B2B Lock | How to prevent bot purchases, fraudulent orders, and unauthorized orders

⚙️ Prerequisites

Before setting up checkout lock, ensure you have:

• You must have the BSS B2B Lock app installed
• This feature requires a Shopify Plus plan.

🎮 How to use

Step 1: Navigate to Checkout Locks in the sidebar of the BSS B2B Lock app.

Step 2: Configure the general rule information.
Rule Name and Status (important – the status must be enabled for the rule to work).

Step 3: Configure Rules Based on Specific Conditions 📝
Configure your validation rules using these options:

• 👤 Customer conditions: Customer tags, email addresses, customer phone, login status
• 📦 Product conditions: Product tags, specific products, collections

Step 4: Set Up Logic and Error Message 💬

Condition Matching:

• 🔗 ALL: Acts as an AND condition, meaning all selected conditions must be met
• 🔀 ANY: Acts as an OR condition, meaning at least one selected condition must be met

Error Message:
⚠️ Default message: "Sorry, your order has been blocked."
This error message will be displayed when a checkout attempt is blocked based on your defined rules.

⚠️ Important Limitations

Please note: Currently, it's only possible to set up one checkout validation rule per store. We will support multiple rules soon.

🔍 Troubleshooting

❗ Common Issues
If your checkout validation isn't working as expected:

1. ✅ Verify that your product and customer tags are correctly applied
2. 🔍 Check that your checkout rule matches your condition logic
3. 🧪 Test with different customer accounts to verify the behavior

🧪 Testing Your Setup
Before going live, test your checkout validation by:

1. 👥 Creating test customer accounts with and without the required tags
2. 🛒 Adding tagged products to cart
3. 💳 Attempting checkout to verify the validation works correctly
4. 📋 Testing different scenarios based on your rule conditions

🚀 Next Steps

Once you've successfully set up checkout validation:

• 📊 Monitor your store for blocked orders to ensure rules are working correctly
• ✏️ Adjust error messages to provide clearer guidance to customers
• 📈 Consider additional validation rules as your business needs evolve
• 🔍 Review blocked attempts regularly to identify potential issues

Updated on: 04/08/2025