Rules Conditions and Actions Guide [Information]

Order rules workflow features allow you to set automatic actions whenever a Sales or Purchase Order matches specific conditions. These conditions and actions are covered in detail in this article.

NOTE: To use the conditions and actions detailed in this article, you need to add them to an existing order rule. For more information, refer to: How to Create Sales/Purchase Order Rules [Step-by-step guide] and How to Edit Sales/Purchase Order Rules [Step-by-step guide].

CONDITIONS

Conditions will have one of two results once evaluated: True or False.

For example, if you have a condition that checks if the Sales Channel is Shopify (defined as Sales Channel > Equal > Shopify), as orders come into techOMS, the rule will detect if that is True or False. 

If the result is True, techOMS will execute the following action. If False, it will ignore it.

More conditions and operators can be added. For example, if the order comes from Shopify AND is International (Canada is considered Domestic in this case), you could expand the rule by adding a condition (using the Plus icon) and defining it: 

You will then find three logical operators:

• NOT: Results in True when the condition is NOT met.
• AND: Results in True when BOTH conditions are met.
• OR: Results in True when AT LEAST ONE of the conditions is met.

Parameters and operators

When setting up a Condition, these consist of three parts:

• A Parameter (e.g. Stock)
• An Operator (e.g. Less than)
• A Value (e.g. 100)

A condition set up with these three elements will result in True or False, leading to the action determined by that result.

The available Parameters are:

NOTE: The following parameters apply to all Sales Order Rules (except stated otherwise). Those marked with an asterisk (*) are also applicable to Purchase Order Rules on supported Fulfillment Channels. For more information on supported Fulfillment Channel features, refer to: techOMS Fulfillment Channels - Master List [Guides List].

• Order
  • Order number*: Order number as mapped from the Vendor System.
  • Reference number*: Reference number as mapped from the Vendor System.
  • Source 
  • Ship To Address: Destination Address fields.
    • Country
    • State
    • City
    • Postal Code
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Contact Name
    • Contact Company
  • Bill To Address: Billing Address fields.
    • Country
    • State
    • City
    • Postal Code
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Contact Name
    • Contact Company
      
  • Total: Total value of the order.
  • Fraud Risk Score: As provided from the Sales Channel (when available).
  • Sales Channel: Origin Sales Channel.
  • Warehouse*: Preassigned Warehouse if any.
  • Carrier
  • Shipment type: Order's Shipment type (Small Parcel or LTL) at the order level.
  • Service
  • Notes: Order notes value.
  • Reference Code
  • Reference Value
  • References*: This option is available to purchase order rules only.
  • Tag value (when supported)
  • Line
    • Number
    • SKU Code
    • Quantity
    • Reference Code and Value
  • Product Variant References
    • Reference Code and Value
  • Target Variables
    • Status
    • Warehouse
    • Carrier
    • Shipment Type: Determine if it is Small Parcel or LTL.
    • Service
    • Expected Delivery Days
    • Expected Delivery Cost
    • Expected Delivery Is Weekend: True or false, to determine if it is a weekend shipment or not.
    • Expected Delivery Day of the Week
• Functions
  • Is Enough Stock: Checks either True or False based on the stock level.
  • Ship to Postal Code: Converts postal code string to number if possible, allowing you to set conditions on ranges (e.g. under than 20000).
  • Has Missed Product Variant(s): Checks if the order contains lines with missing product variant(s).

