Complex order rules

Create order rules that have multiple conditions.

Order rules let you automate your order processing workflow by using sets of custom conditions.

Create a condition

The following order rule automatically approves orders placed by specific VIP customers. The first condition makes sure that the order rule will only approve orders that have a price less than $500. If the order’s price is higher, the order rule will not run. The order will be held for manual review.

Add a condition

The following condition determines if the customer's last name is Bluth. For this order rule to meet both conditions, make sure that And is selected. Note that And is selected by default. To change the order rule, select Or. With Or selected, this order rule will approve orders that customer Bluth placed over $500, or orders under $500 that Bluth did not place.

Add sub conditions

To create a group of sub conditions that depend on the condition of the last name Bluth:

  1. Select Add Group. For this example, we'll check that the customer's first name meets one of these three criteria: Michael, Lindsay, or Buster.

  2. To add each first name, select Add Condition.

  3. At the top of this group, select Or.

With the addition of this subgroup, the order rule will approve orders placed by customers named Michael Bluth, Lindsay Bluth, or Buster Bluth.

Add the last condition

The last condition checks to make sure that the order's shipping address is the city of Balboa Island. To add this condition to the first set of conditions, select Add Condition. This condition won't be added to the subgroup of first name conditions.

For complex order rules, add a note to explain your logic. To save your order rule, select OK.