Streamline your shipping processes after learning how to set up Automation Rules in Ordoro! Below are a few popular examples from our customers.

  1. Tagging orders by item count
  2. Assigning orders to a specific warehouse based on Ship-To
  3. Marking POS orders and/or digital orders as shipped
  4. Applying Preset based on Order Weight
  5. Tagging orders by Requested Ship Method
  6. Applying Preset by Requested Ship Method
  7. Tagging orders when the Ship-To Country is not US
  8. Tagging orders with PO Box address

Tagging orders by item count

1. For the IF statement, select the Total Item Count in Order equals 1

2. For the THEN statement, select Apply tag and then select or create an order tag from the drop-down

3. Click Save

With this example rule, all orders that import with a total item count with be tagged with the Single Item Order tag. You can then use the Tag filter on the Orders tab to easily filter by this tag.

Assign orders to a specific warehouse based on Ship-To address

Normally, orders are automatically assigned to your Default Warehouse. However, you can use automation rules to assign a different Warehouse based on the Ship-To address State or Country Code.

Below is an example of how to assign orders based on the Ship-To Country Code.

1. For the IF statement, select the Ship-To: Country and enter the two-character country code

2. For the THEN statement, select Assign to warehouse and then select a Warehouse from the dropdown

3. Click Save

With this example rule, all orders that have a Ship-To country code of Canada (CA) will be assigned to the Canada Warehouse.

Marking POS orders and/or digital orders as shipped

Orders that don’t require shipping can be Marked as Shipped as soon as they import into Ordoro. Some examples include digital orders that don’t need to be shipped or Point of Sales (POS) orders that need to deduct inventory. Below is an example of how this rule can be set up:

1. For the IF statement, select the Sales Channel that your POS orders import from

2. For the THEN statement, select Mark As Shipped

3. Click Save

With this example rule, all orders that import from the Square Cart will be Marked as Shipped.

Applying Preset based on Order Weight

1. For the IF statement, select Order Weight, choose the best inequality relation then enter the specified weight

2. For the THEN statement, select Preset and then choose the desired preset from the drop-down

3. Click Save

With this example rule, all orders that import with an Order Weight less than or equal to 3 lbs will have the Small Box preset automatically applied.

Tagging orders by Requested Ship Method

1. For the IF statement, select Requested Shipping Method, choose the best condition from the drop-down then enter the specific Shipping Method

  • Note: This field is case sensative. Enter the Shipping Method exact as it would import in from your sales channel.

2. For the THEN statement, select Apply tag and then select or create an order tag from the drop-down

3. Click Save

With this example rule, all orders that import with a Requested Shipping Method of Store Pickup will have the Store Pickup tag applied.

Applying Preset by Requested Ship Method

1. For the IF statement, select Requested Shipping Method, choose the best condition from the drop-down then enter the specific Shipping Method

  • Note: This field is case sensative. Enter the Shipping Method exact as it would import in from your sales channel.

2. For the THEN statement, select Preset and then choose the desired preset from the drop-down

3. Click Save

With this example rule, all orders that import with a Requested Shipping Method of First Class Mail will have the USPS First Class preset applied.

Tagging orders when the Ship-To Country is not US

1. For the IF statement, select the Ship-To: Country, choose is not from the condition drop-down, then enter US

2. For the THEN statement, select Apply tag and then select or create an order tag from the drop-down

3. Click Save

With this example rule, all orders that import with a Ship-To Country that is no US will have the International Order tag applied.

Tagging orders with PO Box address

1. For the IF statement, select the Ship-To: Street 1, choose contains from the condition drop-down, then enter PO Box

  • Note: This field is case sensative. Because PO Box can be entered in several ways, we recommend entering different variations of PO Box for both Street 1 and Street 2 to ensure these orders will get tagged.

2. For the THEN statement, select Apply tag and then select or create an order tag from the drop-down

3. Click Save

With this example rule, all orders that import with any variation of PO Box in either the Ship-To Street 1 or Street 2 field will have the PO BOX – Do not ship with FedEx tag applied.