Resetting Customer Purchase Limits with Shopify Flow

When to use automated resets

Automated resets are useful when you want:

• Yearly allowances: "Each customer can buy 5 per year"
• Monthly quotas: "Limit 2 per customer per month"
• Quarterly programs: Employee discount programs with quarterly limits
• Weekly caps: "Maximum 1 per customer per week"

Before you start

You'll need:

• A Shopify plan that includes Shopify Flow (Basic plan or higher)
• An existing customer purchase limit rule in DC Order Limits
• The Rule ID for the limit you want to reset (found in the rule's URL)

Finding your Rule ID

1. Go to DC Order Limits in your Shopify admin
2. Click on the customer purchase limit rule you want to automate
3. Look at the URL in your browser — the Rule ID is the number at the end
4. Example: If your URL is https://admin.shopify.com/store/yourstore/apps/dash-checkout/order_limits/12345, your Rule ID is 12345

Setting up the automated reset in Shopify Flow

Step 1: Create a new Flow

1. In your Shopify admin, go to Apps → Shopify Flow
2. Click Create workflow
3. Select Scheduled time as your trigger

Step 2: Configure your schedule

Shopify Flow's Scheduled time trigger offers these frequency options: Minutes, Days, Weeks, and Months. Here's how to configure each reset type:

Need exact calendar dates?

For precise calendar-based resets — like January 1st every year, or Jan 1, Apr 1, Jul 1, and Oct 1 each quarter — use a monthly scheduled workflow with conditions:

1. Set the frequency to Months, repeating every 1 month on the 1st
2. Add a Condition block before the reset action
3. Set the condition to check if the current month matches your target months:
   • Yearly (Jan 1 only): Month equals January
   • Quarterly (calendar quarters): Month equals January, April, July, or October

The workflow runs monthly, but the reset action only triggers when the condition is met.

Step 3: Add the reset action

1. Click Then to add an action
2. Search for DC Order Limits in the actions list
3. Select Reset customer purchase limit
4. Enter your Rule ID from the earlier step

Step 4: Activate your Flow

1. Give your Flow a descriptive name (e.g., "Monthly reset - VIP product limits")
2. Click Turn on workflow

Important notes

No rollover of unused amounts

When limits reset, all customer counts go back to zero. Unused purchase allowances do not roll over to the next period.

Example: If a customer only bought 2 of their allowed 5 items before the reset, they start fresh at 0 used — the 3 unused items are not added to their new allowance.

Timing considerations

• Schedule resets during low-traffic hours to avoid customer confusion mid-purchase
• Consider your store's timezone when setting the schedule
• The reset happens instantly when triggered — there's no grace period

Multiple rules

If you have multiple customer purchase limit rules that need different reset schedules, create a separate Flow for each one.

Manual reset alternative

If you prefer to reset limits manually (or need to do an off-schedule reset):

1. Go to your customer purchase limit rule in DC Order Limits
2. Click View usage history
3. Click Reset All
4. Confirm the reset

This clears all customer counts to zero immediately.

Troubleshooting

Flow isn't triggering

• Verify the Flow is turned on (not paused)
• Check the scheduled time and timezone settings
• Review the Flow's run history for any errors

The wrong rule was reset

• Double-check that the Rule ID in your Flow matches the correct limit rule
• Each limit rule has a unique ID — make sure you copied the right one

Need help?

Contact us at hello@dashcheckout.io if you need assistance setting up automated resets.