[{"data":1,"prerenderedAt":1111},["ShallowReactive",2],{"navigation":3,"\u002Fadvanced\u002Fautomation-rules":389,"\u002Fadvanced\u002Fautomation-rules-surround":1106},[4,28,35,78,124,131,148,170,228,264,305,337,359],{"title":5,"path":6,"stem":7,"children":8,"icon":27},"Getting started","\u002Fgetting-started","01.getting-started\u002F01.index",[9,12,17,22],{"title":10,"path":6,"stem":7,"icon":11},"Welcome","i-lucide-house",{"title":13,"path":14,"stem":15,"icon":16},"Account Basics","\u002Fgetting-started\u002Fsign-in-and-account","01.getting-started\u002F02.sign-in-and-account","i-lucide-log-in",{"title":18,"path":19,"stem":20,"icon":21},"Navigation Overview","\u002Fgetting-started\u002Fnavigation-overview","01.getting-started\u002F03.navigation-overview","i-lucide-map",{"title":23,"path":24,"stem":25,"icon":26},"Orders vs Shipments","\u002Fgetting-started\u002Forders-vs-shipments","01.getting-started\u002F04.orders-vs-shipments","i-lucide-split","i-lucide-rocket",{"title":29,"path":30,"stem":31,"children":32,"icon":34},"Dashboard","\u002Fdashboard","02.dashboard\u002F01.index",[33],{"title":29,"path":30,"stem":31,"icon":34},"i-lucide-home",{"title":36,"path":37,"stem":38,"children":39,"icon":42},"Orders","\u002Forders","03.orders\u002F01.index",[40,43,48,53,58,63,68,73],{"title":41,"path":37,"stem":38,"icon":42},"Overview","i-lucide-shopping-bag",{"title":44,"path":45,"stem":46,"icon":47},"Search","\u002Forders\u002Fsearch","03.orders\u002F02.search","i-lucide-search",{"title":49,"path":50,"stem":51,"icon":52},"Filters","\u002Forders\u002Ffilters","03.orders\u002F03.filters","i-lucide-filter",{"title":54,"path":55,"stem":56,"icon":57},"Views","\u002Forders\u002Fviews","03.orders\u002F04.views","i-lucide-bookmark",{"title":59,"path":60,"stem":61,"icon":62},"Tags","\u002Forders\u002Ftags","03.orders\u002F05.tags","i-lucide-tag",{"title":64,"path":65,"stem":66,"icon":67},"Columns","\u002Forders\u002Fcolumns","03.orders\u002F06.columns","i-lucide-columns-3",{"title":69,"path":70,"stem":71,"icon":72},"Print & Order sync","\u002Forders\u002Fprint-and-sync","03.orders\u002F07.print-and-sync","i-lucide-printer",{"title":74,"path":75,"stem":76,"icon":77},"Draft Orders","\u002Forders\u002Fdraft-orders","03.orders\u002F08.draft-orders","i-lucide-file-plus",{"title":79,"path":80,"stem":81,"children":82,"icon":84},"Shipments","\u002Fshipments","04.shipments\u002F01.index",[83,85,88,91,94,97,100,104,109,114,119],{"title":41,"path":80,"stem":81,"icon":84},"i-lucide-truck",{"title":44,"path":86,"stem":87,"icon":47},"\u002Fshipments\u002Fsearch","04.shipments\u002F02.search",{"title":49,"path":89,"stem":90,"icon":52},"\u002Fshipments\u002Ffilters","04.shipments\u002F03.filters",{"title":54,"path":92,"stem":93,"icon":57},"\u002Fshipments\u002Fviews","04.shipments\u002F04.views",{"title":59,"path":95,"stem":96,"icon":62},"\u002Fshipments\u002Ftags","04.shipments\u002F05.tags",{"title":64,"path":98,"stem":99,"icon":67},"\u002Fshipments\u002Fcolumns","04.shipments\u002F06.columns",{"title":101,"path":102,"stem":103,"icon":62},"Labels & rates","\u002Fshipments\u002Flabels-and-rates","04.shipments\u002F07.labels-and-rates",{"title":105,"path":106,"stem":107,"icon":108},"Split & merge","\u002Fshipments\u002Fsplit-and-merge","04.shipments\u002F08.split-and-merge","i-lucide-git-merge",{"title":110,"path":111,"stem":112,"icon":113},"Local Pickup","\u002Fshipments\u002Flocal-pickup","04.shipments\u002F09.local-pickup","i-lucide-map-pin",{"title":115,"path":116,"stem":117,"icon":118},"Shipment