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Automation rules

MyStockPulse promotes rules that can automatically reorder stock, assign carriers, or tag high-value orders. Automation should make a proven workflow faster without hiding important exceptions.

Start with a clear trigger and action​

when a condition is met -> perform an action

Examples described by MyStockPulse include:

  • When stock reaches a threshold, initiate a reorder action.
  • When an order matches shipping criteria, assign a carrier.
  • When an order exceeds a chosen value, apply a high-value tag.

Roll out safely​

  1. Document the manual decision the rule will replace.
  2. Use narrow conditions for the first version.
  3. Test with a small product, location, or order segment.
  4. Review the resulting actions.
  5. Expand only after the team trusts the outcomes.

Good automation controls​

  • Assign an owner for each rule.
  • Use thresholds that reflect current lead times and demand.
  • Review rules after catalog, carrier, or process changes.
  • Keep exceptions visible to the operations team.
  • Disable rules that repeatedly require manual correction.

:::info Availability The automation actions available to you depend on the plan and integrations configured for the workspace. :::