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)

Available Actions

  • Update shipment order Expected Shipment Date

  • Change shipment order status

  • Add a note to order

  • Assign a carrier

  • Assign a shipment method

  • Assign a package type

  • Set insurance and amount

  • Request a confirmation type

Update shipment order Expected Shipment Date

You can update the shipment order's expected shipment order date.

Change Shipment Order Status

Change the status of the shipment order. You can select the preferred shipment order status on the list.

  • Ready To Pack

  • Ready To Ship

  • Shipped

  • Canceled

Add Internal Note

Add specific text to be automatically saved as an internal note to your rule.

For example, when an order is created that contains a specific product you can add an internal note that says "FRAGILE".

Assing a Carrier

Assigns a Carrier to the matched order. You can select a carrier on the list.

Don't forget that you can select carriers if you have an active integration setup.

Assing a Shipping Services

Assign a Shipping Service action is triggered by the selected carrier. You can select shipping service when you select a carrier.

Assign a Package Type

Assign a Shipping Service action is triggered by the selected carrier. You can select shipping service when you select a carrier.

Set Insurance and Amount

Set an insurance type based on the selected carrier and an insurance amount.

Request a Confirmation Type

Assigns a specific confirmation type to the order. You can select the proper confirmation type on the list.

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

Couldn’t Find What You Were Looking For?

Write to our support team: mysupport@logiwa.com
Or go to our Help Center and search for more documents!

Did this answer your question?