Order Automation

Overview

Order Automation removes the need for constant manual oversight by letting you define rules that drive how orders are handled. Instead of operators making repetitive decisions, the system reacts instantly to triggers, checks conditions, and executes actions automatically. This ensures consistency across every order, reduces labor, and minimizes errors. At the same time, automation is flexible enough to handle exceptional cases — from seasonal promotions to quarterly rules — with policies that can be activated, adjusted, or deactivated as needed. Whether you’re managing multiple warehouses, diverse clients, or peak season volumes, automation adapts to your business and scales effortlessly with demand.

How It Works

Order Automation is accessible either from the navigation search panel or within the Orders tab under Order Automation. The dashboard displays all existing automations at a glance, showing their name, triggers, conditions, actions, and whether they are active. From here, automations can be edited, activated, or deactivated as needed.

Creating a new automation follows a simple flow: Trigger → Condition → Action.

• Triggers define when the automation starts, such as when an order is created, updated, split, tagged, or marked problematic. Multiple triggers can be set to cover different scenarios.

• Conditions refine the logic by checking order details such as SKU quantity, postal code, ecommerce source, country, or weight. Multiple conditions can be chained together, passing or failing based on the outcome of the previous condition.

• Actions determine what happens once conditions are met. Options include putting the order on hold, selecting a carrier, prioritizing the order, splitting SKUs or bundles, canceling the order, or setting signature requirements.

Examples

• Client-Specific Carrier Rules Some merchants prefer to use their own carrier accounts instead of Logentic’s native shipping options. With Order Automation, you can set rules that automatically assign the correct third-party integration whenever that client’s orders are created. This removes back-and-forth decisions, ensures compliance with each client’s SLA, and prevents shipping errors.

• SKU Splitting for Special Handling Certain products may need to be handled differently — for example, fragile goods or items that require additional checks before shipping. Automation allows you to detect these SKUs at the order level and automatically split them into a separate order. This ensures they receive the right care without slowing down the fulfillment of the rest of the order.

• Order Prioritization High-priority items, such as those tagged “express” or “priority,” can automatically be pushed to the front of the queue and paired with the fastest carrier options. Instead of operators manually flagging these orders, the system enforces service levels instantly and consistently.

• Promotional Campaigns During seasonal campaigns like Black Friday, automation can detect orders tagged with the promotion and apply specific rules: automatically select faster carriers or add a gift item to the shipment. This ensures promotions are executed exactly as promised, even under heavy volumes.

• Channel-Specific Rules Orders from different sales channels often require different handling. For example, marketplace orders may need to be automatically assigned to a specific carrier or placed on hold until verified. Automations ensure every channel follows its own rules without operators constantly double-checking.

By chaining multiple conditions and actions together, you can design automations that manage both everyday order flows and exceptional cases with precision.

Why It Matters

• Keeps client promises by automatically applying each merchant’s carrier preferences, ensuring SLAs are met without manual oversight.

• Protects sensitive SKUs by splitting items that need special handling, guaranteeing they’re processed correctly without slowing other orders.

• Delivers faster service by prioritizing urgent or express-tagged orders and pairing them with the fastest carriers automatically.

• Supports seasonal peaks by applying promotion-specific rules — like adding gifts or upgrading shipping — without extra workload during high volumes.

• Streamlines multi-channel fulfillment by applying tailored rules to marketplace, DTC, or wholesale orders so each channel is handled consistently.

• Scales without added labor by removing repetitive decisions, freeing operators to focus only on exceptions.

Best Practice

Order Automation is most effective when treated as a living framework that evolves with your operation. Because rules can easily overlap or conflict, it’s important to review them regularly — at least once per quarter — to make sure outcomes are still predictable and aligned with client SLAs. Seasonal or promotional rules should be activated only when needed, then deactivated promptly to avoid clutter and unintended triggers. When creating automations, keep the logic as clear and simple as possible: complex chains may look powerful but can introduce unnecessary risk.

To strengthen control even further, run test orders against new rules before applying them at scale, deliberately leave rare edge cases for manual handling, and audit rules by client to ensure automations don’t cross over or compromise service agreements. Together, these practices keep automation lean, reliable, and fully under your control.