Examples

Automation rule examples

Quick Summary: Common rule configurations for courier routing, approvals, packaging, tags, customs, insurance, and returns.

For: Clients Level: Beginner

Overview

Use these examples as starting points. Replace every example name and value with an option shown in your account.

An Action sets Execute at and determines the available conditions. Each rule performs one action. New rules remain inactive until you select Activate.

Review Matching Orders before activation. The preview tests current records and shows overlaps, but it cannot prove that a future order will receive the action.

Courier routing

These examples use Set Courier and Location. Its current Execute at includes if courier not set.

Route by destination country

Rule Name: United States routing
Action: Set Courier and Location
Ship-from location: select your United States location.
Courier: select an eligible service.
Conditions: Destination Country For next entries United States.

Create another rule for Canada. Change the location, courier, and Destination Country value.

Route by shipping option

Rule Name: Express orders
Action: Set Courier and Location
Ship-from location: select the relevant location.
Courier: select an eligible service.
Conditions: Shipping Option Contains Express.

Use Equals when the full shipping option name must match.

Route by region (Destination State)

Destination State applies to United States addresses. Select the states available for your routing area.

Rule Name: United States west coast
Action: Set Courier and Location
Ship-from location: select your west coast location.
Courier: select an eligible service.
Conditions: Destination State For next entries California, Oregon, Washington.

Create another rule with different state selections and routing values for another region.

Multi-condition routing

Use All (AND) to require both conditions.

Rule Name: United States express
Action: Set Courier and Location
Ship-from location: select your United States location.
Courier: select an eligible service.
Conditions:
Shipping Option Contains Express.
Destination Country For next entries United States.

Repeat this pattern for another region with its own location, courier, and country values.

Order approvals

These examples set the approval type at approve type selection. The saved rule includes this value in Execute at.

Auto-approve standard orders

Rule Name: Lower-value immediate approval
Action: Override Approval type with Approval Type set to Immediate Approval.
Conditions: Order Value Less 500 USD.

Require manual approval for high-value orders

Rule Name: High-value manual approval
Action: Override Approval type with Approval Type set to Manual Approval.
Conditions: Order Value Greater or equal 500 USD.

These ranges do not overlap. Use the amount and currency that represent your approval policy.

Auto-approve by country

Rule Name: United States immediate approval
Action: Override Approval type with Approval Type set to Immediate Approval.
Conditions: Destination Country For next entries United States.

This rule only sets immediate approval for matching orders. It does not set another approval type for other countries.

Packaging

The Execute at value includes after order lines saved. The selected packaging must resolve to exactly one packaging inventory item at the order's final location. Otherwise, the action is skipped.

Assign packaging by order content

Assign Packaging does not offer SKU List. Use Order content instead.

Rule Name: Fragile products
Action: Assign Packaging with Packaging set to your protective packaging.
Conditions: Order content, configured for the fragile SKUs you want to match.

Assign packaging by weight

Rule Name: Heavy orders
Action: Assign Packaging with Packaging set to your reinforced packaging.
Conditions: Order Weight Greater or equal 5 kg.

Order Weight uses the gross order-line weight in kilograms.

Tagging

Tag by destination

Rule Name: European Union reporting
Action: Add tag to Order with Tag set to EU-Order.
Conditions: Destination Country For next entries Germany, France, Italy, Spain, Netherlands, Belgium, Austria, Portugal, Ireland.

Tag by SKU

Rule Name: Promotion orders
Action: Add tag to Order with Tag set to Promo.
Conditions: SKU List Order has at least one item from the list, with the promotional SKUs selected.

Customs & compliance

Set export reason

Rule Name: United Kingdom sale export
Action: Set Reason of Export with Reason of export set to Sale.
Conditions: Destination Country For next entries United Kingdom.

The Execute at value includes event tags changed. Review the saved rule before relying on it for another event.

Route battery items to a specific courier

Rule Name: Battery shipments
Action: Set Courier and Location with an eligible location and courier.
Conditions: Batteries set to Has batteries.

Route liquid items

Rule Name: Liquid shipments
Action: Set Courier and Location with an eligible location and courier.
Conditions: Liquids set to Has liquids.

Verify that the selected courier accepts the product and destination before activation.

Insurance

Insure high-value orders

Rule Name: High-value insurance
Action: Insure Order with Insurance Status set to Planned.
Conditions: Order Value Greater or equal 200 USD.
Execute at includes only when insurance is enabled.

Returns

Return actions show Matching Return Items in their preview. Review Execute at on the saved rule because the available return processing point can vary by account.

Auto-restock new returns

Rule Name: New returns to stock
Action: Restock Return Items.
Conditions: Condition of return item set to New.

Quarantine damaged returns

Rule Name: Damaged returns to quarantine
Action: Quarantine Return Items.
Conditions: Condition of return item set to Damaged.

Auto-dispose after storage period

Rule Name: Old returns to disposal
Action: Dispose Return Items.
Conditions: Number of days spent at 3PL Greater or equal 90.

Here, 3PL means third-party logistics. The condition uses the time since the return item was created.

Return courier by origin

Rule Name: United States return courier
Action: Set Courier and Location for return RMA
Location: select the return location.
Source countries: select United States.
Courier: select an eligible service.
Conditions: None required. Source countries limits the action.
Execute at includes Create return RMA order.

Available condition values can include system and client-defined return conditions.

Advanced: combining conditions (AND / OR)

OR logic: multiple country groups

Use Match any (OR) at the top level for orders from either country.

Rule Name: North America routing
Action: Set Courier and Location with one location and courier for both countries.
Conditions:
Group 1: Destination Country For next entries United States.
Group 2: Destination Country For next entries Canada.

AND logic: narrow targeting

Use All (AND) to require every condition in one group.

Rule Name: United States express high value
Action: Set Courier and Location with your premium service.
Conditions:
Shipping Option Contains Express.
Destination Country For next entries United States.
Order Value Greater or equal 100 USD.

Mixed AND / OR

Use Match any (OR) at the top level and All (AND) inside the first group.

Rule Name: Express or high value
Action: Set Courier and Location with your premium service.
Conditions:
Group 1, All (AND): Shipping Option Contains Express and Destination Country For next entries United States.
Group 2: Order Value Greater or equal 500 USD.

Tips for building rules

Start with one action and the narrowest condition that expresses the policy.
Use Equals when text must match exactly; use Contains for intentional partial matches.
Use Except next entries when excluding a short country list is clearer.
Review Matching Orders for missed and unintended records before activation.
Recheck the preview after changing an action, condition, priority, or timing window.

Automation Rules Overview: rule behavior and references
Creating Rules: full creation and activation workflow
Orders Overview: order data used by conditions