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Creating or editing conditions here needs ",[487,500,501],{},"Manage conditions",".",[432,504,505,506,509],{},"Add one or more ",[421,507,508],{},"Actions",":",[511,512,513,529],"table",{},[514,515,516],"thead",{},[517,518,519,523,526],"tr",{},[520,521,522],"th",{},"Action",[520,524,525],{},"Target",[520,527,528],{},"What it does",[530,531,532,549,561,573,586,599],"tbody",{},[517,533,534,540,543],{},[535,536,537],"td",{},[421,538,539],{},"Add Tag",[535,541,542],{},"Order or Shipment",[535,544,545,546],{},"Apply a tag from the ",[471,547,548],{"href":207},"tag library",[517,550,551,556,558],{},[535,552,553],{},[421,554,555],{},"Remove Tag",[535,557,542],{},[535,559,560],{},"Remove a tag",[517,562,563,568,570],{},[535,564,565],{},[421,566,567],{},"Replace Tag",[535,569,542],{},[535,571,572],{},"Swap one tag for another",[517,574,575,580,583],{},[535,576,577],{},[421,578,579],{},"Split Order",[535,581,582],{},"Order",[535,584,585],{},"Break matching items into their own order \u002F shipment",[517,587,588,593,596],{},[535,589,590],{},[421,591,592],{},"Split Shipment",[535,594,595],{},"Shipment",[535,597,598],{},"Break matching items into a separate shipment",[517,600,601,606,609],{},[535,602,603],{},[421,604,605],{},"Append Field",[535,607,608],{},"Order label or Shipment label",[535,610,611],{},"Add text (for example a custom field value) to the record's label so it shows in lists and documents. Re-running never duplicates the suffix",[418,613,614,615,618],{},"Tag actions offer only ",[421,616,617],{},"active"," tags (a tag the rule already uses stays selectable even after it is deactivated).",[446,620,622,632],{"start":621},4,[432,623,624,625,628,629,631],{},"Switch the rule ",[421,626,627],{},"Active"," — on the list, every row has an inline ",[421,630,627],{}," switch.",[432,633,634,635,638,639,502],{},"Test it in the ",[421,636,637],{},"Tester"," (header button) with a real order number or a sample cart before anything goes live — nothing is saved in a dry run. Then sync or create an order that should match and check the shipment's ",[421,640,641],{},"Activities",[413,643,645],{"id":644},"when-and-how-rules-run","When and how rules run",[418,647,648,649,652,653,655],{},"Rules run when orders and shipments are evaluated by the automation pipeline — on import, on every order update, right after a document is printed or downloaded, after a split (automatic or manual, both halves), and, when you tick ",[421,650,651],{},"Run automation rules after merge",", after a merge (see ",[471,654,105],{"href":106},").",[429,657,658,674,684],{},[432,659,660,663,664,666,667,669,670,673],{},[421,661,662],{},"Two stages."," Actions aimed at the ",[421,665,582],{}," (order tags, order label) run at the order stage, against the whole order. Actions aimed at the ",[421,668,595],{}," (shipment tags, shipment label, split shipment) run at the shipment stage, where the condition is evaluated against ",[421,671,672],{},"each shipment's own items"," — so after a split, a \"Livestock\" tag lands only on the box that holds livestock, never on the supplies box.",[432,675,676,679,680,683],{},[421,677,678],{},"Order."," Rules run by priority (lower first, default 0), then creation date; a match does not stop later rules. Each split rule that fires creates its own new shipment and later rules see what is left — the reason a \"keep supplies with livestock\" setup is ",[421,681,682],{},"one"," rule, not two. Priority is only editable through the AI assistant.",[432,685,686,689,690,655],{},[421,687,688],{},"Drafts."," An inactive rule never runs in production, but the Tester can include it (",[421,691,692],{},"Include inactive rules",[413,694,696],{"id":695},"groups","Groups",[418,698,699,700,703,704,707,708,711],{},"Every rule and every condition belongs to a ",[421,701,702],{},"group","; the same groups serve both lists. Anything saved without one lands in the store's ",[421,705,706],{},"Default"," group. Use groups to filter the list (",[421,709,710],{},"All groups"," select), to test a whole set together in the Tester, and to switch a set on or off in one go.",[429,713,714,732,738,753],{},[432,715,716,717,719,720,723,724,727,728,731],{},"In the ",[421,718,461],{}," field, search or type a new name — ",[487,721,722],{},"Create group \"…\""," adds it on the spot (case-insensitive, so ",[487,725,726],{},"Client splits"," and ",[487,729,730],{},"client splits"," are the same group).",[432,733,734,737],{},[421,735,736],{},"Manage groups"," (button in the header of both Automation Rules and Conditions) renames groups, edits their description, makes another group the default, or deletes a group — its rules and conditions move to the default group. The default group cannot be deleted.",[432,739,740,741,744,745,748,749,752],{},"Anyone with ",[487,742,743],{},"View conditions"," or ",[487,746,747],{},"View automation rules"," can see groups; ",[487,750,751],{},"Manage"," on either can change them.",[432,754,755,756,502],{},"One group name has a built-in meaning for printing — see ",[471,757,759],{"href":758},"\u002Fadvanced\u002Fconditions#groups","Conditions → Groups",[413,761,763],{"id":762},"the-list","The list",[418,765,766,767,770,771,774,775,778,779,782,783,786,787,789,790,793,794,744,797,800],{},"Search (name, description, group, condition, actions), filter by ",[421,768,769],{},"All statuses \u002F Active \u002F Inactive"," and by group. Columns ",[421,772,773],{},"Rule"," (name, group badge, description), ",[421,776,777],{},"When"," (the condition, or ",[487,780,781],{},"Any order","), ",[421,784,785],{},"Then"," (action badges), ",[421,788,627],{},". Select rows to ",[421,791,792],{},"Activate",", ",[421,795,796],{},"Deactivate",[421,798,799],{},"Delete"," in bulk (up to 200 at a time).",[413,802,804],{"id":803},"tester-dry-run","Tester (dry run)",[418,806,807,810,811,814,815,818,819,502],{},[421,808,809],{},"Advanced → Automation Rules → Tester"," replays an existing order (type its number) or a sample cart (",[421,812,813],{},"Select Products"," \u002F ",[421,816,817],{},"Add Manual Item",", a real customer or a quick-fill address, shipping lines, discounts, custom attributes) through the real pipeline and shows what would happen — ",[487,820,821],{},"Dry run — nothing is saved",[511,823,824,833],{},[514,825,826],{},[517,827,828,831],{},[520,829,830],{},"Control",[520,832,528],{},[530,834,835,856,876,900,909],{},[517,836,837,843],{},[535,838,839,842],{},[421,840,841],{},"Add order"," (up to 4 more)",[535,844,845,846,814,849,814,852,855],{},"Merge scenario: each order runs on its own, then the store's merge rules are evaluated across all resulting shipments — like the merge sweep. Shows ",[487,847,848],{},"Merges automatically",[487,850,851],{},"Merge suggestion for staff",[487,853,854],{},"Nothing merges"," with every condition's pass or fail",[517,857,858,863],{},[535,859,860],{},[421,861,862],{},"Classify with Shipping Rates",[535,864,865,866,868,869,814,872,875],{},"Runs the live ",[471,867,295],{"href":296}," engine on the cart and stamps checkout groups so ",[487,870,871],{},"Shipping Group",[487,873,874],{},"Checkout rate"," conditions match. Replayed orders that already have a breakdown keep it",[517,877,878,883],{},[535,879,880],{},[421,881,882],{},"Rules to run",[535,884,885,887,888,891,892,895,896,899],{},[421,886,710],{},", one group, specific rules, ",[421,889,890],{},"None — checkout grouping only"," (just see how Shipping Rates groups the cart), or ",[421,893,894],{},"Checkout groups → split rules (preview)"," — one shipment per checkout group using rules generated from the profile, listed under ",[487,897,898],{},"Rules this preview ran"," so you can recreate them",[517,901,902,906],{},[535,903,904],{},[421,905,692],{},[535,907,908],{},"Runs drafts too (selected drafts always run)",[517,910,911,916],{},[535,912,913],{},[421,914,915],{},"Compare: current automation rules vs checkout shipping rules",[535,917,918,919,814,922,925],{},"Runs everything twice — live rules vs generated split rules — and shows both side by side with a ",[487,920,921],{},"Same outcome",[487,923,924],{},"Different outcome"," verdict",[418,927,928,929,932,933,814,936,814,939,942,943,782,946,949,950,814,953,793,956,793,959,793,962,965,966,969,970,973,974,977],{},"Results: ",[421,930,931],{},"Checkout grouping"," (per group: rate, price, ",[487,934,935],{},"Own shipment",[487,937,938],{},"Rides with …",[487,940,941],{},"Split across shipments","), the