Rule-Based Automation

ianaiERP's Rule-Based Automation feature allows you to streamline your order processing by automatically applying actions based on specific criteria. This powerful tool can save time, reduce errors, and ensure consistency in your order fulfillment process.

Understanding Rule-Based Automation

Automation rules in ianaiERP follow an "If This, Then That" structure:

• If (Criteria): The condition that must be met for the rule to apply

• Then (Action): The action that ianaiERP will take when the criteria are met

Creating Automation Rules

To create a new automation rule:

1. Go to Settings > Automation > Order Rules.

2. Click Add New Rule.

3. Set up your rule as follows:

   • Name : Give your rule a descriptive name

   • Criteria : Define the conditions that trigger the rule

   • Actions : Specify what should happen when the criteria are met

4. Click Save Rule.

Common Automation Scenarios

1. Set Ship From Location Based on Store

This popular rule automatically assigns the correct location based on which store the order came from.

Example:

• Criteria : Store Equals [Your Shopify Store]

• Action : Set Ship From Location - [Shopify Location]

To set this up:

1. Create a new rule.

2. Set the criteria to "Store :: Equals :: [Your Shopify Store]".

3. Add the action "Set Ship From Location" and select the appropriate location.

4. Save the rule.

5. Repeat for each store-location combination.

2. Apply Shipping Service Based on Order Value

Automatically upgrade shipping for high-value orders.

Example:

• Criteria : Order Total Is Greater Than $100

• Action : Set Shipping Service to Express

3. Add Insurance for Fragile Items

Automatically add insurance for orders containing fragile items.

Example:

• Criteria : SKU Contains "FRAGILE"

• Action : Add Insurance

Advanced Rule Creation

Multiple Criteria

You can add multiple criteria to a single rule using AND/OR logic:

1. Click Add Criterion to add additional conditions.

2. Use the dropdown to select AND (all conditions must be true) or OR (any condition can be true).

Multiple Actions

A single rule can trigger multiple actions:

1. Click Add Action to include additional actions for your rule.

2. Actions will be performed in the order they are listed.

Best Practices

1. Start with simple rules and gradually add complexity.

2. Test your rules thoroughly before activating them.

3. Use descriptive names for your rules to easily manage them.

4. Regularly review and update your rules as your business processes change.

5. Be mindful of rule order - rules are applied in the order they are listed.

Troubleshooting

If your rules aren't working as expected:

1. Check the rule's criteria to ensure they accurately describe the intended orders.

2. Verify that the rule is activated.

3. Check for conflicting rules that might be overriding your intended automation.

4. Use the "Test Rule" feature to see which orders would be affected by the rule.

Rule Management

• To edit a rule, click on its name in the Order Rules list.

• To temporarily disable a rule, use the toggle switch next to the rule name.

• To delete a rule, select it and click the "Delete" button.

Related Features

• Order Processing

• Shipping Services

• Custom Fields

For more detailed information on specific automation scenarios or advanced rule creation, please refer to the respective sections in this documentation.