Order Automation Rules

You can automate common functionality when importing orders into routes by setting up rules from your EasyRoutes Settings > General tab, under the Advanced automation section:

Our initial set of supported rules allow you to automatically mark a stop's priority level, or set stop duration based on specific tags or attributes. See the Priority Stops article for more information on stop priority and Stop Times for how stop duration is set and used in routing.

More rule fields and outcomes will be added as we continue to develop this feature. Please get in touch with our team if there are any fields or outcomes that would be useful for automating your specific workflows.

How do I add a rule?

Instructions:

1. Navigate to EasyRoutes Settings > General tab, and go to the Advanced order automation rules section
2. Click on "Add new rule"
3. Select your desired condition (e.g. if order tag)
4. Select your condition operator (if order tag includes) 
5. Select your condition field (if order tag includes large)
6. Select your desired action (then set time minutes to)
7. Select your desired action value (then set time (minutes) to 30)
8. Save your settings once you've added your rules.

Once created and saved, existing order automation rules can be duplicated using the button shown below to quickly modify the rule and create another similar workflow:

When are automation rules applied?

Automation rules are applied when orders are first processed by EasyRoutes. If an order existed in EasyRoutes prior to creating a new automation rule, users may be required to use the Refresh orders button (found above the orders table, to the right of the filter controls) to apply any new rules to existing orders:

Note that the outcome of some automation rules (such as set stop type) will not be immediately visible in the Orders page, as the result of the automation will not apply until an order is added to a route.

Supported fields

• order tag - if any tag on an order matches the condition, the rule will be applied.
• customer tag - if any tag on the customer at the time the order was created matches the condition, the rule will be applied.
• order attribute name - if any attribute on the order has a name matching the condition, the rule will be applied.
• delivery method - if the delivery method matches the condition, the rule will be applied.

Supported outcomes

• treat stop as high priority - the resulting route stop for the order will be marked as High Priority.
• treat stop as low priority - the resulting route stop for the order will be marked as Low Priority.
• parse and set stop duration (minutes) - for matching attributes, the value is parsed and applied as the duration of the stop in minutes.
• set stop time (minutes) - set stop duration to a specific value in minutes, based on the presence of an order or customer tag.
• set time window - sets the time window on the resulting route stop.
• set stop type - sets the stop type to either pickup or task.
• parse value as delivery date - for matching attributes, the value is parsed and applied as the delivery date for the stop.
• add stop tasks - adds a new or saved set of Driver Tasks to applicable stops.