Your global Order Editing settings apply to every order. But sometimes you need exceptions — a longer window for big orders, no editing for wholesale, different allowed actions for international customers. That's what Editing Rules are for: conditional overrides that apply only when specific things are true about an order.
Note: Editing Rules are available on the Pro plan and above.
How rules work
Rules live on top of your global settings. Each rule has two halves:
Conditions — when does this rule apply? ("Order value is greater than $500", "customer tag contains wholesale", etc.)
Overrides — when it applies, what should be different? (Longer edit window, different allowed actions, different fulfillment hold behavior, different tags.)
When a new order comes in, the app checks your active rules in order. The first rule whose conditions match wins — its overrides are applied instead of (or in addition to) the global settings. If no rule matches, the global settings are used as-is.
This keeps the model simple: one global default, with targeted exceptions layered on top.
Conditions
You can build a condition from any of these fields:
Order tags — contains / does not contain
Customer tags — contains / does not contain
Order value — greater than / less than an amount
Shipping destination — is / is not (a country or region)
Shipping method — is / is not / contains / does not contain
State or province — is / is not
Postal code — is / is not
Day of week — is (e.g., Saturday, Sunday)
Time window — between two times of day (HH:MM)
Financial status — is / is not (e.g., paid, partially_paid)
Order location — is a specific fulfillment location
Sales channels — is a specific channel
Multiple conditions on the same rule can be combined with AND or OR, so you can build rules like:
"Order value > $500 AND shipping destination is United States"
"Customer tag contains 'VIP' OR order tag contains 'hand-picked'"
What a rule can override
Once a rule matches, you can choose to override any of four things. Leave each override unchecked to keep using the global setting for that area.
Edit window
Four options:
Use global — keep the globally configured window (time-based or until fulfilled).
Disable editing — no edits allowed on matching orders at all.
Custom time — a specific duration just for this rule (for example, 7 days).
Until a time of day — the window stays open until a specific time (for example, 6:00 PM). Great for "edit until end of business".
Allowed actions
When enabled, the rule uses its own set of the nine allowed-actions toggles instead of the global set. Useful when one segment of orders needs a very different edit experience (for example, VIPs can do everything, international customers can only change address).
Fulfillment hold & tags
When enabled, the rule gets its own settings for:
Whether to place a fulfillment hold during the edit window
Whether to tag the order with
om:edit-order-holdduring the window
Useful when specific orders need different hold behavior than the global default.
Persistent order tags
Each rule can also add tags that persist on the order even after the edit window closes — unlike the automatic om:edit-order-hold tag which gets cleaned up. Useful for analytics, reporting, or downstream automations (for example, tagging VIP orders as vip-order-editable).
Worked examples
Example 1 — Extend the window for big orders
You want customers spending over $500 to have a full week to edit, instead of the default 30 minutes.
Condition: Order value is greater than $500
Override: Edit window → Custom time → 7 days
Leave unchecked: allowed actions, fulfillment hold, persistent tags (globals apply)
Example 2 — Disable editing for wholesale orders
You tag wholesale orders with wholesale and never want those edited by customers.
Condition: Order tag contains "wholesale"
Override: Edit window → Disable editing
(This is equivalent to adding wholesale to your restricted order tags in global settings — either approach works.)
Example 3 — International orders get fewer editing options
Orders shipping outside your home country can edit contact info and cancel, but not change address or add products.
Condition: Shipping destination is not United States
Override: Allowed actions → only Change contact info and Cancel order are on
When to reach for rules vs. global settings
Use the simplest tool that does the job:
Simple allow/disallow: use Restrictions in global settings.
Same settings for everyone, with a few specific exceptions: start with global settings, add rules only for the exceptions.
Very different experiences for different segments: multiple rules, each with its own overrides.
Important: Rules are evaluated top-to-bottom, first match wins. Put your most specific conditions at the top of the list. If a broad condition sits above a more specific one, the broad one will match first and the specific one will never run.
What's next
Adding Order Editing Blocks to Your Thank You and Order Status Pages — the final step: make your configured Order Editing visible to customers
Restricting When Editing Is Available — simpler global-level alternatives to rules