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.
Action | Description |
Add free SKU |
Add a product to an order at a price of 0.00. |
Advanced fulfillment |
Fulfill certain items on orders based on the following criteria:
Choose between the following fulfillment methods:
|
Allocate stock |
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. Configure:
|
Create warehouse transfer |
Create a warehouse transfer. Configure:
|
Fulfill order |
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 order |
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. |
Send email |
Send, CC or BCC an email to the customer's default email address, the delivery email address or the invoice email address. Choose whether to send the email from your channel brand's default email address or from your channel brand's accounts email address. Choose the email subject, a template to use for the email body and a template to use for the attachment. Also choose whether the attachment is a PDF or HTML document. |
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. Choose between:
|
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 warehouse |
Update the order warehouse. Note that the fulfillment warehouse may still differ. |