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Rule-Based Automation

Racko's Rule-Based Automation feature allows you to streamline your order processing by automatically applying actions based on specific criteria. This powerful tool can save time, reduce errors, and ensure consistency in your order fulfillment process.

Understanding Rule-Based Automation​

Automation rules in Racko follow an "If This, Then That" structure:

  • If (Criteria): The condition that must be met for the rule to apply
  • Then (Action): The action that Racko will take when the criteria are met

Creating Automation Rules​

To create a new automation rule:

  1. Go to Settings > Automation > Order Rules.
  2. Click Add New Rule.
  3. Set up your rule as follows:
    • Name: Give your rule a descriptive name
    • Criteria: Define the conditions that trigger the rule
    • Actions: Specify what should happen when the criteria are met
  4. Click Save Rule.

Common Automation Scenarios​

1. Set Ship From Location Based on Store​

This popular rule automatically assigns the correct warehouse based on which store the order came from.

Example:

  • Criteria: Store Equals [Your Shopify Store]
  • Action: Set Ship From Location - [Shopify Warehouse]

To set this up:

  1. Create a new rule.
  2. Set the criteria to "Store :: Equals :: [Your Shopify Store]".
  3. Add the action "Set Ship From Location" and select the appropriate warehouse.
  4. Save the rule.
  5. Repeat for each store-warehouse combination.

2. Apply Shipping Service Based on Order Value​

Automatically upgrade shipping for high-value orders.

Example:

  • Criteria: Order Total Is Greater Than $100
  • Action: Set Shipping Service to Express

3. Add Insurance for Fragile Items​

Automatically add insurance for orders containing fragile items.

Example:

  • Criteria: SKU Contains "FRAGILE"
  • Action: Add Insurance

Advanced Rule Creation​

Multiple Criteria​

You can add multiple criteria to a single rule using AND/OR logic:

  1. Click Add Criterion to add additional conditions.
  2. Use the dropdown to select AND (all conditions must be true) or OR (any condition can be true).

Multiple Actions​

A single rule can trigger multiple actions:

  1. Click Add Action to include additional actions for your rule.
  2. Actions will be performed in the order they are listed.

Best Practices​

  1. Start with simple rules and gradually add complexity.
  2. Test your rules thoroughly before activating them.
  3. Use descriptive names for your rules to easily manage them.
  4. Regularly review and update your rules as your business processes change.
  5. Be mindful of rule order - rules are applied in the order they are listed.

Troubleshooting​

If your rules aren't working as expected:

  1. Check the rule's criteria to ensure they accurately describe the intended orders.
  2. Verify that the rule is activated.
  3. Check for conflicting rules that might be overriding your intended automation.
  4. Use the "Test Rule" feature to see which orders would be affected by the rule.

Rule Management​

  • To edit a rule, click on its name in the Order Rules list.
  • To temporarily disable a rule, use the toggle switch next to the rule name.
  • To delete a rule, select it and click the "Delete" button.

For more detailed information on specific automation scenarios or advanced rule creation, please refer to the respective sections in this documentation.