Automation rules let you set up if-then logic so orders are handled automatically without manual intervention.
What you can automate
- Assign a specific carrier or service based on order value, weight, or destination
- Route orders to different warehouses based on delivery address
- Set package dimensions automatically based on item type
- Add confirmation requirements (signature, adult signature) for high-value orders
How to create a rule
- Navigate to the automation page.
- Click New Rule.
- Set your trigger (order created or order updated).
- Add conditions using AND/OR logic. For example: "If order total is greater than $100 AND shipping state is California."
- Set the action. For example: "Set carrier to FedEx, set service to FedEx Ground."
- Save and enable the rule.
Tips
- Rules run in the order you set them. Drag and drop to reorder.
- Test your rules against sample orders before enabling them in production.
- You can toggle rules on and off without deleting them.
- Check the activity log to see when rules have run and whether they succeeded.
Rules currently work on orders. If you need automation at the shipment or item level, let us know and we can discuss options for your workflow.