Why aren't my automation rules applying (advanced automation rule tips and setup)?

Automation rules can be a great way to help expedite your workflow. In the automation process, automation rules are the last to be applied when orders import. However, as your automation rules become more complex, you may notice that they aren't applying to your orders. This article will discuss some common causes for automation rules not properly applying.

  • Multi-Item Orders
    Automation rules run based on order-level criteria. So, if you have a multi-item order, the item-level details like SKU and Item Name will not be able to be used as a criteria or filter for the automation rule. Instead, you'll need to make the criteria for this rule be order-level by tagging the product
  • Adjust the Order Weight vs Set the Total Order Weight
    For this one, keep in mind that the action "Adjust the Order Weight" will add the desired weight to the order's total weight while the "Set the Total Order Weight" action will override the existing order weight with the desired weight. Keep in mind that Adjust the Order Weight will not run on when reprocessing automation rules
  • Internal Notes 
    Automation rules that add an Internal Note work depending on which selling channel imported the order. If an order imports from a store that transmits the internal notes field (such as ChannelAdvisor or WooCommerce), and the rule applies an internal note, any order refresh that occurs can update the internal notes field to reflect the marketplace value, even if the internal notes field is blank in the selling channel.
  • Stop Processing Rules for the Order
    This action will stop any subsequent rules from applying to an order (keep in mind that the first rule at the top of the list will apply to an order first down to the last rule at the bottom of the list). 
  • Don't Import the Order
    This automation rule is pretty straightforward. But certainly use this one with caution. If the criteria is met, the order will be tagged based on its unique order ID and hide the order from view within ShipStation. So, if an order has this rule applied to it, the order will not ever be able to be viewed within ShipStation, even if the rule is deactivated. You would ultimately have to set up a new connection to this store to bring in the order again with a new order ID.
  • Multiple Criteria Selection
    To select more than one option for your criteria for non-checkbox options, you'll need to use a semi-colon (;) with no spaces to indicate OR. Here's an example of this:
  • Blank Value in Criteria
    If you notice an automation rule not working, or you notice that your automation rules stop working after a certain rule, a common reason is that there is a blank value in the rule.
  • Order is not in Awaiting Shipment
    Automation rules run on orders at the time of an order being imported into the Awaiting Shipment status. If an order imports into On-Hold or Awaiting Payment, for example, the automation processes have not yet run on the order. And the automation processes will run once you click Mark As Paid or Restore (depending on the order status.
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