Shipping Rules
Prerequisites
- At least one platform store authorization has been completed (see Lotte Store Authorization, Yahoo Store Authorization).
- Product matching has been completed (see Product Matching), ensuring platform SKUs are linked to system SKUs.
- You have contacted your business manager to confirm available shipping methods and warehouses.
Objective
By configuring shipping rules, platform orders will automatically match shipping channels and warehouses after synchronization, enabling automatic order review and shipment, avoiding manual processing for each order.
Entry: Left navigation → System Settings → Shipping Rules
How It Works
After platform orders are synchronized to the system, the system matches shipping rules by priority (sort order) from top to bottom:
- Matching stops immediately when the first rule that meets the conditions is hit.
- The system automatically assigns the shipping channel and warehouse according to the rule's configured "actions", and triggers automatic review (if enabled).
- If no rules are matched, the order will remain in the "Pending" list and requires manual editing to assign a carrier.
Tip: The smaller the sort order number, the higher the priority. It is recommended to place more specific, narrower rules first, and general fallback rules last.
Viewing the Rule List
The shipping rules list displays all configured rules and supports the following operations:
| Operation | Description |
|---|---|
| New Rule | Create a new shipping rule |
| Edit | Modify conditions and actions of existing rules |
| Details | View complete rule configuration (read-only) |
| Enable/Disable | Toggle rule active status |
| Sort | Adjust rule priority by dragging or sort buttons |
| Delete | Delete rules that are no longer used |
List Fields:
| Field | Description |
|---|---|
| Sort Order | Rule priority, lower number = higher priority |
| Rule Name | Custom rule identifier, up to 20 characters |
| Application Condition Type | Platform orders meeting the following conditions / All platform orders |
| Status | Enabled / Disabled |
| Delayed Effective | Whether delayed effective and delay hours |
| Auto Review | Whether to trigger automatic review |
Creating a New Shipping Rule
Step 1: Fill in Basic Information
- Click the 「New」 button in the upper right corner of the list to enter the creation page.
- Fill in the rule basic information:
| Field | Required | Description |
|---|---|---|
| Rule Name | Yes | Custom rule identifier, up to 20 characters |
| Status | Yes | Enabled / Disabled, enabled by default |
| Delayed Effective | No | When checked, delay hours can be set (0-24 hours, step 0.1) |
| Application Condition Type | Yes | Platform orders meeting the following conditions / All platform orders |
Tip: If you select "All platform orders", there is no need to configure optional conditions. All orders synchronized from the platform will hit this rule, suitable as a fallback rule.
Step 2: Configure Optional Conditions
If the application condition type is "Platform orders meeting the following conditions", you need to check and configure at least one condition.
Basic Information
| Condition | Description |
|---|---|
| Order Platform | Multi-select, options include Rakuten / Yahoo! / Qoo10, etc. |
| Order Store | Multi-select, only shows authorized stores |
Logistics Related
| Condition | Description |
|---|---|
| Receiver Prefecture | Enter and press Enter to add, multiple allowed |
| Receiver City | Enter and press Enter to add, multiple allowed |
| Receiver Postcode | Enter and press Enter to add, multiple allowed |
Order Related
| Condition | Description |
|---|---|
| Order Product | Select specified SKUs from product list (multi-select) |
Yahoo! Shopping
| Condition | Description |
|---|---|
| Delivery Method | Enter and press Enter to add, matches Yahoo! Shopping order delivery method field |
Tip: All checked conditions have an "AND" relationship. Orders must meet all checked conditions to hit the rule.
Step 3: Configure Actions
Regardless of the application condition type, the following actions must be configured:
| Field | Required | Description |
|---|---|---|
| Specified Shipping Method | No | Dropdown to select shipping channel (carrier), selected from available shipping methods |
| Shipping Warehouse | No | Dropdown to select shipping warehouse |
| Auto Review | Yes | Whether to automatically submit review after order matches rule (Yes / No) |
Tip:
- If "Specified Shipping Method" and "Shipping Warehouse" are not specified, the order will still require manual assignment of carrier and warehouse after matching.
- When "Auto Review" is enabled, successful order matching triggers review validation (SKU matching, inventory, recipient information, etc.), and automatically generates an outbound order after validation passes.
Step 4: Submit
Click the 「Submit」 button to save the rule and return to the list. New rules are appended to the end of the list by default, and priority can be adjusted through the sort function.
Editing Rules
- In the rule list, click the 「Edit」 button of the target rule.
- Modify basic information, conditions, or action configurations.
- Click 「Submit」 to save changes.
Note: Editing rules does not affect historical orders that have already generated outbound orders. It only applies to newly synchronized orders going forward.
Adjusting Rule Priority
The sort order of rules determines the matching order and can be adjusted in the following way:
- In the rule list, check the rules you need to adjust.
- Click the 「Adjust Sort」 button.
- Select rule IDs in the target order, and the system will reassign sort numbers according to the selection order.
Suggestion:
- Place precise rules such as "Specified SKU + Specified Warehouse" first.
- Place general rules such as "All platform orders + Default warehouse" last as a fallback.
Enabling/Disabling Rules
- Disable: The rule will no longer participate in matching, but the configuration is still retained.
- Enable: The rule resumes participation in matching.
Operation: In the rule list, click the status toggle button of the target rule.
FAQ
Platform orders did not automatically match shipping rules after synchronization
Please troubleshoot in the following order:
- Check rule status: Confirm that relevant rules are in "Enabled" status.
- Check condition configuration: Confirm that the actual order attributes (platform, store, recipient location, SKU, etc.) meet the rule conditions.
- Check rule priority: Higher priority rules may have already matched, preventing subsequent rules from matching.
- Check product matching: Whether platform SKUs in the order have completed Product Matching.
- Check store authorization: Whether the order source store has completed authorization and is in normal status.
- Check order logistics rule field: In the Platform Orders list, check the "Logistics Rules" column to confirm whether it is marked as "Matched".
Outbound order was not generated after order matched rule
Please check the following settings:
- Confirm that "Auto Review" is enabled in the rule actions.
- Go to the "Order Review" page and check whether the order is in the "Pending Review" list. Manually review the order to trigger automatic outbound.
- Confirm that the order SKU has sufficient inventory. Insufficient inventory will cause review failure.
Tip: After configuring shipping rules, it is recommended to test with a small number of orders first to verify the matching effect before enabling in bulk.