Global upsell settings control how upsells appear and behave across your strategies. Use them to manage discounts, hidden products, style options, product reviews, custom data, and the master upsell switch.
Set a default percentage discount for upsell products. You can override the global rate for individual products or strategies.
How to configure: Click Post-Purchase Discounts, enter a percentage, then save. To override a specific product, edit its discount in the product table.
ℹ️ Note: Discounts do not stack. Order Editing chooses one discount using priority: metafield, variant, product, strategy, then global discount.
Turn on Include compare at price in discount calculations to calculate the displayed discount from the compare-at price. Turn it off to calculate from the regular price.
💡 Tip: This affects post-purchase pages, including the Thank You Page, Order Status Page, and One-Click Upsell. It does not affect checkout placements.
Use a Shopify product query to exclude products from upsells. You can target products by tag, title, vendor, collection, or another product property.
How to configure: Click Hidden Products, then Hide products. Build your query and review the preview before saving.
ℹ️ Note: Products tagged orderediting-hidden are always excluded from upsells.
Choose products that block upsells for the whole order. If the customer's order contains a blocked product, no upsells show for that order.
⚠️ Warning: Blocking applies by product, not by variant. One blocked product disables all upsells for that order.
Style toggles control what appears on upsell product cards. You can hide descriptions, hide thumbnails, hide default offer headlines, allow collection filtering, allow product search, and show product review ratings.
Choose which reviews app Order Editing reads star ratings from. Set it to Auto to let Order Editing detect Judge.me, Junip, Loox, or Shopify Standard Reviews.
💡 Tip: Auto detection depends on your reviews app syncing metafields to products. If you just installed a reviews app, allow time for syncing.
Use these settings to decide whether products already in the customer's order can appear again as upsell recommendations.
When this is on, products the customer already ordered can appear again. When it is off, they are filtered out.
When this is on, the exact variants already purchased are excluded, but other variants of the same product remain eligible.
Add Shopify metafield data to upsell product cards, such as a shipping date, custom label, or other product detail.
How to configure: Click Custom Data Sources, then Add Data Source. Select Product or Variant, enter the metafield namespace and key, and add optional prefix or suffix text.
Extend the editing window for pre-orders so customers can keep adding products after payment. This is useful when orders stay open for a long time before fulfilment.
ℹ️ Note: This feature needs the read_all_orders Shopify permission. Order Editing prompts you if the permission is missing.
To pause every upsell, turn off Allow customers to purchase more products in Global Upsell Settings. This hides upsells on every page and strategy without deleting your setup.
