Purchasing rules
Purchasing rules (Control tier) validate orders against your trade terms on the same checkout surface as credit enforcement – cart, checkout, and draft orders, on every Shopify plan.
Rule types
Section titled “Rule types”| Rule | Example |
|---|---|
| Minimum order value | First order ≥ £500; repeat orders ≥ £250 |
| Minimum quantity | At least 12 units per order, or per product |
| Collection minimums | ≥ £150 from the Glassware collection if any glassware is ordered |
| Case packs | Product X in multiples of 6 |
| Maximums | No more than 40 units of a launch product per order |
| Weight thresholds | Orders over 500 kg flagged for pallet shipping – or held below it |
| Mixed conditions | Combine with AND/OR: value + quantity + collection |
Every rule has a buyer-facing explanation you write once:
Candles ship in cases of 6 – adjust your quantity to a multiple of 6.
Rules never fail silently; buyers always learn what to change.
Rule: Case packs — candles ×6 Draft
Scope and exceptions
Section titled “Scope and exceptions”Rules apply store-wide to B2B orders by default, and can be scoped to specific catalogs or companies. Exceptions invert that: exempt a named company from a rule (“no first-order minimum for the buyer we met at the trade fair”), with a note and an optional expiry on the exception.
First order vs repeat
Section titled “First order vs repeat”Rules can distinguish a company’s first order from subsequent ones – the classic wholesale pattern of a higher opening commitment.
Simulation before activation
Section titled “Simulation before activation”Activating a new rule against live buyers is nervous work, so every rule has a simulate step: Transactful replays your recent B2B orders (last 90 days) against the draft rule and shows which would have passed or failed, by company. Activate when the failures are the ones you intend.
Evaluation order
Section titled “Evaluation order”At checkout: credit hold → credit limit → purchasing rules, and the buyer sees the first blocking reason only. A held buyer isn’t told about case packs; one clear problem at a time.