If your Shopify checkout and accounts area still function as static pages, you're leaving money on the table.Prego Checkout Tools transforms these critical points into conversion and control engines, helping merchants optimize the shopping experience in both B2C and B2B scenarios.

• Optimize your Shopify shopping experience : customize checkout, create minimum/maximum value rules, set cart limits, and configure tailored flows.
  
  
• Avoid errors and fraud at Shopify checkout : limit the number of products in the cart, block specific customers or products via tag, and create smart exceptions.
  
  
• Manage B2C or B2B scenarios within Shopify : enforce minimum product quantities for wholesale (e.g., 30 units per order) or relax rules for recurring customers.

Boost your Shopify sales : use upsell at checkout (exclusive to Shopify Plus) and take advantage of banners and image blocks in accounts (available for all plans).

Using the nail is easy.

Simplyinstall it , activate the rules in the dashboard, and in just a few clicks you'll have cart limits, validations, and even upsells working.

But if you have any questions about Prego Checkout Tools — whether in a B2C or B2B scenario — this step-by-step guide shows you how to configure every detail and transform your Shopify checkout.

1) Install the application

• Go to the Shopify App Store and search forPrego Checkout Functions .
• Click Add to Store and complete the installation.
  

Available plans:

Prego offers two options to adapt to different operations on Shopify :

🔹 Core – $3/month or $33/year (8% savings)

Recommended for those who use all Shopify plans and need control and security , in both B2C and B2B .
Includes:

• Rules and warnings in the shopping cart
• Cart value limits (B2C and B2B)
• Limit per product
• Total quantity limit of items
• Product blocking
• Customer blocking
• Banners and image blocks in Accounts (even on Shopify Core plans)

🔹Pro – $30/month or $300/year (17% savings)

Recommended for those who use Shopify Plus and want to explore advanced checkout conversion features .

Includes everything from the Core+ plan.

• Upsell at checkout (variant/collection)
• Customizable extra fields at checkout
• Exclusive features enabled by Shopify Extensibility.

Both plans include a3-day free trial , so you can try them out before deciding.

Tutorial: How to use Prego Checkout Tools on Shopify

1) Configure your Checkout Rules

Within the Prego dashboard, you can activate different rules to control the shopping cart and checkout process.

The recommendation is to activate only the ones that make sense for your operation , avoiding overloading the customer flow.

1.1) Shopify Cart Value Limits (B2B/B2C)

This rule allows you to set a minimum and/or maximum value for the customer to complete the purchase. It is ideal for:

• Avoid placing orders that are too small and don't cover shipping or operating costs.
• Limit orders that are too large , as they could create risk or unbalance inventory.

How to configure:

1. Go to Checkout Rules → Cart Value Limits .
2. Choose the limits:

• Minimum Value: example → R$200 (the customer can only complete the purchase if the cart reaches this value).
  
• Maximum Value: example → R$5,000 (blocks purchases above this value).

Define the alert that will appear at checkout.

3. Click on Status → Active .
4. Click Save.

⚠️ Attention: After saving, you need to activate the “Cart Limits” rule in the Shopify dashboard . If you don't do this, the setting will not take effect and the limit will not work at checkout. (Below is a video showing the step-by-step process to activate it).

1.2) Custom rules for B2B

In addition to the standard limit, you can create specific rules just for B2B clients.

Example: wholesale customers can only finalize orders if they reach at least R$1,000 in purchases.

👉 This way, you can differentiate between retail (B2C) and wholesale (B2B) rules without needing to install another app or create manual exceptions.

🔹 Customer Validation via Tag

This feature allows you to apply specific rules to certain customers using tags in their Shopify profile . It's useful for blocking fraud or creating exceptions.

🛑 Purchase Limiter

Set a maximum purchase value for customers with a specific tag.

Practical example: tagging suspicious customers as “risky” and limiting purchases to R$500.

How to configure:

1. Define the rules

Choose whether you want to limit by total cart value , by quantity per product , or even block certain products.

2. Activate the functionality

In the Status field, select Active and click Save .

3. Add the tag to the client.

Go to the customer's profile on Shopify.

• Add the tag prego-customer-limit .
• Hello.
  
  

🛑 Client Blocker

Completely block checkout for customers who have a specific tag.

Practical example: You can completely block a customer tagged with "fraud," preventing them from completing any orders, or limit specific cases—such as a customer with the tag "prego-customer-limit ," who will not be able to spend more than R$500 or buy Gift Cards .

