Cumulative Quantity Rules: Settings

For a cumulative quantity rule, you set the maximum quantity per customer, the eligible items whose purchases are tracked, and what the total is counted per. You can also set the message shown on the product page and the messages shown when the limit is exceeded.

Prerequisite: To create a cumulative quantity rule, you need a Full plan subscription and cumulative purchase limits enabled.

Settings

You configure the following, in the order they appear on the screen.

Setting	Description
Rule name	The rule name for internal use
Limit details	The maximum quantity, and how customers who are not logged in are treated
Eligible items	What the purchases are tracked over, and what the total is counted per
Product message	The message shown on the product page
Alert message	The messages shown when the limit is exceeded

Rule name

The rule name is required and for internal use. Enter a name that is easy to identify in the list of cumulative quantity rules. It is not shown to customers.

Limit details

Set the cumulative maximum quantity and how customers who are not logged in are treated.

Setting	Description
Maximum quantity	The most a single customer can purchase in total. An integer of 1 or more. Required
Require customers to log in	Whether to ask a customer who is not logged in to log in at checkout

Reaching exactly the maximum quantity is allowed.

Require customers to log in

Value	Behavior for customers who are not logged in
Enabled	A customer with an eligible product in the cart is stopped at checkout and asked to log in.
Disabled	Purchases are counted toward the total when the email entered at checkout matches the customer record.

When disabled, an order placed with a different email address is not counted toward the total. To reliably prevent purchases over the limit, enable this setting.

Note: If your store shows no login links on the storefront or at checkout, enabling this setting makes the eligible products unbuyable for everyone.

Eligible items

Select the scope of products whose purchases are tracked.

Value	Eligible items
All products	Every product in the store
Specific collections	The collections you specify. Up to 50
Specific products	The products or variants you specify. Up to 50 each
Products with specific tags	Products with any of the tags you specify. OR condition

Counted per

Choose whether each eligible item keeps its own separate total.

Value	How the total is kept
Whole rule	One total for all eligible items combined.
Product	A separate total for each eligible product.
Variant	A separate total for each eligible variant.

If you select "All products" as the eligible items, the total can only be counted per "Whole rule".

Note: The eligible items and what the total is counted per cannot be changed once tracking has started. To change them, stop the rule and create a new one.

Product message

You can show a message above or below the cart button on the product page to explain the purchase conditions. Leave it empty to show nothing.

Field	Shown to
Message	Signed-in customers
Message (customers who are not logged in)	Customers who are not logged in

The field for customers who are not logged in changes depending on the "Require customers to log in" setting.

Prerequisite: To show the product message and reflect the maximum quantity in the quantity picker, enable the app embed in your main theme.

Alert message

These are the messages shown when the limit is exceeded. Every field is required.

Field	When it is shown
Checkout message (signed-in customers)	When the total, including past purchases, exceeds the limit
Checkout message (customers who are not logged in)	When a customer who is not logged in proceeds to checkout
Cart message	When the cart alone holds more than the rule allows

Only checkout counts what the customer has purchased before. The field for customers who are not logged in changes depending on the "Require customers to log in" setting.

Variables

You can use the following variables in the messages.

Variable	Replaced with
{{limit}}	Maximum quantity
{{purchased}}	Purchased count
{{remaining}}	Remaining allowance
{{productTitle}}	Product title

The variables available in each field are as follows.

Field	Available variables
Message (signed-in customers)	{{limit}} / {{purchased}} / {{remaining}} / {{productTitle}}
Message (customers who are not logged in)	{{limit}} / {{productTitle}}
Checkout message (signed-in customers)	{{limit}} / {{purchased}} / {{remaining}}
Checkout message (customers who are not logged in)	{{limit}}
Cart message	{{limit}}

Customers who are not logged in cannot be identified, so the purchased count and the remaining allowance cannot be shown to them.

Status

A cumulative quantity rule you create is not applied to your store until you enable it. The status is shown as a badge in the list and on the rule details screen.

Status	Behavior
Setting up	Setup is not complete, so neither tracking nor limiting has started.
Enabled	The cumulative quantity rule is applied.
Disabled	The limit is not applied, but purchases keep being counted.
Stopped	The limit is lifted and the purchase tracking has ended.