This example uses a customer type stored in a customer metafield to let large wholesale customers purchase with a cart subtotal of ¥100,000 or more and regular wholesale customers with ¥30,000 or more. Everyone else, including guests, cannot purchase, so it suits a wholesale-only store.
Use the Full plan and prepare customer accounts for testing. This example evaluates the entire cart in a single order, so customers other than wholesale customers cannot purchase any item. To target only specific items, choose a per-item Price type such as "Item total (before product discounts)" and specify "Eligible items."
Amounts are evaluated on the cart subtotal, which excludes shipping and tax and is calculated before discounts.
Customer | Customer type value and login status | Cart subtotal they can purchase with |
|---|---|---|
Large wholesale | wholesale_large and logged in | ¥100,000 or more |
Regular wholesale | wholesale and logged in (no wholesale_large) | ¥30,000 or more |
Other members | Any other value or no value, and logged in | Cannot purchase |
Guest | Not logged in | Cannot purchase |
(1) Add a definition
In the Shopify admin, open a customer. Under Metafields, select "Add definition," then create and save the following customer metafield.
Setting | Example |
|---|---|
Name | Customer type |
Namespace and key | custom.customer_type |
Type | Single line text (single value) |
Shopify Help: Creating custom metafield definitions
(2) Add a value for each customer
Enter wholesale_large in "Customer type" for large wholesale customers and wholesale for regular wholesale customers, then save. After saving, confirm each customer's value.
Shopify Help: Adding values to metafields
(1) Create a rule
In the app admin, go to "Price limits" → "Price rules by customer group" → "Create rule," then enter "Wholesale minimum purchase amount" as the rule name.
(2) Specify the metafield to use
Under "Group condition," select "Customer metafield," enter custom for the namespace, and enter customer_type for the key. A rule can use only this one combination of namespace and key.
(3) Add the additional groups
Select "Add group" and add the following two groups. Arrange the additional groups with Large wholesale first and Regular wholesale second.
Group name | Metafield value |
|---|---|
Large wholesale | wholesale_large |
Regular wholesale | wholesale |
Metafield values are matched exactly. Differences in capitalization or leading or trailing spaces prevent a match. Even if a customer type is set, the Guest limits apply when the customer is not logged in.
(4) Set the limit for each group
Set Large wholesale and Regular wholesale to "Limit" and enter only the minimum amount. Leave the maximum amount blank. Set "Member" and "Guest" to "Cannot purchase." A group set to "Cannot purchase" does not need a minimum or maximum amount.
Group | Limit | Minimum amount | Maximum amount |
|---|---|---|---|
Large wholesale | Limit | 100000 | Blank |
Regular wholesale | Limit | 30000 | Blank |
Member | Cannot purchase | Not required | Not required |
Guest | Cannot purchase | Not required | Not required |
(5) Set the Price type
Under "Price type," select "Cart subtotal." The entire cart is evaluated, so the "Applicability" and "Eligible items" fields are not shown.
(6) Set the messages and enable the rule
Set the following messages, check "Display timing," save the settings, then select "Enable" on the details page.
Setting | Example |
|---|---|
Message for the minimum amount | {{tierName}} customers must have a cart subtotal of {{minPrice}} or more. |
Message for a blocked group | {{tierName}} customers cannot purchase. |
{{minPrice}} is replaced with a plain number that has no currency symbol and no thousands separators.
With no other rules affecting the result, confirm the following. This setting does not change the quantity field on the product page. Check the result in the cart or at checkout.
Customer to test | Cart subtotal | Result of this rule |
|---|---|---|
Large wholesale | ¥100,000 / ¥99,999 | Meets the limit / Below the minimum amount |
Regular wholesale | ¥30,000 / ¥29,999 | Meets the limit / Below the minimum amount |
A member whose customer type is empty or a different value | Any | Cannot purchase as Member |
Not logged in | Any | Cannot purchase as Guest |
A member whose customer type is Wholesale (capitalized) | Any | Cannot purchase as Member |
Check in the cart when "Display timing" is "Cart updated and checkout," or at checkout when it is "Checkout only." Even if this rule's condition is met, the customer cannot purchase when another rule is violated.