Empower Your Business with Automated Sales Order Processing in IT Architecture Documentation

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hi there thank you for joining us for our order desk demo here today my name is Louie I'm our onboarding specialist here at order desk and today we're gonna go over some of the essential functions that order desk offers to merchants to help them better not only manage their orders but also automate their order management processes automation is kind of our bread and butter here at order desk it is what our app is most most fine-tuned to be able to offer merchants and it's sort of our passion being able to give you the ability to to make the the processes you do easier so you can spend less time focusing on some of the technical or labor some aspects of order management it can focus more of your time and attention on the aspects of your business that you're more passionate about that need more of your attention and that will hopefully help your business continue to grow and to succeed so with that a quick description of what order desk is and does as an order management application you can use us to bring in your orders from your shopping cart make any modifications that could be necessary to them send them off to be fulfilled by a fulfillment service and then once that service has actually shipped out the order they will send us the tracking information and then we can pass that back along to your shopping cart all automatically and of course the order management process portion there in the middle this is where order desk really shines because you can actually make a number of changes to the orders as as necessary you can split orders you can sort orders you can add items to orders you can remove items from orders you can added additional information associated with the order that your fulfillment service might need but maybe didn't come from the shopping cart so there's a lot you can do with order desk and today we're going to try to scratch the surface on some of those things as I mentioned my name is Louie I am our onboarding specialist here and what that means is that it's my job to help customers and merchants like you get set up for success on our app like many apps the learning curve to using order desk can be a steep at times but that's what I'm here for I'm here to help try to flatten that out as much as possible and help you get set up for success to make sure that your unique order management workflows are being accommodated by our app and I do that along with a wonderful support team here at order desk our entire staff our entire company is really dedicated to helping customers get up and running on order desk as effectively as possible so without further ado let's talk about what we're gonna talk about today now this is a quick agenda of what we have on the docket we're going to start by first looking at how to create an order desk sort so when we can no you know what that process is gonna entail from there we're gonna look at how to get orders into order desk a couple different ways that you can do that and then how to actually begin managing or organizing those orders once they're here in our app and then finally we're gonna talk about order desks bread-and-butter we're gonna look at how to automate or at least begin setting up the process of automating your order management using our rule builder that's sort of our core feature that we offer in our app and will be something we'll definitely be exploring here today in this demo so without further ado let's go ahead and just actually move right on into it this is our our mascot Auto who's gonna kind of guide us here from our presentation over into the actual live demo so this is our website this is order desk comm this is where you can go to start if you don't yet have an order desk store if you do have an order desk store you'll be able to skip this portion because you'll be able to just log right into your store but if you don't yet have a store you're gonna want to start right here and you're going to want to go ahead and start by clicking on this nice big get started today but doing so will bring us to a screen that will depend a little bit on whether or not we're logged in so in my case I'm currently logged in so I can begin creating a new store right this second if I wasn't logged in or if I didn't have an account yet I'd be brought to a screen that would give me the ability to either log into my existing account or to create a new account and a new store right that setup screen but let's go ahead and create our new store here I'm gonna call this well actually let's call this order desk demo and create the store and just like that we have a new order desk store this is a real store this is live I can begin processing orders just like that what you'll notice at the top here is we have this little banner that tells me I have 30 days left in my free trial that's because every single order desk store comes with a 30-day free trial and it's completely free you don't have to enter in a credit card to be able to use order desk so you don't ever have to worry about coming to the end of your trial and getting charged we can't charge you we don't have your card information so you can use order desk in its entirety in this 30-day trial this means that you can connect to your real shopping carts your real fulfillment services you can bring in real orders process them send back real shipments the whole nine yards all in this 30-day free trial and then after that point we have three different plans that you can sort of choose between to determine what's going to be the best order to us plan for you basically these plans are essentially broken down by the total volume that you might be doing we won't get too far into the weeds on that but just just wanted to highlight that that is a decision you don't necessarily have to make until you're to the end of your demo period okay but while we're here in our store let's take a look around and see what we have what you'll notice is that we are brought immediately to the page that allows us to manage our integrations and order desk is pretty well set up for a lot of merchants we have currently at the time of recording over 250 different integrations that fall amongst a number of categories so if you're currently using