3. Getting Started: How Customizable is Order Desk Really?

IN THIS GUIDE

Overview
Using Custom Code in Order Desk
Code Related Help Guides
The Order Desk Rule Builder
Rule Builder Related Help Guides

Previous: Orders and Inventory

Overview

How customizable is Order Desk really? Well, in short, it's really, really customizable! We give you the tools to think up creative ways to best manage your workflow, the movement of your orders through channels, to and from integrations and dropshipped to third party fulfillment services, among many other possible scenarios. 

Once your integrations are set up, you've had time to manually move orders through Order Desk, and you've found and tweaked any little hiccups or errors, it's time to automate the process, customize your store and provide optional or additional details to your vendors and customers. This is where Order Desk really becomes a powerful tool, taking over a lot of work that would otherwise be tedious and prone to human error, freeing up your time.

Here are some common areas of Order Desk where customizations can be useful. 

Using Custom Code in Order Desk

It helps to know some HTML/CSS code while working in certain areas of the Order Desk app, but knowing code is not necessary for successfully setting up an account to run smoothly and automatically. The code comes in when you want to personalize your customizations - add your logo to an email template, completely customize the email template that is sent out to customers or vendors, or change the color scheme or permissions on an Order Desk store, etc.

Tip: We love to help here at Order Desk, and we'll do our best to answer your questions, even about little code problems here or there. With that said, we're a small team, and we need to be able to devote time to each of our customers. For that reason, we have to limit the amount of custom code support we provide. If you are planning to customize templates and need a lot of code support, we suggest that you work with a designer or developer. We appreciate your understanding that we aren't able to spend as much time on custom code questions as we will for other questions about Order Desk features.
For more information on coding in Order Desk, see these guides:

Building Custom Templates - Customizing email templates that you send to vendors or customers requires some knowledge of code. Order Desk uses a template language called Twig. See this guide for links to more information.

Order Desk Field Names Reference Guide - When building your custom templates, you may want to pull in information from your orders that aren't in any of our sample templates. Use this reference guide to find the internal field names and structure of the most important data in the orders. If you need the name of something you don't see in this guide, contact Order Desk Support.

Sample Email Templates - Examples of a few email templates that can be used. No code knowledge or customizations are necessary if using the sample templates, however feel free to edit them to create a custom template for your store.

Adding a Packing Slip/Receipt to a Dropship Template - If you want to add a link for the receipt template into the sample dropship template, scroll to the bottom of this guide for instructions.

Creating Email Templates for Dropship Orders - For a detailed walkthrough on how to create a dropship email template, read this guide. This is good for anyone who isn't comfortable with code but still wants to work with the email templates.

The Order Desk Rule Builder

The Rule Builder in Order Desk is necessary for automating a lot of the movement and fulfillment of orders, among other actions. If your particular integration settings don't move orders between folders, you may need to set up a rule to do this. The Rule Builder does more than just move orders, however. It is the foundation of what makes Order Desk unique and customizable. If you need to add data to an order, add a date or timestamp, flag the order for fraud risk, create a PDF of the order details, set a shipping method, etc., you can do all of this and more with the Rule Builder.

A rule in Order Desk is an action that takes place on an order for a specific event based on specific conditions. With the number of events, conditions and actions the Rule Builder has, the different possibilities are endless. You may want to create a rule that tags any order that is imported as red if the shipping address is to a specific country. That rule would look something like this:

Event: When Order is Imported
Condition: If Shipping Country is FR
Action: Tag Order Red

Or perhaps you want to submit all orders for a specific third party vendor (not integrated with Order Desk) automatically. That rule might look like this:

Event: When Order is Imported
Condition: If Vendor Location is x
Action: Send x Dropship Email to Vendor

You can add more than one condition or action to a rule as well. For instance with the last example, you could also add an Action to move the order after the dropship email is sent.

Event: When Order is Imported
Condition: If Vendor Location is x
Action: Send Dropship Email to Vendor
Action: Move Order to "At Vendor Folder"

Or how about:

Event: When Order is Imported
Condition: If Order Source is Etsy
AND Condition: If Shipping Country is FR
Action: Tag Order Red
Action: Submit Order to x Integration
Action: Move Order to x Folder

There are many actions that can be taken on orders with a rule. Some of these are Change Folder, Delete Order, Split Order, and Create a PDF. There are also specific actions available that show up depending on which integrations you have enabled. For a complete list of actions available in your Rule Builder, navigate to the Rule Builder page from the left sidebar:

And choose an event from the Select Event dropdown to begin creating a rule:

At this point, it isn't necessary to choose the event you'll eventually want to use. You don't have to save this rule, so choose any event you like. Once you pick an event, you can click on the Select Action dropdown to see what actions are possible:

For more information on working with the Rule Builder, see these guides:

Creating Rules - Brief overview of the Rule Builder.

List of Events, Actions and Conditions - For a list of possible events, actions and conditions, see this guide. This list is often updated, so for a complete list, explore the Rule Builder in your store.

Rule Action Reference - This is a reference for some of the actions in the Rule Builder that require extra details.

Creating Rules for Dropship Orders - Create a rule that sends a dropship email to a third party vendor.

Sending Tracking Details to Customers - Create a rule that sends a shipment notification email to customers when tracking info is added to an order.

Adding an Item to an Order with a Rule - Some stores may have a scenario where specific types of orders need an item added, such as a free gift when a certain item is purchased. This guide shows you how to create this rule.

Working with Timestamps - With an Order Desk Pro account, you can create rules that run based on a timestamp you can add to an order. This guide shows you how to add timestamps and take actions on orders based on how much time has passed (one example is to send your customers a follow up email a certain number of days after shipment is added to order.)

Tip: While many actions can take place with a rule, rules won't be able to do everything. If you need an action or condition that isn't currently in the rule builder, contact Order Desk Support to make a feature request. We cannot guarantee that we will implement every request, but we do review each one for how feasible, possible and impactful it will be for every Order Desk user.

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