Condition Builder

The Payment Profiles extension uses Magento's powerful SalesRule condition system to create sophisticated cart and customer-based restrictions.

Screenshot placeholder: payment profile conditions section in admin File: ./_screenshots/condition-builder.png

Overview

The condition builder allows you to restrict payment methods based on:

Cart attributes (subtotal, quantity, weight)
Product attributes (SKU, category, price, attributes)
Customer attributes (group, address, segments)
Shipping attributes (country, region, method)

Accessing the Condition Builder

Navigate to Customers >Payment Profiles
Edit or create a profile
Expand the Conditions section
Click the + icon to add conditions

Condition Types

Cart Conditions

Subtotal

Restrict based on cart subtotal (before tax/shipping):

Subtotal equals or greater than 1000

Use Case: Disable COD for orders over €1000

Total Items Quantity

Restrict based on total number of items:

Total Items Quantity is 10 or less

Use Case: Limit payment methods for bulk orders

Total Weight

Restrict based on total cart weight:

Total Weight equals or greater than 50

Use Case: Different payment methods for heavy shipments

Product Conditions

SKU

Restrict based on specific SKUs:

Product SKU is one of: PROD-001, PROD-002

Use Case: Special payment terms for specific products

Price

Restrict based on product price:

Product Price equals or greater than 500

Use Case: Secure payment for expensive items

Attribute Set

Restrict based on attribute set:

Product Attribute Set is: Electronics

Use Case: Category-specific payment restrictions

Customer Conditions

Customer Group

Already handled by profile assignment, but can be used in conditions:

Customer Group is one of: Wholesale, Corporate

Use Case: Combined with other conditions for complex rules

Shipping Country

Restrict based on shipping destination:

Shipping Country is one of: DE, AT, CH

Use Case: Region-specific payment methods

Shipping Region

Restrict based on shipping region/state:

Shipping State/Province is one of: CA, NY, TX

Use Case: State-specific payment regulations

Shipping Postcode

Restrict based on postal code:

Shipping Postcode is: 10*

Use Case: Local payment methods for specific areas

Condition Operators

Comparison Operators

is - Exact match
is not - Not equal
equals or greater than - >=
equals or less than - <=
greater than - >
less than - <

List Operators

is one of - In list
is not one of - Not in list

String Operators

contains - Substring match
does not contain - Substring not match

Combining Conditions

AND Logic (ALL)

All conditions must be true:

If ALL of these conditions are TRUE: Subtotal equals or greater than 500 Shipping Country is: DE Product Category is one of: Electronics

Result: All three conditions must match

OR Logic (ANY)

At least one condition must be true:

If ANY of these conditions are TRUE: Shipping Country is: US Shipping Country is: CA Shipping Country is: MX

Result: Any North American country matches

Nested Conditions

Combine AND/OR logic:

If ALL of these conditions are TRUE: Subtotal equals or greater than 1000 If ANY of these conditions are TRUE: Shipping Country is: DE Shipping Country is: AT Shipping Country is: CH

Result: High-value orders to DACH region

Practical Examples

Example 1: B2B High-Value Orders

If ALL of these conditions are TRUE: Subtotal equals or greater than 5000 Customer Group is one of: Wholesale, Corporate Shipping Country is one of: DE, AT, CH

Payment Methods: Bank Transfer, Purchase Order Use Case: Secure payment for large B2B orders in DACH region

Example 2: Electronics Category Restriction

If ALL of these conditions are TRUE: Product Category is one of: Electronics, Computers Subtotal equals or greater than 1000

Payment Methods: Credit Card, PayPal (no COD) Use Case: Secure payment for expensive electronics

Example 3: Regional Payment Methods

If ANY of these conditions are TRUE: Shipping Country is: DE Shipping Country is: AT Shipping Country is: CH

Payment Methods: SEPA, Sofort, Credit Card Use Case: DACH-specific payment methods

Example 4: Bulk Order Restrictions

If ALL of these conditions are TRUE: Total Items Quantity equals or greater than 50 Total Weight equals or greater than 100

Payment Methods: Bank Transfer, Purchase Order (no COD) Use Case: Bulk orders require advance payment

Example 5: VIP Customer Benefits

If ALL of these conditions are TRUE: Customer Group is: VIP Subtotal equals or greater than 100

Payment Methods: All methods + Net 30 Use Case: VIP customers get payment terms for orders over €100

Advanced Conditions

Product Attribute Conditions

Use custom product attributes:

If ALL of these conditions are TRUE: Product Attribute [brand] is one of: Apple, Samsung Subtotal equals or greater than 500

Use Case: Brand-specific payment restrictions

Customer Segment Conditions

Use Magento customer segments:

If ALL of these conditions are TRUE: Customer Segment is: High Value Customers Subtotal equals or greater than 1000

Use Case: Segment-based payment benefits Note: Segment/lifetime-style conditions depend on your Magento setup and available attributes.

Shipping Method Conditions

Restrict based on shipping method:

If ALL of these conditions are TRUE: Shipping Method is: flatrate_flatrate

Use Case: Different payment methods per shipping method

Condition Validation

When Conditions Are Evaluated

Conditions are validated:

During checkout when payment methods are loaded
When cart is updated (quantity, products)
When shipping address changes
When customer logs in/out

Validation Performance

Conditions are cached per quote
Validation is optimized for checkout usage
No impact on catalog browsing

Debugging Conditions

Test Conditions

Create a test profile with conditions
Add products to cart matching conditions
Proceed to checkout
Verify correct payment methods are shown

Common Issues

Issue: Conditions not matching

Check: Condition values (case-sensitive for strings)
Check: Operator (is vs contains)
Check: AND vs OR logic

Issue: Conditions too restrictive

Check: All conditions must be true for AND logic
Solution: Use OR logic or separate profiles

Best Practices

1. Keep Conditions Simple

✓ GOOD: Subtotal >= 1000 ✗ BAD: Subtotal >= 1000 AND Subtotal <= 5000 AND Category = Electronics AND Brand = Apple AND Weight >= 10 AND Country = DE

2. Use Multiple Profiles

Instead of complex nested conditions, create multiple profiles with different priorities.

3. Test Thoroughly

Test conditions with:

Edge cases (exactly 1000, not 999 or 1001)
Different customer types
Various cart combinations

4. Document Conditions

Add notes in profile name:

Priority 10: B2B High Value (>€5000, DACH)