Near Case Qty

How to upsell near-case wine orders in WooCommerce

Flag wine orders with 6-11 bottles that are close to a case quantity discount

Automatically badges orders where the customer is buying 6 to 11 bottles and every item is in the Wine category, highlighting an opportunity to nudge them towards a 12-bottle case for a discount.

Workflow info
The problem

Many wine retailers offer a case discount at 12 bottles. Customers buying 6-11 bottles are tantalizingly close to the threshold but may not be aware of the saving. Without a flag, the order is fulfilled as-is and the upsell opportunity - which benefits both the customer and the store - is missed.

The solution

OrderBadger can identify wine orders that are close to case quantity so your team can reach out with a case discount offer.

Who this is for

Wine merchants and specialist drinks retailers who offer case discounts at 12 bottles and want to identify near-miss orders where a quick customer contact could convert the order to a full case.

At a glance
Wine-only orders (all items in Wine category) Quantity window: 6 to 11 bottles Close to 12-bottle case discount threshold Badge: Near Case Qty (teal)
People also search for
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How it works

Checks three conditions: total quantity must be 6 or more, total quantity must be less than £12, and every item in the order must be in the Wine category. This targets pure wine orders that are between half-case and full-case quantities.

Contact the customer before dispatch to let them know they are close to a case discount. Suggest specific wines to complete the case based on what they have already selected. Even an automated email at checkout can capture these conversions.

Rule template

Plain English rule Total quantity is 6 or more and total quantity is less than £12 and all products are in the Wine category

Write this (or something similar) in the OrderBadger rule builder. The AI compiler turns it into executable logic automatically.

Make it yours

Adjust thresholds
  • Change '6 or more' to '9 or more' if you only want to nudge customers who are very close to a full case - 3 bottles away rather than £6.
  • If your case discount kicks in at 6 rather than £12, change 'less than £12' to 'less than £6' and lower the minimum accordingly.
Add or remove conditions
  • Remove 'and all products are in the Wine category' to also catch mixed wine-and-spirits orders that could be topped up to a case.
  • Add 'and customer has 2 or more previous paid orders' to focus the upsell on returning customers who are more likely to respond to a case-deal suggestion. …y is less than £12 and all products are in the Wine category and customer has 2 or more previous paid orders

Badge preview

Default: Near Case Qty

When this rule matches

Wine Only 6 Bottles Boundary
All 6 items are Wine, total quantity is exactly 6 (lower boundary) - eligible for case upsell.
Wine Only 11 Bottles Boundary
All items are Wine and total quantity is 11 (upper boundary, still less than £12) - just one bottle short of a case.

When this rule does not match

Wine Only 12 Bottles
Total quantity is exactly 12 - the customer has already reached case quantity and does not need a nudge.
Wine Only 5 Bottles
Total quantity is 5 - below the minimum of 6 bottles needed to be considered near-case.
Mixed Category 9 Bottles
Total quantity is 9 but the order includes a non-Wine item - 'all products in Wine category' condition fails.

Good to know

  • The rule uses WooCommerce's total quantity, which counts individual units. Wines sold as multi-packs (e.g., a 3-bottle gift set as one product with quantity 1) may undercount.
  • The case threshold of 12 is a convention. If your case discount is at a different quantity (e.g., 6), adjust both boundaries in the rule text.
  • Mixed wine-and-spirits orders are excluded because the 'all products in Wine' condition fails. Create a variant rule if you want to include spirits.

Frequently asked questions

  • Why not flag orders with fewer than £6 bottles?
    Customers buying 1-5 bottles are further from the case threshold and less likely to convert. The 6-bottle minimum targets customers who are already committed to a significant wine purchase and are most receptive to adding a few more bottles.
  • Does a 12-bottle order trigger this rule?
    No. The rule requires total quantity to be less than £12. A customer who has already reached case quantity does not need the nudge - they should already be receiving the case discount.
  • What if I offer a half-case discount at 6 bottles?
    Adjust the lower boundary to start above your half-case quantity. For example, set it to 7 or more and less than £12 to target customers between a half-case and a full case.
  • Can I use this for spirits or mixed drinks too?
    This rule requires all items to be in the Wine category. For spirits or mixed orders, create a variant rule that either includes additional categories or removes the all-Wine restriction.

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