a service there's a pretty decent chance that we are able to connect to it especially if it's a popular service so we've broken these up among a couple different categories so shopping carts these are obviously where orders are generated and you'll see some the big names here we've got Shopify WooCommerce big commerce eBay Etsy Amazon Squarespace foxy Weebly Walmart the list goes on and on quite literally as you can see we won't explore all of these would you have also some shipping integrations that allow you to to either generate postage or send your orders off to be fulfilled through your fulfillment pipeline we have dedicated fulfillment integration services FBA fulfilled by Amazon is a big one that I want to point out a lot of folks use them and we are integrated with them and then additionally just to mention if you are a print-on-demand provider then we have got a load of printers here we've got several dozen printers that were already connected with so if one of these is the printers that you send your orders to to be printed you can connect automatically and then you would just do a couple things to set up your inventory in order desc to be able to send them you were your items ready to print and they be able to print that all automatically for you so today we're gonna start by taking a look at connecting a shopping cart I'm gonna connect a really popular one Shopify and we're gonna look a little bit into its settings but do note that you know just because we're looking at Shopify doesn't mean that this what we're talking about only applies to Shopify this will apply to a number of different integrations as well so let's go ahead and enable Shopify here and right now I can just go ahead and enter my Shopify store so let me get that plugged in and then continue I'm gonna it on my store here and just like that I'm connected to my Shopify store this is my real Shopify store this is a store that actually has orders in it I so yeah so it as you can see connecting is relatively easy the different the process for connecting is going to be a little bit different depending on the integration some integrations will allow you to basically just click a button and as long as as long as you are logged into that service in another browser tab you're good to go some of them are going need you to enter API details or API credentials so be sure to keep in mind the different integrations for the different services that are the different needs for the different integrations that we have if you're ever uncertain you can always click on this little question mark here and search for the name of your integration and this is gonna bring up the relevant guide for that integration so if I click the Shopify integration here I can see information on how to actually set up and connect my Shopify account and we have that for nearly all of the integrations that we currently support okay so let's keep an eye here in Shopify and take a look at some of the options that we have what you'll notice is we have this option called instant download this is available for some integrations for or for some shopping cart integrations I should say but admittedly not all shopping cart integrations it's worth keeping in mind when you connect you or your shopping cart to take a look at the options available in the case of Shopify and a few others the instant download option basically lets you say hey as soon as this order is created at my shopping cart go ahead and import it right into order desk additionally we have the option to run what's called a backup check so in this case if I click this what what this is telling order desk now is okay download every order as soon as it comes in and every six hours go ahead and check and see if there were any orders that may have gotten missed every now and again with instant download enabled if there's a hiccup in the organ like of a payment processing of the order we might not be able to pull it in instantly so sending the backup check allows you to pull that order in at a set interval later so you don't have to worry about it getting missed so I would highly recommend on Shopify and other stores that allow you to do an instant download to definitely set that backup check schedule note that if your shopping cart doesn't have the option for an instant download then the backup checks schedule although cult's a different thing in the other integrations basically gives you the same the same option it basically lets you say hey go ahead and check every hour for new orders one example is say a service like Squarespace if you're using Squarespace as your shopping cart it doesn't have an instant download option currently but you can tell us to check once every hour for new order so that you can make sure that your orders do continue to come in to order desk from there we have a few filter options that let us indicate which orders want to bring in these filter options are going to be different per integration so make sure you take a look at those and then additionally we have the ability to actually manually import orders if we need to so in my case I'm actually gonna go ahead and do just that I'm going to I've got should be 14 or 15 orders in my Shopify store that I want here in order desk so what I'm gonna do is I'm gonna come here enter a date to search back to let's actually make this maybe oh one we're gonna go all the way back and we're gonna import orders and see what Shopify can find it might take a second but once this has run we'll see that all of my historical orders that met my import criteria listed here will come in so we're gonna look a little bit more about how to manage those orders that have now imported but I did want to make a couple other notes about some relevant features here a relevant settings I should say in the integration settings the first is this option that says sync tracking numbers this is going to be available in nearly all shopping carts and if I click enable this is what allows order desc to automatically send my shopping cart the tracking information when it's added by my fulfillment service it says really really important if you want that piece automated and if you don't want to have to manually add tracking numbers for orders as those are fulfilled the other really helpful one is the sync inventory this allows me if I have