Shipping rules are used to automatically perform tasks when certain criteria are met. You can set them to automatically set tags, methods, packages, and even more based on details in your orders. There are two types of shipping rules, the difference is when they take effect:
Applied when importing orders: adding and removing tags & PO dropshipping. These don't take effect on manual orders.
Applied when shipping orders: set package, method, weight, etc. Takes effect on all orders including manual orders.
To access shipping rules, navigate to Settings > Shipping > Rules
Add a rule
To add a new shipping rule, click Add rule. The screen that appears is where you can configure the name, filter, and the action to take place.
The criteria that are used to determine which orders this rule will apply to. All filters for a rule must be met for the rule to be triggered, so setting multiple filters will give you more narrow control over which orders a rule applies to.
Click Add filter and set the type of criteria, operation, and the value to filter for.
The actions to be applied when orders meet the criteria you set as filters and the rule is triggered. You can set multiple actions for more specific sequences of rules.
Click Add action and set the type of action to perform and any necessary parameters.
Click save when you're done configuring Filters and Actions and your rule will be completed!
Tip: Shipping rules apply retroactively to all orders that match the criteria you have set once they are created.
How to tag orders in certain states:
This is a common template for when customers want to tag orders according to the state they are in. Set the Criteria to target a specific state or list of states and the Action to "set order tag" and select the tag you wish to apply.
How to tag orders based on # 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"