# How checkout rules work

> What checkout rules are, where they run, the Rules page, rule statuses, bulk actions and how plan rule limits count.

Source: https://backtrackhq.com/docs/rules/overview/

A checkout rule changes what shoppers see at your Shopify checkout. It
can hide, rename or reorder payment and shipping methods, block
checkout with an error message, or apply a discount.

> **Note:** Rules run inside Shopify's own checkout as Shopify
> Functions. Nothing is added to your theme, and the checkout stays
> fast. They work on all Shopify plans except Shopify Starter.

## What a rule can do

There are four rule types. Each one has its own rule cards on the
**Create rule** page.

- **Payment:** **Hide payment methods**, **Rename payment methods**,
  **Reorder payment methods** and **Hide express checkout options**.
- **Shipping:** **Hide shipping methods**, **Rename shipping methods**
  and **Reorder shipping methods**.
- **Validation:** **Checkout validation**. It blocks checkout and
  shows your error message.
- **Discount:** **Product discount**, **Order discount**, **Shipping
  discount**, **Combined discount** and **Tiered rewards**.

Every rule works the same way. You add conditions (for example "Order
total amount is greater than or equals 500"). When a shopper's
checkout matches them, the rule does its action (for example "Hide
Cash on Delivery").

## Where rules run

Rules run in Shopify checkout, while the shopper fills it in.

This means:

- Payment, shipping and validation rules apply on the real checkout,
  not in the cart or on product pages. Discount rules also apply in
  the cart.
- They also apply on one-page checkout, with nothing extra to turn on.
- They don't run in Shopify POS. Draft orders have their own limits.
  See [Limits](https://backtrackhq.com/docs/rules/limits/#draft-orders).

## The Rules page

Open **Rules** in the app menu. The page title is **Rules**, with the
line "Access all of your rules from here". It lists every rule you
made with AndOr.

(Screenshot: The Rules page with tabs and the rules table)

### Buttons

#### Create rule

Opens the **Choose rule type** page. Pick a rule card, or pick a
ready-made use case under **Use Cases**.

#### Refresh

Syncs the list with your discounts and functions in Shopify. Use it
if a change made outside the app does not show yet.

#### Import

Imports rules from `.json` or `.zip` files you exported before. All
imported rules are created as inactive. See
[Import and export](https://backtrackhq.com/docs/building-rules/import-and-export/).

#### Restore

Shows as **Restore (count)** when AndOr finds rules from before you
last uninstalled the app. Restored rules come back as inactive. See
[Refresh and restore](https://backtrackhq.com/docs/building-rules/refresh-and-restore/).

### Tabs

Tabs filter the table by rule type: **All**, **Payment**,
**Shipping**, **Validation** and **Discount**.

The **Quick finder** search bar sits above the table. Type what you
want to set up, for example "hide cash on delivery", and it finds
matching rules and use cases. See
[Quick finder](https://backtrackhq.com/docs/ai/quick-finder/).

### Columns

#### Name

The rule name. For a discount code rule, the code shows under the name
as **Code (CODE)**.

#### Type

**Payment**, **Shipping**, **Validation** or **Discount**.

#### Operation

What the rule does: **Hide**, **Rename**, **Reorder**, **Express**,
**Checkout**, **Shipping**, **Order**, **Product** or **Combined**.

#### Status

**Draft**, **Active** or **Inactive**. Discounts with active dates can
also show **(Scheduled)** or **(Expired)** next to the status.

#### Version

The current version of the rule, for example **v3**. Each save makes
a new version. See
[Timeline and version history](https://backtrackhq.com/docs/building-rules/timeline-and-versions/).

#### Updated on

When you last edited the rule.

## Rule statuses

Every rule has one status. You set it in the **Status** card on the
rule page.

### Draft

"A draft rule is for testing without affecting checkout for your
customers." A draft rule only runs for the
[test email](https://backtrackhq.com/docs/get-started/test-before-going-live/) shown in its
**Status** card. Use it to test on your live store.

### Active

"An active rule is applied on your store checkout for all of your
customers." In the **Status** card, choose **Activate**.

### Inactive

"A deactivated rule will not affect checkout for your customers, so
you can deactivate a rule without deleting it." In the **Status**
card, choose **Deactivate**.

### Scheduled and Expired

These apply to discount rules with **Active dates**. They are worked
out from the dates and your store time.

- **(Scheduled):** the start date is still in the future. Once the
  status is Active, the discount goes live on the start date by
  itself.
- **(Expired):** the end date has passed. The discount does not apply,
  even if the status is Active. Change or remove the end date to run
  it again.

See [Schedule and status](https://backtrackhq.com/docs/building-rules/schedule-and-status/).

## Bulk actions

Tick one or more rules in the table to see the bulk actions.

### Activate

Sets the selected rules to Active.

### Deactivate

Sets the selected rules to Inactive.

### Set as draft

Sets the selected rules to Draft.

### Duplicate

Makes a copy of each selected rule.

### Export

Downloads the selected rules. Choose **ZIP archive** (one file) or
**Individual files** (one JSON file per rule).

### Delete

Deletes the selected rules and all their version history. This cannot
be undone.

> **Caution:** Deleting a discount rule also deletes its linked upsell
> offers that have no stats yet.

## Rule limits

Your plan sets how many rules can be **active** at the same time.

- Drafts are unlimited. Only active rules count.
- The Free plan has 2 active rules in total.
- Paid plans set a number of active rules per rule type: 5 on
  Starter, 10 on Growth, 15 on Pro and 25 on Scale. Pro also allows
  20 discount rules.
- Every plan also sets how many rule blocks one rule can have: 2 on
  Free, 5 on Starter, 8 on Growth, 10 on Pro and 15 on Scale.
- Shopify allows at most 25 active functions of each type on a store.
  This is shared with other apps. AndOr's top plan gives you this
  Shopify maximum.

When you hit your limit, the rule card on **Create rule** shows
**Upgrade** instead of **Select**. See
[Rule limit reached](https://backtrackhq.com/docs/help/rule-limit-reached/) and
[Plans and billing](https://backtrackhq.com/docs/get-started/plans-and-billing/).
