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Filtering & Grouping Settings

This page lets the merchant define rules for automatically checking orders to find merging suggestions.

Grouping Rule#

By default, the automatic checking is done based on the grouping rule. This rule is mandatory and orders should have the same shipping address and customer id to form a new merging suggestion. This rule is the only rule that compares different orders together. All other ones filter orders applicable for this operation. The grouping rule can be overriden on the Smart-Suggest page.

Filtering & Grouping Settings Grouping Rule

Filtering Rules#

Using the Add Rule button, users can add some rules to filter orders passed to the grouping stage. These filtering rules act separately and if Each of them applies to a certain order, that order would be valid to transfer to the next stage. This configuration ables merchants to define alternate filters with the same effect.

Rule Structure#

Rules can be activated or deactivated by the button at the end of the rule card. Activated rules are effective on the filtering stage but deactivated ones are just to save some settings but have no effect on the final results. The trash bin button deletes its regarding card.

Filtering & Grouping Settings User Defined Empty Rule

Rules are made up of some conditions that act on different aspects of the orders. All conditions should be satisfied for an order to pass this stage. By selecting each condition button on the bottom of the rule card, a condition row is added to the active conditions. There is a trach bin icon at the end of each row that is used to delete the condition.

Condition Structure#

Each condition contains a term, status selection, value, and unit.

Filtering & Grouping Settings Conditions Structure

Conditions like tags, customer tags, shipping carrier, and shipping address need values that should be specified by comma-separated tags or names.

Filtering & Grouping Settings Conditions Structure

Orders filtered by user-defined rules are grouped based on the rule 0 and results are displayed on the Smart Suggest page.