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Best of Rules: Categorize orders containing specific products for faster batching

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Shipping Rules are an option to automate the handling of your orders, ensuring that your preferences are applied regardless of who is shipping your orders.

One of the best uses of Shipping Rules is the automatic tagging or color coding of your orders with Order Categories. Learn more about Order Categories. A wide range of conditions could be used to apply a category, from item description, to product SKU or Product Category. These categories can then be used to quickly batch orders from the ORDERS page.

In this example, we sell shoes. We have a variety of shoes and different styles fit better into different boxes. The Product Catalog and Categories help us group SKUs by similar styles. Learn more about Product Categories. By organizing our products into categories, we're able to use this as a condition to automatically color code our orders based on the type of shoe that's been ordered. With this information, we can quickly batch orders based on the box type that we'll use.

Use this rule as a launching point to customize the IF conditions based on your specific products and store configuration:

  1. Navigate to SETTINGS SHIPPING RULES.



  2. Click the blue Add New button.

  3. In the field Rule Name, enter a name that describes this rule, such as "Category - Sneaker Box".

  4. Set the "IF" condition to the variable(s) that define when a specific Order Category should be applied to an order.  

    Remember, we use Product Categories to classify our shoes and one pair of shoes fits in a box.  So, we'll use Product Category and Quantity as the condition to assign the Order Category.



    Product category | Is equal to Sneakers
    Total quantity | Is equal to | 1

  5. Set the "THEN" action to: 



    Assign to a category | Sneaker Box

  6. Save your new rule and you're done!

You'll start seeing your order color coded by Order Category on the ORDERS page.  Now you can filter your orders by Order Category to create batches in a snap! 

 


Related articles

Why doesn't my new Shipping Rule apply to my existing orders?
What are Shipping Rules and how do I use them?
What Shipping Rules are available for set up?
FAQs: Product Catalog
What is a Product Category?
How does the Product Category rule work?
How can I add another order category to the Orders page?

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