Automation Rules are custom workflows that automatically execute actions based on specific conditions. You can create rules for orders, shipments, batches, and pending processes that are triggered by system events or scheduled times.
With Automation Rules, you eliminate repetitive manual tasks and ensure your operation responds consistently to specific situations.
Eliminate repetitive manual tasks. Rules work 24/7 executing actions automatically when conditions are met.
Consistent and predictable actions every time. Rules eliminate human error in repetitive tasks.
Trigger rules by system events in real-time or schedule periodic executions with custom schedules.
Create rules with advanced filters and multiple actions. Manage priorities, enable/disable rules, and review complete history.
ShipEdge supports different rule types based on your user level:
Shipping Rules
Shipping Rules: Automate processes related to orders in shipping status.
Batch Rules
Batch Rules: Manage creation and processing of picking batches.
Pending Rules
Pending Rules: Control orders in pending status.
Orders Rules
Orders Rules: Automate order workflows from import to shipment.
Available Actions:
Access Automation Rules
Go to the main menu and select Rules. You’ll see a list of all your existing rules organized by priority.
Click “Create Rule”
Configure Basic Information
Select Activation Type
Choose how your rule will be triggered:
Option A: Select Trigger (By Event)
Option B: Config Custom Schedule (By Schedule)
Add Filters (Optional but Recommended)
Filters determine WHICH orders/shipments will apply to this rule:
Define Actions
Actions are the tasks that will be executed when filters are met:
Save the Rule
Click Save to create your rule. If marked as active, it will start working immediately.
Order rules can be triggered with the following events:
Import and Creation
Status Changes
Shipments and Fulfillment
The rules table shows:
For each rule you can:
Edit
Modify filters, actions, triggers, or any rule configuration.
Delete
Permanently delete the rule. Confirm deletion to prevent accidental deletions.
Run (Manual Execution)
Execute the rule immediately without waiting for trigger or schedule. Useful for testing rules or executing actions on demand.
History (View History)
Review the complete execution history of the rule:
You can manage multiple rules at once:
Select Rules
Check the boxes of the rules you want to modify. Use “SelectAll” to select all.
Choose an Action
From the Actions menu:
Confirm Operation
The system will ask for confirmation before changing the status of multiple rules.
Objective: Automatically cancel imported orders from a specific customer that meet certain conditions.
Configuration:
Name: Auto-Cancel High Value Orders - ACME CorpStatus: ActivePriority: 10
Trigger: Select Trigger └─ Event: "Imported Orders"
Filters: 1. Account → equals → "ACME Corp" 2. Order Total → greater than → 5000 3. Shipping Method → contains → "Ground"
Actions: 1. Cancel Orders └─ Reason: "High value order requires manual review"Result: When an order from ACME Corp is imported with a total greater than $5000 and Ground shipping method, it is automatically canceled with the specified reason.
Order Information
Customer Information
Shipping Information
Product Information
Use the “Run” button to manually execute the rule and verify results before activating it permanently.
Give clear names that describe WHAT the rule does and WHEN it triggers. Example: “Auto-Process Amazon Orders - Daily 8AM”
Monitor execution history to detect errors or unexpected behaviors. Adjust filters if necessary.
Assign logical priorities. Critical rules (like cancellations) should have higher priority than notification rules.
Use the description field (if available) to document the purpose and logic of each rule for future reference.
Use specific filters to avoid the rule affecting unwanted orders. It’s better to be conservative and expand later.
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In Automation Rules you’ll see two tabs:
How many rules can I create?
There’s no specific limit on rules, but consider performance. Too many active rules can affect processing time.
Can I temporarily disable a rule?
Yes, uncheck “Active rule” or use the “Disabled” option from the actions menu. The rule is saved but not executed.
Do rules execute in order?
Yes, rules execute in priority order (highest to lowest). Use drag & drop to reorder.
What happens if a rule has an error?
The rule stops and the error is logged in history. Other rules continue executing normally.
Can I see which orders were affected by a rule?
Yes, review the rule history with the “History” button. You’ll see details of each execution and number of records processed.
Do scheduled rules work 24/7?
Yes, scheduled rules work according to the configured cron, regardless of time.
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