Manage Tag Rules
The Tag Rules management feature allows you to create and manage the rules that govern the order tagging process. This functionality gives you control over how tags are added or removed from orders, enabling you to customize and optimize your order management workflow.
Create/Add New Rule :
Click on the "Add New Rule" button to begin the rule creation process. This action will redirect you to the "Add New Rule" page.
Start by entering a name for the rule. Giving your rule a descriptive name can be helpful for organization and management, especially when dealing with multiple rules for tagging.
Next, select the type of condition you want to apply: "AND" or "OR". This choice determines how the rule will evaluate multiple conditions.
If you choose "AND" and add multiple condition rules, the rule will execute only if all the conditions are true. If any of the conditions are false, the entire rule will be considered false, and the execution will be skipped.
If you choose "OR" and add multiple condition rules, the rule will execute any conditions that are true. If all the conditions are true, the rule will execute all of them. However, if only one or two conditions are true, the rule will only process the true conditions and ignore the false ones.
After selecting the condition type, proceed to enter the condition logic. You have the option to select from various criteria such as Order, Customer, Product, or Transaction.
Once you have entered the logic for the condition, you can choose to add or remove a tag name. Adding a tag is mandatory and can be applied to either the Order or the Customer, or both. At least one tag name must be added either in the "Add Tag" or "Remove Tag" section.
Similarly, you can also remove a tag by specifying the tag name in the "Remove Tag" section.
On the right side of the page, you can see a visual representation of the workflow based on the entered conditions. This diagram can help you visualize how the rule will be executed.
Once you have filled in all the necessary fields, click on the "Save" button to create the rule.
By following these steps, you can create a new rule for your tagging system, enabling you to automate and streamline your processes effectively.
Managing Tag Rules :
When you create rules for order tagging, they will be conveniently listed in the Manage Tag Rule menu and from where you can access and manage your tag rules efficiently. Here's a breakdown of the key actions you can perform in the Manage Tag Rule menu:
List Rules: All your created rules are conveniently listed in the menu for easy reference and navigation.
Activate/Deactivate Rules: Easily enable or disable rules with a single click to control their impact on the tagging process.
Edit Rules: Click the edit button to quickly make changes to a rule's conditions, logic, or associated tags.
Delete Rules: Effortlessly remove obsolete rules by clicking the delete button, streamlining your rule list.
By utilizing the Manage Tag Rule menu, you can efficiently control the activation, editing, and deletion of rules, ensuring an organized and optimized order tagging system.
In summary, the Manage Tag Rule menu provides a streamlined interface to list, activate/deactivate, edit, and delete your order tagging rules. This efficient management feature allows you to maintain control over your tagging system and make necessary adjustments to enhance your order management processes.
Edit Tag Rule :
To edit a tag rule, follow these steps:
Locate the rule you want to edit and click on the corresponding edit button. This will take you to the editing interface.
The editing interface will be similar to when you initially created a rule. You can now modify the existing rule according to your requirements. Make changes to the conditions, logic, or associated tags.
In the workflow section, located on the top right side of the editing interface, you will find a new field.
This field allows you to add an order ID. By entering an order ID and clicking the test button, you can check if the modified rule is applicable to that particular order. The system will evaluate the rule based on the provided order ID.
The test results will indicate whether the rule is applicable or not for the specified order. This allows you to verify the behavior of the modified rule before saving the changes.
Once you are satisfied with the modifications, click on the update rule button to save the updated settings. The rule will be updated with the new conditions, logic, or tags that you have specified.
By following this step-by-step process, you can efficiently edit your tag rules. This includes modifying the rule, testing its applicability to a specific order using the order ID field, and ultimately updating the rule to save the changes.
In summary, editing a tag rule involves clicking on the edit button of the desired rule, making the necessary modifications, testing the rule's applicability using the order ID field, and finally updating the rule to save the updated settings. This approach ensures a clear and understandable process for managing and modifying your tag rules.
Delete Tag Rule :
To delete a tag rule, follow these steps:
Locate the rule you want to delete and click on the corresponding delete button. This will open a pop-up asking for confirmation before deleting that rule.
If you want to delete that rule click yes otherwise click on no.
By clicking yes will delete that particular rule.
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