This guide provides step-by-step instructions for you to enable and modify Automation Templates and features within the Automation Overview page. It also includes a detailed breakdown of available Automation Tools, such as Auto-Routing and Service Mappings, to help you streamline your shipping workflow.
To see how you can use this Automation overview to simplify your workflow, reduce manual tasks, and keep your operations running smoothly, visit our Automation - Overview page and our Automation overview FAQ page.
Follow these steps to enable an Automation Playbook from the Automation Overview page:
Follow these steps to modify a saved Automation Template from the Automations page.
Some Automations are managed beyond the Automation Rules page.
Depending on the type of automation you modify, you may be redirected to the Automation Rules page, Service Mappings, or elsewhere. For example, if you click Manage for Service Mappings, a menu opens to modify a specific service mapping.
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This action will open the Automation Overview page and display the available and active Automations that have been saved. Such rules include those created from templates.
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Click the Manage button on the Automation tile you want to modify.
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Select Edit in the action column for the rule you wish to edit.
This will open the rule builder.
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Make the desired changes and select Save Rule.
If you discover a new automation feature in the Automation Tools section, click the Set Up button next to the feature to activate and configure it for your workflow. Here’s a breakdown of each Automation Feature.
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Auto-Routing: Automate which warehouses stock the order items and which warehouses are closest to the recipient’s address.
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Service Mappings: Set the shipping service and package type based on preferences or what your customer chose during checkout.
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Automation Rules: Use logic to identify triggers that can fire actions. Automation rules are the most customizable of all automation features.
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Product Preset Groups: Set weight, dimensions, and international shipping services, and customs information for multiple products.
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Rate Shopper: Configure which services you’d like to compare as well as define any delivery time or service requirements.
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Smart Fill: Automatically configure shipment weight and dimensions based on our previous configurations for similar orders.