Adding an automation rule 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.

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.

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.