Chris Swayer SilverStream LLC

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    Chris Swayer SilverStream LLC supported this idea  · 
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    Chris Swayer SilverStream LLC commented  · 

    I set up the following automation rule:
    if requested service contains "Go", then add a tag "OK to ship"

    This is for customer orders shipping on terms (net 30, net 15) which end up in the awaiting payment folder, rather than awaiting shipment.
    I want these orders to stand out so that the sales desk can let the shipping desk know the order is OK to ship without any added communication after order entry.

    Problem is that ShipStation doesn't process automation rules until an order is awaiting shipment, so the tag doesn't appear until the shipping desk marks the order "paid" in ShipStation (after emails & talk about shipping the order).

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