Getting started with Store Rules
Store rules are rules that apply on a single store. Both store administrators and head office administrators are permitted to view and edit these rules. These rules are useful if you’re trying to set fine-tuned or bespoke allocation preferences within a store.
First, make sure you have at least store administrator permissions.
The Rules Engine can only be modified by a user who has Head Office & Store User (non-read only) Roles. Learn more here.
Next, go to Menu > Settings > Store Rules
If you have multiple stores linked to your account, you'll need to select the merchant you want to add or modify rules from the drop-down.
On the Store Rules screen, you can do the following:
Enable or Disable the Store Rules by tapping the on/off switch at the top of the Rules Engine UI. This allows you to easily switch ALL rules on and off whenever needed.
Enable or Disable a rule by clicking on the on/off switch next to the rule. This allows you to easily switch one specific rule on and off whenever needed.
Createa rule by clicking on create a new rule button.
Edit a rule by clicking on the pencil icon.
Delete a rule by clicking on the trash can icon.
Grab and drop a rule: by clicking on the horizontal bars to change the order of how the rules will be applied.
Please note that the rules you set may affect the cost, speed and delivery of orders.
Getting started with Company Rules
Company rules are rules are typically applied across many stores. Unlike store rules, these rules are can only be edited by head office administrators and are prioritised first before all store rules. These rules are extremely useful if you’re trying to fine-tune the allocation of orders and carriers across many locations.
First, make sure you have at least head office administrator permissions. Company rules can only be modified by a user who has Head Office permissions. Please contact your Shippit Admin to give you the correct permissions.
Next, go to Menu > Settings > Company Rules. If you have multiple merchants in your account, you would have to select the merchant you want to add or modify rules. We don’t have the ability to edit rules across different merchants at time of writing.
On the Company Rules screen, you can do the following:
Enable or disable all company rules: by tapping the on/off switch at the top of the Company Rules UI. This allows you to easily switch ALL rules and rules engines on and off whenever needed across all the stores.
Company capabilities
Create a company or store rule: by clicking on create a new rule button.
Enable or disable a company rule: by clicking on the on/off switch next to the rule. This allows you to easily switch one specific rule on and off whenever needed.
Edit a company rule: by clicking on the on/off switch next to the rule. This allows you to easily switch one specific rule on and off whenever needed.
Delete a company rule: by clicking on the trash can icon.
Grab and drop a company rule: by clicking on the horizontal bars to change the order of how the rules will be applied.
Store capabilities
Enable or disable Store Rules: by tapping the on/off switch at the store sections. This allows you to easily switch Rules
Enable or disable a store rule: by clicking on the on/off switch next to the rule. This allows you to easily switch one specific rule on and off whenever needed.
Edit a store rule: by clicking on the pencil icon.
Delete a store rule: by clicking on the trash can icon.
Grab and drop a store rule: by clicking on the horizontal bars to change the order of how the rules will be applied.
Differences between Store Rules and Company Rules
Area | Company Rules | Store Rules |
Purpose | Global rules that apply to many or all locations. | Local rules that apply only to a single store. |
List of capabilities | Rules that apply to one or many stores. Store administrators CANNOT modify these rules | Rules that apply to a single store. Stores administrators CAN modify these rules |
Priority | Applied before all store rules | Applied after all company rules |
Permissions | Head office can view & edit
Store admin can view only | Head office can view & edit
Store admin can view & edit |
Stores | One, many or all | One only |
To learn more, check out our other support articles on the Rules Engine.