How do I use the Rule Manager?

The Rule Manager has been created to give you full control of your imported items. In this guide we’ll give you a breakdown of how to create your first rules and explanations of what ‘Conditions’ and ‘Actions’ are. Here’s a short video to show you how.

Scroll down if you’d like a step-by-step guide.

 

Step 1

Go to ‘Settings’ within the top navigation and click on ‘Rule Manager’.

 

Step 2

When you arrive at the Rule Manager you will see two sections. The section to the left will display any rules you have set. These will be separated into:

  • ‘Active Rules’ - These rules will apply immediately to any items the conditions match
  • ‘Paused Rules’ - These rules are essentially rules you have created but are saving for later.

 

RM1

 

The section to the right talks you through what the rule manager is, explaining how it will work. To start creating your rules you will click on the ‘Add New Rule’.

 

RM2

 

Step 3

When setting your rule give it a name. You can also set a description, this is optional. Using the description is a great way to remind yourself of what the rule has been created for. As an example enter the following details:

  • ‘Rule Name’ - £30 eBay Items
  • ‘Description’ - Add parcel protection to all eBay items with a value of £30 or more

 

RM3

 

Step 4

Now we’ve set the name and description, lets create that rule. The conditions we are about to set will tell the Rule Manager what to look for when your items are imported. Go down to ‘Set Conditions’ and click ‘Add Condition’.

 

RM4

 

In the first form field choose ‘Marketplace’ from the dropdown. In the second form field make sure ‘The Condition’ says ‘Is one of’. Click the eBay logo. Once clicked it will change colour to blue which indicates it has been selected.

 

RM5

 

Click on ‘Add Another Condition’. This time choose ‘Item Value’ from the first form field. Secondly choose ‘Is more than or equal to’ from the second form field . Now enter the value, in this case it should be 30.

 

RM6

 

You have now set the ‘Conditions’ for Rule Manager to look for when your items are imported. Find out more about 'Conditions' here.

 

Step 5

Now it’s time to tell the Rule Manager what to do with these conditions. Move down to the ‘Set Actions’ section and click on ‘Add Action’.

 

RM7

 

In the first form field ‘Action to the’ choose ‘Full Parcel Protection’ from the dropdown. In the second form field choose ‘Include’.

 

RM8

 

You have now set the ‘Actions’. Find out more about 'Actions' here.

 

Step 6

Once you have completed the ‘Conditions’ and ‘Actions’ you can make the rule active straight away by clicking on ‘Update’. To save this rule without it going live de-select the checkbox. This rule will then by saved within the ‘Paused Rule’ tab.

 

RM9

 

 



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