Customers see the wrong bulk form
Written By Floris de Vries
Last updated 16 days ago
Overview
If customers see a different bulk order form than expected, this is almost always caused by overlapping visibility rules or form priority.
Remember:
A customer can see only one bulk order form at a time.
Most common reasons
1. Multiple bulk forms match the same customer
If a customer matches more than one form:
The app applies visibility priority rules
Only the highest-priority form is shown
Visibility priority order
Specific customers
Customers with tags
Logged-in customers
All customers
2. Tags or customers are reused across forms
To avoid conflicts:
A customer can only be assigned to one form
Tags used in one form cannot be reused in another
If reuse happens, one form will override the other.
3. Customer has multiple tags
If a customer has multiple tags:
Only one matching form is shown
The form with higher priority takes precedence
This can make it seem like the “wrong” form is active.
4. Testing with the wrong account
Testing as:
Admin
The wrong customer
A customer with extra tags
can give misleading results.
How to fix the issue
Step 1: Identify which form the customer sees
Log in as the customer
Note which form appears
Step 2: Check visibility settings of all forms
For each bulk order form:
Review visibility type
Check assigned tags or customers
Look for overlaps
Step 3: Remove overlaps
Use specific customers only when necessary
Avoid overlapping tags
Clearly separate customer groups
Step 4: Test again
Use a private/incognito window
Log in as the affected customer
Verify the correct form appears
Best practices
Plan visibility rules before creating many forms
Document which customers belong to which form
Avoid mixing “All customers” with restricted forms
Test visibility after every change
Common confusion
“Pricing looks wrong”
This is often caused by:
The customer seeing a different bulk form
That form having different pricing rules