Order Rule Engine

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 in the rule.

Enable Rule Engine

To enable the Rule Engine:

1. Go to Settings > Client Settings > Orders
2. Turn on 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.
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.
6. Create Actions. Enter Action Name and select Action Type.
   The rule can populate a custom column with a time and date pulled from placeholders. When creating a new action, select the Action Type – Update an Order Custom Column. This is the placeholder: ${CurrentDateTime(Format)} – where Format can be any of the .NET DateTime to String formats. Spaces are allowed only inside the Format value. The rest of the string has to be written without any spaces between the brackets and the symbols.
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.
9. Click the Green Flag to create a new rule.

Execute Manually

You can manually execute rules on one or more orders.

To execute your rules on specific orders:

1. On the Rule Engine > Manage Rules page, click the Execute Rules on Order(s) icon.
   
2. Enter comma-separated order numbers and click Execute.

View Log

To view the execution log: go to Settings > Orders > Rule Engine > 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 – Includes or excludes orders from the specified order group.
• 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 – Includes or excludes orders that have a specified product in them.
• 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 orders that are created with specified shipping services.
• Shipping to PO Box – Sets the rule if the address is a PO box.
• Shipping Total – Sets the rule for a orders with a specified shipping total.
• Shipping Weight – Sets the rule for a specific weight of the order.
• Total Units – Checks the total units in an order to see whether the unit count is equal to, greater than, or less than a specified number or in a specified range.