Automatic Order Routing
Send orders to the right warehouse based on inventory levels, ZIP codes, or address matching.
Rules & Automation Overview
Rules handle the repetitive parts of order processing for you. You pick a trigger event (like an order import or inventory sync), add the actions you want, and the rule runs on its own from there.
Why Use Rules?
Section titled “Why Use Rules?”Modify Orders on Import
Change shipping methods, update order data, add SKUs, or apply charges and discounts before orders hit your system.
Email Notifications
Send email alerts when orders are imported, shipped, or match specific conditions.
Inventory Sync Control
Choose which warehouses push inventory to your sales channels and filter what gets synced.
How Rules Work
Section titled “How Rules Work”Every rule has three parts: Trigger → Conditions → Actions.
- Trigger — The event that starts the rule (e.g., “Before Import Order”)
- Conditions — Optional IF/THEN/ELSE logic to check order data before acting
- Actions — What happens when the rule runs (e.g., route to warehouse, send email)
You build rules in the Flow Editor, a drag-and-drop canvas where you wire up triggers, conditions, and actions. Chain as many actions as you need, and add IF/THEN/ELSE branches for conditional logic.
Available Triggers
Section titled “Available Triggers”Triggers are the events that kick off a rule. The trigger you choose also determines which actions you can use.
Before Import Order
Runs before an order is imported from a sales channel. This is the most used trigger — it supports routing, order modification, and notification actions.
Inventory Sync
Runs when inventory is synchronized with a sales channel. Use it to control which warehouses push inventory.
PO In Transit
Runs when a purchase order shipment is in transit. Useful for sending webhooks to external systems.
PO Complete
Runs when a purchase order shipment is complete. Trigger notifications or HTTP requests on receipt.
Tracking Update
Runs when tracking information is updated on an order.
Available Actions
Section titled “Available Actions”Actions are what the rule actually does. They’re grouped by category in the sidebar.
Routing
Section titled “Routing”| Action | Description |
|---|---|
| Route to Warehouse | Send orders to a specific warehouse you choose |
| Route by Inventory | Auto-check stock and route only to warehouses that can fulfill the order |
| Closest Warehouse | Route to the nearest warehouse by customer address using geocoding |
| Route by ZIP Code | Assign warehouses based on the customer postal code range |
| Route by SKU | Send specific products to designated warehouses |
| Address Match | Match the customer address against warehouse addresses for best fit |
Modify Order
Section titled “Modify Order”| Action | Description |
|---|---|
| Change Shipping Method | Override the carrier and shipping service on the order |
| Change Shipping Details | Update the carrier and method saved on the order |
| Change Order Status | Set the order to a different status (e.g., hold, ready, canceled) |
| Modify Order Data | Update address, dates, tags, references, or customer info |
| Add Charge / Discount | Apply a surcharge or discount to the order total |
| Add SKUs to Order | Insert additional products into the order (e.g., gift inserts, promos) |
| Find & Replace | Find and replace order values manually or via CSV upload |
Notifications
Section titled “Notifications”| Action | Description |
|---|---|
| Send Email | Send an email notification with customizable template and recipients |
HTTP Request
Section titled “HTTP Request”| Action | Description |
|---|---|
| Webhook / HTTP Request | POST event data to an external URL with custom headers and field mapping |
Inventory
Section titled “Inventory”| Action | Description |
|---|---|
| Select Warehouses | Choose which warehouses push inventory data to the sales channel |
The Rules Page
Section titled “The Rules Page”The Rules page at Automation > Global Rules has two main sections:
Your Rules
Section titled “Your Rules”This section lists all rules you’ve created. Each rule card shows:
- Step badges — Small colored icons showing the flow of actions (trigger → actions)
- Rule name — The name you gave the rule
- Status indicator — Green dot for active, “Disabled” label for inactive
- Flow breadcrumb — A text summary of the trigger and actions (e.g., “Before Import Order › Route to Warehouse”)
- Toggle switch — Turn a rule on or off instantly
- Edit and Delete buttons — Modify or remove the rule
You can filter and search your rules using:
- Search bar — Find rules by name
- Category filter — Filter by trigger type (e.g., All rules, Before Import Order)
- Status filter — Show only active or disabled rules
- Sort order — Sort by newest, oldest, or name (A–Z / Z–A)
Templates
Section titled “Templates”Below your rules, you’ll find pre-built Templates grouped by category. Pick one as a starting point and adjust it to fit your workflow.
| Category | Templates |
|---|---|
| Order Routing | Route to Specific Warehouse, Route by ZIP / Region, Address Match Routing |
| Order Modification | SKU Find & Replace |
| Notifications | Order Confirmation Email |
| Inventory Sync | Warehouse Inventory Push, Inventory Sync with Filter |
| Integrations | Webhook on PO Complete, Webhook on PO In-Transit |
Click any template card to preview its steps, then create a rule from it.
Next Steps
Section titled “Next Steps”For a walkthrough of the Flow Editor and how to manage your rules, see Creating & Managing Rules.
Related pages: