Rules are a way to have services and package types automatically selected on orders when using an eCommerce Integration. When you set up a filter in a rule, you are telling the platform which orders you want it to modify. When you set up actions, you are indicating the way that you want to modify those orders.
Here is an example of how you would set a rule for the following:
“I want all orders with 4 items to have USPS Priority selected, automatically.”
Click the Settings tab.
Under “eCommerce” select “Rules”.
Click "Create New Rule".
The first rule will be created and named “New Rule 1”. You can edit the name of the rule by clicking in the box and changing it.
Rules require you to specify 2 parts: the condition and the action. In this example we can think of our condition and our action like this:
Condition = Item Count Range of 4-4
Action = Select USPS Priority.
You would set up the “Condition” on the left side of the rule box by setting up a filter that will match the orders that you want the rule to apply to. In this example, this means entering in an item count range of 4 (min) and 4 (max), then in the Actions on the right, you would select "Service Type" from the drop-down and select USPS Priority as the Service Type.
Click "Save" in the top right corner to complete the rule setup.
Now every new CSV order that comes in will have the FedEx Ground service automatically selected. Rules do not need to have only one action. You can add a second action to this example rule that automatically selects a package type.
You can have as many rules as you want. Rules are applied to orders in the order that they appear in the rules list below the rule edit area. Use the arrows next to the rule to move the rules up or down.
All Actions you can set at this time are:
Service Type
Package Type
Is Residential
Set Insure Amount
Match Insure Amount
Match Declared Value Amount (Not Applicable in XPS Ship, use “Match Insure Amount” instead.)
Signature Option
Order Tag
Terms of Trade
Default Receiver Phone
Include Pay-On-Return Label
Is Pay-On-Return Label
Split into Multipiece Shipment (If Domestic)
Delete Order
Carrier Account
Return Address *This will allow you to use any Address added to the Address book that has a custom ID added to it for the “Return to” override.
Weight *Overrides the shipment weight.
All Basic conditions you can filter by at this time are:
Destination/Country/State
Integration
CSV Upload (If a CSV Integration is selected)
Shipping Service Selected
Order Group
SKU
USPS Zone (If Domestic)
Keyword
Weight Range **when using this filter you MUST include leading zeros in weight (example 0.99 lb)
Item Count Range
Total Order Price Range
Order Date Range
Amazon Prime
Only show orders with notes
Inventory Location
Only show orders with blank receiver phone number
Note: If you have pending orders that have populated into the platform and have made a change to existing eCommerce integration rules or created new rules for those orders, you will need to re-apply the rule to those orders. For detailed instructions, visit the Help Center Article: How to Re-apply eCommerce Integration Rules
Advanced Filters are available for users who would like to write their own queries. To learn more about advanced tools visit the Help Center Article: Using Advanced Tools in Rules