Shipping rules automatically perform tasks based on specific details about your orders. Depending on the criteria of your rule, it can run automatically as new orders are imported or during the shipment creation process.
Add a new shipping rule
Navigate to Settings > Shipping > Rules
2. Click Add rule and set the rule name, filters to be met, and actions that you want to take place.
3. Click Add filter and set the type of criteria, operation, and the values to filter for. All filters must be met for a rule to apply, so adding multiple filters will make your rule more specific to when it should occur.
4. Click Add action and set the type of action and any necessary parameters to perform when a rule applies and multiple actions can be added to occur at the same time.
Once the rule is created, it's actions will apply retroactively to all orders which match the filter criteria and depending on the actions selected, will apply at one of two points:
Applied during orders sync: adding and removing tags & creating dropship POs. These do not affect manual orders.
Applied when shipping orders: set package, method, weight, etc. Takes effect on all orders including manual orders.
Click save when finished and your rule will be completed!
Commonly used rules
Tag orders in certain states, postal codes, zip codes, or countries
Set filters to target specific postal / zip codes, state/province, and/or country and use the "set order tag" action. This comes in handy for automatically assigning orders to warehouses or teams within your warehouses using tags for multi-warehouse fulfillment.
How to tag orders based on number of days
You can apply actions to certain orders with a rule based on the number of days from a date. This is useful for tagging orders with a ship by date on or before tomorrow.
Order date, Shipped date, Ship by date, and the Deliver by date criteria filters can all use the following values:
"x days ago" - e.g. "2 days ago"
"next x days" - e.g. "next 3 days"