settings","\u002Fshipments\u002Fshipment-settings","04.shipments\u002F10.shipment-settings","i-lucide-settings",{"title":120,"path":121,"stem":122,"icon":123},"Routines","\u002Fshipments\u002Froutines","04.shipments\u002F11.routines","i-lucide-list-checks",{"title":125,"path":126,"stem":127,"children":128,"icon":130},"Scan & Ship","\u002Fscan-and-ship","05.scan-and-ship\u002F01.index",[129],{"title":125,"path":126,"stem":127,"icon":130},"i-lucide-scan-barcode",{"title":132,"path":133,"stem":134,"children":135,"icon":137},"Products","\u002Fproducts","06.products\u002F01.index",[136,138,143],{"title":41,"path":133,"stem":134,"icon":137},"i-lucide-package",{"title":139,"path":140,"stem":141,"icon":142},"Bulk Editor","\u002Fproducts\u002Fbulk-editor","06.products\u002F02.bulk-editor","i-lucide-table",{"title":144,"path":145,"stem":146,"icon":147},"Batches","\u002Fproducts\u002Fbatches","06.products\u002F03.batches","i-lucide-layers",{"title":149,"path":150,"stem":151,"children":152,"icon":154},"Collaboration","\u002Fcollaboration","07.collaboration\u002F01.index",[153,155,160,165],{"title":41,"path":150,"stem":151,"icon":154},"i-lucide-users",{"title":156,"path":157,"stem":158,"icon":159},"Team","\u002Fcollaboration\u002Fteam","07.collaboration\u002F02.team","i-lucide-user-plus",{"title":161,"path":162,"stem":163,"icon":164},"Roles & permissions","\u002Fcollaboration\u002Froles","07.collaboration\u002F03.roles","i-lucide-shield",{"title":166,"path":167,"stem":168,"icon":169},"Departments","\u002Fcollaboration\u002Fdepartments","07.collaboration\u002F04.departments","i-lucide-building",{"title":171,"path":172,"stem":173,"children":174,"icon":176},"Advanced","\u002Fadvanced","08.advanced\u002F01.index",[175,177,182,186,191,196,200,204,209,214,218,223],{"title":41,"path":172,"stem":173,"icon":176},"i-lucide-sliders-horizontal",{"title":178,"path":179,"stem":180,"icon":181},"Custom Fields","\u002Fadvanced\u002Fcustom-fields","08.advanced\u002F02.custom-fields","i-lucide-form-input",{"title":183,"path":184,"stem":185,"icon":72},"Documents","\u002Fadvanced\u002Fdocuments","08.advanced\u002F04.documents",{"title":187,"path":188,"stem":189,"icon":190},"Visibility","\u002Fadvanced\u002Fvisibility","08.advanced\u002F05.visibility","i-lucide-eye",{"title":192,"path":193,"stem":194,"icon":195},"Conditions","\u002Fadvanced\u002Fconditions","08.advanced\u002F06.conditions","i-lucide-brackets",{"title":197,"path":198,"stem":199,"icon":52},"Store Filters & Shipment Filters","\u002Fadvanced\u002Fstore-filters","08.advanced\u002F07.store-filters",{"title":201,"path":202,"stem":203,"icon":62},"Tags (library)","\u002Fadvanced\u002Ftags","08.advanced\u002F08.tags",{"title":205,"path":206,"stem":207,"icon":208},"Automation Rules","\u002Fadvanced\u002Fautomation-rules","08.advanced\u002F09.automation-rules","i-lucide-cpu",{"title":210,"path":211,"stem":212,"icon":213},"Fulfillment Adjustments","\u002Fadvanced\u002Ffulfillment-location-adjustments","08.advanced\u002F10.fulfillment-location-adjustments","i-lucide-map-pinned",{"title":215,"path":216,"stem":217,"icon":72},"Printing","\u002Fadvanced\u002Fprinting","08.advanced\u002F11.printing",{"title":219,"path":220,"stem":221,"icon":222},"Packing