• ORDER VALIDATIONS • SETUP GUIDE

How to Create Customer-Based Shopify Checkout Validation Rules

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow the feature-specific setup and testing instructions below. Check the supported pages and plan requirements before activating the feature.

EXPECTED SETUP TIME Varies by feature
COMPATIBILITY See requirements in this guide
TECHNICAL DIFFICULTY Zero Code Required

Order validation rules prevent checkout when a cart or buyer matches a disallowed condition, and show a message explaining how to continue.

How this feature works

A validation describes an invalid checkout state and shows an actionable error when that state matches. Checkout completion evaluates at Pay now; Checkout interaction can provide earlier evaluation when selected. Active status, schedule, and run location all matter. A rule with no conditions can affect every checkout.

Before you begin

Open Apps > Rivio Checkout Customizer in the intended store. Prepare the cart, customer, products, address, or order needed by the example, and check the feature’s supported inputs before activating it.

Worked example: Require a larger order for logged-in wholesale buyers

Example setup: A wholesale-tagged test customer and an untagged control customer.

Step-by-step instructions

  1. Create an Order validation named Wholesale minimum 100.

  2. Add the supported customer-tag condition wholesale and the amount condition less than 100.

  3. Use all/AND where the form offers it so only tagged buyers below the amount are invalid.

  4. Write Wholesale orders must reach $100 to continue; check the editor’s currency and total basis.

  5. Review schedule and message location, select Checkout completion, save, and activate.

  6. Test the tagged buyer below and at $100, then repeat as an untagged and anonymous buyer.

Verify the result

Test case Expected result or verification
Logged-in wholesale buyer at $99 Blocked when both invalid-case conditions match.
Logged-in wholesale buyer at $100 Not blocked by this minimum rule.
Untagged buyer at $99 Not blocked by this wholesale-specific rule.

Important: Use the editor’s supported B2B context instead if your policy concerns Shopify business customers rather than a tag. Tags require customer context.

If the result is different

Check What it means / what to do
Never fires Check Active status, included dates/days, matching invalid inputs, and Run location.
Blocks everyone Inspect empty conditions or an overly broad any/OR branch.
Still blocks after correction Retest the same amount/product/address basis and review other active validations.

Need help?

Email support@rivioapps.com with your store domain, feature name, target page, the relevant settings, and a screenshot of the actual result. Include the test cart, customer, or order details needed to reproduce the issue.

Screenshot reference

Screenshot to add: The saved settings described in this guide, with its selected conditions or scope visible.

Screenshot to add: The worked example’s actual customer result or saved Shopify record, including the relevant test inputs.