Before your first COD rule: a simple merchant checklist

A useful checkout rule starts with a specific problem. Before changing your store’s cash-on-delivery settings, take a few minutes to write down what you want to improve.

This checklist will help you prepare a policy to explore with Kavach.

Name the problem

Be specific. “Improve checkout” is a broad goal. “Review cash on delivery for selected products” gives you something concrete to work with.

Look at your own order history and operational experience. Record which orders need attention and why. Avoid assuming that a single rule will work equally well for every store.

Choose one condition

Start with one factor you can explain clearly: a delivery area, an order-value threshold, or a group of products.

Write the policy as a sentence:

When an order matches this condition, this is the cash-on-delivery experience we want the customer to see.

If the sentence becomes complicated, split the problem into smaller decisions before configuring your rules.

Plan your checks

Prepare a small set of example carts:

1. An order that should match the condition.
2. An order that should not match it.
3. An order at the boundary of any value-based condition.
4. A cart with a mixture of relevant and unrelated products, where applicable.

Check the payment options and customer-facing messaging for each example. Confirm that the result matches the policy you wrote down.

Review and refine

After introducing a policy, review customer questions and your order data. Keep notes about what changed and when, so you can assess whether the rule is useful for your store.

Checkout rules are one part of a wider process that also includes customer communication, fulfilment, and delivery operations. Results will depend on your store and how the policy is applied.

Put the plan into practice

Discover Kavach’s checkout controls to explore your next step. If you need help mapping a policy to your requirements, contact the SHIVITEQ team.