- In Orders → Automations, choose Add rule or Start from an example. Examples are saved paused; review the conditions met by each order in preview before activation. Set order conditions and actions: priority, preparation status, tags to add, assignee, deadline or blocking reason. All completed conditions must be met; for an amount threshold, choose the currency too.
- The deadline is calculated from the order date: deadline = order date + selected number of hours. Save as paused, then use Preview from the rule menu and check the order list and displayed actions.
- For existing orders, choose Apply to displayed orders after checking. The list shows at most 100 orders at a time; Next orders lets you continue. Labels are added; other selected fields replace current values. An order changed between preview and application must be checked again.
- Activate the rule for orders placed from now on. The same version applies only once to each order, and results appear in Automation history. Pause the rule to stop future applications. Editing and saving it returns it to paused status for checking again.
Related resources
Practical example
You want orders of a particular type assigned to the person preparing them. Define the condition and check affected orders and its effect on priority and deadlines before activation. The rule must match your actual workflow.
Frequently asked questions and solutions
Regula a vizat comenzi pe care nu le doream. Cum verific?
Compare conditions, affected orders and rule actions before further runs. Review the condition and check results already produced. Do not expand automation until the selection is clear.
The rule is active but did not apply to the order. What should I check?
Compare the period, conditions, customer and order products with the available store rule. Check its result and detected features before retrying. An active rule does not prove application to every order or payment.