inventory items here in order desk and the SKUs on those inventory items match my SKUs in Shopify this is how you can tell order desc to let my shopping cart in this case Shopify know when my counts have changed this means if I let's say my inventory accounts decrease in order desk that information can be passed to Shopify so we the inventory counts decrease there as well so if I run out of an item as reported in order desk I can tell Shopify I'm out of that I'm out of that item as well this is a feature that is not exclusive to Shopify this is also available on most shopping cart integrations all right so this is one way of course to get orders into order desk is through an actual integration but let's say I'm using a shopping cart that isn't integrated with order desk or I have some other way to get orders from my customers but it's not through an integration that order desk supports what are my options then well this is where we have a really helpful tool that we call import templates you can access those by clicking on import data here and this basically lets you set up a template to let us know how to read order information that you want to send to us it doesn't have to just be order information you can also import in bulk new orders you can import shipments for orders you can import inventory items and you can even modify orders that exist in your store we often get asked you know hey I need to import orders into into ordered us can you give me a a demo you know CSV file or whatever that I can fill up to import into order desk and the great news here is you don't need a sample file we don't have a single prescriptive way that a file needs to be structured in order for us to be able to pull that information in that's what the template is for the template actually lets you tell us what information can be found in the file you're trying to upload okay so let me go ahead and show you how this works really quickly we're gonna call this new orders and let me go ahead and choose a file here and let me upload this file okay so a couple things to note about the import template page itself the first thing to note is we have this thing called an order match column this basically lets you tell us you know hey I've got order information that's not all on one single line it's across different different lines that's no problem you just need to tell us which column the order number can be found in and then as long as all of those lines are next to each other or you know one on top of each other in the template itself we will basically scan the column that pertains to it pertains to the order number and combine all those together so that way you can include things like multiple items on on multiple rows in your in your spreadsheet in the case of a spreadsheet in my demo today it does not things are not grouped that way so I'm not gonna worry about that the other thing to note is this skip first line tool this is going to be helpful if you have column headers in your file so if the first row of your spreadsheet is the chart of the header for the data then you're gonna want to click this option to tell us hey when we're importing the file go ahead and skip that first row if the first row is actual data that you need imported that you're definitely going to want to deselect that to make sure that we are still importing that information but in this case I am using column headers so I'm gonna leave that checked the final thing that I'm gonna call attention here to today is that we do have this this email address that you'll notice at the top of my template this email address is generated for every template I create uniquely so this is this templates email address no other template has the same email address and what I can use this for is I can actually send an email to this this address with my file attached to it and order desk will be able to import that file from the attachment this is helpful if you don't want to have to come in to order desk and you know manually upload the file every time if you want add it to an email and send it our way okay from there let's go ahead and talk about these match fields this is where you can tell order desc what the different columns in your template pertain to so I'm gonna go ahead and actually map my columns here to the order desc fields that they pertain to really quickly this will probably take a quick sec but bear with me we're gonna call this order ID because that's what it's called an order desk this is gonna be the customer full name this is going to be their email address their shipping address one they're shipping city state and zip the SKUs for the order the item name quantity and of course the price okay so what I can do now is I can save this template and then when I go to import information I'm now told order desc what the different columns pertain to but this is incredibly important because this is this often yields a little bit of confusion so I want to try to clear that up as best I can since I have told order desk which columns pertain to which piece of data it's important that not only do I always make sure that my data in my spreadsheets is structured exactly the same way that is to say my first column is always my order number my fourth column is always my first line of my shipping address my eighth column is always the item quantity etc not only is it really important that I do that but it's also really important that I don't upload any files that have a different number of columns than what I've told the template to expect in this case I've told the template to expect nine columns which means order desk is going to get really confused if I try to upload a file that only has eight columns or if I try to upload a file that has ten columns so this is what's really important to keep in mind about import templates you want to make sure that the file you're uploading to the template always matches exactly with the structure of the template you have set up okay so as long as we do that we should be good to go I'm gonna save my changes and then I'm gonna come back here to my actual or template page and I'm going to upload a file here so let's go ahead and import this file go ahead and click upload and it's gonna take a second but what I'll see is I had ten orders successfully import I can tell because they're in this little