Function types, activation, and plan requirements

Updated · SMART Functions Creator (E-TRADE PARTNER)

SMART Functions Creator creates five kinds of Shopify Functions from one rule builder: Discounts (product, order, volume, shipping, Buy X get Y, and Bundle price), Payment customizations, Delivery customizations, Cart and checkout validations, and Cart transforms. A rule affects checkout only once it is set to live. The app works on every Shopify plan; its Lite plan allows up to 2 active functions and Pro sets no limit of its own. A few operations are restricted by Shopify to Plus.

5.0 · SMART Functions Creator builds this as a Shopify Function, no code.

Start free trial
On this page
  1. The five Function types
  2. Creating and activating a rule
  3. Plans
  4. Limits that apply to every store
  5. Frequently asked questions

The five Function types

TypeWhat it changesTypical rules
DiscountPrices: product, order, or shipping discounts, volume tiers, BXGY, bundlesWholesale by tag, quantity tiers, free gift, free shipping over a threshold
Payment customizationWhich payment methods appear, their order, and their namesHide COD above an amount, rename a gateway, move a wallet down
Delivery customizationWhich shipping rates appear, their order, and their namesHide Express for fragile products, rename a rate for B2B customers
Cart and checkout validationWhether checkout can proceed, with an error messageMinimum quantity, quantity multiples, PO box blocking, tag-restricted products
Cart transformHow cart lines are presented: merge, expand, updateBundle lines merged into one, a kit expanded into components

Creating and activating a rule

  1. Choose the Function type and a starting point: blank or a template such as BOGO, Buy X get Y, Bundle, or Volume.
  2. Add conditions (who and when) and Line groups (which products), then the action.
  3. Review activation and Active dates before saving. A discount with a current start date can become active on save; use a future date while preparing it and verify its saved status.
  4. Set the rule to live. Only live rules affect checkout, including during testing.
  5. Test at the checkout with a real cart. The cart page is rendered by your theme and may not show what the checkout will.

Plans

  • All five Function types are available on Basic, Grow, Advanced, and Plus through this app. Shopify Plus is not required.
  • Plus-only by Shopify: cart transform line updates, payment terms and B2B order review, and hiding, renaming, or moving the main credit card option on stores in the United States and Canada.
  • Shopify Scripts stopped executing on 2026-06-30. See what replaces each script type.

Limits that apply to every store

  • Shopify enforces active-function limits that depend on the API. Check the current platform limits when planning several functions.
  • One cart transform per app per store.
  • The Function size meter estimates configuration size; rules in one function share its budget. See limits and budgets.

Frequently asked questions

›Does a rule need to be on the live theme?

No. Functions run in Shopify's checkout, independent of the theme. The rule needs to be live in the app.

›Can two rules of the same type overlap?

Yes. Several discount rules can be active at once; combination settings decide whether they stack. Several customizations can target the same method; test the combined result.

Related articles