Materials","\u002Fadvanced\u002Fpacking-materials","08.advanced\u002F12.packing-materials","i-lucide-box",{"title":224,"path":225,"stem":226,"icon":227},"Hooks","\u002Fadvanced\u002Fhooks","08.advanced\u002F13.hooks","i-lucide-bolt",{"title":229,"path":230,"stem":231,"children":232,"icon":234},"Integration","\u002Fintegration","09.integration\u002F01.index",[233,235,240,245,249,254,259],{"title":41,"path":230,"stem":231,"icon":234},"i-lucide-plug",{"title":236,"path":237,"stem":238,"icon":239},"Stores","\u002Fintegration\u002Fstores","09.integration\u002F02.stores","i-lucide-store",{"title":241,"path":242,"stem":243,"icon":244},"Warehouses","\u002Fintegration\u002Fwarehouses","09.integration\u002F03.warehouses","i-lucide-warehouse",{"title":246,"path":247,"stem":248,"icon":84},"Carriers","\u002Fintegration\u002Fcarriers","09.integration\u002F04.carriers",{"title":250,"path":251,"stem":252,"icon":253},"Fulfillment Providers","\u002Fintegration\u002Ffulfillment-providers","09.integration\u002F05.fulfillment-providers","i-lucide-building-2",{"title":255,"path":256,"stem":257,"icon":258},"Collective Partner","\u002Fintegration\u002Fcollective-partner","09.integration\u002F06.collective-partner","i-lucide-handshake",{"title":260,"path":261,"stem":262,"icon":263},"Webhook Status","\u002Fintegration\u002Fwebhook-status","09.integration\u002F07.webhook-status","i-lucide-activity",{"title":265,"path":266,"stem":267,"children":268,"icon":270},"Apps","\u002Fapps","10.apps\u002F01.index",[269,271,276,281,286,291,296,301],{"title":41,"path":266,"stem":267,"icon":270},"i-lucide-layout-grid",{"title":272,"path":273,"stem":274,"icon":275},"Delivery Calendar","\u002Fapps\u002Fdelivery-calendar","10.apps\u002F02.delivery-calendar","i-lucide-calendar",{"title":277,"path":278,"stem":279,"icon":280},"Add-On Products","\u002Fapps\u002Fadd-on-products","10.apps\u002F03.add-on-products","i-lucide-gift",{"title":282,"path":283,"stem":284,"icon":285},"Upsells","\u002Fapps\u002Fupsells","10.apps\u002F04.upsells","i-lucide-trending-up",{"title":287,"path":288,"stem":289,"icon":290},"Shipping Rates","\u002Fapps\u002Fshipping-rates","10.apps\u002F05.shipping-rates","i-lucide-badge-dollar-sign",{"title":292,"path":293,"stem":294,"icon":295},"Rate Shopper","\u002Fapps\u002Frate-shopper","10.apps\u002F06.rate-shopper","i-lucide-scale",{"title":297,"path":298,"stem":299,"icon":300},"Weather","\u002Fapps\u002Fweather","10.apps\u002F07.weather","i-lucide-cloud-sun",{"title":302,"path":303,"stem":304,"icon":244},"Inventory Management","\u002Fapps\u002Finventory-management","10.apps\u002F08.inventory-management",{"title":306,"path":307,"stem":308,"children":309,"icon":311},"Reports","\u002Freports","11.reports\u002F01.index",[310,312,316,320,324,329,333],{"title":41,"path":307,"stem":308,"icon":311},"i-lucide-bar-chart-3",{"title":313,"path":314,"stem":315,"icon":62},"Shipping labels","\u002Freports\u002Fshipping-labels","11.reports\u002F02.shipping-labels",{"title":317,"path":318,"stem":319,"icon":222},"Packing materials","\u002Freports\u002Fpacking-materials","11.reports\u002F03.packing-materials",{"title":321,"path":322,"stem":323,"icon":154},"Packer performance","\u002Freports\u002Fpacker-performance","11.reports\u002F04.packer-performance",{"title":325,"path":326,"stem":327,"icon":328},"Products & customers","\u002Freports\u002Fproducts-and-customers","11.reports\u002F05.products-and-customers","i-lucide-package-search",{"title":330,"path":331,"stem":332,"icon":62},"Custom field sales","\u002Freports\u002Fcustom-field-sales","11.reports\u002F06.custom-field-sales",{"title":334,"path":335,"stem":336,"icon":176},"Custom report","\u002Freports\u002Fcustom-report","11.reports\u002F07.custom-report",{"title":338,"path":339,"stem":340,"children":341,"icon":343},"Account & alerts","\u002Faccount-and-alerts","12.account-and-alerts\u002F01.index",[342,344,349,354],{"title":41,"path":339,"stem":340,"icon":343},"i-lucide-bell",{"title":345,"path":346,"stem":347,"icon":348},"Profile & billing","\u002Faccount-and-alerts\u002Fprofile-and-billing","12.account-and-alerts\u002F02.profile-and-billing","i-lucide-credit-card",{"title":350,"path":351,"stem":352,"icon":353},"Alerts","\u002Faccount-and-alerts\u002Falerts","12.account-and-alerts\u002F03.alerts","i-lucide-triangle-alert",{"title":355,"path":356,"stem":357,"icon":358},"AI assistants (MCP)","\u002Faccount-and-alerts\u002Fai-assistants","12.account-and-alerts\u002F04.ai-assistants","i-lucide-bot",{"title":360,"path":361,"stem":362,"children":363,"icon":366},"FAQ","\u002Ffaq","13.faq\u002F01.index",[364,367,371,375,379,382,385],{"title":365,"path":361,"stem":362,"icon":366},"FAQ overview","i-lucide-circle-help",{"title":368,"path":369,"stem":370,"icon":348},"Account, plans & billing","\u002Ffaq\u002Faccount-and-billing","13.faq\u002F02.account-and-billing",{"title":372,"path":373,"stem":374,"icon":42},"Orders & sync","\u002Ffaq\u002Forders-and-sync","13.faq\u002F03.orders-and-sync",{"title":376,"path":377,"stem":378,"icon":84},"Shipments & labels","\u002Ffaq\u002Fshipments-and-labels","13.faq\u002F04.shipments-and-labels",{"title":265,"path":380,"stem":381,"icon":270},"\u002Ffaq\u002Fapps","13.faq\u002F05.apps",{"title":306,"path":383,"stem":384,"icon":311},"\u002Ffaq\u002Freports","13.faq\u002F06.reports",{"title":386,"path":387,"stem":388,"icon":154},"Team & access","\u002Ffaq\u002Fteam-and-access","13.faq\u002F07.team-and-access",{"id":390,"title":205,"body":391,"description":1099,"extension":1100,"links":1101,"meta":1102,"navigation":1103,"path":206,"seo":1104,"stem":207,"__hash__":1105},"docs\u002F08.advanced\u002F09.automation-rules.md",{"type":392,"value":393,"toc":1082},"minimark",[394,399,406,410,423,427,492,594,601,624,628,638,675,679,694,742,746,783,787,804,908,960,965,972,1006,1013,1019,1023,1046,1050],[395,396,398],"h2",{"id":397},"intro","Intro",[400,401,402,405],"p",{},[403,404,205],"strong",{}," watch incoming work and act on matches — tag it, split it, mark it — so humans stop repeating the same decisions.",[395,407,409],{"id":408},"purpose","Purpose",[411,412,413,417,420],"ul",{},[414,415,416],"li",{},"Tag VIP or wholesale orders the moment they sync",[414,418,419],{},"Split orders or shipments that mix goods that never ship together",[414,421,422],{},"Enforce policy consistently, around the clock",[395,424,426],{"id":425},"create-a-rule","Create a rule",[428,429,430,445,485],"ol",{},[414,431,432,433,436,437,440,441,444],{},"Open ",[403,434,435],{},"Advanced → Automation Rules"," and click ",[403,438,439],{},"New Rule",". Name it by its job (\"Tag VIP on import\") and optionally put it in a ",[403,442,443],{},"Group"," (see below).",[414,446,447,448,451,452,455,456,459,460,463,464,467,468,472,473,476,477,480,481,484],{},"Pick a ",[403,449,450],{},"Condition"," — rules reuse the logic you build under ",[453,454,192],"a",{"href":193},". The editor offers ",[403,457,458],{},"Use existing"," (choose a saved condition; ",[403,461,462],{},"Edit"," it in place, or tick ",[403,465,466],{},"Save as new"," to copy it when it is ",[469,470,471],"em",{},"Used by"," other rules) or ",[403,474,475],{},"Create new"," (an inline condition named ",[469,478,479],{},"\"Rule name\" Condition",", which joins the rule's group). Creating or editing conditions here needs ",[469,482,483],{},"Manage conditions",".",[414,486,487,488,491],{},"Add one or more ",[403,489,490],{},"Actions",":",[493,494,495,511],"table",{},[496,497,498],"thead",{},[499,500,501,505,508],"tr",{},[502,503,504],"th",{},"Action",[502,506,507],{},"Target",[502,509,510],{},"What it does",[512,513,514,531,543,555,568,581],"tbody",{},[499,515,516,522,525],{},[517,518,519],"td",{},[403,520,521],{},"Add