green box and I'll notice over here that I also see ten more orders in my store than existed previously there's obviously a bit more that can be done with import templates as I mentioned you can set up other kinds of data to come in whether that be inventory items shipments modifying existing orders we won't go into details on those right this second but I would recommend taking a look at our knowledge base guide which again can be accessed from this little question mark here and I'm gonna type in spreadsheet and we'll see that here we have our guide on how to import a spreadsheet into order desc but mind you if you you know if you're looking through this guide you're still not totally sure you follow or you have a specific question do you know that you can also from this little question mark send an email directly to our support team to help get you an answer as quickly as possible we're of course happy to help okay let's go ahead and shift gears a little bit here now that we've talked about how to get orders into order desc either through an integration or through an import template let's talk about how to begin managing those orders once they're here so I'm gonna hop over here into my folders and I'm gonna click on my new folder and what we'll notice here is that I have got 24 orders sitting in my new folder an important thing to note is each order has a little logo next to it indicating where that order came from so we can see all of my Shopify orders are have this little green Shopify logo all the orders I imported from my import template have an order desc logo if I was bringing in orders from WooCommerce they would have a WooCommerce logo that's a quick way to hopefully help you be able to parse out the you know where the orders source is and where from a data quick glance okay uh so the order there sorry the folder is basically the the way that order desk is used to track the statuses or the the place in process of a given order you can think of these as kind of like status updates or a lot of people might use the term you know like the the specific designation of the of where the order is in the process folders in order desks are meant for that and so as a result order desk has given you a couple different folders that we think are a good starting point but of course might not totally match your particular workflow so if that's the case and you need additional folders that's no problem at all yours you can want to go ahead and click on this little gear icon to edit the folders that are there as well as add or remove any as needed for your personal workflow okay so for instance let's say I want to move clothes so when it comes after cancelled and I don't want to this folder to be called prepared let's say I would rather this folder be called mmm update no actually you know I'm gonna call it ready to submit and what we'll notice is that this has updated here in my in my folder menu there but let's say I also have some additional folders that I need to add so let's say I want to add a folder that is called sent to vendor one okay so I'm gonna put this up here after ready to submit but before cancel this is where I'm gonna send orders to when they're ready to be to be sent and let me add or sorry when they've actually been sent and let me add another folder called sent to vendor to okay so now I'm gonna use this as a way of tracking where in the process my different orders are let's say I have two fulfillment services some orders go to one some go to the other I want to know when orders are vendor 1 I want to know when other orders vendor 2 and then I want to know when those other orders are closed will say this is not the only thing that you can do to customize folders as you'll you may have remembered when we came in here we had a number of different columns of different pieces of information about the order let's go ahead and customize this because let's say I have some different things that I need for I hurt you know for from my own management that I that I don't want showing in the folder where that the default folder doesn't you know it already has but I don't necessarily need so it for instance let's say I don't want their shipping first name and their shipping last name in there but I do want their email address and I do want to know what the total value of the order was okay let me go ahead and and head back to the folder now and see how this changes things so I come back to my new folder okay here we go I can see the cut the customers email address now I can see the total value of the products in the order which is going to be separate from the total value of the order I can see quantity etc we won't go into further much further detail on this other than to say folders are basically where you can go to begin the process of editing and organizing your orders here in order desc they are the chief way that you sort of track the status of your orders and what's really helpful is if you've setup your store to basically use folders as statuses you can you can usually see where something may have gone wrong if an order is sitting in the ready to submit folder but should have been sent to the vendor too and therefore sitting in that folder the fact that it's sewn they're ready submit 'full there may be an indication that something has gone wrong so you can check in on it so it's a really helpful and handy way to keep tabs on those orders from there let's actually take a look at what in order in order desk itself looks like because we know how we can organize them but I want to see the information associated with the order let's go ahead and click on this order here and we can see some helpful pieces of information about so this is sort of the order view page at the very top it's got information about the about the order we've got the order number the order date this is some helpful information about about the order that has been populated in this case from details from the cart we can also see information about the shipping billing address so you know we can get some some quick high-level overview on the order here at the top moving along we have our financial information over here as well as it might if I have an integration that supports it some options for refunding orders not all integrations will support this so you might not see this on on every