Setting up Order Management Rules: Geographical areas [Step-by-Step Guide]

When setting up order management rules, you might need to set up rules based on the Ship-To address in the order.

The different levels of complexity could include:

• Orders going to a specific Country
• Orders going to a specific State/Province
• Orders going to a specific Area/Zip Code
  
  

If you are going to use just one value as part of the condition, use the equals (=) or not equals (<>) operator.

If you are going to use more than one value, use the In or Not In operators, separating options with commas.

While Like and Not Like include results that match with your provided value fully or partially, In and Not In are used as equals and not equals, but allow detection of more than one value at the same time.

This is the order and its Ship-To address we will review in this example:

These are a few possible scenarios:

#1 - Apply actions when the order is going to a specific, or group of Countries

For this technical scenario, a business case could be: 

Whenever the order is shipped abroad (not Canada), the Insurance flag needs to be enabled.

That being the case, it would be defined this way.

Not Equals is used, so whenever the destination country is not CA, the Insurance Flag is turned on automatically upon import.

For this technical scenario, another business case could be: 

Whenever the order is shipped to Great Britain and the Netherlands, the Insurance flag needs to be enabled, and the declared value must be automatically calculated based on the SKU information.

In is used, so whenever multiple destinations can be detected, and when the destination country is GB or NL, the Insurance Flag is turned on automatically upon import and the declared value is auto-calculated.

#2 - Apply actions when the order is going to a specific, or group of State(s)/Province(s)

For this technical scenario, a business case could be: 

Whenever the order is shipped to Newfoundland, use 2 Day as the service level.

That being the case, it would be defined this way.

Equals to is used, so whenever that province is detected, the Service Code is switched to FedEx 2 Day upon import.

#3 - Apply actions when the order is going to a specific, or group of Postal code(s)

For this technical scenario, a business case could be: 

Whenever an order is shipped to northern Ontario, should be shipped 2 Day, while the rest of the province should be shipped ground.

That being the case, it would be defined this way.

In is used, so whenever any of the specified postal codes are detected, the Service Code is switched to FedEx 2 Day upon import.

AVAILABLE ACTIONS TO BE USED

To review the full set of actions you could apply, read: Order Management Rules (OMR) available actions [Information]