NS8 User Guides

The Order Rules Screen

A description of the screen used to view and manage Order Rules.

Order Rules can impact your order processing and need to be implemented very carefully. Before creating your own Order Rules, please review our articles on the topic.

Order Rules are a powerful and highly-customizable tool within NS8 Protect. Order Rules are used to perform specific actions when conditions are met for certain orders, where both the criteria for triggering the rule and the action taken by the rule are configured according to each user's needs. For example, you can create an Order Rule that initiates Customer Verification on all orders with an EQ8 Score below 200.

Order Rules can automatically execute a variety of actions, including changing an order's risk level, approving or cancelling an order, requesting Customer Verification, and more. Order Rules can be triggered by a wide variety of criteria, including order size, customer name, EQ8 Score, device type, risk level, and much, much more.

Order Rules will not change the EQ8 Score.

Order Rules can override the risk level that NS8 has applied to an order, but Order Rules will never change its EQ8 Score. For example, if an order has an EQ8 Score of 700 (which would normally categorize it as Low Risk), but an Order Rule re-classifies the order as High Risk, its EQ8 Score will still be 700.

Order Rules Screen Features

  1. Insert Rule
    This button allows you to create a new Order Rule.
  2. On/Off Toggle
    This button allows you to switch Order Rules on or off. If the button is green, an Order Rule is active and will be ran against orders; if it is greyed out, the Order Rule is inactive and will not be implemented.
  3. Name
    This field displays the name of each Order Rule (if applicable). When creating Order Rules, try giving each rule a name that is descriptive and easily recognizable.
  4. Rule Syntax
    This field displays the logic governing each rule. If the field is too small and cuts off any text, clicking the blue pencil in the "Manage" column will open the editing menu and allow you to view the Order Rule syntax in full.
  5. If Yes/No
    This field displays what action NS8 Protect will take in the event this Order Rule is met or not met.
  6. Manage
    These buttons allow you to manage each Order Rule. The blue pencil will open the editing menu for that Order Rule, the orange trash can will delete an Order Rule, and the grey drag/drop button allows you to rearrange the order in which Order Rules are run.

Order Rule Hierarchy

Order Rules are run in the order they appear on the Order Rules screen from top to bottom. When an order is processed, the first rule that applies to an order is executed, and Order Rule processing is complete for that order.

For example: if you have four Order Rules in place, and an order meets the conditions of the second rule, but not the first rule, the second rule will be executed and that order will not be examined by the third or fourth rules.

Updated 7 months ago

What's Next

Before you start creating your own Order Rules, be sure to familiarize yourself with the process and what it entails.

Creating a Basic Order Rule
Automating Order Investigation
Suggested Order Rules

The Order Rules Screen

A description of the screen used to view and manage Order Rules.

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