Automations can help with a variety of different tasks from setting shipping services to setting box sizes and weights, so that labels can be generated and printed with minimal manual work.
Automations run top down. So the Automation at the top of the list will run first and the automation at the bottom of the list will run last. If an order hits multiple automations, the last one it hits will override the others.
Automation Rules are created on simple If/Then Statements. Set your criteria (If) at the top and your action (Then) at the bottom. You can set as many criteria and actions as you would like. Some examples are below:
If a order is over 1 lb and in zone 5, then the order ships Priority Mail.
If an order has 2 or more of SKU X, then it goes in a Large Polymailer.
If an order has a ship method of Expedited Shipping, then we set the lowest rate to choose between FedEx 2 Day and UPS 2 Day.
To create an Automation Rule the first thing you need to do is navigate to the Automations page. From there, click Create in the upper right corner.
The automations window will open and you will be able to set your Triggers on the top half, and your Actions on the bottom half. Once you have your new automation set, click save.
