Checkout validation

Checkout Validation lets you control when a cart is allowed to become an order by enforcing rules based on the cart, customer, or line items. You can block, soft warn, or validate at different stages of the checkout flow—giving you fine-grained control over who can place an order and under what conditions.

This article explains:

  • What checkout validation is

  • The different validation block types

  • How cart groups and rules work

  • All supported variables you can use in rules


What is Checkout Validation?

Checkout validation allows you to prevent or warn customers from completing an order unless specific conditions are met.

Common use cases include:

  • Enforcing a minimum order quantity (e.g. at least 10 items)

  • Enforcing a minimum cart subtotal

  • Restricting orders to logged-in users or B2B customers

  • Applying rules only for specific products, customers, or markets

If a cart does not meet the defined rules, the customer is either:

  • Blocked immediately,

  • Blocked at checkout completion, or

  • Shown a warning (soft block).


Validation Block Types

You can choose when and how the validation is applied:

1. Block at Cart

  • Validation is enforced while adding items to cart

  • Customers cannot add items if rules aren’t met

  • Error message can appear on:

    • Product page

    • Cart page

    • Slide cart

Example: Customer cannot add items unless the cart quantity is 10 or more.


2. Block at Checkout Completion

  • Customers can freely edit the cart

  • Validation happens only when clicking “Pay Now”

  • Order is blocked if rules are not satisfied

Example: Customer fills checkout details but is blocked at payment because the minimum quantity is not met.

We suggest to stick to this unless you definitely need to block at storefront itself, this is because when set to block at cart – it makes it difficult for the customer to freely modify the existing items in cart.


3. Show Warning in Checkout (Soft Block)

  • Displays a warning message in checkout

  • Does not block the order

  • Customer can still proceed and pay

Example: “The recommended minimum order quantity is 10 items; otherwise, a surcharge of $10 is applied.”


Cart Groups

Checkout validation uses a group-based logic system, similar to Shopify’s discount rule builder.

How Cart Groups Work

  • You can create multiple cart groups

  • Each group can contain multiple conditions

  • Conditions within a group can be combined using:

    • AND

    • OR

  • Cart groups can then be referenced in the Rules section

This allows you to build simple or highly advanced logic, such as:

  • Minimum quantity AND customer is logged in

  • B2B customers OR specific product collections

  • Different rules for different customer segments

For every group, we calculate the following and make it avialable to use in the Rules section.

Total cart amount Subtotal cart amount Line count Quantity sum Unique product count Unique variant count

Based on what is set up in the rules section, the cart either passes the validation or not. If it fails - then the message configured is shown at the touchpoint specified in the Validation Block Type.


Example: Enforcing Minimum Cart Quantity

Goal: Customer must purchase at least 10 items

Rule setup:

  • Variable: Cart quantity (Quantity sum)

  • Condition: greater than

  • Value: 9 (greater than 9 = 10 or more)

Or alternatively - you could just use the default ALL group and use the Quantity sum > 9 check to validate this without creating a cart group.

Result:

  • With fewer than 10 items → validation message shown

  • With 10 or more items → checkout allowed


Supported Variables

You can mix and match variables across Cart, Customer, and Line Item levels when building conditions.


Cart Variables

Use these to validate the cart as a whole:

  • Cart attribute

  • Cart has product

  • Cart has variant

  • Cart market

  • Cart quantity

  • Cart subtotal

  • Retail location


Customer Variables

Use these to apply rules based on who the customer is:

  • Customer company

  • Customer ID

  • Customer is B2B

  • Customer logged in

  • Customer tag

  • Orders count


Line Item Variables

Use these to apply rules based on specific products or variants:

  • Line attribute

  • Line quantity

  • Line subtotal

  • Product collection

  • Product ID

  • Product tag

  • Variant ID

  • With selling plan


Combining Conditions (Advanced Logic)

You can build advanced validations such as:

  • Cart quantity ≥ 10 AND Customer is logged in

  • Customer is B2B OR Cart subtotal ≥ $500

  • Product belongs to Collection X AND Variant has selling plan

This makes checkout validation extremely flexible for all use cases.


Need Help?

If you have questions or need help setting up checkout validations:

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