When a sales order meets all the conditions specified in an Automation rule, the chosen actions will be applied.
There may be cases where an action can't be applied. For example, if inventory isn't available, Automation won't be able to fulfill the order. In these cases, the order goes back into the watch list to be checked at a future date.
Sales order actions
The following table lists all the actions which can be applied. Click on the action name to view more information about the action.
|Add free SKU||
Add a product to an order at a price of 0.00.
Fulfill certain items on orders based on the following criteria:
Choose between the following fulfillment methods:
Allocate all inventory on the order.
If some of the inventory is unavailable, choose whether to partially allocate the order or whether to use an alternative warehouse.
|Create purchase order||
Create either a drop-ship purchase order or a purchase order to be delivered to your warehouse.
|Create warehouse transfer||
Create a warehouse transfer.
Fulfill all inventory on the order.
If some of the inventory is unavailable, choose whether to partially fulfill the order or whether to use an alternative warehouse.
Invoice the order and optionally send a PDF copy of the invoice to the customer.
|Remove tag from customer||Remove a specific tag from the customer assigned to the sale.|
|Tag customer||Add a tag to the customer assigned to the sale.|
|Unallocate stock||Remove all the stock allocated to the sale.|
|Update custom field||Update a specific sales or contact custom field. The kind of update possible depends on the custom field type.|
|Update delivery date||
Update the delivery date of the sales order.
|Update nominal code||
Choose which account (nominal) code to update.
You can also choose whether to:
|Update shipping method||
Update the order shipping method.
Note the fulfillment shipping method may still differ.
|Update status||Update the order status.|
Update the order warehouse.
Note that the fulfillment warehouse may still differ.
Rules can only run if the actions in the rules are able to be performed. The following actions have conditions which must be met in order for the rule to be able to run:
|Add free SKU||The product being added must be either non-stock tracked or have more units in stock than are being added to the order|
|Allocate stock||The order must contain items which can be fulfilled|
|Fulfill order||The order must contain items which can be fulfilled|
|Invoice order||The order must contain rows|
|Update nominal code||The order must contain rows|
|Update status||The new order status associated with the action must differ from the order's current status|