Video Tutorial
1. Navigate to Automation Settings
On the left-hand menu, scroll down and click on Automation.
2. Create a New Automation Rule
Click on Create Automation in the top right corner.
3. Name Your Automation
Give your automation a descriptive name, such as:
“Exclude [Client Name] from Picking”
4. Set the Trigger
Under the Trigger section, choose Order Created.
5. Add a Condition for the Client
Click Add Condition
- Choose Order Client
- Set it to the specific client you want to exclude
Want to exclude more than one client?
Click Add OR and repeat this step for each additional client.
6. Add the Action
Scroll down to the Actions section.
- Select Exclude Order from Picking
- Set it to Yes
7. Save the Automation
Click Create Automation to save your rule.