Tag",[517,523,524],{},"Order or Shipment",[517,526,527,528],{},"Apply a tag from the ",[453,529,530],{"href":202},"tag library",[499,532,533,538,540],{},[517,534,535],{},[403,536,537],{},"Remove Tag",[517,539,524],{},[517,541,542],{},"Remove a tag",[499,544,545,550,552],{},[517,546,547],{},[403,548,549],{},"Replace Tag",[517,551,524],{},[517,553,554],{},"Swap one tag for another",[499,556,557,562,565],{},[517,558,559],{},[403,560,561],{},"Split Order",[517,563,564],{},"Order",[517,566,567],{},"Break matching items into their own order \u002F shipment",[499,569,570,575,578],{},[517,571,572],{},[403,573,574],{},"Split Shipment",[517,576,577],{},"Shipment",[517,579,580],{},"Break matching items into a separate shipment",[499,582,583,588,591],{},[517,584,585],{},[403,586,587],{},"Append Field",[517,589,590],{},"Order label or Shipment label",[517,592,593],{},"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",[400,595,596,597,600],{},"Tag actions offer only ",[403,598,599],{},"active"," tags (a tag the rule already uses stays selectable even after it is deactivated).",[428,602,604,614],{"start":603},4,[414,605,606,607,610,611,613],{},"Switch the rule ",[403,608,609],{},"Active"," — on the list, every row has an inline ",[403,612,609],{}," switch.",[414,615,616,617,620,621,484],{},"Test it in the ",[403,618,619],{},"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 ",[403,622,623],{},"Activities",[395,625,627],{"id":626},"when-and-how-rules-run","When and how rules run",[400,629,630,631,634,635,637],{},"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 ",[403,632,633],{},"Run automation rules after merge",", after a merge (see ",[453,636,105],{"href":106},").",[411,639,640,656,666],{},[414,641,642,645,646,648,649,651,652,655],{},[403,643,644],{},"Two stages."," Actions aimed at the ",[403,647,564],{}," (order tags, order label) run at the order stage, against the whole order. Actions aimed at the ",[403,650,577],{}," (shipment tags, shipment label, split shipment) run at the shipment stage, where the condition is evaluated against ",[403,653,654],{},"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.",[414,657,658,661,662,665],{},[403,659,660],{},"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 ",[403,663,664],{},"one"," rule, not two. Priority is only editable through the AI assistant.",[414,667,668,671,672,637],{},[403,669,670],{},"Drafts."," An inactive rule never runs in production, but the Tester can include it (",[403,673,674],{},"Include inactive rules",[395,676,678],{"id":677},"groups","Groups",[400,680,681,682,685,686,689,690,693],{},"Every rule and every condition belongs to a ",[403,683,684],{},"group","; the same groups serve both lists. Anything saved without one lands in the store's ",[403,687,688],{},"Default"," group. Use groups to filter the list (",[403,691,692],{},"All groups"," select), to test a whole set together in the Tester, and to switch a set on or off in one go.",[411,695,696,714,720,735],{},[414,697,698,699,701,702,705,706,709,710,713],{},"In the ",[403,700,443],{}," field, search or type a new name — ",[469,703,704],{},"Create group \"…\""," adds it on the spot (case-insensitive, so ",[469,707,708],{},"Client splits"," and ",[469,711,712],{},"client splits"," are the same group).",[414,715,716,719],{},[403,717,718],{},"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.",[414,721,722,723,726,727,730,731,734],{},"Anyone with ",[469,724,725],{},"View conditions"," or ",[469,728,729],{},"View automation rules"," can see groups; ",[469,732,733],{},"Manage"," on either can