What are rules?

Rules let you run actions automatically whenever a new order comes in. That way you no longer have to manually perform the same steps for orders that meet certain conditions.

How do rules work?

A rule is made up of three parts:

1. Trigger: when the rule runs. At the moment the trigger is always "new order".

2. Conditions: which criteria the order has to meet. Think of the sales channel, the customer's country, the total amount or a specific product.

3. Actions: what should happen when the order meets the conditions. For example assigning a carrier, adding a tag or marking the order as high priority.

Examples

Here are a few common ways to use rules:

• Automatically assign a carrier: have all orders above a certain weight shipped automatically via a specific carrier.

• Postpone orders to the Wadden Islands: automatically postpone orders with a delivery address on the Wadden Islands so you can process them separately.

• Add tags: automatically give orders from a specific sales channel a tag so you can recognize them easily.

• Mark as high priority: automatically mark orders containing a certain product as high priority.

• Add a product: automatically add a free insert or flyer to orders that meet certain conditions.

• Mark as pickup order: automatically mark orders with a certain shipping method as a pickup order, so they can be processed without a shipping label.

Available actions

When an order meets a rule's conditions, you can have the following actions run automatically:

• Set a shipping option

• Add tags to the order

• Add a note to the order

• Postpone the order

• Mark as high priority

• Mark as pickup order

• Set a processing deadline

• Add a product to the order

• Disable automatic processing in the picklist

See Creating a rule for a step-by-step guide.