Rules perform actions on an order based on your desired criteria. There are two types of Rules that you can set up on your account: Packing and Routing Rules.
Packaging Rules will simply make a suggestion at the packing stage.
Routing Rules fire upon order creation and will supersede any preceding order characteristic that it may be in conflict with. For instance, a shipping method is mapped, but a rule fires calling another shipping method. The rule-based Ship Method will take precedence.
Accessing Your Rules:
Click on your Account in the top right corner. Select "Rules" on the dropdown tab:
The example screen below shows an overview of the rules set up on your account. From this page, you can Create New Rules, toggle between the Packing and Routing Rules —or— Edit, Delete, De-activate, Re-activate or find Matching Orders for existing rules on your account.
Packing rules fire during the packing phase of an order. These appear as recommendations and can be dismissed by warehouse operators. Packing Rules allow you to add promotional or packaging items to an order. This is not designed to add additional merchandise items. If you select, "While Supplies Last", the rule will not be suggested unless there is sufficient inventory available.
Here is a short video to show you how to create a Packing Rule on your end!
Important: If your item is not designated as a promo or packaging item, you will not be able to add this to a rule. You can check this in the Details tab of your item to designate the item as packaging or promo.
An example of a packing rule would look like this:
Add a Logo Mailer to all orders Processing which contains this SKU: "HOODIE-SLEEVE-XXL".
These are executed when the order is created, or when items are added to or removed from an order. These Rules will only fire successfully once. For example, an order with a Rule to Cancel when the Shipping Country is Canada will cancel qualifying orders immediately. Subsequently, un-canceling will not affect the Rule. Similarly, an order that is placed with a Shipping Country of the US will not Cancel if the country is later manually changed to Canada.
Here is a short video to show you how to create a Routing Rule on your end!
An example of a Routing Rule would be:
Pausing any orders that are in Processing with a specific SKU and shipping method.
For instance, Pause any orders in Processing with this SKU: HOODIE-SLEEVE-XXL that are shipping via USPS Priority Mail International.
The Rule would look like this:
There may come a time when you need to adjust the rules on your account. We have made these adjustments easy with the following options:
Edit - This function allows you to edit the existing criteria.
Delete - This function allows you to delete the rule completely.
De-Activate - This function will allow you to temporarily deactivate the rule.
Re-Activate - This function will allow you to reactivate any deactivated rules.
Matching Orders - This function allows you to see all orders in the system that have been affected by the existing rule. You can download a CSV of this information if needed.
Move to Top - this allows you to move a rule to the front of your list of rules
Move to Bottom - This Moves the rule to the end of your list of rules
Note: Rules fire in the order that they appear. If you Move a Rule to the Top or Bottom the system will adjust the priority of other rules accordingly.
Deactivating Vs Deleting Rules
A Deleted Rule is permanently deleted and would require setting the rule up again. If You do not wish to permanently remove a rule you can Deactivate a rule until it is needed again. The important caveat to note about a Deactivated Rule, is that it needs to be Reactivated Prior to getting orders into the system to allow the rule to function correctly.
You can see a Deactivated Rule on your account as a greyed out rule marked as "Inactive"
Important: Rules are exceptions to the standard order flow, and could conflict with one another. It is important to monitor your rules to ensure they work properly. Should a rule misfire or cause an unintended result, you should take action immediately to prevent further issues.
Status is not a recommended filter for most Rules—since Rules always fire at the same time, Status can prevent Rules from working without adding any benefit.
Ship notes filters are looking for exact strings, and do not accept comma-separated values.