Using automation rules in ShipAccel

Automation Rules allow you to automatically change the carrier service or package type for orders that are imported from your ecommerce stores which meet certain conditions. For example, if the package value is under $50.00, then change the service to USPS Ground Economy, or if the recipient's country is Canada, then change the service to FedEx International Economy.

• Automation Rules are only applied when orders are imported or synced.
• Automation Rules are applied in the order they appear on the page. Later rules will override changes made by earlier rules if conditions are met.
• Automation Rules will also override any default services selected for linked ecommerce stores.

In this article:

• Creating an Automation Rule
• Editing an Automation Rule
• Changing the Order of your Automation Rules
• Deleting an Automation Rule

Creating an Automation Rule

1. Select Settings > Automation Rules.
2. Select Add Rule.
3. Under While importing orders, meet all conditions to perform defined actions, choose whether all or any one of the conditions must be met in order for the rule be triggered.
4. Under Condition 1, select the first condition for the rule.
5. To add another condition, select Add Another Condition.
6. To delete a condition, select the delete icon.
   
7. Under Actions, select what you would like changed when the condition is met.
   • To automatically select the cheapest or fastest service, select Rate Shop for the action.
   • To map the order ID, cost account, or customer's email to one of the reference fields, select Memo/Reference.
8. To add another action, select Add Another Action.
9. Under Details, enter a Rule Name and a Description (optional).
10. Select Create Rule.

Editing an Automation Rule

You can update an Automation Rule if needed.

1. Select Settings > Automation Rules.
2. Select the rule you wish to edit, or select the edit icon next to it.
   
3. Make the necessary changes.
4. Select Update Rule.

Changing the Order of your Automation Rules

1. Select Shipping > Shipping Presets.
2. Click and hold the icon to the left of the automation rule you wish to move and drag it up or down.
   
3. When the rule is in the desired location in the list, let go.
4. Select Save.

Deleting an Automation Rule

If you no longer need an Automation Rule, you can delete it.

1. Select Settings > Automation Rules.
2. Select the rule you wish to delete.
3. Select Delete Rule (you may need to scroll down to see it).

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.