Shipping rules automatically perform tasks like adding or removing tags and suggesting shipping options based on details from your orders.
Once a rule is created, it will run automatically at one of two points, depending on the criteria and actions you select:
Applied during orders sync: retroactively apply to any/all orders that match the filter criteria during the next orders sync. These do not affect manual orders. e.g. adding and removing tags & creating dropship POs, etc.
Applied while shipping orders: applies to the ship window when opened on an order. Takes effect on all orders including manual orders. e.g. set package, method, weight, etc.
Add a new shipping rule
1. Navigate to Settings > Shipping > Rules, and click Add rule at the top right.
2. Click the Add filter button and select the criteria, type of operation, and the values to meet. All criteria must be met for a rule to apply, so adding multiple filters will make your rule more specific to when it should occur.
3. Click the Add action button and select the type of action and any necessary parameters to perform when a rule applies. Multiple actions can be added to occur at the same time.
Your rule should end up looking something like this:
4. 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"