Setting up Order Management Rules : Order Information [Step-by-Step Guide]

When setting up order management rules, you might need to set up rules based on the Ship-To Information in the order.

The different levels of complexity could include:

• Orders going to a specific Name/Company
• Orders going to a specific E-mail/Phone
• Orders with specific Terms/Instructions
  
  

If you are going to use just one value as part of the condition, use the equals (=) or not equals (<>) operator.

If you are going to use more than one value, use the Like, Not Like, In or Not In operators, separating options with commas.

While Like and Not Like include results that match with your provided value fully or partially, In and Not In are used as equals and not equals, but allow detection of more than one value at the same time.

This is the order and its Ship-To address we will review in this example:

These are a few possible scenarios:

#1 - Apply actions when the order is going to a specific Company

For this technical scenario, a business case could be: 

Whenever the order is going to our client, Warp IT CO, they will pay the shipping with their account, and we need to enable Signature and also instructions that indicate that the objects being shipped are fragile and the boxes cannot be dropped.

That being the case, it would be defined this way.

Equals is used, so whenever the Ship-to Company value is Warp IT CO, the Signature Flag is turned on, Instructions are filled, and the billing terms and information are set automatically upon import.

#2 - Apply actions when the order has specific Terms or Instructions

For this technical scenario, a business case could be: 

Whenever the order has Terms defined as DDP (Duties Paid), Insurance should be applied with 100 dollar declared value.

That being the case, it would be defined this way.

Equals to is used, so whenever that Terms value is detected, the Insurance flag is enabled, and the fixed declared value is applied.

AVAILABLE ACTIONS TO BE USED

To review the full set of actions you could apply, read: Order Management Rules (OMR) available actions [Information]