Automatic actions are a set of rules that can automatically be carried out in different situations. They enable extensive inventory automation.
The operation of automatic actions is based on three elements:
- Event – specifies what triggers a given rule. It can be, for example, a change of a product’s stock or price, the completion of a reservation. You specify the event using the wide selection list on the left side of the automatic action editor. You can also create your own types of events.
- Conditions – a set of properties that the order must fulfil for the selected automatic action to take effect. The condition can be, for example, the name, ean or sku of the product. The conditions are defined on the left side of the editor, under the event type field. The same event may be defined several times, each time with different conditions. In this way, e.g. incoming order payment may cause different actions depending on the source of the order.
- Actions – a list of actions to be performed when a certain event occurs and all defined conditions are met. An action may be, for example, product modification, creating a reservation, adding a product to a wholesale order. Actions are defined on the right side of the editor.
To make the list of automatic actions clearer, you can divide all actions into groups.
Groups are particularly helpful when you have a large number of actions set up. They allow both filtering and sorting of defined actions when viewing them.
We suggest creating separate groups e.g. for actions related to supporting products from a given inventory.
In the Products → Automatic actions → Email templates section you can prepare ready-made message templates.
Special tags can be used in the template to refer to the data stored next to the product, such as [product_name], [product_ean] and many others.