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Rules

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.

Accessing Your Rules:

Click on your Account in the top right corner.  Select 'Rules' on the dropdown tab:



You will see this screen pop up; which will show you an overview of the rules set up on your account.  From this page, you can toggle between the Packing and Routing Rules, Create New Rules -or- Edit, Delete, De-activate, Re-activate or find Matching Orders for existing rules on your account:


Packing Rules

Packing rules fire during the packing phase of an order.  These appear as recommendations and can be dismissed by warehouse operators.

Example of a Packing Rule would be:
Adding a specific item to any order containing specific SKU(s) or criteria.
For instance, add Kraft Paper to all orders Processing which contain this SKU: "HOODIE-SLEEVE-XXL".

The Rule would look like this:


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!




Routing Rules

These are executed when the order is placed, 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-cancelling will not affect the Rule.  Similarly, an order that is placed with a Shipping Country of US will not Cancel if the country is later manually changed to Canada.

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:

Here is a short video to show you how to create a Routing Rule on your end!




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 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.

Rule Priority

Routing Rules fire upon order creation and will supersede any preceding order characteristic that it may be in conflict with.  For instance, a ship method is mapped, but a rule fires calling another shipping method.  The rule-based Ship Method will take precedence.

Packaging Rules will simply make a suggestion at the packing stage.

Last updated Jan 9th, 2020