order but we do see it here because this is a Shopify order as well as my shipment section this is where I can see information about any shipments that have been added to the order as well as where I can go to add a shipment to the order if I need if I need to do so manually this section here is my item section this is where I can review all the items in the order I can also either manually set variation information so let's say I'm gonna call this one size this is going to be the large magic set as opposed to our junior magic set as an example many integrations will send in these variations to us already but if they haven't you can still add them this is information that's basically meant to be edited as necessary by you all items in order desks that have any metadata associated with them will also have the option to see that metadata metadata and variations can be considered basically the same thing with the caveat being that variations are meant to be edited and metadata is not meant to be edited the idea is that metadata is supposed to be static what we can say is that variations take precedence over metadata what this means is if you have two fields or if you have a field that both in the metadata and in the variation that have the same name then the variation is going to take precedence when that order gets sent to submission Ellyn functionally overwrite what's written in your head moving right along we have the ability to add notes to the order if necessary and then I want to take a quick stop here and talk about the order history order history is a really really helpful tool within order desk because it gives you a summary of everything that has happened on an item or sorry on an order here in in your store and this means that if something has gone wrong or something has it happened that you did expect to happen or something did happen that you didn't expect to happen the order history is going to be your first stop to see if you can piece together the clues of what might have occurred I can tell you that our support team will almost always check your order history first to see what clues we can be provided with to get an idea of what may have happened in in the order management process so just want to bring your attention to that if you're ever in doubt or you're ever in a pickle trying to figure out what happened to an order first stop go ahead and check in at the order history okay moving right along we're also have here order metadata order metadata is very similar to item metadata in that it is information about the order itself as opposed to just a specific item in the order and just like item metadata it's not meant to be edited these fields are are meant to be static so I can't come in here and update any of these values however we do have what we call check out data and check out data is much like is is to an order what variation data is to an item this is information that I can input into into order desc that that I can edit as necessary and will override whatever metadata value is set for two identically named fields so for instance let's say I want to call this shipping account and that's my shipping account this was let's say I have an integration that supports sending orders with a custom shipping account and the field name in order desk that I should use is shipping account this will allow you to tell ordered us to pass that information along with them along with the order to that fulfillment this is a really helpful way of of how you this is a I should say a helpful example of how you can use order desk to manage and change your orders that in such a way that they can be read by your fulfillment service when your shopping cart didn't provide that information which is pretty normal it's often the case that a shopping cart will provide information that may not be necessary or useful for your fulfillment service but the shopping cart also doesn't provide information that your fulfillment service needs that's part of what order desk is here for it's here so when you can edit the order with the information that would be necessary okay so that's kind of a quick overview of of the order itself but as I was hinting out there you can use order desk to kind of manage and edit orders as necessary to add additional information to to take action to make adjustments to say change the status of an order that is moving its folder from one folder to another and the way that we do this is either manually which we can as you saw I can manually add this this field here but ideally it'd be great if this if this was automated so we I don't have to come into every order and add that field to it okay so the way we do that is with our rule builder as I was sort of hinting at this is kind of our main automation tool here with in order desk one thing to know about automating in order desk is most automation is probably going to need to happen in the rule builder but there are a few things that may be able to happen in an integration so for instance let's say I have an integration like ship station connected to my store and every time any order imports into order desk I wanna send that order to ship station I have a little button that I can click in that particular integrations integration settings that tells me send this send this order automatically ok so that's kind of an automation that we can do an order desk that wouldn't happen within the rule builder but admittedly not all integrations support that and sometimes I want to be able to specify well which fulfillment service do I want to go to I don't want all of my quarters to automatically go right to ship station let's say I want some of my orders to be able to stay in order desk or I want some to go to ship station and some to custom cap my print-on-demand provider let's say we can use the rule builder to tell order desk the parameters under which certain actions should be taken and then to take those actions so every rule has in order desk has four sort of parts we have the rule type we have the event we have the filter and we have the action so the rule type is basically whether or not the this action should take place on a rule itself or sorry on an order itself or on an item within an order okay and depending on which of these we choose we're going to get different events and different actions available