Check Rules

Overview of Features

Order check rules are a set of uer-defined conditions used to automatically filter orders that require manual review after they are synced to SP. SP will identify and mark these orders based on the configured rules, reminding users to further check or confirm the operaton.

Why are order rules necessary?

• Prevent the shipment of high-risk orders
• Block orders from blacklisted customers
• Avoid abnormal shipments (such as remote address, incorrect address, etc.)
• Verify special order information (such as high-value or large-quantity orders)
• ......

Note: The rules apply only to newly synced orders, not to historical orders. Orders matching rules will automatically be under Pending status

How to Use

Check Rule List

Order>Order Management>Check Rules, This page displays a list of all created order check rules. Users can perform the following actions on the list:

• View Rule Details: Click the rule name to open the rule details.
• Change Status: Enable or disable a rule directly by clicking the status button in the list.
• Change Priority: Drag and drop rules to reorder them and adjust their priority
• Edit: Click the edit button for a specific rule to modify it.
• Copy Rule: To create a similar rule, click the Copy button. SP will copy all settings, and you can make minor adjustments to quickly create a new rule.
• Delete: Click the delete button on a rule you no longer need to remove it from the list.

Create Check Rule

Order>Order Management>Check Rules, and click the Add Check Rule button. Users can set up rules based on their needs. If multiple criteria are selected, orders will be in Pending when all selected criteria are met.

Explanation of all criteria

Basic

• Channel
• Store

Customer

• Customer blacklist

Order

• Order Amount Greater Than
• Order Amount Less Than
• Order Weight Greater Than
• Order Weight Less Than

Shipping

• Shipping Country/Region
• Shipping State/Province
• Shipping City
• Zip Code

Select the rules you want to set on the left, then configure the specific conditions on the right. You can remove the rule just by unchecking it on the left.

Once the rule and conditions are set, you can choose to activate it upon submission. New orders will be checked by the rules and go to Pending if matched. If multiple rules are triggered, the one with highest priority will be executed. You can drag and drop the rules to adjust their order.

Orders Matching Check Rule

When a new order matches a rule, it will automatically enter the Pending status for further review or process.

Each order under review will display the rule it matches. Users can click the rule name to view the rule details, and if needed, click Edit in the popup to go to Check Rule page for modifiation.

Orders in the Pending status include both orders flagged by Check Rules and order flagged by Logistic Rules. If you only want to view orders flagged by check rules, please just check the box in the front of Orders Matching Check Rule

Flagged ordes can be selected and released by clicking Approve button if no issues are found upon review.

Note: Approved orders will move to To Ship status if passing logistic rules. If not, they will stay in Pending status.