Examples

Automation Rule Examples

Quick Summary: Ready-to-use automation rule configurations for common scenarios — courier routing, approvals, packaging, tagging, customs, and returns.

For: Clients Level: Beginner

Overview

Each example shows the complete rule setup: Rule Name, Action (with configuration), and Conditions. Events are set automatically based on the action — you don't choose them.

New rules are saved inactive. Always review with Matching Orders before activating.

Tip: Each rule performs one action. If you need multiple actions on the same orders, create separate rules with the same conditions.

Courier Routing

Route by Destination Country

Goal: US orders ship with USPS from LA warehouse, Canadian orders with Canada Post from Toronto.

Rule 1: - Rule Name: US Orders → USPS LA - Action: Set Courier and Location - Warehouse: LA Warehouse - Courier: USPS Priority Mail - Conditions: - Destination Country — For next entries — select "US"

Rule 2: - Rule Name: CA Orders → Canada Post Toronto - Action: Set Courier and Location - Warehouse: Toronto Warehouse - Courier: Canada Post Expedited - Conditions: - Destination Country — For next entries — select "CA"

Route by Shipping Option

Goal: Orders with "Express Shipping" go to FedEx.

  • Rule Name: Express → FedEx LA
  • Action: Set Courier and Location
  • Warehouse: LA Warehouse
  • Courier: FedEx Priority Overnight
  • Conditions:
  • Shipping Option Equals "Express Shipping"

Route by Region (Destination State)

Goal: West Coast orders from LA, East Coast from NY.

Rule 1: - Rule Name: West Coast → LA - Action: Set Courier and Location - Warehouse: LA Warehouse - Courier: USPS Priority Mail - Conditions: - Destination State — For next entries — select CA, OR, WA, NV, AZ

Rule 2: - Rule Name: East Coast → NY - Action: Set Courier and Location - Warehouse: NY Warehouse - Courier: USPS Priority Mail - Conditions: - Destination State — For next entries — select NY, NJ, PA, MA, CT, FL, GA, NC, VA

Multi-Condition Routing

Goal: Express US orders use FedEx, Express European orders use DHL.

Rule 1: - Rule Name: Express US → FedEx - Action: Set Courier and Location - Warehouse: LA Warehouse - Courier: FedEx Priority Overnight - Conditions (AND): - Shipping Option Contains "Express" - Destination Country — For next entries — select "US"

Rule 2: - Rule Name: Express EU → DHL - Action: Set Courier and Location - Warehouse: UK Warehouse - Courier: DHL Express - Conditions (AND): - Shipping Option Contains "Express" - Destination Country — For next entries — select GB, DE, FR, IT, ES

Order Approvals

Auto-Approve Standard Orders

Goal: Automatically approve orders below a value threshold.

  • Rule Name: Low Value → Immediate Approval
  • Action: Override Approval type → Immediate Approval
  • Conditions:
  • Order Value Less 500

Require Manual Approval for High-Value Orders

Goal: Orders over $500 require manual review.

  • Rule Name: High Value → Manual Approval
  • Action: Override Approval type → Manual Approval
  • Conditions:
  • Order Value Greater or equal 500

Auto-Approve by Country

Goal: Auto-approve US orders, require approval for all others.

  • Rule Name: US → Immediate Approval
  • Action: Override Approval type → Immediate Approval
  • Conditions:
  • Destination Country — For next entries — select "US"

Packaging

Assign Packaging by SKU

Goal: Fragile products get protective packaging.

  • Rule Name: Fragile SKU → Bubble Wrap Box
  • Action: Assign Packaging → Bubble Wrap Box
  • Conditions:
  • SKU List — Order has at least one item from the list — add fragile SKUs

Assign Packaging by Weight

Goal: Heavy orders get a reinforced box.

  • Rule Name: Heavy → Reinforced Box
  • Action: Assign Packaging → Reinforced Box
  • Conditions:
  • Order Weight Greater or equal 5000 (grams)

Tagging

Tag by Destination

Goal: Tag EU orders for reporting.

  • Rule Name: EU → Tag "EU-Order"
  • Action: Add tag to Order → "EU-Order"
  • Conditions:
  • Destination Country — For next entries — select DE, FR, IT, ES, NL, BE, AT, PT, IE

Tag by SKU

Goal: Tag orders containing a promotional product.

