This reference guide lists the criteria and actions available for Automation Rules in Stamps.com. Whether you are an automation expert or just beginning to explore the possibilities, this guide will support you in making your processes more agile and adaptable.
It is helpful to know which actions you want to apply to your orders first. Then, check out the available criteria to determine which orders qualify for the action.
The following lists include descriptions for each criterion and action to help you understand each option fully.
|
Criteria |
Description |
|---|---|
|
Item SKU |
The SKU of the order item. ImportantAutomation Rules using Item SKU as criteria will not apply to orders that have more than one line item in the order. |
|
Total Quantity |
Total number of items in order |
|
Order Tags |
Tags that have been added to the order |
|
Total Weight |
Total order weight |
|
Country |
Ship To country |
|
Marketplace |
The marketplace the order is imported from |
|
Requested Service (Marketplace Value) |
The carrier/service/package that the customer selected for the order during checkout |
|
Total Order |
The cost of the order, including shipping fees and taxes |
|
Actions |
Description |
|---|---|
|
Set Service... |
Assigns a Carrier/Service/Package to the matched order |
|
Set the Total Order Weight... |
Defines the total weight of the order |
|
Set Package Dimensions... |
Sets the length, width, and height of your order |
|
Tracking |
Assigns a specific confirmation type to the order |
|
Add an Internal Note |
Adds notes to the Internal field in the order |
|
Hold the Order for... |
Places matched order on hold for a specific number of days |
|
Hold Until... |
Places match orders on hold until a specific date |
|
Stop Processing Rules for the Order |
Stops any automation rules that follow this rule from running on that order |
You get these additional criteria with ShipStation enabled.
|
Advanced Criteria |
Description |
|---|---|
|
# of Line items |
The number of unique line items in the order - not to be confused with Total Quantity. |
|
Address Line 1 |
The first line of the address. |
|
Address Line 2 |
The second line of the address. |
|
Address Verified |
The address verification system processed the address and returned a Verified, Warning, or Error status. |
|
Assigned User |
The specific user assigned to this order. |
|
Buyer ID |
Customer identifier imported from the marketplace - typically the username or email address. |
|
Buyer Name |
The name of the customer |
|
Carrier |
Carrier and/or Postage Provider |
|
City |
Ship To city |
|
Custom Field 1 |
Refers to the Custom Fields within an order. Data can equal, contain, start with, end with, or be blank |
|
Custom Field 2 |
|
|
Custom Field 3 |
|
|
Gift Order |
Is the This is a gift option checked in the order? |
|
Internal Notes |
Data can equal, contain, start with, end with, or be blank |
|
Item Name |
The name of the order item. ImportantAutomation Rules using Item Name as criteria will not apply to orders that have more than one line item in the order. |
|
Notes from Customer |
Refers to the Notes fields within an order. Data can equal, contain, start with, end with, or be blank |
|
Notes to the Buyer |
|
|
Order # |
The Order Number as displayed in Stamps.com |
|
Order Date |
The date the order was placed |
|
Package |
The package type selected for the order |
|
Paid Date |
The date the payment was made |
|
Payment Method |
How was this order paid for? Credit card, C.O.D., etc |
|
Postal Code |
Ship To postal code |
|
Product Total |
The cost of the order prior to calculating customer’s shipping charge and taxes |
|
Recipient Company |
Ship To company name |
|
Recipient Name |
Ship To recipient name |
|
Requested Service (Mapped) |
The carrier/service/package the requested service has been mapped to in Stamps.com |
|
Residential/Commercial |
Address has been verified as residential or commercial |
|
Ship By Date |
The already-defined Ship By Date from the marketplace |
|
Ship From Location |
The defined Ship From location |
|
Shipping Paid |
The shipping cost paid by the customer |
|
Source |
The original source of the order when importing orders from a Shopping Cart, Inventory Solution, etc. |
|
State |
Ship To state |
|
Store |
The store the order imported from |
|
Tax Paid |
The tax amount paid by the customer |
|
Total Paid |
The tax amount paid by the customer |
|
USPS Zone |
USPS Zone based on Ship From and Recipient postal codes |
|
Warehouse Location |
The Warehouse Location outlined in the product defaults for the order item. ImportantAutomation Rules using Warehouse Location as criteria will not apply to orders that have more than one line item in the order. |
You get these additional actions with ShipStation enabled.
