bird Pickup & Delivery: they read the delivery date the customer booked in Bird.
A template marked Needs Shopify Plus only works on Shopify Plus stores.
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