Automation rules are very powerful and can help assign shipping services automatically to the orders based on certain criteria of your choosing.
Setting the rules for shipping services will help speed up the dispatch process and ensure that the correct service is selected at the time of shipping but shipping services are not the only use of rules.
Note: You will need to add stores and carrier services to Veeqo before you can set up automation rules for them
You can also apply tags to your orders, apply dispatch and due dates, add internal notes and apply company branding for your templates.
Create your first rule
Click on Settings
Select Rules
3. Click "+ new rule for"
4. Give your rule a name. This is important to identify the rule for future edits.
Note: Good practice would be to give the rule a descriptive name of what the rule does. For example: "Next day delivery" "Apply priority tag" etc.
5. Select when your rule should apply to an order from the dropdown under the "When Order" section.
The options are:
When an order is created - This means that the rule will run against the order upon creation in Veeqo. So that would be when the order arrives in Veeqo or if a manual order is created.
When an order is created or updated - This means that the rule will not just run against created orders, but also orders that have been updated in some way.
When an order is updated - This is useful for orders that were possibly not eligible for the rule to run against it due to not having the correct criteria but after an order update it now has the desired criteria and can now have the rule applied.
6. Once you have decided on when the rule should run, you can start building your rule using the IF and THEN sections of the rule.
Note:
If you're unsure, it can be helpful to work backwards and start with what you want to happen when your rule applies (the THEN section)
It can be really helpful to add an internal note in the THEN section with the name of the rule. This means you will be able to see which rules have caught on an order and will help you to identify conflicting rules / immediately see if a rule has caught on an order.
IF
IF
Using the IF section you need to select which types of orders your rule should apply to
Select the category you want to create an IF statement for (e.g channel) For more information on the available options, check out this guide
Once you select a category, two more dropdown lists will appear. On the dropdown that appears underneath your category you need to select the condition (e.g which channel's orders should the rule apply to?)
3. On the dropdown to the right, you will choose the relationship between the two options (e.g equal to or not equal to)
Additional rule criteria
You may want to add further categories to your rule. If you do, follow these steps:
click on the + Add Rule icon at the top right.
Now you can see that another dropdown has appeared for you to select another category from.
2. At the top left you now have the option to select "AND" or "OR". These options are there to give you the choice to have either all of the criteria match (AND) or to have the rule match one or the other criteria (OR).
3. You can repeat the steps above as many times as needed to add all of the criteria for your rule.
Rule groups
Sometimes a little bit more complexity is needed to make a rule work. A Rule group is used when you need to have both "AND" and "OR" in a rule.
To add a rule group, follow these steps:
Click on "Add group". You will see a new section appear.
To get the additional "AND" and "OR" options, you should click on the "Add rule" button and you will see the new options appear.
Now you can build the rule to make use of the additional options available
Example: This rule is now set to only act on an order IF the CHANNEL is DeanTestStore, Allocation weights are greater than 2000 and either UK postcode does not begin with IV, BT "OR" ORDER TAG does not contain Second class shipping.
Then
Then
Now that we have the criteria that need to be met, we want the rule to do something.
Setting a carrier
Note: You will need to have pulled in a shipping carrier's rates to Veeqo before you can use them in automation rules
Tick the "Set preferred shipping options" tick box to enable the carrier selection.
On the carrier dropdown select the carrier if you're in the UK. If you're in the US select Buy shipping.
3. Once you have selected the carrier, you can select the preferred shipping service from the dropdown. The dropdown shows the available services to you.
4. There may be more options or enhancements that are available. This will depend on the service chosen
5. Go through the dropdown menus and select all that are required.
Apply Order tags
You will need to tick the "Apply order tags" tick box.
On the dropdown, you can select the tag that you need the order to have.
Note: The order tags need to be created before they can be added to the rules.
Add internal notes
There may be a requirement to add internal notes to an order to pass the information on to the picking/packing team or any note that you may need to be added.
Tick the check box to apply an internal note
Enter the note you would like to add to orders that match the criteria you set
The internal note will be added to an order in the internal note section which you can see by opening up the order on the orders page.
Company Brands
Tick the check box to apply a Company Brand
Select the Brand that you want to apply from the dropdown
To learn more about Company Brands in Veeqo, see this guide.
7. Once you have completed your selections and are happy with the new rule you have created you can save the rule by clicking on the "Create Rule" Blue button at the bottom of the page.
Note: Please be aware, any changes made to rules will NOT apply to existing orders that are in your orders screen. New rules and updated rules will ONLY apply to new orders coming through to Veeqo.