Set up order rules
Order Rules allow you to automate order processing by applying specific actions when defined conditions are met. This article explains how to create and configure order rules in your system.
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Before you start
The Order Rules module is a paid add-on. To purchase this module, contact your Account Manager. Once activated, you can create order rules using the instructions below.
Note: The creation process is the same for all order rule types. Only the actions and conditions differ based on your requirements.
Create an order rule
Click Settings then Order Rules.
Click Add New Rule.
Configure your rule using the Manage Order Rule Setup section below.
Important: Click Update to save your filters before adding conditions. Any unsaved progress will be lost.
Configure order rule settings
Configure these settings to define when and how your order rule applies:
Basic filters
Warehouse: Select which warehouse allocates stock for this rule.
Channel: Choose which sales channel triggers this rule.
For manually created orders, select Manual Input.
Client: Select the client (3PLs only).
Rule configuration
Action: Select the action this rule performs.
All Order Rule actions are listed in the Order Rules collection on our help centre.
Condition Type: Choose how conditions are evaluated:
AND: All conditions must be met.
OR: One or more conditions must be met.
Parameter: Enter any required parameter for your selected action (e.g., warehouse name for order relocation).
Priority: Set execution order when multiple rules apply:
100 runs first.
1 runs last.
Active: Toggle to activate or deactivate the rule.
Comments: Add a description or notes about this rule.
Click Update to save your configuration before adding conditions.
Add rule conditions
Define the specific criteria that trigger your order rule:
Condition fields
Field: Select the order field that triggers the rule.
ShippingZone: Triggers based on country-level shipping zones.
ShippingZoneIncludingPostCodes: Triggers based on order postcodes.
Operator: Define how the field value is evaluated:
Options include: equals, contains, does not contain, and more.
HasOrderTag only works with Contains and DoesNotContain operators.
Note: When using multiple Shopify tags, add a space at the start of the value due to tag formatting after import.
Value: Enter the specific data that triggers the condition (e.g., product SKU, postcode).
Bulk upload conditions
To add multiple conditions:
Click Upload Condition at the top right of the conditions section.
Download the template file.
Complete the template with your conditions.
Upload the completed file.
For a complete list of available fields and operators, see our Order Rules Help Guide.