×

Order Rules

Order Rules are specialized settings that can be applied en masse to all orders.  For example, say you want to give any customers who buy "Widget A" free shipping for that particular item, or perhaps they'll get a percentage off the order, or even a specific dollar value, etc.  How would you do this, you ask?

First, we need to create an order rule for the item.  In this case, we're going to give Cable 7F free freight.

  1. Log into your site's dashboard (an admin login is necessary here).
  2. Navigate down to System Management.
  3. Click on Order Rules.
  4. This brings up a new window where you essentially have three options: add a new order rule, edit an existing order rule, or put an existing order rule on hold.
  5. Next, you're brought to the meaty page: 

On this page, we apply the appropriate information as necessary:

  • Description - Name this rule something appropriate.
  • Start/End Date - Use this in case this is a limited time event.  Otherwise, leave it as it appears when initially generated by click on new.
  • Sort Order - This is only important if you have multiple rules that overlap or potentially contradict one another.  Low sort orders come first.
  • Item Number - Enter the item number if its going to be relevant.  Disregard if its not.
  • On Hold - Suspends order rule activity if checked.
  • Triggers(the "If") - Here's where it gets interesting.  In the pop-up, there are two important elements: the Trigger (dropdown list) and the Criteria.  Select the appropriate Trigger in the dropdown list.  Choose a specific item that applies to your situation.  In our free freight example, we're choosing "Item_no on order" and then plugging in the item - CABLE 7F - in the criteria.  Thus, this only triggers if Cable 7F is added to the order. Available triggers:
    • All Orders
    • Amount Total
    • Bill To Address
    • Bill To City
    • Bill To Country
    • Bill To Postal Code
    • Bill To State
    • Coupon Code
    • Customer
    • Customer Field
    • Customer Property
    • Customer Type
    • Freight Amount
    • In Stock
    • Item
    • Item Field
    • Item has dimensions
    • Item in a Web Category
    • Item in a Web Category or its' Descendants
    • Item is Special Order
    • Item Weight
    • Login
    • Max Line Count
    • Missing or Expired Sales Tax Certificate (Bill To)
    • Missing or Expired Sales Tax Certificate (Ship To)
    • New Customer by Last Sale Date
    • New Customer by Start Date
    • New Product Category Purchase
    • Order Has Comments
    • Order Property
    • Order Source
    • Order Unit Price
    • Order Weight
    • Out of Stock
    • Product Category
    • Ship To Address
    • Ship To City
    • Ship To Country
    • Ship To Postal Code
    • Ship To State
    • Ship Via Code
    • Shipping Location
    • Shipping Method
    • User Field
    • User Liked on Facebook
    • User Liked on Facebook This Checkout
  • Results(the "then") - This is where we identify what actually happens when the trigger is present.  Select the appropriate item in the Result dropdown list.  For our example, we've selected "Free Freight on Items".  The Criteria is used in case you selected something like "Dollar Amount Off"; you'd put the dollar amount here. Available results:
    • Add Item For Free
    • Add Item To Order
    • Add Item To Order with Quantity Multiple
    • Add Order Message
    • Dollar Amount Off
    • Free Freight On Items
    • Free Freight On Order
    • Get Item For Free
    • Item Non Taxable
    • Line Discount
    • Order Line Location
    • Order Shipping Method
    • Order Tax Code
    • Order Tax Schedule
    • Order Taxable
    • Percentage Off In Stock Items
    • Percentage Off Order
    • Place On Hold
    • Restrict Ship Via Codes
    • Set Customer Type
    • Set Freight On Items
    • Set Order Freight Amount

Once you are satisfied with the order rule you've made, LOG OUT of the Dashboard and Log Back in - order rules are cached for performance reasons.