Translate the commercial rule rather than copying configuration names. Document eligibility, stacking, priority, dates, markets, currencies, customer segments, price lists, coupons, exclusions, and reporting. Then assign each rule to native Shopify discounts, B2B catalogs, an app, a Function, or a revised process.
Translate the pricing rule with concrete order examples
Write out the rule a customer experiences: who qualifies, which products count, what price applies, whether discounts combine, and when the offer ends. Configuration names can differ between platforms, so matching names is less useful than checking that the same qualifying order produces the intended result.
Prepare both a qualifying and a non-qualifying cart, including exclusions and boundary cases. Check the result after a quantity change, a return, or a market change where relevant. Review how discounts are represented in orders and finance exports so a correct storefront total does not conceal a reporting or reconciliation problem.
What to check before deciding
- Document eligibility, stacking, priority, dates, and exclusions.
- Test both qualifying and non-qualifying customers and carts.
- Verify plan or app dependencies for the proposed rule.
- Confirm refund behaviour and reporting with finance.
