A workflow replaces many of the repetitive tasks you must take to prepare your orders before shipping.

A workflow has 3 parts

  • Triggers (WHEN will the rule start),

  • Conditions (IF it matches the criteria for an order),

  • Actions (ACTION what is applied to an order that matches the defined triggers).

To make a workflow work the order should meet the Trigger and Condition both. Otherwise, the action will not apply to orders.

Workflows are only applied to orders that are placed after the rule has been created, and are not applied retroactively to existing orders.

A few common usages of order rules

  • Auto selecting the right shipping carrier, service depending on the order weight/value/destination/customer choice.

  • Configure insurance and insurance amount based on the order price.

  • Set shipment weight and dimensions to orders when they contain certain products and package types.

  • Add notes to orders when they contain certain products.

  • If order weight is very high assign a different shipping carrier.

Setting up your rules

Read the guides below on the triggers > conditions > actions you can use with rules and start creating your own.

i. Triggers: Initiators of a flow

ii. Conditions: Criteria of a flow

iii. Actions: What will apply to orders

Next Articles:

1.What is a Workflow ( automation rule)?

2. How does workflow work?

3. Workflow generating (Video)

4. When does automation apply to orders?

5. Email automation (Video)

6. Email automation: Send email action is explained

7. Workflow examples
8. Create a rule with multiple conditions and multiple actions

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