Order Rotation Rules

A list of rules that govern the process of order rotation.

Order Rotation is the automated creation of a new order with specific parameters based on an existing source order.

The system utilizes two distinct mechanisms to determine exactly when an order should be sent back to the beginning of the sales funnel:

• Rules

• Exceptions

The system processes Rules first, followed by a search for Exceptions. Consequently, Exceptions have the priority to override and cancel active Rules.

The core logic of the Funnel relies on a single Key Action (KA)—a status change. A status change acts as a primary trigger that instantly initiates a validation check for both Rules and Exceptions.

The Phone number serves as the primary unique identifier used by the system to validate Rules and Exceptions.

Rules

Rules contain a predefined list of statuses and other parameters that the system evaluates to determine whether a new order should be spawned from the current one.

Creation

To create a new funnel rule, navigate to:
Settings — Funnel — Rules — click the "+" icon in the bottom right corner — Add.

Editing

To edit a funnel rule, navigate to:
Settings — Funnel — Rules — click the "Edit" icon next to the selected funnel rule on the right.

The editing and creation window contains the following fields:

• WEB Sources

• API Sources

• Internal Sources

• Monitored Statuses (или Tracked Statuses)

• Assigned Status

• Assigned Source

Deletion

To delete a funnel rule, navigate to:
Settings — Funnel — Rules — click the "Delete" icon next to the selected funnel rule on the right.

Exceptions

Exceptions are defined by the maximum allowed number of orders from a single client within a specified status and source type.

Creation

To create a new funnel exception, navigate to:
Settings — Funnel — Exceptions — click the "+" icon in the bottom right corner — Add.

Editing

To edit a funnel exception, navigate to:
Settings — Funnel — Exceptions — click the "Edit" icon next to the selected rule on the right.

The editing and creation window contains the following fields:

• Source Type

• Statuses

• Maximum Quantity (или Max Count)

Deletion

To delete a funnel exception, navigate to:
Settings — Funnel — Exceptions — click the "Delete" icon next to the selected rule on the right.