to trigger that that order to run and to trigger sorry to trigger that rule to run and to trigger the event that or the action that'll run on that when that when the rule runs so let's say I choose order rule the next part is the event this lets me basically say hey when this happens this is when it's time to run the rule we have as you can see dozens of possible events and a lot of these can be even integration specific so the more integrations you add to your store the more the more possible events that you may have we have we do also have a couple quick and easy ones we see these ones come up a lot so we've made them available with a click button click you might find that you have specialty circumstances where you need a rule to run but there's no specific event that really triggers it in that case you can set up that event or that rule to run on a custom event either as a customer button as a custom button or a custom event a custom button basically puts a button into the interface that when you click runs the rule and a custom event basically lets you set up a schedule on a specific folder to run at a set interval so every time that appointment runs whatever action you have set up on the event will will run on the folder you've selected okay and then finally we have filters and actions filters basically let you specify when this rule should and shouldn't apply you have a whole bunch of different possible filter categories to start with and then you have a bunch of different operators and then you can enter the requisite value you can also have multiple filters and tell us to either trigger them that way everything all of these filters must be true or one of these filters must be true and you can toggle that and or for all of your models and then finally the action this basically lets you tell order desk what it is you want us to do and as you can see we have dozens and dozens and dozens of actions as you add integrations you'll have more actions and then finally there's the ability to name the rule and tell us whether that rule should start off disabled or enabled ok so let's go ahead and take a look at an example of a real of a real rule running here in order desk so I'm gonna create a new order rule and I'm gonna select the event folder has changed and let me go ahead and say that I want this to run only on my Shopify quarters so order source is gonna equal Shopify okay and let's say so my event is when the folder has changed so I also only want this event to run when I have moved an order into my ready to some know let's say sent to vendor one folder okay so let's call this folder name equals set to vendor one okay and now let's set up some action oh and I actually don't want that to be an or I want it to be an and rule I want both of these values to be true okay so let's set up an action let's say that I want to first tag the order a new color let's say I want to tag it in blue and I also want to add a piece of checkout data we're gonna call this tag color and we're gonna call it blue okay and actually let's say I want that then or that action to run before that other action runs okay I'm gonna call this my blue sable okay so this net is now a live rule here in order desk in a second we're gonna take a look at what this rule looks like when it runs but before we do we're also gonna take a look at an important facet of the rule builder and that is the order or arrangement of rules in the rule builder so let me go ahead I'm gonna duplicate this and I'm going to change one thing or two things about it the first is I'm going to remove the the check out data setting and I'm going to tell this to set the tag as red and I'm gonna call this alright what we'll notice is we have two rules here now both run on the same event and both of them have the same rule action right one tags the order blue and one tags the order red well we're gonna want to keep that in mind because this is this rule runs second and that's going to be really important when we actually go to run this rule on and on an actual order so let me demonstrate that okay so first thing I'm gonna do here is let me hop back here into my new folder and say you know what I've got an order I've got a couple of orders that I need to cancel in order desc we're gonna start there that's my scenario I want to cancel orders in order desc for instance I've got this order here that I've got to get rid of okay so I'm going to come in here and I'm gonna change the folder to cancel that way I know this rule is canceled or this order is canceled and I know that I've got rules set up on my in my store so it should have taken some action let's go ahead and hop into the cancel folder and what we'll notice is huh it doesn't look like anything has happened if I come to the order history all I see is that the order was moved to canceled there's a really important illustration of a key facet of order desk which is that order desk will never do anything unless you tell us to okay so in this case moving the the order into the cancel folder hasn't done anything other than changed the folder this is because I don't have anything set up in my store telling order desk what to do about cancelled orders this is why I need to be really cognizant of the rules that I have in the way I have my store set up because if I take an action without ever having told ordered us what to do about that action I'm never gonna see anything happen to my orders or my order items within order desk so let's go ahead and hop back into our rule builder and make an adjustment here okay so let's say my filter shouldn't be when it's sent to Ventor it should be when it's sent when it's cancelled and I want that to be true on both of these rules so let's change let's update the folder there okay I've made this adjustment adjustment so now I should be able to come and take a look at this cancelled rule oh and what do you know there's still nothing that's happened to it it's still just sitting here completely unaffected this is important to note because changes are not retroactive in order desk changes only apply moving forward so if I have orders that have already been actioned and I add a new rule that's not going that rule isn't going to run on that on that order okay so just worth keeping in mind we do have a way of running an event on orders or folders