Learn how to block Cash on Delivery (COD) for a specific product using Automations. This helps you control payment methods for particular items and ensure smoother order management.
Step 1: Go to the Automations page. & Step 2: Click the New Automation button.
Step 3: In the modal, select the Start Blank option.
Step 4: Enter a title, like "Block COD for specific product." & Step 5: First step is to choose what we want to do, which in this case is block COD.
Step 6: Click on Block Payment.
Step 7: Pick the payment method. Select Cash on Delivery.
Step 8: Set the condition on when to block COD. Choose Specific product amount.
Step 9: Specify the condition for product amount, for when you want to block cod. In this example, if the product amount reaches atleast 2500 then we'll block cod.
Step 10: Select the specific product for which to block COD.
You can choose more than one product, and this same process can be followed in the case of collections.
Step 11: Choose whether this applies to all customers or select segments. We'll keep it as All customers.
Step 12: Select the channels where this rule applies. Choose All channels for full coverage.
Step 13: Set when the automation should be active. Pick a start date, here we are picking today, i.e the time of writing this doc.
Step 14: Set the end date or let it run indefinitely. We'll set it until the end of the month.
Step 15: Review the automation details to make sure everything is correct.
Step 16: Click Save.
Step 17: Use the Activation toggle to turn the automation on. But if you set it to run in a set schedule which is later than the time you create the automation, then It’ll activate automatically based on your schedule.
Your new automation now blocks COD for the specified product and conditions. This helps keep your transactions secure and your processes streamlined.