Create Automation Rules For Your Orders
Learn how to add Automation Rules for your orders by setting triggers and actions.
Introduction
Automation rules in ShipBots are designed to enhance efficiency by automating repetitive tasks in the order processing workflow. By setting up these rules, ShipBots users can save significant time and reduce the manual effort required in the warehouse.
What Are Automation Rules?
Automation rules are a set of conditions and corresponding actions that run automatically when an order is created in ShipBots or imported from a sales channel. These rules process in a sequence and are exclusively applicable to new orders—they do not affect orders placed before the rule was created.
Accessing Automation Rules
To begin, go to the
Orders section, and select Automation Rules from the dropdown menu.
Creating a New Rule
To create a new automation rule:
- On the
Automation Rulespage, click on the button labeledCreate New Rule.
- Enter a descriptive name for the rule to make it easily identifiable.
- Set up the triggers by selecting the appropriate criteria from the
Choose a Triggerdropdown.
- Define the actions that should take place when the trigger conditions are met by selecting options from the
Choose an Actiondropdown.
- Click
Createto activate the new rule.
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Example Scenarios
Here are some practical examples of automation rules you can set up in ShipBots:
Example 1: High-Value Order Insurance
- Trigger: Order Total
- Set a minimum dollar amount to define a high-value order.
- Action: Set Insurance Amount Based on Products Value
- Automatically apply insurance based on the order's total value.
Example 2: Vendor-Specific Allocation
- Trigger: All Items in the order are from Vendor
- Specify the vendor's name or identifier.
- Action: Lock to warehouse id
- Assign the order to a particular warehouse that specializes in handling this vendor's products.
Example 3: Bulk Order Discount
- Trigger: Sum of Line Items Quantities
- Set the quantity that qualifies for a bulk discount.
- Action: Apply Discount to Customs Value
- Input the discount percentage to adjust the customs value accordingly.
Example 4: Priority Handling for VIP Customers
- Trigger: Customer Orders Count
- Enter a threshold number that classifies a customer as VIP based on their order count.
- Action: Set Priority Flag
- This ensures VIP orders are flagged for priority handling.
By understanding how to set triggers and actions, you can create a more efficient, personalized, and cost-effective workflow for your orders.
Remember, while the examples provided are a starting point, ShipBots offers a wide range of triggers and actions to tailor the automation to your specific business needs. Explore the possibilities and transform your order processing today with ShipBots!
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