Order Rules
Summary
Explains Flxpoint's Order Rules - Importing, Invoices, and Routing IF/THEN automations - with common recipes for holds, shipping charges, routing groups, and fulfillment request handling.
Order rules automate what happens to orders as they flow through Flxpoint. They are organized into sections — Importing, Invoices, and Routing — each with its own IF/THEN rules.
- Importing — hold, flag, or annotate orders as they import: by brand, total, weight, or all orders.
- Invoicing — adjust order-level charges, such as free shipping over a threshold.
- Routing — send orders to a specific Routing Group based on destination or a list.
- Fulfillment strategy — reformat or void fulfillment requests based on conditions.
Settings → Orders, choose the section (Importing, Invoices, or Routing), then Add Rule.
Importing recipes
| Goal | IF | THEN |
|---|---|---|
| Hold specific brands for review | Brand All In List | Order Status → On Hold |
| Hold every order (startup safety) | Always Run | Order Status → On Hold |
| Hold large orders | Total > X | On Hold + send Custom Alert |
| Hold heavy orders | Total Weight > X | Order Status → On Hold |
| Set channel shipping text for an item or group | SKU Equals / In List | Set Channel Shipping Text |
| Tag canceled orders | Canceled On after/equals 0 | Append "CANCELED" to Note |
Invoicing & routing recipes
| Goal | IF | THEN |
|---|---|---|
| Free shipping over a threshold | Total > X | Shipping Cost → 0 |
| Route non-US orders differently | Country / Country Code not US | Set Selected Order Routing Group |
| Route a list of items differently | SKU In List | Set Selected Order Routing Group |
Fulfillment request recipes
| Goal | IF | THEN |
|---|---|---|
| Reformat the FR number for a supplier | Fulfillment Request Number Contains X | Replace X with Y (blank to remove) |
| Void canceled FRs | Generated At within last X days AND Note Contains "Canceled" | Fulfillment Request Status → Voided |
The tag-canceled rule (Importing) and the void-canceled rule (Fulfillment) are designed to work as a pair: one appends "CANCELED" to the note, the other voids FRs whose note contains it.
An order is stuck "On Hold" ("Products out of stock ... Order Status changed to On Hold") even though backorders are enabled
An out-of-stock line item auto-holds the order. Confirm backorders are allowed at the level routing evaluates (source and/or channel), and check that no order rule is forcing the hold. Once the setting is correct, release the held order manually to push it through; new orders should then progress without holding.
Where do I add order rules?
Settings → Orders, then pick Importing, Invoices, or Routing before clicking Add Rule.
Do I need to save?
Yes — click Update Workflow, or the rule will not take effect.
How do I automatically void canceled fulfillment requests?
Pair two rules: one appends "CANCELED" to the order note, the other voids FRs whose note contains "Canceled" within a recent window.
Why is my order on hold when backorders are enabled?
An out-of-stock line still triggers the automatic hold. Verify the backorder setting applies where routing checks it, and release the order once confirmed.