Configuring Automation
- Rita Saini (Unlicensed)
Automation rules are recurring, self-acting workflows that when defined can help you to eliminate manual steps and hence give a smooth experience. In this article, you will learn how to configure automation rules.
Steps to Configure Automation
Navigate to Settings > Automation >+Configure Automation and follow the below steps to configure automation rule.
Step I - Name the Automation
Provide the name of the automation rule. This will help you with identification and will be unique. After providing a rule name click continue. This can be edited as well.
Step II - Select Trigger
Select the trigger for automaton. These are events that start workflows. After selecting the trigger click continue.
Following are the triggers available in Eshopbox for which you can configure rule:
Order is placed, packed, shipped, and delivered.
A return request is received.
Return package received at the fulfillment center.
The fee is configured, edited, marked expired.
Consignment is scheduled, scheduled, delivered, completed, failed, cancelled.
Receivable is created, marked overdue.
Payable is marked failed, disputed.
Product is created, created in draft, edited.
Step III - Select Action
The action option will be based on your selection of the trigger. These are like THEN part of IF.THEN statements. Using action you can make changes to consignment, product, orders, etc.
Advanced Workflow
For more advanced workflows, you can add Filters. This step is optional.
Filters are a way to ensure actions get performed only on the items you want. These are like IF statements. These make sure that your workflow runs actions only when certain conditions are met i.e. a way to ensure actions get performed only on the items you want. They can make a check against trigger event (such as orders, products, and consignment). For example, a workflow could have a condition to select only a specific sales channel.
If no filter is required and you directly want to take action, select checkbox “ No filter required for this rule” and click continue. You will be able to directly define an action for this trigger.
Filters consist of the following three parts:
Condition field: Select the condition field type as order, product, consignment, fees, etc.
Order: All fields under order will be available under this like shipping zone, payment method, fulfillment center, sales channel, pin code serviceability, etc. Here you can select any custom field assigned to order as well.
Product: All attributes under product will be available under this like ESIN, EAN, Product price, brand, vertical, product weight, etc. Here you can select any custom field assigned to product as well.
Condition matching logic: Filters can use different conditions for logic. Condition matching logic can have values like contains, does not contain, is between, is less than, is greater than, is less than or equal to, is greater than or equal to, etc.
Condition value: Select or enter the value for the condition field.
Attachment
For condition fields like pin code serviceability, ESIN, EAN, etc where you can provide multiple values, the option to upload an attachment will be available. This attachment when edited will replace the existing file.
Text
Provide text value for the condition field selected. This option will be available for condition field like ESIN, EAN, Product price, Product weight, etc.
Dropdown
Select multiple values from the dropdown for the condition selected. This option will be available for attributes like brand, vertical, sales channel, fulfillment center, payment method, shipping zone, etc.
You can use preview workflow switch to view the defined automation in a more simplified form.
The order of the filters matters. Filters are checked from the top to down.
Your filter can have multiple conditions, and these conditions can be added using either “And” or “Or” logic. If you only want the filter to pass if both things are true, add a new condition using the And button. But if you want a filter to pass if either thing is true, add a new condition using the Or button.
Similar to filters, one automation rule can have multiple actions. These are also divided into the following:
Condition field: Select the condition field type, this is the parameter on which you want to take action.
Condition matching logic: Action can use different conditions for logic. Condition matching logic can have values like contains, does not contain, is between, is less than, is greater than, is less than or equal to, is greater than or equal to, etc.
Condition value: Select the value for the condition field.
When you choose an action for your workflow to perform, your choices are filtered based on the workflow's trigger.
Possible actions are as follows:
Allocate Shipping provider to Order
Hold Order
Set order fulfillment type (as Express)
Cancel order
Create Inward Consignment
Schedule Inward Consignment
Allocate Packaging material
Send email
Add Product