Rules overview Rules overview

Rules overview

Table of Contents

Overview

  • eShip can apply business rules when you import your orders. A rule can include multiple conditions and one action, and an infinite number of rules can be created.
  • You can configure business logic using rules in eShip > Settings > Rules.
Two rules can share the same conditions, however, if you have two rules that share the same action, the rule that was created first will be applied first.

Possible conditions

  • All Orders
  • Currency
  • Destination Building
  • Destination Company
  • Destination Contact Name
  • Destination Country Code
  • Destination Country Name
  • Destination Post Code
  • Destination Post Code - AU
  • Destination Post Code - NZ
  • Destination State
  • Destination Street
  • Destination Suburb or City
  • Integration
  • Item Country of Manufacture
  • Item SKU
  • Item Quantity
  • Line Item Value
  • PO Box & Parcel Locker Orders
  • Shipping Description
  • Shipping Method
  • Store Identifier (only for Magento1 & 2)
  • Tags
  • Their Reference
  • Total Item Quantity
  • Order Number
  • Order Value
  • Order Weight

Possible actions

Assign Tags

Assign Tags to your orders

Assign To Another Account

Allows you to assign an order to a child account.

Create Return For Specified Courier

Creates a return for qualifying orders with the specified courier and service.

Create Return For Specified Courier & Contact

Creates a return for orders with the specified courier and service. Uses the specified Address Book contact as the return address.

Do Not Ship

Marks items as already shipped (so they won't be shipped). Can also prevent orders with only qualifying items from importing.

Import Order

Allows you to specify if orders should import or not.

Open Order Dialog In Quick Print

Allows you to specify whether the Order Dialog should open or not, contrary to the selected 'Upon match' behaviour in Quick Print.

Select Cheapest Carrier/Service

See our guide create a rule based on cheapest delivery option for further information.

Select Cheapest carrier/service out of specific carriers

Allows you to choose the cheapest option between predefined carriers and services.

Send Notification

Allows you to specify whether or not to send eShip branded notifications if you have them setup.

Set Authority To Leave

Enable/Disable Authority to Leave on orders.

Set Contain Battery

Enable/Disable the Dangerous Goods flag on orders.

Set Country of Manufacture

Allow you to specify the country of manufacture for items/SKUs.

Set Courier & Product Code

Set the courier and product code on orders.

Set Courier When No Fastway Services

When Fastway doesn't service the address for an order, assign the specified courier.

Set Create Return

Enable/Disable creating return labels to be provided alongside outbound labels.

Set GST paid per item

Applicable for shipments to Singapore.

Set HS Code

Allow you to specify HS Code for items/SKUs.

Set Insurance Required

Enable/Disable Insurance on orders.

Set Next Day

Applicable for Evri shipments only. Specify shipment to be delivered Next Day.

Set Non-Deliverable Action

Set various non-deliverable actions based on order conditions. In case of non-delivery, NZ Post will treat the order as abandoned and destroy.

Set Order Currency Code

Set the currency code of an order Please note that this does not act as a currency converter.

Set Order Value

Set order value to the specified value. Line items will automatically be adjusted to match-up with the total order value when you print a label.

Set Package Type

Assign your packages to your orders automatically.

Set Photo Required

Require photo to be captured upon delivery to show the receiver that it has been delivered to a safe location on their property.

Set Sender Pays Duty

Enable/Disable duties and taxes to be paid by sender, on orders.

Set Shipper Tax Number

Sets the Tax Number (IOSS number) to be used for the order. See Set up Shipper Tax Numbers for further information.

Set Signature Required

Enable/Disable Signature Required on orders.

Set Tobacco

Mark a package with Tobacco automatically.

Split Order to Another Account By SKU

Split orders based on SKU prefixes so that items with different SKU prefixes are assigned to specific child accounts.

Split Packages By Order Item Quantity

See our guide split packages by item quantities for further information.

Split Packages By Order Weight

See our guide split packages by order weight. for further information.

To set up multi-condition rules, please refer to this article.

Rule set up example

The following rule triggers if:

  1. The Order Value is greater than $100.
  2. The Destination Country Name contains either Australia or New Zealand (separated by a semi-colon).

If these conditions are met, this triggers the action to Set Signature Required as True.

How to test rules

Rules will normally run upon import however you can trigger rules to apply to orders currently in the New section.

After setting up your business rules, click Run Rules Now.

Your rules including any new rules will be applied to all your New orders. From here, you can check if the rules had the expected effect on your New orders.

Examples of rules

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