Order Rule Engine - Create Custom Automated Rules for Your Unique Workflow

Overview

Webinar focused on creating custom automated rules designed to optimize order management workflows within the Sellercloud platform.

Common Questions

I just created a new rule, will this now automatically apply to all orders?

A rule will start to be applied to new orders once the rule has been enabled. To execute a rule on already-existing orders, you would need to manually execute the rule from the Manage Rules page.

Can you add a note at the customer level to be added to each order?

You can add a customer service note to orders of certain customers and then require the shippers to acknowledge it (see here). You’d use the Customer condition to select the list of customers.

Do the rules span across all companies by default?

By default they will span across all companies; however, you can easily set a rule to only run on specific companies.

Is there a way to delay the rule engine by a second or two?

We are working on this issue; look out for an update on our product updates page.

Can you set up a rule to split an eBay order of a kit into two orders?

You wouldn’t need to set an order rule for this, but can utilize another feature in Sellercloud called Shipping Preferences.

Can rules be set based on shipping country?

Yes, they can. Use the “Shipping Address Country” condition when creating your rule.

Can a rule be set to create a PO for each order?

You would treat this as a dropship order and automate this process without the need for order rules.

Do I need to disable my custom plugins to use order rules?

No, order rules can work alongside your custom plugins.

How far can we go with the Amazon MCF orders?

We can automate MCF (multi-channel fulfillment) with your FBA inventory.

Are you planning on creating order rules to add gift items to orders?

Please provide feedback; we’ll be looking into it.

Webinar Transcript

Gary Basko
Good afternoon, everyone. Thank you for joining today's Order Rules Webinar. I'm Gary Basco, your host today from Sellercloud. We're going to focus on the features of the Order Rules Engine and how you can use it to automate your workflows.

Agenda

1. Overview of Sellercloud's Delta interface
2. Detailed dive into the new Order Rules Engine
3. Q&A session

What is an order rule?

An order rule is an action taken once a specified condition is met within Sellercloud. To access the rules, go to Settings and navigate to the Orders page.

How to build an order rule?

On the Order Rules page, click the plus button to add a new rule. Name it, set conditions, and define actions based on your workflow needs.

Main Applications

• Order Routing: Automatically direct orders to specific warehouses based on proximity or availability.
• Order Splitting: Split orders from different warehouses for efficient fulfillment.
• Drop Shipping: Manage and automate drop shipping through vendor warehouses.

Q&A Highlights

• Rules Activation: They run once enabled. Old orders need manual execution to apply the new rules.
• No Limits on Rules: You can create as many rules as necessary.
• Multi-company Rules: Different rules can be set per company as needed.

Conclusion

Thank you for attending. We welcome your feedback for improvements and applications based on your automation needs.