For a detailed breakdown on workflow feature please check out the Workflow Basic guide.

An order rule is made up of three sections:

  1. When - (Trigger)

  2. If - (Condition)

  3. Do - (Action)

Conditions are the matching criteria of the orders. If an order meets the condition you selected, it will be affected by the action.

Available Conditions

Channel

The store that the order was created from. This will be shown as a list of eCommerce and Marketplace platforms.

If you have an active integration, you can use it on the workflow. If you've no active integration, you cannot select it.

Order Code

The code of shipment order.

Comparison: is, is not

Order Date

The creation date of the shipment order.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Actual Shipment Date

The actual shipment date is the date that the order is shipped from the warehouse to the customer.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Expected Shipment Date

The expected shipment date is the date when the order will ship out from the warehouse to the customer.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Scheduled Shipment Date

The scheduled shipment date is the date requested by the customer in the order.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Status

Checks if the order status is currently in:

  • Shortage

  • Ready to Pack

  • Ready to Ship

  • Shipped

  • Canceled

Comparisons: is, is not

NoF Products

The total product amount within the order.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Total Weight

The total weight of the order. The order's total weight is calculated based on the product's weight.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Price

The value of the order's final price paid by the customer, including taxes and delivery.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Customer First Name

It's exactly like what it sounds, the first name of the customer.

Comparisons: is, contains

Customer Last Name

It's exactly like what it sounds, the last name of the customer.

Comparisons: is, contains

Customer Email

The e-mail address of the customer.

Comparisons: is, contains

Carrier

The carrier that is chosen or will be chosen for the order. This will be shown as a list of your active integrations, which means if you have no active integrations, you cannot select it.

Comparisons: is, is not

Shipment Method

The shipment method defines the price and method of delivering a product to a customer. This will be shown as a list of your active integrations, which means if you have no active integrations, you cannot select it.

Comparisons: is, is not

Carrier Package Type

The package type defines the pack type of delivering. This will affect the shipment fee. Carrier package types will be shown as a list of your active integrations, which means if you have no active integrations, you cannot select it.

Comparisons: is, is not

Country

Select one or more countries used in the orders Shipping Address.

It's not referred to the order's billing address.

Comparisons: is, is not

State

It's exactly like what it sounds, the State information of the customer address. It might be referred to regions for the countries that have no states.

Comparisons: is, is not

Postal Code

The official codes used for referring addresses by the post offices.

Comparisons: is, contains

City

It's exactly like what it sounds, the City information of the customer address.

Comparisons: is, contains

Warehouse

The name of the warehouse that the items were allocated from

Comparison: is, is not

NoF Order Lines

The total count of lines within the order.

Comparison: is, greater than, greater than or equal, smaller than, smaller than or equal, between.

Order Type

A shipment order type defines the category that order falls under, such as customer order, online order, over the phone order, wholesale, retail, etc. These categories can be defined while the create shipment order process.

Comparison: is, is not

Address Line 1-2

The merged version of Address Line 1 and Address Line 2 from the customer address.

Comparisons: is, contains

Address Type

Select one or more Address Types used in the orders Shipping Address. This criterion only works for the USA.

  • Residential

  • Commercial

  • Military

Comparison: is, is not

Address Verification Status

Select one or more Address Types used in the orders Shipping Address. Except for International Option, this criterion only works for the USA.

  • Not Available For Verification

  • Waiting For Verification

  • Address Verified and Corrected

  • Address Verified With Warning

  • Invalid Address

  • International

Comparison: is, is not

Shipping and Billing Address Match

This indicates that the customer uses his shipping address as a billing address too.

Comparison: Yes, No

Next Articles:

1.What is a Workflow ( automation rule)?

2. How does workflow work?

i. Triggers: Initiators of a flow

ii. Conditions: Criteria of a flow

iii. Actions: What will apply to orders

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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