There are multiple automation rules you can apply to orders to save your warehouse time and energy. Simple examples of automation rules include sending an email if an order has specific SKUs or setting a shipping method for matching ZIP codes.
Automation rules can be found in app.shiphero.com> Orders tab> Automation rules. An automation rule is defined by triggers (the matching criteria for an order) and actions (applied to an order that matches the defined triggers). Automation rules activate once an order is either created in ShipHero or comes in from the sales channel. Take into consideration that rules run before a warehouse is assigned.
The rules run sequentially from top to bottom. You can prioritize automation rules by rearranging their sequence. Rules are only applied to orders placed after the automation rule has been created; they are not applied retroactively to existing orders.
Creating Lists
There are certain triggers you may want to be effective against a list of scenarios. Lists are most commonly used in setting up a rule to apply a shipping method based on an order with a matching ZIP code. Creating an automation rule list enables you to manage several values (for example, a list of ZIP codes). You can add as many triggers and actions as you want to each of your automation rules.
Trigger values are not case-sensitive. Every time you add new order tags to an existing order in Shopify, automation rules will run again in ShipHero. If you don't want a specific automation rule to run again when this happens, you can uncheck the Rerun this rule on order tags import.
Note: The "Rerun this rule on order tags import" setting is enabled by default.
The available triggers are:
- Address 1
- Address 2
- All items allocated to warehouse
- All items in the order are from vendor
- All product dimensions in inches
- Any item allocated to warehouse
- Any item back ordered to warehouse
- Any items in the order are from vendor
- Any product dimension in inches
- City
- Company
- Country
- Customer orders count
- Day of Week (0:Sun, 1:Mon, etc)
- Item bin location
- No items allocated to warehouse
- Number of pending line items
- Number of unique SKUs
- Order date and time
- Order number
- Order Profile
- Order Tag
- Order Total
- Phone Number
- Product name
- Product tag
- Products Total Cubic Inches
- Sales tax
- Shipping and billing address 1 match
- Shipping and billing Zip match
- Shipping carrier
- Shipping method
- Shipping name
- Shipping price
- Shopify item assigned to location
- SKU
- State
- Store Name
- Subtotal
- Sum of line items quantities
- Time of Day (HH:MM[am/pm]) example: 05:30pm
- Total weight of products in the order in ounces(oz)
- Zipcode
The available actions are:
- Add a SKU
- Add Gift Note
- Add Order History
- Add Warehouse Note
- Add X units of a SKU
- Add X units of a SKU for every Y units ordered
- Apply discount to Customs Value
- Auto-print shipping labels
- Cancel items
- Cancel the entire order but don't cancel on the platform
- Change SKU
- Create dropship for vendor (only items in the order)
- Delete all instances of a SKU
- Delete one unit of a SKU
- disable shipment notification
- Do not print the invoice
- Lock items to warehouse
- Remove X units of a SKU for every Y unit ordered
- Send email
- Set a custom status
- Set address hold
- Set adult signature required
- Set alcohol tag
- Set allocation priority
- Set allow partial
- Set auto-generate RMA
- Set auto print return label
- Set box to use
- Set Currency
- Set dry ice weight
- Set FedEx Dangerous Goods
- Set fraud hold
- Set FTR exemption
- Set gift invoice
- Set hold until date ahead to X days from now
- Set hold until date ahead to X hours from now
- Set hold until date and time
- Set ignore address validation errors
- Set insurance
- Set insurance amount based on product value
- Set operator hold
- Set order incoterms
- Set order tag
- Set order VAT registration
- Set payment hold
- Set phone number
- Set priority flag
- Set profile
- Set requires signature
- Set the required ship date ahead to X business days from now
- Set return warehouse
- Set return weight
- Set Saturday delivery flag
- Set shipping method
- Set tote QA
- Set Workflow
- Toggle wholesale.
