Conditions are used to qualify orders. Actions are only performed on an order once it meets all of the rule's conditions.
Therefore, conditions allow you to limit the changes Automation makes to the specific scenarios that you choose.
For example, you may wish to only fulfill an order once it is fully paid and the inventory is fully allocated. In this scenario, "fulfill" is your action and "fully paid" and "fully allocated" are your conditions. A sales order will need to meet both of these conditions for the action to be applied.
It is possible to set conditions to "is" or "is not", where the former requires the condition to be true and the latter requires it to be false.
Sales order conditions
The following attributes of a sales order can be used as conditions:
Field | Description |
Assigned to | The sale must be assigned to (or not assigned to) one of the selected staff members. |
Channel | The sale must be assigned to (or not assigned to) one of the selected channels. |
Contains SKU |
The sale must contain (or not contain) a specific SKU or set of SKUs. |
Created by | The sale must have been created by (or not created by) one of the selected staff members. |
Created date |
The sale must have been created (or not created) within the specific date range. |
Currency | The sale's currency must be (or not be) one of the selected currencies. |
Custom field | The designated custom field must be (or not be) filled out as specified. |
Delivery address |
The delivery address must either:
|
Delivery city or state | The delivery city or state must match (or not match) one of the states or cities specified. |
Delivery country | The delivery country must match (or not match) one of the selected countries. |
Delivery date |
The delivery date must be within (or not within) the specified number of days. |
Delivery zip/postcode | The delivery zip/postcode must match (or not match) one of the specified strings. Choose whether or not to include partial matches. |
Fulfillment status |
The sale's fulfillment status must match (or not match) one of the specified statuses. Select one or more of:
|
Invoice city or state | The invoice city or state must match (or not match) one of the states or cities specified. |
Invoice country | The invoice country must match (or not match) one of the selected countries. |
Invoice zip/postcode | The invoice zip/postcode must match (or not match) one of the specified strings. Choose whether or not to include partial matches. |
Invoiced | The sales order must be (or must not be) invoiced. |
Invoiced date |
The invoiced date must be within (or not within) the specified number of days. |
Lead source | The lead source assigned to the sale must be (or must not be) one of the selected lead sources. |
Nominal code | One or all rows on the sale must match (or not match) at least one of the selected nominal codes. |
Number of items |
The total number of items on the sale must meet (or must not meet) one of the following conditions:
Choose whether or not to include non-stock tracked items. |
Number of order rows |
The total number of rows on the sale must meet (or must not meet) one of the following conditions:
Choose whether or not to include non-stock tracked items. |
Order status | The sale's order status must be (or must not be) one of the selected order statuses. |
Order shipping status |
The sale's shipping status must match (or not match) one of the specified statuses. Select one or more of:
|
Order warehouse | The warehouse assigned to the sale must be (or must not be) one of the selected warehouses. |
Payment due date |
The payment due date must be within (or not within) the specified number of days. |
Payment method | The payment method of a payment applied to the sale must be (or must not be) one of the specified payment methods. |
Payment status |
The paid status of the sale must match (or not match) one of the specified statuses. Select one or more of:
|
Placed on date |
The sale must have been placed (or not placed) within the specific date range. |
Price list | The sale must be assigned (or not assigned) one of the selected price lists. |
Product category |
At least one order row on the sale must contain (or must not contain) a product assigned to all specified categories. Choose whether this condition applies to all order rows or not. |
Project | The sale must be assigned to (or not assigned to) one of the selected projects. |
Shipping method | The shipping method assigned to the sale must be (or must not be) one of the selected shipping methods. |
Stock allocation status |
The stock allocation status of the sale must match (or not match) one of the specified statuses. Select one or more of:
|
Tax date |
The tax date must be within (or not within) the specified number of days. |
Team | The sale must be assigned to (or not assigned to) one of the selected teams. |
Total order weight |
The total weight of the rows on the sale must meet (or must not meet) one of the following conditions:
Enter figures without commas, decimal points or units. |
Total value |
The total value of the sale must meet (or must not meet) one of the following conditions:
Enter figures without commas, decimal points or currency symbols. |
Updated date |
The sale must have been updated (or not updated) within the specific date range. |
Customer conditions
The following attribute of a the customer record can be used as a condition:
Field | Description |
Customer tag | The customer assigned to the sale must have (or must not have) at least one of the selected tags. |
Please note: This condition currently supports a maximum of 200 tags in the account.