Follow

Splitting Orders with Shipping Rules Automation | Guide

Created:   |   Updated:

ShippingEasy provides straightforward tools for manually splitting orders. However, if you find that you always need to split specific types of orders, Shipping Rules can help automate the process.

There are two Shipping Rule actions that can be used to automate how orders are split:

  • Split all line items: used to split orders with many order items. Each new order will contain a single order item.
  • Break out and split by SKU: used to split out multiple quantities of specific order items.

As with all Shipping Rules, use conditions to target the specific orders that need to be split. If you are new to automation, learn more about:

There are some important things to consider when using Shipping Rules to split orders automatically.

Manually created orders cannot be split automatically using Shipping Rule:

If you manually add an order into ShippingEasy and forget to create it with the correct order items, we recommend using the manual Split Orders tools on the ORDERS page. Learn more about manually splitting orders.

Once a split order action is applied to an order, all subsequent Shipping Rules are skipped:

Splitting an order is a dramatic change. As such, no further automated action is taken on the original order after it is split. However, the newly created orders will be re-run through all Shipping Rules.

To make sure that all Shipping Rules apply correctly, it is best to organize 'split order' rules so that these are the first rules in your list.  Learn how to choose the sequence that Shipping Rules are applied.

The following sections provide details and examples of the available split order actions.

 

Split all line items

The Split all line items action will separate out an order into individual order items. The new orders will contain one order item each. The quantities of the original order items will not change.

Limitation of the Split all line items action:

The original order must contain multiple order items. To split orders with a single order item containing multple quantities, use the Break out and split by SKU action instead.

Example of an order split by the Split all line item action

The original order has three order items. Each item is large and needs to be shipped in its own box.

Original Order:

SKU: QBC, QTY: 2
SKU: DKK, QTY: 4
SKU: EKD, QTY: 1

After the Split all line items action splits the order, there will be 3 orders instead of one order. Each of the three orders will have only one order item. Notice that the order item quantities do not change.

New Order 1:

SKU: QBC, QTY: 2

New Order 2:

SKU: DKK, QTY: 4

New Order 3:

SKU: EKD, QTY: 1

 

Break out and split by SKU

The Break out and split by SKU action will separate out a specified SKU into a new order. The rule action will result in at least two new orders, containing respectively:

  • New Order 1: the specified SKU as the only order item
  • New Order 2: all other order items from the original order

If the quantity of the specified SKU is greater than 1, then additional new orders are created - each with a quantity of 1 for the specified SKU. In other words: in each resulting new order, the extracted SKU quantity will always be 1.

Best practice for the Break out and split by SKU action:

Consider if you want to target orders that only contain the specific SKU, or those that include the specific SKU among other order items. In either case, you will want to include the specific SKU in the conditions:

  • Item SKU is equal to "the SKU to split out"

Then depending on the types of orders you are splitting, you will want to include other conditions that specify some or all of the following:

  • Number of line items
  • Total quantity

Keep in mind that you may require additional conditions to ensure that the Break out and split by SKU action only applies to the intended orders.

Example of a multiple item order split by the Break out and split by SKU action

The original order has 3 order items. SKU G3600 is a special item that must be shipped separately. So this SKU needs to be split out from the original order.

Original Order:

SKU: T2949, QTY: 1
SKU: D4292, QTY: 4
SKU: G3600, QTY: 3

The Shipping Rule conditions are defined so that only multiple item orders containing the specified SKU are split. Together, these conditions make sure that only the original target orders are split by the Shipping Rule.

Shipping Rule:

IF:

Item SKU | Is equal to | G3600
Number of line items | is greater than | 1

THEN:

Break out and split by SKU | G3600

After the Break out and split by SKU action splits the order, there will be 4 new orders. Three of the new orders will contain a single quantity of the specified SKU G3600. The last new order will contain the remaining order items.

New Order 1:

SKU: G3600, QTY: 1

New Order 2:

SKU: G3600, QTY: 1

New Order 3:

SKU: G3600, QTY: 1

New Order 4:

SKU: T2949, QTY: 1
SKU: D4292, QTY: 4

Example of a single item order split by the Break out and split by SKU action

The original order is for 3 of the same SKU. These items need to be shipped in separate boxes.

Original Order:

SKU: M_CB, QTY: 3

The Shipping Rule conditions are defined so that only orders containing only the specified SKU are split.

Shipping Rule:

IF:

Item SKU | Is equal to | M_CB
Number of line items | Is equal to | 1
Total quantity | Is greater than | 1

THEN:

Break out and split by SKU | M_CB

After the Break out and split by SKU action splits the order, there will be 3 new orders. Each resulting order will contain a single quantity of the specified SKU.

New Order 1:

SKU: M_CB, QTY: 1

New Order 2:

SKU: M_CB, QTY: 1

New Order 3:
SKU: M_CB, QTY: 1

Comments

Please sign in to leave a comment.




Community    browse  

COMMUNITY FORUMS
FEATURE REQUESTS

Questions & Answers

Issues & Bugs

Productivity

Partners

Shipping

Inventory

Marketing