4. Orderbot Setup

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Now that you've added warehouses, sales channels and shipping providers to your Skubana account, it's now time to add orderbots to automate your processes.

For more details on what you can do with orderbots, see Using Orderbots.

1. On the Setup Wizard, click the Orderbots panel, then click Set Up.
2. On the New Orderbot window, enter a name for your orderbot, then click Add Filter on the Filter Orders By section.

Select from among the available filter categories. As an example, for orders worth $100 and above, you can set set Order Total  is equal to $100 as a filter category.

You can add as many filter categories as you want. Thus, say you want to ensure that goods worth $100 and above are already paid for prior to shipping. You can add Date Paid is Equals the current date as an additional category.

3. On the Apply Automatic Actions section, click Add Action, then enter the automatic actions to apply to the records filtered according to your criteria in Step 2.

It is important to note that actions with three periods (...) after them will require you to input additional values in a field that will become visible after selecting the action.

The field that pops up will be unique for each action. Some actions will require multiple additional fields.

To continue with our example in Step 3, we select Set Carrier/Service/Package, then choose the appropriate shipping service and packaging options. In this case, we set the carrier to FedEx, the service to FedEx Priority Shipping, and the packaging to FedEx Box.

Just like you are able to add multiple filters for precision in automation, you’re able to apply multiple actions for one orderbot. Thus, say you want to insure the package considering the high order amount. You can add Insure the package as an action, then select Carrier Insurance as the insurer.

4. Click Save. Back on the Orderbots landing page, you will then see the orderbot added to your list of active orderbots.

Continuing with our example, once you save the orderbot, subsequent orders worth $100 and above and already paid for as of the current date will be shipped via FedEx Priority Shipping using a FedEx Box, and insured using Carrier Insurance. The orderbot will look like the screenshot below.

Repeat Steps 2-4 above to add more orderbots.

After setting up your orderbots, you should now be ready to upload your products so that you can soon start selling.

NOTE: Orderbots can be defined at any time by clicking Settings on the toolbar, clicking Orderbots on the left sidebar of the Settings page, then clicking New Orderbot on the Orderbots page.

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