Set advanced rules by product type, vendor, or shipping method

What this article covers

Advanced Rules let you override default delivery settings for specific cases, such as:

  • Product type

  • Vendor

  • Shipping method

Use this when one-size-fits-all delivery settings are not enough.

What Advanced Rules can change

For each rule, you can customize:

  • Lead time

  • Allowed days

  • Max orders per day

  • Enabled / Disabled

These values override your default Delivery Dates settings when the rule matches.

Rule types you can use

  1. Product type
    Apply special rules to products in a specific product type.

  2. Vendor
    Apply special rules to products from a specific vendor.

  3. Shipping method
    Apply special rules when customer chooses Shipping, Local Delivery, or Store Pickup.

How to create an advanced rule

Go to App -> Settings -> Advanced Rules.

Then:

  1. Click Add rule

  2. Select rule type (Product type / Vendor / Shipping method)

  3. Enter/select rule value

  4. Set custom lead time, allowed days, and/or max orders

  5. Keep Enabled turned on

  6. Click Save

Example use cases

  • Fresh products need extra prep:

    • Product type = Fresh Food

    • Lead time = 2 days

  • Third-party vendor ships slower:

    • Vendor = ABC Supplier

    • Lead time = 3 days

    • Allowed days = Mon-Fri only

  • Store pickup can be more flexible:

    • Shipping method = Store Pickup

    • Lead time = 0

    • Higher daily capacity

How rules are applied

When checkout loads, the app evaluates matching rules from cart and selected method.

If a rule matches, the custom values are applied to date availability.

If no rule matches, default Delivery Dates settings are used.

Plan limits

Advanced Rules are plan-based:

  • Free: not available

  • Standard: up to 10 advanced rules

  • Pro: unlimited advanced rules

If you reach the limit, remove old rules or upgrade.

Best practices

  • Start with 1-3 high-impact rules only

  • Use clear names/values so rules are easy to maintain

  • Avoid creating many overlapping rules at first

  • Review rules monthly and remove unused ones

Common mistakes

  • Rule is created but Enabled is off

  • Rule value does not exactly match actual product type/vendor

  • Too many rules make behavior hard to predict

  • Forgetting that default settings apply when no rule matches

Quick troubleshooting checklist

If a rule does not work as expected:

  1. Confirm rule is enabled

  2. Confirm rule type and value are correct

  3. Confirm the product/vendor/method in checkout matches the rule

  4. Confirm custom values are valid (days, lead time, capacity)

  5. Test with one simple rule first, then add more

In short

Advanced Rules let you create smarter scheduling logic for different products, vendors, and delivery methods.

Use them to make delivery promises more realistic while keeping checkout smooth.