How to Use Automation Rules

There are multiple automation rules you can apply to orders to save your warehouse time and energy. Simple examples of automation rules include sending an email if an order has specific SKUs or setting a shipping method for matching ZIP codes.

Automation rules can be found under Orders/Automation rules. An automation rule is defined by triggers (the matching criteria for an order) and actions (applied to an order that matches the defined triggers). Automation rules activate once an order is either created in ShipHero or comes in from the sales channel. Take into consideration that rules run before a warehouse is assigned.

The rules run sequentially from top to bottom. You can prioritize automation rules by rearranging their sequence. Rules are only applied to orders placed after the automation rule has been created; they are not applied retroactively to existing orders.

Creating Lists

There are certain triggers you may want to be effective against a list of scenarios. Lists are most commonly used in setting up a rule to apply a shipping method based on an order with a matching ZIP code. Creating an automation rule list enables you to manage several values (for example, a list of ZIP codes). You can add as many triggers and actions as you want to each of your automation rules.

Trigger values are not case-sensitive. Every time you add new order tags to an existing order in Shopify, automation rules will run again in ShipHero. If you don't want a specific automation rule to run again when this happens, you can uncheck the Rerun this rule on order tags import.

Note: The "Rerun this rule on order tags import" setting is enabled by default.

A Note on Lists There are triggers where you want to match against a list of items, the best example we see commonly used is a rule setting a shipping method based on an order matching a zip code in a list of zip codes.

Lists enable you to manage a number of values (such as a list of zip codes).

You can add as many triggers and actions as you want to your automation rules.

The available triggers are:

Shipping Name
Total weight of products in the order
Country
State
Subtotal
Store Name
SKU
Zipcode
Shipping Price
Sales Tax
Shipping Method
Shipping Carrier
Product Name
Order Tag
USPS Zone
Shipping and Billing Address1 Match
Shipping and Billing Zip Match
Address 1
Address 2
The Email Address on the Order
The Profile of the Order
Customer order count
All items from vendor
Any items from vendor
Company
Sum of line items quantity
Have product tag
Order total
Order date and time
Item bin location
City
Order number
Products total cubic dimension
Phone Number
Number of Pending Line Items
Number of Unique SKUs
Day of Week
Time of Day
All Items Allocated to Warehouse
Any Item Allocated to Warehouse
No Items Allocated to Warehouse
Any Product Dimension in inches

The available actions are:

Set Shipping Method
Set Priority Flag
Set Insurance
Set Fraud Hold
Add Warehouse Note
Set Gift Invoice
Add Order History
Set Profile
Send Email
Set Order Tag
Add a SKU
Set Address Hold
Set Payment Hold
Set Operator Hold
Delete all instances of a SKU
Delete one unit of a SKU
Set a Custom Order Status
Lock to Warehouse Id
Cancel items on the order but don't cancel on the platform
Set required signature
Add gift note
Set box to use
For all items in FBA, ship by FBA
Set Allow Partial
Create Dropship
Set Allocation Priority
Change SKU
Set Alcohol flag
Set Adult Signature Required
Set Required Ship Date ahead to X business days from now
Set Currency
Set Saturday Delivery flag
Set Auto Print Return Label
Set Insurance Amount based on Product Value
Set Ignore Address Validation Errors
Add X Units of a SKU
Set Phone Number
Set Auto Generate RMA
Set Return Warehouse
Set Wrokflow
Set FTR Exemption
Set Hold Until Date and Time
Set Hold Until Date ahead to X days from now
Set Hold Until Date ahead to X hours from now
Set Dry Ice Weight
Set Order VAT Registration (NOTE: You can also set IOSS and EORI from this action)
Set Order Incoterms
Set FedEx Dangerous Goods
Do not print invoice
Apply Discount to Customs Value
Disable Shipment Notification
Set Tote QA
Add X Units of a SKU for every Y units ordered
Toggle Wholesale
Remove X units of a SKU for every Y units ordered