Within Unify Desktop, there are three types of order rules. Update Rules, Archive Rules as well as Post to Store rules. Each rule can help you process orders faster. Scroll down to learn more about them.
1. Update Rules
Update Rules are rules that relate to Unify Desktop's ability to auto update / refresh changes to orders from the online store.
These rules cannot be manually created. They are created on an automated basis by clicking on the 'remember this action' on the popup which comes whenever you update an order in any way, be it in Unify Desktop or in the online store. These rules can however be deleted from the update rules screen.
2. Archive Rules
This rule relates to the action of Archiving an order. You can set Unify Desktop to automatically archive an order based on certain pre-conditions. For example in the image below we are telling Unify Desktop that after it has posted the order to the store, it can remove the order from the inbox and move it into archived. We are also telling Unify Desktop that we do not want to click on the Archive button and thus the button can be hidden away.
3. Post to Store Rules.
This rule relates to the action of posting an order to the online store. You can set Unify Desktop to automatically post an order to store, based on certain preconditions, instead of having to manually click on the Post to Store button. For example in the image below, we are telling Unify Desktop that after the order is posted to QuickBooks, Unify Desktop can then post the order to store and that we do not want to click the post to store button so the same can be hidden.