here in order desk in the event that you have you add a rule and you need to apply that rule to existing orders that should that would have had that rule applied earlier but in this case we're actually not going to explore that right now other than to just mention that it's a feature that's there okay well let's go ahead and actually see this rule working now so I'm gonna come in here and I'm gonna select this order and I'm gonna cancel it and I am excited and expecting to see that order cancelled and I come in here and what do you know there's still nothing that's happened on this order there's no checkout data set the tag hasn't been set all that's happened is the folder changed why is that well if I remember if I come back in here into both in both of these rules I said that this rule is only going to apply if my order source equals Shopify and in the case of both of the orders I've moved into the cancel folder neither of them are orders that came from Shopify so neither of these rules applied on on these two orders okay good to know let's head back to our new folder and let's grab a Shopify order and let's cancel that order okay so now we come into our cancel folder and look at that something happened okay this order has now been tagged and look at that it has got the checkout data that we set on it but there's a seems to be a little bit something on here I remember that I set this rule to run on my blue to set checkout data but my red rule seems to it seems to have taken precedence and it doesn't have anything to say about adding checkout data why is that if we head back to our wool builder we'll be able to remember this rule runs first and it applies to all orders that it's true on and then this rule runs second and as we can see since this rule had a an action that changed the color but as did the second one that ran second this second rule overrode the first rule okay so in that case let me go ahead now that I know that and I realize that I'm gonna disable this particular rule right so it still exists I haven't deleted it but now I'm telling order does hey don't worry about running that so if I come back here into my new folder and I grab another Shopify order and I cancel it I'll see now this is set up to do what I want it to be doing it's tagged the order blue it's added the checkout data that says it's blue and it hasn't tagged at red because the red rule has been disabled and is no longer able to work on this particular order okay so that's just the most rudimentary basic introduction to using the rule builder you can of course use the rule builder to do much more complicated things than we've explored today you can use it to to split orders you can use it to change folders to submit orders to your fulfillment services you can use orders to add items to remove items to add checkout data and metadata and variations and item metadata there's a lot you can do with with rules in order desc it's our chief automation tool but because there's so much you can do we recognize that sometimes you might not always be totally sure on precisely how to use it so this is where I would once again remember remind you we've got this little question mark button here I'm gonna click on this and I'm gonna type in rule builder and see what comes up okay look at this we've got a guide called how to work with rules this is going to be your first start when looking through trying to determine how do I get set up using rules in order desc and then from there if you're still having a hard time figuring out the specific rule you need in your case don't don't hesitate to send our team an email or of course gonna be happy to follow up and guide you through the setup process necessary to get your rules working precisely how you need them to be working ok but with that that kind of wraps up our our demo here we to recap we talked about the different ways that we can bring orders in either via an integration or manually importing them we looked at how we can use folders to to edit and arrange them and we looked at how we can use the rule builder to to actually automate some of the processes that we use here within our order management flows we did not cover a couple other important things we just don't have time for it we didn't talk about how to export data from order desk so in the same way that I can import information where does gives me the ability to set up information to be exported so that way I can tell order desc the order or the the way I want my columns arranged in my export template in the event that I need to send that data over to a fulfillment service and they have a specific way that data needs to be received we didn't talk about how to create PDFs or send emails with in order to us all of these things are possible and more and so what I would recommend is taking a look at our relevant getting started guides in our knowledge base this is a great way to get sort of the the high-level overview of how order desk works and how to sort of get through the setup steps piece by piece so with that I'm gonna go ahead and leave you to it once again if you have any questions for us please don't hesitate to check out our knowledgebase and take a look at our our guides and our documentation on our different integrations and our different features and then from there if you still have any additional questions feel free to send an email to our team will be absolutely thrilled to help you get up and running we want you to be successful on order desk we want your order management to be an easier process for you we want you to be able to save time so way you're not spending day in and day out managing orders and getting disorder to this vendor and modifying this one and getting this shipment back to your shopping cart we don't want you to have to worry about that we want to take care of that for you so you can focus on the things that you care about and you're passionate about so if you haven't yet I would highly recommend creating an order desk store once again it's completely free for 30-days you can process real orders you have full access to our app and and while you're getting that set up please feel free to reach out to our team if you have any questions in the process in the mean time I wish you the best and happy order automating we look forward to talking to you further thanks