We’re looking to set a maximum order limit for specific customers, and it needs to be compatible with our B2B wholesale club. After testing numerous apps, none have proven to be compatible with the B2B wholesale club or capable of setting limits based on customer tags. Any recommendations for an app or methods that allow setting limits by customer tag and are compatible with a B2B wholesale club?
You could use Liquid to cycle through customers, and then filter in a time range, or if just max orders over time as well. Reference: https://shopify.dev/docs/api/liquid/objects/customer
Then you could hide the add to cart button from those customers.
Same thing if you wanted to do it by tag just hide the add to cart button for tagged customers.
If that doesn’t work on the front end, you could cancel the orders after they’re placed. Order Automator can do that. It could also notify staff when certain conditions are met in the order, if you don’t want to auto cancel.
Hi JoesIdeas , thank you for your advice. However, I am not good at coding, could you help me on how to use liquid to meet my needs.
Basically, I want to create a $1000 max order limit for customer who tag with “Non-EU”.
Oh, for that if you want to do the calculations before they reach checkout you would have to use the ajax cart to get the cart contents and calculate when they click checkout or add to cart buttons.
Reference: https://shopify.dev/docs/api/ajax/reference/cart
If you need a developer feel free to message my company at https://orderautomator.com/contact. We do Shopify theme work but they can refer you to some developers in the network that do.
You can use our app to make it work
Hey @TiffanyChung ,
You can use the DC Order Limits app for this without having to touch any custom or theme code at all. Here’s how to do it:
- Create a New Rule: Go to the DC Order Limits section in your admin dashboard and create a new order limit rule.
- Set Maximum Quantity: Set the “Maximum Quantity” to whatever limit you need for your customers.
- Define Customer Eligibility: Selector “Logged in customers” OR “Customers with Specific Tags” and add the tags for your B2B wholesale club members.
- Save and Activate: Save the rule to apply it. This will ensure only either the logged in or the tagged B2B customers are affected.
This should work seamlessly with your B2B wholesale club. Here’s a help doc with a video demo on how this works: https://help.dashcheckout.io/article/57-setting-up-order-limits-cart-limits-in-shopify
I noticed your question about customer-specific limits. In DC Order Limits, you can target rules using customer tags.
Example setup for different customer types:
-
Create a rule for retail customers, for example, limit 2 per product
-
Target customers without your wholesale tag
-
Create a separate rule for wholesale customers with different limits, or no limit
This creates tiered limits based on customer type.
If you tell me how you label wholesale customers, for example, a tag like “wholesale” or an approval flow, I can suggest the cleanest rule structure.
