Your settings and modules apply to every order by default. Rules let you override those defaults for orders that match conditions you set. When an order matches a rule, that rule’s overrides apply to it. When no rule matches, your normal defaults apply. For example, you can let most customers cancel their orders, but add a rule that blocks cancellation on orders over $200. Rules is a paid feature available on Recheck’s higher-tier plans. If your plan doesn’t include it, you’ll see an upgrade option in place of the rules list.

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How to create a rule

You don’t have to start from scratch every time. Duplicate an existing rule from its row in the rules list, confirm, and edit the copy. The duplicate carries over all of the original’s conditions and overrides.

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How rules are matched

Recheck checks your rules from top to bottom and applies the first one whose conditions match the order. Later rules are skipped for that order. If no rule matches, your global settings and modules apply. The number on each row (#1, #2, and so on) is its priority. To change priority, drag the handle on a row to reorder the list. The new order takes effect right away. Inactive rules are skipped during matching, so you can pause a rule without deleting it. Recheck checks your rules again each time the customer opens the edit page and every time they confirm an edit. Some conditions, like order value, can change while a customer edits, so the rule that matches an order can change part way through. If the newly matching rule blocks the edit the customer started, they’ll see an error when they try to confirm it.

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Conditions

A condition has three parts: what you’re matching on, an operator, and a value. You can add as many as you need, and each rule needs at least one. The condition types:

• Country. Match the order’s shipping country, with is / is not.
• Order tag. Match the order’s Shopify tags, with is any of / is not any of. Type each tag and press Enter to add it. The rule matches if the order carries any one of the listed tags.
• Customer tag. Match the tags on the customer’s profile, with the same operators and tag entry. Guest orders have no customer profile, so a rule like “Customer tag is not any of vip” matches guest orders too.
• Order value. Match the order total, including tax and shipping, with greater than / less than / equals.
• Order age. Match how long ago the order was placed, in minutes, hours, or days.
• Shipping method. Match the shipping method the customer chose at checkout. Pick one or more methods with is any of / is not any of, or match part of a method’s name with contains / does not contain. Name matching ignores case.
• Day of week. Match the day the order was placed, in a timezone you choose.
• Time window. Match orders placed within or outside a time range, in a timezone you choose.

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Combining conditions

When a rule has more than one condition, choose whether the order has to match all conditions (AND) or any condition (OR). You can also add a condition group to mix the two. For example: Country is US, AND Order value is greater than $200, AND a group of (Order age is less than 2 hours OR Shipping method is Express). Groups can be one level deep.

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Editing window override

By default, matching orders use your global order editing window. Turn on “Override editing window for this rule” to set a different one. The options are:

• Until fulfilled. The order stays editable until it’s marked fulfilled in Shopify.
• Until specific time. A recurring cutoff at a set time on the days you choose. For example, a 9:00 AM cutoff on Monday to Friday means an order placed Friday evening stays editable until Monday 9:00 AM.
• Custom. A fixed length of time you set.
• No editing. Turns off editing for matching orders. When you pick this, the settings and modules overrides are hidden, since there’s nothing left to edit.

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Settings and modules overrides

Each setting or module you can override has three buttons: Default, On, and Off.

• Default follows your current global setting. If you change that global setting later, matching orders follow the change.
• On or Off pins the value for this rule and ignores the global from then on.

The refund overrides mirror your global Refunds settings and are split the same way, by downgrades and cancellations. There are five: original payment method and store credits for downgrades, and original payment method, store credits, and gift card for cancellations. Gift card refunds only apply to cancellations, so it has no downgrades card. You can also override whether order fulfillment is held during the editing window. For modules, you can turn any module on or off for matching orders. A module that’s on globally can be turned off for matching orders, and one that’s off globally can be turned on. You can override the module as a whole, not the individual sub-settings inside it. A badge at the top of each panel counts how many overrides you’ve set. Anything left on Default doesn’t count. If a module isn’t included in your plan, you can still set an override to On, but customers won’t see it until you upgrade to a plan that includes that module.

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Ignoring tag restrictions

Your global order editing restrictions normally apply to every order, whether or not a rule matches it. The Tag restrictions area of the overrides panel has two checkboxes to change that:

• Ignore global order tag restrictions
• Ignore global customer tag restrictions

When a rule with one of these checked matches an order, Recheck skips that tag restriction for the order entirely. The rule doesn’t need an order tag or customer tag condition for this to work; matching the rule is enough. Product tag restrictions can’t be bypassed and always apply. Use this to open up editing for a group your global restrictions would otherwise block. For example, block edits for customers tagged b2b globally, then add a rule that ignores customer tag restrictions on orders under $100 so small B2B orders can still self-serve.

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Example use cases

• Faster shipping, tighter window. Give Express orders a short editing window so they make the carrier cutoff, and Standard orders a longer one.
• Protect high-value orders. On orders above a set amount, turn off Cancel order and the decrease quantity / remove product modules, and send any refund out as store credit.
• International orders. Lock shipping address edits and self-serve cancellation on orders shipping abroad, and force refunds to store credit.
• Weekend and overnight orders. Keep orders placed outside working hours editable until your team is back online, so fulfillment doesn’t start before someone can catch a customer edit.

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Need help?

Our guides contain information on everything from the basics of setting up Recheck to advanced customizations available with every feature. But we’re always here to offer help personally if you need it.