How to configure:

1. Go to the customer's profile on Shopify.

2. In the Tags field, add the tag that will be used to apply the rule (e.g., "risk" or "fraud"). Click Save .

3. Go back to the Nail panel and activate the desired rule (Limiter or Blocker).

4. Write the message that will be displayed to the customer.

• Example: “Your account is not authorized to complete purchases. Please contact our support team.”

5. Save and activate the rule.

⚠️ Attention: After saving, you need to activate the “ Checkout and Cart Validations ” rule in the Shopify dashboard . If you don't do this, the setting will not take effect and the limit will not work at checkout. Below is a video showing the step-by-step process.

2. Upsell at Checkout

The Upsell feature allows you to offer additional products directly at checkout, increasing your store's average order value.

Prerequisites

• Available only for Shopify Plus stores.
• You need to be on the Pro plan at Prego .
  

Tip: Test first and place a real test order before publishing.

Types of Upsell (all blocks)

2.1) Upselling by Variant

What it's for : to offer a specific product (already in a defined variant, e.g., "White T-shirt M") at checkout.

How to configure:

1. In Prego, go to Upsell and click the link to open the Shopify Checkout Editor .

2. Go to Checkout > Configurations → Customize .

3. In the desired section, click on Add app block → choose Prego – Upsell (Variant) .

4. Fill in the fields:

• Title (e.g., Complete your look ).
• Description (e.g., Add the premium t-shirt for 15% off ).
• Button (e.g., Add to order ).
• Parameters :
• Product and variant that will be offered.

5. Save in the checkout editor and publish.

Example of use:

• Direct complementary accessory (e.g., cell phone case, belt for pants).
• "Upgrade" of the same product line with a specific variant (e.g., more popular size/color).
  
  

2.2) Upselling by Collection

What it's for : To suggest an item from a collection (the app displays an item from the collection according to your settings).

How to configure:

1. Checkout Editor → Add app block → Prego – Upsell (Collection) .

2. Fields:

• Title , Description , Button .
• Parameters : Collection to be used as the source for the upsell.

3. Save and publish.

Example of use:

• Cross-reference items by category (e.g., bought sneakers → suggest socks/cleaner).
• Rotating promotions by collection (e.g., "Weekly Deals").
  
  

2.3) Upsell (Generic)

Purpose : A simplified version for displaying an upsell offer with a more streamlined configuration (may vary depending on the app version).

How to configure:

1. Checkout Editor → Add app block → Prego – Upsell (Generic) .

2. Fill in:

• Title , Description , Button .
• Parameters (when available): selection of the most basic product/collection.

3. Save and publish.

Example of Use:

• A unique and straightforward offer (e.g., "Add gift wrapping" ).
• Pages where you want quick impact with minimal setup.
  

What can be customized:

• Option to be collapsible or normal .
  
  
• Title and text (e.g., Delivery within 3 business days to São Paulo).
  
  

2.4) Image Block

Function: Display an image in the checkout or accounts section, loaded via URL .
Available at:

• Checkout → Shopify Plus (Pro) only.
• Accounts → also available in Core .

What can be configured:

• Image URL.
• Image position in the layout.

Example of Use:

• At checkout , display security seal or certificate.
• In accounts , display promotional campaign banner.
  
  

⚠️ Note: Some images may not appear in the Shopify preview — always do a real-world test.

3. Custom Fields in Checkout

Custom Fields allow you to collect extra information from customers during checkout, saving the data directly to Shopify Metafields . This feature is ideal for those who need more context in orders, whether in B2C or B2B.

Prerequisites

• Available only for Shopify Plus stores.
• You need to be on the Pro Plan of the Nail .
  
  

How to configure a custom field:

1. Access the Custom Fields screen in Prego .

2. Click on Add Field .

3. Fill in the information:

• Metafield Name → Example: data_nascimento .
• Field title → What the customer will see at checkout. Ex.: “Date of Birth” .
• Field type → Text, number, date, checkbox, required or optional.

4. Click Save .

5. Publish to checkout via Shopify's extensibility editor.

Practical example:

• Date of Birth → used in loyalty programs or birthday gifts.
  
  

How to add Checkout Rules in Prego

1. Go to Settings > Checkout > Cart and Checkout Validations .
2. Select the Cart Limits / Checkout Validations option.
3. Hello.

Without this step, the rule doesn't work.

Need help?

If you need help or still have any questions about how to use the Prego app, you can fill out the Support Form.

Fill out the support form. Available on Prego's page to receive personalized assistance.