Last Updated: Nov 5, 2020

Order Automation gives you the ability to modify different types of order data as well as create packages and get shipping labels.

InfiPlex OMS Order Automation Set-up

Order Automation rules can be run manually from the Order list page or you can update a setting to have them automatically run as orders are received. The default is manual. To update the setting, go to the Settings > Base Settings > Miscellaneous tab to update the order_automation_processing setting.

When first starting out it is recommended that you run your initial create package and get label rules manually. You can easily do this from the Order list page by checking Order Automation check box on one order and then running Order Automation. This will allow you to do a test on a single order to confirm that the package is created and the correct label is saved.

Go to Settings > Order Automation to edit or create new automation rules.

The example set-up below outlines the process for automatically creating a package and getting a label for a specific SKU and marketplace order.

• Step 1 - Create Order Filter:
  The first step is to create an order filter so you can create automation rules that only apply to a specific marketplace and/or Carrier. You can reference the Create Order Filters article for full details on creating an Order Filter. In the case of a drop-ship account like Wayfair, you would want to create a filter rule for each Carrier/Method combination that the marketplaces uses. For our Wayfair example below, you would want to create an order filter that checks for an order source of "Wayfair" and a Requested Shipping Service equal to "UPS Ground". There is a maximum of 5 filters that can be defined if needed.
  
  
  
   
• Step 2 - Create Package:
  The first automation rule for getting a shipping label needs to be the creation of a package. In this example, we are creating a Wayfair UPS Ground Package.
  • Name: Wayfair UPS - Create Package
  • Active: You can keep it set to NO until you are ready to activate it
  • Apply To: Select Orders that Match a Filter, then select the filter created in Step 1, Wayfair UPS Ground.
  • Rule: Select Create Order Package
    The Create Order Package rule will display several options for creating the package:
    • Dimension fields: you can hard code the package size using the Length, Width, Height fields
    • Select one of the following:
      • One Package for entire order
      • One Package for each distinct line item
      • Individual packages for all items. Quantity of 1 per package.
    • EasyPost Predefined Package:
      This can be used if you are using an actual UPS box or envelope. Please reference the links below to get the correct predefined package names:
      - USPS Pre-defined Flat Rate Package Names
      - UPS Pre-defined package names
      - FedEx Pre-defined package names
      - DHL Pre-defined package names
    • Package Info Overload by SKU:
      This allows you to define your SKUs and the specific package size for that SKU. This should only be used with the Individual packages for all items - Quantity of 1 per package option.
      
      Note that this option will override the Dimension fields and EasyPost Predefined package since those are set along with each SKU in the list.
      
      format: sku,length,width,height,easypost_predefined_package
      example:
      ABCD,8,8,12
      XYZ,12,12,6,LargeFlatRateBox
      note: one sku overload per line
      note: when a matching SKU is found, the values input will be used for the package
      note: this does not apply when "One package for entire order" is selected
  
  
   
• Step 3 - Create Label:
  After you have created the package rule, you can then create a rule to get the shipping label. Note that the order automation rules are run in alphabetical order based on the Name. So be sure to name your get label rule so it comes after the create package rule.
  • Name: Wayfair UPS - Shipping Label
  • Active: only set to Yes if you have activated the create package rule
  • Apply To: Orders that Match a Filter > select the Wayfair UPS Ground filter
  • Rule:
    • Select Get Shipping Label option
    • Select Use residential address - this is where most marketplace orders are shipped - to residential addresses
    • < Select a Shipping Account > - This will usually be your EasyPost integration
    • < Select a shipping method > - select your Wayfair UPS Ground option
  
  
   

Once the rules are in place and active, you can run them manually from the Order list page if the Order Automation is set to be manually run. It is highly suggested that you test your first set-up manually. Once you have confirmed you have set everhting up correctly, you can turn automation on and continue with the set-up of other rules.