Automation
Rules that fire automatically as orders flow through — postage, packing, box selection, and replenishment.
Automation lets you set up rules that run on their own as work moves through the warehouse: pick a postage type when an order lands, add a packing slip or a fragile flag at pack time, or top up a pick face when it runs low. It's operator-only, and the rules are per client, so pick a client in the topbar first — with no client selected you'll see a "Select a client" prompt.
Rules
Rules → /automation/rules. Every rule belongs to a trigger — the moment
it's evaluated — and the page groups rules under their trigger in the order they
run.
There are three triggers, each with its own set of possible actions and its own evaluation style:
| Trigger | Runs when | Evaluation | Actions available |
|---|---|---|---|
| Order Created | An order arrives. | Top-to-bottom — the first matching rule wins. | Set Postage Type, Route to Warehouse, Add Tag, Remove Tag, Mark as Wholesale, Cancel Order (don't notify channel). |
| Packing | A packer starts an order. | All matching rules apply (for box selection, the topmost match wins). | Select Box Size, Add Packing Slip, Add Insert, Packer Note, Add Flag. |
| Replenishment Check | Inventory at a bin drops (a pick, transfer, cycle count, or manual adjustment) — event-driven, not a scheduled batch. | Top-to-bottom — the first matching rule wins. | Create Replenishment Task. |
Each row shows the rule's name, how many conditions it has, its action badges, and its status. Because order matters for the first-match triggers, you drag rows by the handle to reorder them — higher up means evaluated sooner. Edit, Disable, and Delete sit on the right.
Disabled rules drop into an Inactive rules section at the bottom. They aren't evaluated until you Activate one, which adds it to the bottom of its trigger list.
The Replenishment Check rules here are the same "bulk rules" surfaced from Warehouse Ops → Replen Rules. That page shows the per-SKU thresholds; this one is where the bulk, condition-based rules are authored.
Building a rule
Create Rule (or Edit on a row) opens the builder.
A rule has three parts:
- Trigger — chosen up front. It's locked once the rule exists, so to switch triggers you create a new rule.
- Conditions (all must be true) — each is a field, an operator, and a
value (for example Order Priority · equals · RUSH). The builder requires
at least one condition (it won't save an empty rule), so for an "always fire"
rule add a condition that's always true. The available fields depend on the
trigger. Dropdown values like priority (
STANDARD/EXPEDITED/RUSH) and SKU size show as raw all-caps enums. - Actions — what the rule does when it matches, each with its own settings (for example Set Postage Type → Cheapest Tracked). Add more with + Add Action.
Save with Create Rule or Update Rule. A client with no rules yet shows a "No automation rules configured" empty state with a Create Rule button.
Condition fields
Which fields you can test depends on the trigger:
- Order Created / Packing — Order Priority, Total Amount, Shipping Address Line 1/2, Shipping State, Shipping Country, Shipping Zip, Shipping Method, Order Tags, Order SKUs, Line Count, Total Units, Total Weight.
- Replenishment Check — SKU Code, SKU Size, SKU Weight, Bin Label, Bin Aisle, Zone Type, Zone Name, Warehouse, Current Quantity at Bin.
Operators
Nine operators are available, but the list narrows to what the field type supports: equals, does not equal, greater than, greater than or equal to, less than, less than or equal to, is one of, contains, starts with. Numeric fields expose the comparisons plus equals / does not equal; dropdown fields expose equals / does not equal / is one of; text fields add contains / starts with / is one of. Choosing is one of switches the value box to toggle chips (dropdowns) or a type-and-Enter chip input (text), and matches if the field equals any value.
What each action asks for
| Action | Setting |
|---|---|
| Select Box Size | One of the client's active box sizes. |
| Route to Warehouse | An active warehouse. |
| Set Postage Type | One of 30+ Stallion postage types. |
| Add Packing Slip | A template name. |
| Add Insert | A message. |
| Packer Note | Free text shown to the packer. |
| Add Tag / Remove Tag | A tag string. |
| Add Flag | A fixed picklist: Fragile, Gift Wrap, Signature Required, Handle With Care, Perishable. |
| Create Replenishment Task | A target quantity and a source strategy: Highest quantity available, Oldest lot first (FEFO/FIFO), or Nearest bin to destination. |
| Mark as Wholesale | (no settings) — pulls the order out of the retail pick pipeline. |
| Cancel Order | (no settings) — cancels without notifying the channel. |
Per-SKU rules beat bulk rules
When a per-SKU replenishment rule and a bulk Replenishment Check rule both apply to the same SKU and bin, the per-SKU rule wins. See Warehouse Ops → Replenishment.