Order Rules is Mintsoft's powerful order automation engine that allows you to define intelligent business rules to automatically process and modify orders as they enter your system. This article explains how Order Rules work and guides you through creating and configuring your first rule.
Video Overview
Before you start
Important: The Order Rules module is a paid add-on. To purchase this module, contact your Account Manager. Once activated, you can create order rules using the instructions below.
Note: The creation process is the same for all order rule types. Only the actions and conditions differ based on your requirements.
Why use Order Rules?
Understanding the benefits helps you decide how Order Rules can support your business:
Operational efficiency
Eliminate manual processing by automating repetitive decisions.
Reduce errors through consistent application of business rules.
Save time by processing orders faster without manual intervention.
Scale operations to handle increased volume without adding staff.
Cost optimisation
Apply smart courier selection to route orders to the most cost-effective carrier.
Reduce mis-shipments where correct routing prevents failed deliveries.
Optimise packaging by applying correct packaging based on order characteristics.
Customer experience
Enable faster processing where orders move through the system automatically.
Deliver consistent service so every order is treated according to your standards.
Add personalisation including first-time customer recognition and gift handling.
Ensure accurate delivery with the right courier and right service level, every time.
How Order Rules work
Order Rules follow a simple "if-then" structure:
IF certain conditions are met → THEN perform an action
Execution timing: Order Rules execute automatically when orders are imported into Mintsoft or when you manually create them. Rules run in priority order (100 first, 1 last) and can be set to run on existing orders if needed.
Examples:
IF an order contains hazardous goods → THEN mark it for special handling.
IF an order is going to Zone 1 postcodes → THEN change courier to next-day service.
IF it's a first-time customer → THEN add a welcome gift to the order.
Rule structure
Each Order Rule consists of:
Scope – Where the rule applies:
Specific Client, Warehouse, and Channel.
Or "All" for any combination to make rules flexible.
Conditions – What triggers the rule:
Field (what to check): order value, postcode, product SKU, courier service, etc.
Operator (how to check): equals, contains, greater than, etc.
Value (what to match): specific values or thresholds.
Condition logic:
AND – All conditions must be true (stricter).
OR – Any condition can be true (more flexible).
Action – What happens when conditions are met (50+ actions available).
Priority – Controls execution order when multiple rules could apply to the same order. Rules with priority 100 execute first, priority 1 executes last. Think of it as "100 = highest priority".
Settings:
Active or Inactive status.
Overwrite Existing – Choose whether this rule should overwrite values that have already been set by previous rules or manual changes. Enable this if you want this rule to always apply its action, even if the field already has a value. Disable it if you only want the rule to fill in empty fields.
Comments for documentation.
How multiple rules interact
When multiple rules could apply to the same order:
All matching rules execute in priority order (100 to 1).
If a later rule has "Overwrite Existing" disabled, it won't change fields already modified by earlier rules.
Use AND conditions for strict rules where all conditions must match.
Use OR conditions for flexible rules where any condition can match.
Create an order rule
Click Settings then Order Rules.
Click Add New Rule.
Configure your rule using the Manage Order Rule Setup section below.
Important: Click Update to save your filters before adding conditions. Any unsaved progress will be lost.
Configure order rule settings
Configure these settings to define when and how your order rule applies.
Basic filters
Warehouse: Select which warehouse allocates stock for this rule.
Channel: Choose which sales channel triggers this rule. For manually created orders, select Manual Input. (These are orders created directly in Mintsoft rather than imported from a sales channel like Shopify or Amazon.)
Client: Select the client (3PLs only). Note: 3PL (Third-Party Logistics) providers managing warehouses for multiple businesses use this to specify which client the rule applies to.
Rule configuration
Action: Select the action this rule performs. All Order Rule actions are listed in the Order Rules collection on our help centre.
Condition Type: Choose how conditions are evaluated:
AND: All conditions must be met.
OR: One or more conditions must be met.
Parameter: Enter any required parameter for your selected action (e.g., warehouse name for order relocation).
Priority: Set execution order when multiple rules apply. Rules with priority 100 execute first, priority 1 executes last. Think of it as "100 = highest priority".
Active: Toggle to activate or deactivate the rule.
Comments: Add a description or notes about this rule.
Click Update to save your configuration before adding conditions.
Add rule conditions
Remember: You must click Update in the previous step before adding conditions.
Define the specific criteria that trigger your order rule.
Condition fields
Field: Select the order field that triggers the rule.
ShippingZone: Triggers based on country-level shipping zones.
ShippingZoneIncludingPostCodes: Triggers based on order postcodes.
Operator: Define how the field value is evaluated. Options include: equals, contains, does not contain, and more. HasOrderTag only works with Contains and DoesNotContain operators.
Note for Shopify users: When using multiple Shopify tags, add a space at the start of the value due to tag formatting after import. (This only applies if you're using Shopify as your sales channel.)
Value: Enter the specific data that triggers the condition (e.g., product SKU, postcode).
Bulk upload conditions
To add multiple conditions:
Click Upload Condition at the top right of the conditions section.
Download the template file.
Complete the template with your conditions.
Upload the completed file.
For a complete list of all 50+ available actions, fields, and operators with detailed examples, see our comprehensive Order Rules Help Guide.