Automation lets you, automatically:
Automation rules can be run against any unshipped orders. Orders can come from an ecommerce system, Excel, or manual entry.
Automation rules are powerful tools that will save you a ton of time. Use them with care, as they can automatically print shipping labels and debit your postage and shipping accounts. Always test rules on a small group of orders (for example two to four orders) before applying broadly. Know and understand the shipping services in detail. Read all relevant documentation before auto-shipping orders.
Filters control which orders/shipments the rule applies to. If no filter is in the rule, the actions will fire for all orders the rule runs on.
Filters can apply to dozens of attributes, including:
If a rule has multiple filters, the filters can operate on an AND basis (every filter must apply to the order for the actions to fire) or on an OR basis (if any filter applies the actions will fire).
Actions are taken if the order matches the filter. A rule can have one or more actions.
Actions can do dozens of different things, including:
Action order can be important. For example, if there is an action to set the shipment weight or shipping service, that action should come before an action that ships the order.
Select orders in the grid, select them (the checkbox), and then select the rule to execute. In the example below, we first filter the list to U.S. domestic orders, apply the filter, select all orders and then select the rule to execute against those orders.
Please see the page on Lights Out Automation.
Next: Automation Filters