Process automatization in upgates
Automatic execution of processes over orders.
It supports the following actions:
- Add internal note
- Delete document
- Add meta
- Change order status
- Mark as paid (and generate an invoice)
- Mark as solved
Supported conditions:
- Order statuses
- Customer Name
- Country
- Customer note
- Form of transport
- Age of the document (minutes)
- Internal Note
- Invoiced
- Language
- OSS
- Paid
- Form of payment
- Order price
- Price list
- Resolved
- Total weight
- VAT payer
Common automations that can be addressed:
- Automatically issue an invoice for cash on delivery orders
- Automatically mark as checked orders up to CZK 5,000 without a note
- After 14 days, cancel orders by transfer that have not been paid