The TradeCheck checkout rule stops buyers paying until they've entered a PO number, a valid ABN, or both. The rule only works on Shopify Plus, because only Plus stores can show the TradeCheck form inside checkout.
Turning the rule on
Turn the rule on in the app's Settings page, under Step 3: Block checkout until details are filled in. Tick one or both options, then press Save:
- Require a PO number: buyers can't pay until they enter a purchase order number.
- Require a valid ABN: buyers can't pay until they enter an ABN that's a valid number.
The rule also appears in the Shopify admin under Settings › Checkout › Checkout rules, titled Require PO number or ABN. Changes made there show up in TradeCheck, and changes in TradeCheck show up there.
Applying the rule to some customers
Enter tags in Only for customers tagged to apply the rule only to customers with one of those tags, such as net-terms. Separate tags with commas. Leave the field blank to apply the rule to every buyer. When you add tags, guests are never blocked.
What buyers see
The rule checks the details when the buyer tries to pay. A buyer who's missing a detail sees:
- "Enter a PO number to complete your order."
- "Enter a valid ABN to complete your order."
Limits of the rule
- A valid ABN means a valid number. The rule checks the ABN's checksum, not the ABR. A cancelled ABN passes the rule, and the order gets the ABN cancelled flag. See ABN checks and risk flags.
- Only the PO number and ABN can stop payment. Other required fields, such as the PO document or business name, don't stop a Plus buyer paying.
- Stores not on Plus: TradeCheck warns Shopify Plus only in Step 3. On other plans, turning the rule on would block every order, because buyers can't enter details until after they pay.
- Blocked ABNs: to stop a buyer paying with a blocked ABN, turn on Require a valid ABN as well. See Blocked ABNs.