Automation
Rule-based automation for orders and shipping workflows.
Setting Up Automation Rules
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 1. Navigate to the automation page. 2. Click New Rule. 3. Set your trigger (order created or order updated). 4. Add conditions using AND/OR logic. For example: "If order total is greater than $100 AND shipping state is California." 5. Set the action. For example: "Set carrier to FedEx, set service to FedEx Ground." 6. 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.
Automation Tips and Best Practices
Get the most out of automation rules with these practices. Start simple Begin with one or two rules that handle your most common shipping scenarios. For example, a rule that assigns USPS Ground Advantage to all orders under 1 pound. Add complexity as you learn how rules interact. Use rule priority Rules fire in order from top to bottom. Put your most specific rules first and general fallback rules last. For example, put "If destination is Alaska, use USPS Priority" above "If weight is under 5 lbs, use USPS Ground Advantage." Test before enabling Use the test feature to run rules against sample orders before turning them on. This catches logic errors without affecting real shipments. Review the activity log Periodically check the activity log to see which rules are firing, which are not, and whether any are producing unexpected results. If a rule has not fired in 30 days, consider whether it is still needed. Avoid overlapping rules If two rules can match the same order, only the first one wins. Review your rule list to make sure earlier rules are not blocking later ones unintentionally.