Product & customer rules: overview

Updated 23 July 2026

Your calendar sets the store-wide promise. Product & customer rules carves out the exceptions: this collection needs 3 days, these customers get earlier slots, that product shouldn't show a date picker at all.

Available on the Advanced plan and above.

Anatomy of a rule

Open Product & customer rules and click Add rule. Every rule is a When → Then:

When (conditions — match all or any):

• Products: specific products/variants, collections, tags, vendors, product types, SKUs, product or variant metafields, stock level.
• Cart: subtotal, quantity, weight, number of unique products, cart attributes.
• Customers: logged in, customer tags, order count, total spent, specific customers, company (B2B), customer metafields.
• Reusable sets: build Product groups and Customer audiences once (on the Groups & audiences tab) and reference them across rules.

Then (actions):

• Hide or show the date picker.
• Set earliest / latest delivery date (fixed date or relative window).
• Set delivery lead time or preparation time before shipping.
• Restrict delivery weekdays.
• Restrict time windows.
• Show a message to the shopper.

Start from a template

Four one-click templates cover the common cases:

• Set a 3-day delivery lead time
• Hide picker for specific products
• Restrict products to specific weekdays
• Preorder: deliver from a specific date

Use a template, swap in your products, done. More recipes: common rule recipes.

How rules combine

• Rules run alongside your calendar and zone settings — the strictest constraint always wins. A 3-day lead time can push past your store minimum; it can never undercut it.
• Multiple matching rules merge conservatively: latest floor wins, earliest cap wins, longest lead time wins, weekday restrictions intersect, and hide beats show.
• Rules apply on the product page, cart, and checkout consistently (you can scope a rule to specific surfaces if needed), and they're honoured when customers reschedule.
• Order rules with Move earlier / Move later; use Duplicate rule to build variants quickly. Validation flags conflicts before you can save.

Mixed carts

When a cart contains items from different rules, the merged result applies to the whole order — e.g. a next-day candle plus a 3-day hamper offers dates from 3 days out. If two items can never be delivered together, the shopper is told at checkout rather than given a false promise.