resulting orders and shipments, the step-by-step timeline (",[421,944,945],{},"Hide non-matches",[421,947,948],{},"Rule by rule"," (",[487,951,952],{},"Matched",[487,954,955],{},"No match",[487,957,958],{},"Draft — this test only",[487,960,961],{},"Inactive — never runs",[487,963,964],{},"Condition missing","), and ",[421,967,968],{},"What the rules saw"," — every attribute per line incl. checkout rate and metafields (",[421,971,972],{},"Item details"," switch; manual items and unsynced variants carry no metafields, so ",[487,975,976],{},"meta"," rules see nothing for them).",[979,980,982],"h3",{"id":981},"recipe-flag-slips-that-need-reprinting","Recipe: flag slips that need reprinting",[418,984,985,986,989],{},"Two shipment rules keep a ",[421,987,988],{},"Reprint"," tag accurate without anyone watching:",[446,991,992,1011],{},[432,993,994,995,998,999,998,1002,1006,1007,998,1009,502],{},"Condition ",[487,996,997],{},"Printed document outdated by item changes"," ",[421,1000,1001],{},"contains",[1003,1004,1005],"code",{},"Packing Slip"," → ",[421,1008,539],{},[1003,1010,988],{},[432,1012,994,1013,998,1015,998,1018,1006,1020,998,1022,502],{},[487,1014,997],{},[421,1016,1017],{},"does not contain",[1003,1019,1005],{},[421,1021,555],{},[1003,1023,988],{},[418,1025,1026,1027,502],{},"When a line changes after the slip was printed the first rule tags the shipment; reprinting from the Print menu re-runs the rules and the second one clears it. Details of what counts as printed are under ",[471,1028,1030],{"href":1029},"\u002Fadvanced\u002Fdocuments#print-tracking","Documents → Print tracking",[1032,1033,1034],"warning",{},[418,1035,1036],{},"Start with one simple rule and watch it for a day. Overlapping automations are the hardest thing to debug later.",[413,1038,1040],{"id":1039},"who-can-use-it","Who can use it",[418,1042,1043,1044,727,1047,1050,1051,814,1053,1056,1057,1059,1060,1063],{},"A ",[421,1045,1046],{},"Pro",[421,1048,1049],{},"Enterprise"," feature. Permissions ",[487,1052,747],{},[487,1054,1055],{},"Manage automation rules","; creating or editing conditions from the rule editor needs ",[487,1058,501],{},", and picking tags needs ",[487,1061,1062],{},"View tags",". The AI assistant can create, edit, activate and explain rules and conditions with the same permissions (rules it creates start as drafts), and can re-run rules on existing shipments — automation is never retroactive on its own.",[413,1065,1067],{"id":1066},"related","Related",[429,1069,1070,1075,1080,1085,1091],{},[432,1071,1072,1074],{},[471,1073,228],{"href":229}," — run again later, when inventory changes or a shipment moves, instead of only when the order is evaluated",[432,1076,1077,1079],{},[471,1078,197],{"href":198}," — reusable matching logic",[432,1081,1082,1084],{},[471,1083,59],{"href":207}," — the labels rules often apply",[432,1086,1087,1090],{},[471,1088,1089],{"href":116},"Shipment settings → Shipment Filters"," — skip work entirely instead of acting on it",[432,1092,1093,727,1096,1099],{},[471,1094,1095],{"href":306},"Apps → Weather → Rules",[471,1097,1098],{"href":301},"Rate Shopper → Rules"," — app-specific rule sets",{"title":1101,"searchDepth":1102,"depth":1103,"links":1104},"",1,2,[1105,1106,1107,1108,1109,1110,1111,1115,1116],{"id":415,"depth":1103,"text":416},{"id":426,"depth":1103,"text":427},{"id":443,"depth":1103,"text":444},{"id":644,"depth":1103,"text":645},{"id":695,"depth":1103,"text":696},{"id":762,"depth":1103,"text":763},{"id":803,"depth":1103,"text":804,"children":1112},[1113],{"id":981,"depth":1114,"text":982},3,{"id":1039,"depth":1103,"text":1040},{"id":1066,"depth":1103,"text":1067},"Run actions automatically when orders or shipments match a condition — tag, split, or append to labels.","md",null,{},{"icon":213},{"title":210,"description":1117},"iGLhi1YQp9Vx0sg24blouPKzRGwG60u26Sb87Y8Yw1E",[1125,1127],{"title":206,"path":207,"stem":208,"description":1126,"icon":62,"children":-1},"Manage the shared tag library — names, colors, groups, CSV import.",{"title":215,"path":216,"stem":217,"description":1128,"icon":128,"children":-1},"How ShipManta moves a line off the Online location when that location is oversold, and what this screen can and cannot do today.",1792583948897]