Rules and automation
Scaffold for automation patterns and guardrails.
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Use Sales → Rules and automation as the planning area for order-routing and operational automation. This area is intentionally conservative: order actions that change stock, payment, dispatch, refunds, or buyer communication must stay reviewable before they affect live work.
Current status
Rules and automation guidance is limited to safe operating patterns until the rule editor is exposed as a normal customer workflow. Use the existing order filters, queue filters, quick filters, and saved team procedures for day-to-day control.
Safe automation principles
- Start with read-only signals before enabling actions.
- Keep stock-changing actions tied to explicit allocation and dispatch flows.
- Keep buyer communication reviewable unless the message template and trigger are fully understood.
- Prefer narrow channel/order-status conditions over broad account-wide rules.
- Review outcomes in Sales → Orders, Inbox → Messages, and channel diagnostics after any rule-assisted workflow.
What to use today
- Orders quick filters for in-progress, to-pick, awaiting-payment, and dispatch-SLA work.
- Queue filters for allocation, picking, and ready-to-dispatch work.
- Order health for workload and dispatch-pressure review.
- Custom insights for monitored conditions that should surface as operational prompts rather than automatic actions.