change them.",[414,736,737,738,484],{},"One group name has a built-in meaning for printing — see ",[453,739,741],{"href":740},"\u002Fadvanced\u002Fconditions#groups","Conditions → Groups",[395,743,745],{"id":744},"the-list","The list",[400,747,748,749,752,753,756,757,760,761,764,765,768,769,771,772,775,776,726,779,782],{},"Search (name, description, group, condition, actions), filter by ",[403,750,751],{},"All statuses \u002F Active \u002F Inactive"," and by group. Columns ",[403,754,755],{},"Rule"," (name, group badge, description), ",[403,758,759],{},"When"," (the condition, or ",[469,762,763],{},"Any order","), ",[403,766,767],{},"Then"," (action badges), ",[403,770,609],{},". Select rows to ",[403,773,774],{},"Activate",", ",[403,777,778],{},"Deactivate",[403,780,781],{},"Delete"," in bulk (up to 200 at a time).",[395,784,786],{"id":785},"tester-dry-run","Tester (dry run)",[400,788,789,792,793,796,797,800,801,484],{},[403,790,791],{},"Advanced → Automation Rules → Tester"," replays an existing order (type its number) or a sample cart (",[403,794,795],{},"Select Products"," \u002F ",[403,798,799],{},"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 — ",[469,802,803],{},"Dry run — nothing is saved",[493,805,806,815],{},[496,807,808],{},[499,809,810,813],{},[502,811,812],{},"Control",[502,814,510],{},[512,816,817,838,858,882,891],{},[499,818,819,825],{},[517,820,821,824],{},[403,822,823],{},"Add order"," (up to 4 more)",[517,826,827,828,796,831,796,834,837],{},"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 ",[469,829,830],{},"Merges automatically",[469,832,833],{},"Merge suggestion for staff",[469,835,836],{},"Nothing merges"," with every condition's pass or fail",[499,839,840,845],{},[517,841,842],{},[403,843,844],{},"Classify with Shipping Rates",[517,846,847,848,850,851,796,854,857],{},"Runs the live ",[453,849,287],{"href":288}," engine on the cart and stamps checkout groups so ",[469,852,853],{},"Shipping Group",[469,855,856],{},"Checkout rate"," conditions match. Replayed orders that already have a breakdown keep it",[499,859,860,865],{},[517,861,862],{},[403,863,864],{},"Rules to run",[517,866,867,869,870,873,874,877,878,881],{},[403,868,692],{},", one group, specific rules, ",[403,871,872],{},"None — checkout grouping only"," (just see how Shipping Rates groups the cart), or ",[403,875,876],{},"Checkout groups → split rules (preview)"," — one shipment per checkout group using rules generated from the profile, listed under ",[469,879,880],{},"Rules this preview ran"," so you can recreate them",[499,883,884,888],{},[517,885,886],{},[403,887,674],{},[517,889,890],{},"Runs drafts too (selected drafts always run)",[499,892,893,898],{},[517,894,895],{},[403,896,897],{},"Compare: current automation rules vs checkout shipping rules",[517,899,900,901,796,904,907],{},"Runs everything twice — live rules vs generated split rules — and shows both side by side with a ",[469,902,903],{},"Same outcome",[469,905,906],{},"Different outcome"," verdict",[400,909,910,911,914,915,796,918,796,921,924,925,764,928,931,932,796,935,775,938,775,941,775,944,947,948,951,952,955,956,959],{},"Results: ",[403,912,913],{},"Checkout grouping"," (per group: rate, price, ",[469,916,917],{},"Own shipment",[469,919,920],{},"Rides with …",[469,922,923],{},"Split across shipments","), the resulting orders and shipments, the step-by-step timeline (",[403,926,927],{},"Hide non-matches",[403,929,930],{},"Rule by rule"," (",[469,933,934],{},"Matched",[469,936,937],{},"No match",[469,939,940],{},"Draft — this test only",[469,942,943],{},"Inactive — never