Orders Procedures

Order Procedures add the next level of order management automation. They allow running multiple actions in a single operation. Procedures can include Printing, Changing Status, Copying Data—set New, and Copying Data—between Fields.

A good use of a procedure is when a new order is created. You need to change the status/set some new values, and start printing:

• Change Status to "In Work" if status was "Paid"
• Copy Data - Set New for field "Comment"
• Print using "Etsy - production slip" template if channel = Etsy
• Print using "eBay - production slip" template if channel = eBay
• etc.

Combine all of the above in a single Procedure "New Order" and run it to add/print all the selected values together.

• Create / Edit Procedure
• Procedure Actions
• Run Procedure

Create / Edit Procedure

• Go to Orders -> Orders settings -> Procedures
• Click Add new/Edit existing
• On the Procedure page
  • Set up the conditions: Conditions run the Procedure tailored to specific types of orders. This allows creating/printing the content for all orders together, without the need to run multiple Procedures.
    • Define the Order field, and the matching value (f.i. STATUS = In Work, Account = Etsy main)
    • Repeat to add as many product conditions as needed
  • Click "Add" to add as many Procedure steps as needed
    • Add Printing Template, Status, Copy Data
    • For each step, set the settings according to the type of operation
  • Click Save and Exit

Actions

After the condition is matched, procedure runs chosen action

Change Status

Copy Data - Set New

Copy Data - Between Fields

Prints

Run Procedure

• Select destination Orders on the Orders page
• Actions -> Run Procedures
• In the "Run Procedure" popup
  • Select the desired Procedure
  • Select whether to overwrite/skip the existing values with the "Overwrite" checkbox
  • Run the Procedure
• See the results in the relevant Batch