|
Advanced Actions |
Description |
|---|---|
|
Add a Tag |
Adds a tag to the order |
|
Add Note to the Buyer |
Adds text to the Notes to Buyer field in the order. |
|
Adjust the Order Weight |
Adds a specific amount to the order weight based on what you select in the rule setup. |
|
Assign to a user |
Assigns the order to a designated user in the Stamps.com account. |
|
Bill Int'l Duties to Payor of Shipping Charges |
Marks the duties of the order to be billed to the shipper instead of the recipient (check with your carrier to find out how they will bill those charges). |
|
Charge Shipping to 3rd Party |
Designates a third-party account as the payor of shipping charges (this option requires the shipping service to have already been applied to the order). |
|
Charge Shipping to My Account |
Designates your pre-selected shipping account as the payor of the shipping charges. |
|
Collect Payment on Delivery (C.O.D.) |
Applies the Cash On Delivery (C.O.D.) option to the order (not supported by all carriers). |
|
Create an Alert |
Creates an order alert with customized information. |
|
Do Not Notify Marketplace of Shipment |
Prevents Stamps.com from sending the Marketplace Notification. |
|
Do Not Prepay Postage (Endicia Only) |
Automatically selects Do Not Prepay Postage from Other Shipping Options for the matched order. |
|
Don't Import the Order |
Removes the order from Stamps.com and prevents future imports of the same order from that selling channel connection. |
|
Enable Saturday Delivery (UPS/FedEx) |
Automatically selects Saturday Delivery from Other Shipping Options for the matched order. |
|
Enable Shipper Release (UPS Only) |
Automatically selects Driver may release package without signature in Other Shipping Options for the matched order. |
|
Include a Return Label with the Outbound Label |
Generates a return label when the outbound label is created. |
|
Insure the Package |
Automatically assigns a specific insurance provider to the matched order. |
|
Mark Shipment(s) as "Non-Machinable" |
Automatically marks the matched order as Non-Machinable (typically results in a surcharge). |
|
Send an email |
Sends an email to designated email addresses when the rule runs. |
|
Set Custom Field 1 |
Adds a note to Custom Field 1. |
|
Set Custom Field 2 |
Adds a note to Custom Field 2. |
|
Set Custom Field 3 |
Adds a note to Custom Field 3. |
|
Set Customs Content Type |
Assigns the content type of your order’s customs declarations. |
|
Set Declaration Statement (FedEx Only) |
Sets declaration statement that will be used on customs documents for FedEx international shipment. |
|
Set Fulfillment Provider |
Selects the Fulfillment Provider and offers the option to send the order to that provider automatically. |
|
Set International Non-Delivery |
Selects the action that should be taken when an international shipment cannot be delivered. |
|
Set Ship By Date |
Sets the Ship By Date in your Order. |
|
Set Ship From Location |
Sets the Ship From Location in your order. |
|
Set the Dry Ice Weight (UPS/FedEx) |
Sets the Dry Ice Weight in the order. Does not alter the order's weight. |
|
Set the Order as Containing Alcohol (FedEx) |
Automatically selects This order includes alcohol in Other Shipping Options for the matched order. |
|
Set the Order as Containing Dry Ice (UPS/FedEx) |
Selects that the order includes dry ice, but does not set the weight. |
|
Show Postage Paid on the Label |
Displays the price of the postage on the label for the matched order. |
|
Use a Specific Packing Slip |
Assigns a selected packing slip to the matched order. |
|
Use email template for Delivery Notification |
Assigns a selected email delivery template to the matched order. |
|
Use email template for Shipping Notification |
Assigns a selected email shipment confirmation template to the matched order. |