The order rules engine is very powerful. It allows you to perform advanced actions on orders when they are imported based on a selected Conditions.
Action
There are a number of Actions that can be performed:
Action | Description | Detailed Guide |
MarkPackAndHold | Automatically holds an order in pack and hold status when condition(s) met | Order Rule Action - MarkPackAndHold |
MarkAwaitingPayment | Automatically holds an order in awaiting payment status when condition(s) met | Order Rule Action - MarkAwaitingPayment |
ChangeCourierService | Changes the courier service on the order when condition(s) met | Order Rule Action - Change Courier Service |
CalculateDespatchDate | Adds a despatch date to an order if it does not already have one | Calculate Required Despatch Date |
MarkPackAndHoldEndOfMonth | Automatically holds an order in pack and hold status until the end of that month | |
MarkAwaitingConfirmation | Automatically holds an order in awaiting confirmation status when condition(s) met | |
FirstTimeCustomerAddProduct | Adds a product to an order for the first time the database has seen that customer name + post code combination (e.g. free gift for first time order) | Order Rule Action - FirstTimeCustomerAddProduct |
GenerateAdditionalDocument | Generates an additional document to get printed with order - the document can contain order attributes such as gift notes | Order Rule Action - Generate Additional Document / Generate Additional Gift Document |
PopulateWarehousePhoneNumber | Automatically adds the warehouse shipper phone number, if the receiver phone number is blank - helps to avoid shipping errors at pack stations where receiver phone number is mandatory | |
GenerateAdditionalGiftDocument | Generates an additional document to get printed with order - the document can contain order attributes such as gift notes | Order Rule Action - Generate Additional Document / Generate Additional Gift Document |
FirstTimeCustomerMarkAwaitingConfirmation | Automatically holds an order in awaiting confirmation status for the first time the database has seen that customer name + post code combination. | |
ChangeOrderWeight | Changes the weight of an order based on conditions - useful if packaging items used or weights of products unknown. | |
RemoveCharacterFromPostCode | Strips unwanted characters from post codes which would otherwise lead to shipping errors with some couriers (e.g. dashes) | |
MoveToWarehouse | Moves the order to another warehouse available on the database | |
PopulateTown | Populates/Overwrites the town of an order with the parameter value - Japan sometimes needs specific values | |
UseProductCostInPlaceOfPricing | Automatically replaces the order pricing received, with the product cost prices when creating shipments with couriers | Order Rule Action - Use Product Cost In Place of Order Price |
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