AOM - Automated Order Management

AOM is a set of customisable, dynamic rules and triggers used to automatically update the status of orders. You can define the order workflow and rules for invalid orders on this screen

  1. Go Sales>Orders
  3. Click “Edit”. On this screen you also have options to create new, clone, enable/disable AOM configurations

Step 1 : Configuration details

Edit name / description fields as desired.

Step 2 : Configuration filters


Once an order achieves any of the statuses listed in Start>Status (Paid or Split) the workflow will trigger. The amount of minutes determined for the workflow to commence is determined by the value entered in the Start>After field (15 minutes). Workflow The ticked options under “Workflow” will then execute in a consecutive manner. Firstly an invoice will be created, secondly a movement will be created (stock adjustment) and thirdly a shipping label is created.


The “Final Status” dropdown determines the status the order will have once the workflow is completed. In this case “Warehouse” (order is ready for packaging/dispatch by warehouse staff) is selected.

Step 3 : Configuration rules


Parameters are a set of rules used to invalidate orders that fit a certain criteria.

  1. Risk score - Set a rule to invalidate orders based on the risk score of the customer. Payments - Set a rule to invalidate orders based on the number of payment attempts.
  2. External app - Set a rule to invalidate orders coming from external applications such as ZG Web Services.
  3. Products - Set a rule to invalidate orders based on the products ordered - eg customized products or particular SKUs.
  4. Billing address - Set a rule to invalidate the order based on the billing address eg if billing address is different from shipping address.
  5. Payment amount - Set a rule to invalidate the order if over a certain amount eg €500.
  6. User credentials - Set a rule to invalidate orders based on the customers information eg if the customer is using an email address that has been blocked to purchase from the store.
  7. Shipping address - Set a rule to invalidate an order based on the shipping address eg if no shipping address is provided or the shipping address is on the excluded countries list.
  8. IP address - Set a rule to invalidate orders based on IP address eg if the IP address does not match the shipping address.
  9. Order history - Set a rule to invalidate orders if previous orders from the same user were set in specific statuses.

Usage notes

  • Drag the bi-directional arrow on the right hand side of each parameter/rule to adjust its priority.
  • Ensure “Set configuration as active” checkbox is ticked if you wish to set the AOM configuration live.
  • Add a detailed description of your changes to the “Write the changes you are making to this file for logging purposes” field.
  • Ensure to click “Save” once finished making changes.