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Setup Updated Aug 14, 2026

The dashboard

In short

The dashboard is the launch point for everything. The stats row shows how many rules you have and how many are live, the action cards start a new rule in one click, and quick templates jump straight into a pre-filled rule.

Applies to

  • All Shopify plans

Doesn't apply to

  • Editing an existing rule — that starts from All rules

Overview

Four counts, covering the last 7 days:

StatMeans
Active RulesRunning at checkout right now
Total RulesEverything you have built, active or draft
Payment RulesOf that total, how many affect payment methods
Shipping RulesAnd how many affect shipping

The gap between Active and Total is what to watch. A rule sitting in draft that you meant to activate is invisible at checkout and easy to forget.

Payment and Shipping tabs

Below the stats, a tab for each method type. Each holds three cards — Hide, Rename and Reorder — and clicking one opens a new rule with that action and method type already chosen.

It is the fastest way to start, and it is why every how-to here begins “from the dashboard, choose…”.

Locked cards are plan limits, not faults

A card with a lock is an action your plan does not include. The six capabilities are gated independently, so having some available and others locked is normal.

Quick templates

A short row of the most common scenarios — hide Shopify Payments by country, rename Cash on Delivery, move COD to the bottom, hide Free Shipping for selected countries.

Clicking one fills the editor. View all templates opens the full gallery. See using the template gallery.

Help centre

Three routes out when you are stuck: 24/7 chat, these docs, and booking a call. Each rule editor also carries a Need Help? card with the tutorial video for that specific action.

Where to go next

Frequently asked

What does the Overview row count?

Active Rules is what is running at checkout right now. Total Rules includes drafts. Payment and Shipping split the same total by method type.

Some action cards have a lock icon.

That action is not enabled on your plan. The six capabilities — hide, rename and reorder, each for payment and shipping — are gated separately.

Can I restart the guided tour?

Yes. The onboarding tour walks through the app in ten steps and can be restarted from the dashboard.

See also: Getting started with Nex Reorder · Managing rules · Using the template gallery

Still stuck? Email support — we usually reply within a few hours.