ShipCaddie Business Automation Overview

Business automation – or business rules as we like to refer to them, allow you to look at certain attributes of a record (order or shipment) and trigger changes to occur to that record.

Shipping rules for ORDERS can be triggered by the following actions happening:

  • Manual order created
  • Order imported
  • Order synced from integration

Shipping rules for SHIPMENTS can be triggered by the following actions happening:

  • Label creation
  • Save shipment (manual or API)
  • Import shipment (CSV or ODBC)
  • Convert order to shipment
  • Find and assign carrier / service / packaging

  • Set carrier / service / packaging

  • Set tag

  • Set shipping site

  • Set status

  • Assign label messaging

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Example Business Rule

Your customer has selected priority shipping, which you need to deliver within 2 business days, but you want to find the best rate.

  1. Set up a new rule that is triggered on Order Import or Shipment / Create Label.
  2. Add the criteria to select only those orders that purchased a Priority Shipping Option. (IE, in Shopify, you can create a ‘Tag’ for certain these shipments.)
  3. Add the action that is to be taken.  In this case, you will select Find & Assign Service & Packaging as the action.  Under this action, you can select which carriers to choose between, the time in transit and the pricing terms (lowest, or less than).
  4. Save your shipping rule and let ShipCaddie do the rest.