Which of my order importing rules take priority (preset groups, product defaults, service mappings, or automation rules)?

When setting up rules for order imports, there are four different ways that you can set up automatic tagging, settings, and defaults to occur on each order.

Here's the order in which they're applied:
 

  1. Preset Groups: "Use [X] carrier, [Y] service, and [Z] package type for any product with this Preset Group assigned to it."
    • Shipping settings applied to a product via a Preset Group are the first to apply.
  2. Product Defaults: "Use [X] service for this product," "Assign [X] tag to an order with this product," etc.
    • Any mappings that you have on the product level (tags, shipping settings, customs declarations, etc.).
  3. Service Mappings: "Buyer selected [X] service"
    • These mappings override any method mappings you had on your product defaults whenever an order is imported from your stores.
  4. Automation Rules: "When [X] happens, change shipping service to [X]," etc.
    • The automation rules you have setup in your store take the highest priority. Automation rules also apply in a top to bottom order, meaning the first automation rule applies to a newly imported order, then the second automation rule, and so forth down the list of automation rules. 



By using a combination of these four tools, you can drill down to minute levels of automation and customization in your store, making your life easier as you become more successful and ship more often. Using these automation techniques and knowing how the priority will impact what you setup will help you save time every day.

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