Order Rule Engine

Order Rule Engine functionality is only available in Sellercloud Delta interface!

Overview

The Rule Engine feature in Sellercloud can help you apply changes to your orders and items within your orders automatically. Similar to post order plugins, the Rule Engine allows you to split an order, change warehouses, and more based on the conditions and actions that are applied to the rule.


Enable Rule Engine

To enable the Rule Engine:

  1. Go to Settings > Client Settings > Orders
  2. Turn on Enable Rule Engine.

Enable Rule Engine


Manage Rules

You can create, test, copy and delete rules under Settings > Orders > Rule Engine > Manage Rules.

To create a new rule:

  1. Go to Settings > Orders > Rule Engine > Manage Rules.
  2. Click Add New Rule.
  3. Enter the Rule Name.
  4. You can also apply this rule only to particular groups of orders by enabling checkboxes:
    1. Process FBA Orders;
    2. Process Fully Shipped Orders;
    3. Process Unpaid Orders.create new rule with name
  5. Add Conditions. Add Condition Name and select Condition Type. You can also add a Sublevel  Condition controlled by the top-level condition. Read more about conditions in the section below.add conditions
  6. Create Actions. Enter Acton Name and select Action Type. create new action
  7. If the order satisfies the condition(s) the system will automatically perform the action(s) created for the rule.
  8. You can Enable/Disable conditions and actions.enable and disable
  9. Click the Green Flag to create a new rule.create a new rule
Order rules are run immediately after order creation. Rules will only be applied to orders that are created after the rule is enabled.

View Log

To view the execution log: go to Settings > Orders > Rule Engine > Execution Log.

execution log

Conditions

  • Channel – Sets the rule for specified channels.
  • Company – Sets the rule for specified companies.
  • Customer – Sets the rule for specified customers.
  • Gift Order – Includes or excludes gift orders.
  • Order Group – Adds the order to an order group if it fits all the conditions of the rule.
  • Order Item Brand – Sets the rule for specified item brands.
  • Order Item Manufacturer – Sets the rule for specified manufacturers.
  • Order Item Product Group – Sets the rule for specified product groups.
  • Order Item Product ID – Allows you to add products to the rule by searching for them by their ID.
  • Order Item Product Type – Sets the rule for specified product types.
  • Order Saved View – Check whether an order falls under a specific saved view. This condition makes the rule engine incredibly flexible.
  • Order Status – Sets the rule for specified order statuses.
  • Order Subtype – Sets the rule for specified order subtypes.
  • Order Total – Sets the rule for a specified order total.
  • Payment Status – Sets the rule for specified payment statuses.
  • Rush Order – Includes or excludes rush orders.
  • Shipping Address Country – Sets the rule for domestic or international orders.
  • Shipping Address Postal Code – Allows you to specify the postal codes for the orders in the rule.
  • Shipping Address State – Sets the rule for US or Canadian states.
  • Shipping Service – Sets the rule for specified shipping services.
  • Shipping Total – Sets the rule for a specified shipping total.
  • Shipping Weight – Sets the rule for a specific weight (between/equal to/less than/greater than) of the order.
  • Total Units – Checks the total units in an order –  see whether the unit count is equal to, greater than, or less than a specified number or in a specified range. This allows you to apply an action on the order accordingly.

Actions

  • Change Order Status – Updates the order status.
  • Add Customer Service Note – Adds a pre-defined Customer Service note. You can set a note of your choice when selecting this action type.
  • Add Order Note – Adds a pre-defined Order note. You can set a note of your choice when selecting this action type.
  • Add To Order Group – Adds the orders to a group.
  • Create a Dropship PO to a vendor – Automatically creates a Dropship PO. A Vendor must be selected when choosing this action.
  • Execute a Post Order Plugin – Can only be used in combination with a client setting. Contact Sellercloud Support to have it enabled. This allows you to utilize any of the hundreds of already-existing post-order plugins, which run all different types of logic on orders after they are created. Any filtering logic within the rule will apply.
  • Require Signature Confirmation – Sets the values to either True or False.
  • Split order – Splits the order based on preference and availability. Warehouse/s must be selected.
  • Update an Order Custom Column – Updates the value of a specified custom column.
  • Update Ship From Warehouse – Updates the Ship From Warehouse. A warehouse must be selected.
  • Update Shipping Carrier and Service – Sets a pre-defined carrier and service.

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