The Order Rules Screen is used to manage and create Order Rules.
Important: Please review our other articles on order rules before creating rules.
Order Rules can impact your order processing—they need to be implemented very carefully.
Order Rules can be used for the following actions: changing an order's risk level via the NS8 Status field, requesting SMS verification, placing orders on hold, or canceling orders.
Please note - Order Rules will not change the EQ8 score.
Order Rules will override the risk status NS8 has applied to an order, but Order Rules will not change its EQ8 Score. For example, if an order has an EQ8 Score of 700 (very good), but is quarantined by an Order Rule as high risk, the EQ8 Score will still be 700.
Order Rules are applied in the order they are displayed on the screen from top to bottom. When an order meets the conditions of a rule, NS8 Protect will execute that rule and no further rules will run. Rule hierarchy is an important consideration when designing rules to achieve your expected result.
- Add New Rule
This button opens the screen to create a new Order Rule.
This box lets you search for text within all fields of your Order Rules.
This field shows the date and time when the rule was created or last modified.
This field displays the criteria that are being used to identify which orders the rule will impact.
This field contains the action the rule will take for orders that meet its criteria. The actions available are unique to each eCommerce platform.
- Hold Order [Magento Only]
This field is for Magento customers only, and it will identify if an order will be put in a Magento status of "holded." Other platforms will place orders on hold based on the "NS8 Status" field assigned by a rule.
- Manage - This field contains two buttons:
-The "Edit" button opens the screen to edit an order rule.
-The "Delete" button allows you to delete a rule after confirming the deletion on the "Are You Sure?" screen that pops up.