How to automatically set custom values in orders as they are imported (e.g. for courier related values)

How to automatically set custom values in orders as they are imported (e.g. for courier related values)

If you are using a custom courier or require other default values in orders as they are imported (based on set values or other order values) use the following approach. This example shows how to set default values for APC courier

Setup an advanced rule (click ... next to the Advanced button main screen) as follows:



The 2 SQL text values are:

(TCustomValues.C22 = '') OR IsNull(TCustomValues.C22)

TCustomValues.C20 = 'Service code', TCustomValues.C21 = 'Package size', TCustomValues.C22 = 'Number of Parcels', TCustomValues.C23 = 'Fragile'

You can either tick the orders and run the Advanced button on main screen or tick the Advanced Order Processing and Other Rules in the Automation task to set this for all orders as they are imported.

As you can see from this rule it only sets the default values if the main C20 has not been setup already.