  • Rule Name: Promo SKU → Tag "Promo"
  • Action: Add tag to Order → "Promo"
  • Conditions:
  • SKU List — Order has at least one item from the list — add promotional SKUs

Customs & Compliance

Set Export Reason

Goal: All orders to a specific country need "Sale" as the reason of export.

  • Rule Name: UK Orders → Sale Export
  • Action: Set Reason of Export → Sale
  • Conditions:
  • Destination Country — For next entries — select "GB"

Route Battery Items to Specific Courier

Goal: Orders with batteries must use a courier certified for dangerous goods.

  • Rule Name: Batteries → DHL HK
  • Action: Set Courier and Location
  • Warehouse: HK Warehouse
  • Courier: DHL Express
  • Conditions:
  • Batteries — Has

Route Liquid Items

Goal: Orders containing liquids need special handling.

  • Rule Name: Liquids → Ground Shipping
  • Action: Set Courier and Location
  • Warehouse: LA Warehouse
  • Courier: FedEx Ground
  • Conditions:
  • Liquids — Has

Insurance

Insure High-Value Orders

Goal: Automatically insure orders above a threshold.

  • Rule Name: High Value → Insure
  • Action: Insure Order
  • Conditions:
  • Order Value Greater or equal 200

Returns

Auto-Restock Good Condition Returns

Goal: Returns in good condition go back to inventory automatically.

  • Rule Name: Good Returns → Restock
  • Action: Restock Return Items
  • Conditions:
  • Condition of return item — Good

Quarantine Damaged Returns

Goal: Damaged returns go to quarantine for inspection.

  • Rule Name: Damaged Returns → Quarantine
  • Action: Quarantine Return Items
  • Conditions:
  • Condition of return item — Damaged

Auto-Dispose After Storage Period

Goal: Returns sitting at warehouse for more than 90 days are disposed.

  • Rule Name: Old Returns → Dispose
  • Action: Dispose Return Items
  • Conditions:
  • Number of days spent at 3PL Greater or equal 90

Return Courier by Origin

Goal: Returns from US use a specific courier.

  • Rule Name: US Returns → USPS LA
  • Action: Set Courier and Location for return RMA
  • Warehouse: LA Warehouse
  • Courier: USPS Priority Mail
  • Conditions:
  • Origin of return — For next entries — select "US"

Advanced: Combining Conditions (AND / OR)

OR Logic — Multiple Country Groups

Goal: Different shipping for North America vs. Europe, using one rule per region.

  • Rule Name: North America → USPS LA
  • Action: Set Courier and Location → USPS / LA Warehouse
  • Conditions:
  • Group 1: Destination Country — For next entries — select "US"
  • OR
  • Group 2: Destination Country — For next entries — select "CA"

AND Logic — Narrow Targeting

Goal: Only high-value express orders to the US get FedEx Priority.

  • Rule Name: US Express High Value → FedEx Priority
  • Action: Set Courier and Location → FedEx Priority Overnight / LA Warehouse
  • Conditions (all AND):
  • Shipping Option Contains "Express"
  • Destination Country — For next entries — select "US"
  • Order Value Greater or equal 100

Mixed AND / OR

Goal: Express US orders OR any orders over $500 get premium courier.

  • Rule Name: Premium Tier → DHL Express
  • Action: Set Courier and Location → DHL Express / HK Warehouse
  • Conditions:
  • Group 1 (AND): Shipping Option Contains "Express" AND Destination Country = "US"
  • OR
  • Group 2: Order Value Greater or equal 500

Tips for Building Rules

  • Start simple: Begin with one condition and one action. Add complexity as needed.
  • Test first: Always use Matching Orders to verify conditions before activating.
  • One action per rule: Need multiple actions? Create multiple rules with the same conditions.
  • Be specific: "Shipping Option Equals 'Express Shipping'" is better than "Shipping Option Contains 'Express'" unless you intentionally want partial matching.
  • Use exclusions: When most countries should match, use Except next entries to exclude the few that shouldn't.
  • Name consistently: Use the pattern: [Trigger] → [Action] for easy scanning in the list view.

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