Rules Engine Mapping Order Data
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How do I add an order prefix, using the rules engine?

Use our rules engine to sync order prefixes

What is the scenario?

In this example, we will add an order prefix of AZ- for Amazon sales and a prefix of WM- for Walmart sales. All orders sync through ShipStation. We will compare the selling channel name field. You need a rule for orders and a rule for payments.

How do I add the rule?

Here are the steps:

  1. Login to Connex.
  2. Click rules > my rules.
  3. Click add.
  4. Under type, enter map field based on a condition.
  5. Add these rules: 
    1. Action is Add Order Prefix
    2. Field is Selling Channel, Comparison is Contains, and Initial Value is Amazon.
    3. The end result is AZ-
    1. Action is Add Order Prefix
    2. Field is Selling Channel, Comparison is Contains, and Initial Value is Walmart.
    3. The end result is WM-
    4. Action is Add Payment Order Number Prefix
    5. Field is Selling Channel, Comparison is Contains, and Initial Value is Walmart.
    6. The end result is WM-
    7. Action is Add Payment Order Number Prefix
    8. Field is Selling Channel, Comparison is Contains, and Initial Value is Amazon.
    9. The end result is AZ-

Here is the end result:

In QuickBooks, here is the final result: