Did You Know the Order Intercepter has a new trigger option and two new action options?

The Order Intercept feature has been updated with some new options:

Usergroup can now be selected as the trigger for intercept rules based on the user making the order. Previously, the options were Custom Fields 01-03.

All intercept types have a new action option called Add Order Comment. You can use this action to have the Order Intercepter add a pre-determined order comment to orders triggered by the intercept rule. 

Intercept rules based on the parts in an order also have a new action option called Add Part with Matching Qty. This is similar to the standard Add Part action except instead of needing to specify a quantity to add, the quantity of the new part will be set to match the quantity of the part that triggered the action.

Learn more about the Order Intercepter

Benefits to You

• More ways to make use of the Order Intercepter to automate order adjustments.
• Intercept orders based on the user group of the user making the order.
• Automate order comments by adding a pre-determined order comments to orders that fit certain conditions.
• Automate the addition of a part to orders that contain a specified SKU and have the quantity of the new SKU match the quantity of the triggering SKU.

How It Works

To use these new Order Intercepter options, go to Portals > select a customer > Intercept Orders. 

To create a rule that is triggered based on user group:

1. Set the Intercept Type to “User”.
2. Set the Intercept Based On to “Usergroup”.
3. Click “Save Configuration”.

To add an action that adds a part to an order with a matching quantity to another part:

1. Set the Intercept Type to “Part”.
2. Set the Intercept Based on to “SKU”.
3. Enter the SKU that will trigger the rule in the Value field.
4. Click “Add Action”.
5. Set Selected Action to “Add Part with Matching Qty”.
6. Click the “Change/Select Part” button next to the”Selected Part”. 
7. Search for and select the part you want to add to orders that trigger this rule.
8. Click “Add Part”.
9. Click “Save Configuration”.

To add an order comment to all orders that trigger an intercept rule:

1. Click “Add Action” in the Action section of an intercept rule.
2. Set the Selected Action to “Add Order Comment”.
3. Enter the order comment you want to add automatically in the field.
4. Click “Save Configuration”.

If you have any questions or need support, contact our support team at support@propago.com.