This function is found under Settings>Manage Rules.
Create a New Rule
Suppose that you need to create a rule that applies to any order for which the Billing Country is either Sudan or Nigeria, and also has an order Total of more than USD 100.
To create a rule, follow the steps in the sections below.
Name and Description
Step 1 — In the main menu, navigate to Settings > Manage Rules.
Step 2 — In the top-right corner, click the Create Rule button.
Step 3 — Enter a rule Name and Description. These should be sufficiently descriptive, since each of these will appear together with any order that triggers the rule. An example Name for a rule could be "Risky Country".
Step 4 — Use the Add Filter button to create filters for this rule. To learn how to create filters, see Using Filters.
Choose an action
- Approve - mark the order as approved to indicate that the order can continue as a valid order.
- Cancel - automatically cancel the order.
- Workflow - send the order to a special queue in which an analyst can review the order and make a decision.
Apply a rule
Choose a Label