Once you select a parameter, you will need an operator. Depending on the parameter type, you will have different operators available:

OPERATOR	DEFINITION	FOR TEXT	FOR NUMBER
Equal	Verifies if the parameter is equal to the value.
Not Equal	Verifies if the parameter is different to the value.
Starts With	Verifies if the parameter starts with the entered value.
Ends With	Verifies if the parameter ends with the entered value.
Contains	Verifies if the parameter contains with the entered value at any point of it.
In	Allows verifying if a value matches with more than one value at a time for a parameter with comma separated values (e.g. CA, US, GB, MX).
Not In	Allows verifying if a value is not within one of the values you can enter at a time for a parameter with comma separated values (e.g. CA, US, GB, MX).
Is Null	Verifies if the parameter is null.
Is Not Null	Verifies if the parameter is not null, regardless of the value.
Greater than	Verifies if the parameter is greater than the entered value.
Greater Than or Equal	Verifies if the parameter is greater or equal than the entered value.
Less Than	Verifies if the parameter is less than the entered value.
Less Than or Equal	Verifies if the parameter is less or equal than the entered value.

ACTIONS

Below you can find all the available order rules actions.

NOTE: The following actions apply to all Sales Order Rules. Those marked with an asterisk (*) are also applicable to Purchase Order Rules on supported Fulfillment Channels. For more information on supported Fulfillment Channel features, refer to: techOMS Fulfillment Channels - Master List [Guides List].

Set Status Action*

Enables you to modify the order status.

Send to Warehouse Action*

Enables you to send the order to a specific warehouse.

Send Notification Action*

Enables you to send notification messages to a specific user and email accounts. You can also insert value variables (Order numbers, Warehouse, etc).

Add Line(s) Action

Allows you to add Lines to an order, indicating the product(s) and quantity.

Remove SKU(s) Action

Allows you to remove SKUs matching the codes detailed; you can also choose to remove all unmatched product variant lines if the box is checked.

Calculate Enough Stock Action

Allows you to create a list of warehouses with priorities, which will be used for calculation, depending on the available stock; if combined with the Select Warehouse Action, it should be used before it.

Calculate Time & Transit Action

Allows you to create a list of warehouses with priorities, which will be used for calculation, depending on the transit time; if combined with the Select Warehouse Action, it should be used before it.

Select Warehouse Action

Allows you to select the optimal warehouse based on the following criteria, and if there is enough stock if the box is checked:

• Warehouse Priority: Selects the warehouse with the highest priority (taking 1 as higher).
• Shortest Transit Time: techSHIP returns delivery time and cost, and techOMS selects the carrier/service with the lowest delivery time. If there are carriers with the same lowest delivery time, techOMS selects the cheapest from them.
• Lowest Shipping Cost: techSHIP returns delivery time and cost, and techOMS selects the carrier/service with the lowest cost.

Ignore Time in Estimated Delivery Date will also determine the behavior, if:

• Unchecked: Rate shopping responses include estimated time as part of the techSHIP response.
• Checked: Rate shopping response from techSHIP disregards estimated delivery time and techOMS displays date only.

NOTE: No time zone conversion is required; the date and time are already in the local (destination) time.

Set Carrier and Service Action

Allows you to force a Carrier and Service level to the order; you can also check "Use Target Variables" if you will have a Select Warehouse action that will populate CarrierID and ServiceID beforehand.

Set Carrier Account Action 

Allows you to force a Carrier Account to the order, specifying payment terms, number, postal code and account country.

Add Order Reference Action*

Allows you to add new Order References, and new Order Line References as required; it is necessary to define the Reference Type (value, variable, property), its code and the value based on the Type.

NOTE: If you have consecutive Add Order Reference Actions in the workflow with the same Reference Code, these will concatenate their values; e.g., (if Action 1 and 2 have values A and B, respectively, and their Reference code is both X, then the Reference Value will be A B).

Add Product Variant Substitution action

Allows you to replace a product variant for another.

Raise Exception Action

This action allows you to raise a custom exception, specifying its description, message title, and details. The exception will be logged in the Sales Channel Log and displayed in the Statistics & Exceptions Dashboard.

NOTE: For more information on how to handle exceptions, refer to the following articles:
- Getting Started With the techOMS Statistics & Exceptions Dashboard [Information]
- How to Handle Orders Exceptions [Step-by-Step guide]
- How to review Sales Channel activity Logs [Step-by-Step Guide]