Tag based on the quantity of products with a certain Vendor in the order

This criteria allows you to highlight orders that contain multiple quantities of products from a particular Vendor.

When this criteria is run against an order, the quantity of all matching line items will be added together and then tested against the quantity value/condition that you specify, to see if the criteria has been matched.

How to use the criteria

To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:

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Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger  when orders are created.

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Click the Add criteria to my workflow button:

he Quantity of products with a certain Vendor in the order criteria can be found within the Product category in the Select criteria pop-up window:

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Click the Use in your workflow button to select this criteria.

Criteria Options

There are two values that can be configured within this criteria.  One is the Vendor and the other is the Quantity. Both values contain conditions that will allow for either an exact match or broad match.

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Vendor

The Vendor option has a variety of conditions to select from:

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Here is a brief overview of what each of those conditions does:

is: Does the Vendor exactly match the string you have specified?

is NOT: Does the Vendor NOT match the exact string you have specified?

contains: Does the Vendor contain the string you have specified anywhere in the value?

does NOT contain: Does the Vendor NOT contain the string you have specified anywhere in the value?

in: Does the Vendor match exactly any of the provided comma-separated list of values?

any vendor: This option can be used to tag an order if ANY vendor matches the quantity condition that you specify.

Select the condition most suited to what you are trying to identify in your Vendor value.

Vendor quantity conditions

The Vendor quantity conditions specify how the value that you enter should be evaluated against the total quantity of matching line items. The options are:

  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to
  • Equal to

Select the condition and enter the quantity required for this criteria to match an order.

Hit Save Workflow and that's it!

Backdating

This criteria will work if you choose to Backdate your orders.

Dynamic Tagging

It is not possible to apply this criteria using Dynamic Tags.

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