How to Automatically Assign Box Size to Orders

Video Tutorial

1. Check That Your Box Size Exists

• In the left-hand menu, click Shipments.
• Select the Boxes tab.
• Make sure the box you want to use (e.g., 8x6x4) is listed.
  • If it’s not listed, click Create Box to add it before moving forward.

2. Create a New Automation Rule

• Navigate to Automation Rules in the left-hand menu.
• Click the Create button.

3. Name Your Rule and Select a Trigger

• Give your rule a clear name, like Auto-Assign Packaging.
• For the Trigger, choose Order Created.
  • This ensures the rule runs as soon as an order is placed.

4. Add Conditions

• Click Add Condition.
• Choose Order Product.
• Select Includes, then choose the relevant product. This ensures the rule only applies when that product is in the order.

5. Add the Action

• Click Add Action.
• Select Set Shipping Box on Order.
• Choose the box size you want to assign (e.g., 8x6x4).

6. Save the Rule

• Click Create Automation to save your rule.

7. Confirm It’s Working

• When an order matching your condition is created, the selected box will automatically appear pre-filled on the shipping page.