runs",[469,945,946],{},"Condition missing","), and ",[403,949,950],{},"What the rules saw"," — every attribute per line incl. checkout rate and metafields (",[403,953,954],{},"Item details"," switch; manual items and unsynced variants carry no metafields, so ",[469,957,958],{},"meta"," rules see nothing for them).",[961,962,964],"h3",{"id":963},"recipe-flag-slips-that-need-reprinting","Recipe: flag slips that need reprinting",[400,966,967,968,971],{},"Two shipment rules keep a ",[403,969,970],{},"Reprint"," tag accurate without anyone watching:",[428,973,974,993],{},[414,975,976,977,980,981,980,984,988,989,980,991,484],{},"Condition ",[469,978,979],{},"Printed document outdated by item changes"," ",[403,982,983],{},"contains",[985,986,987],"code",{},"Packing Slip"," → ",[403,990,521],{},[985,992,970],{},[414,994,976,995,980,997,980,1000,988,1002,980,1004,484],{},[469,996,979],{},[403,998,999],{},"does not contain",[985,1001,987],{},[403,1003,537],{},[985,1005,970],{},[400,1007,1008,1009,484],{},"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 ",[453,1010,1012],{"href":1011},"\u002Fadvanced\u002Fdocuments#print-tracking","Documents → Print tracking",[1014,1015,1016],"warning",{},[400,1017,1018],{},"Start with one simple rule and watch it for a day. Overlapping automations are the hardest thing to debug later.",[395,1020,1022],{"id":1021},"who-can-use-it","Who can use it",[400,1024,1025,1026,709,1029,1032,1033,796,1035,1038,1039,1041,1042,1045],{},"A ",[403,1027,1028],{},"Pro",[403,1030,1031],{},"Enterprise"," feature. Permissions ",[469,1034,729],{},[469,1036,1037],{},"Manage automation rules","; creating or editing conditions from the rule editor needs ",[469,1040,483],{},", and picking tags needs ",[469,1043,1044],{},"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.",[395,1047,1049],{"id":1048},"related","Related",[411,1051,1052,1057,1062,1067,1073],{},[414,1053,1054,1056],{},[453,1055,224],{"href":225}," — run again later, when inventory changes or a shipment moves, instead of only when the order is evaluated",[414,1058,1059,1061],{},[453,1060,192],{"href":193}," — reusable matching logic",[414,1063,1064,1066],{},[453,1065,59],{"href":202}," — the labels rules often apply",[414,1068,1069,1072],{},[453,1070,1071],{"href":116},"Shipment settings → Shipment Filters"," — skip work entirely instead of acting on it",[414,1074,1075,709,1078,1081],{},[453,1076,1077],{"href":298},"Apps → Weather → Rules",[453,1079,1080],{"href":293},"Rate Shopper → Rules"," — app-specific rule sets",{"title":1083,"searchDepth":1084,"depth":1085,"links":1086},"",1,2,[1087,1088,1089,1090,1091,1092,1093,1097,1098],{"id":397,"depth":1085,"text":398},{"id":408,"depth":1085,"text":409},{"id":425,"depth":1085,"text":426},{"id":626,"depth":1085,"text":627},{"id":677,"depth":1085,"text":678},{"id":744,"depth":1085,"text":745},{"id":785,"depth":1085,"text":786,"children":1094},[1095],{"id":963,"depth":1096,"text":964},3,{"id":1021,"depth":1085,"text":1022},{"id":1048,"depth":1085,"text":1049},"Run actions automatically when orders or shipments match a condition — tag, split, or append to labels.","md",null,{},{"icon":208},{"title":205,"description":1099},"iGLhi1YQp9Vx0sg24blouPKzRGwG60u26Sb87Y8Yw1E",[1107,1109],{"title":201,"path":202,"stem":203,"description":1108,"icon":62,"children":-1},"Manage the shared tag library — names, colors, groups, CSV import.",{"title":210,"path":211,"stem":212,"description":1110,"icon":213,"children":-1},"How StoresBoost moves a line off the Online location when that location is oversold, and what this screen can and cannot do today.",1791370339692]