How to Create an Approval Rule Group

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Overview

The following example demonstrates how to set up an approval rule group that cancels an order if it must be shipped outside of the US, AND the product total is greater than or equal to $500, AND the fraud score exceeds a value of "5", indicating the order has a 50% or greater chance of being fraudulent.

    1. Go to Main Menu > Settings > Order Functions > Approval Rules.

    2. Click New.

    3. Choose Destination Country from the left-most drop-down list in the If... section of the screen.

    4. Choose Doesn't Equal from the second drop-down list.

    5. Enter values that represent the United States, such as "US," "United States," and "USA", etc., in the Value or comma delimited list. Enter the country code or codes as they are passed from the shopping cart or carts. When entering dollar values do not include a dollar sign ($), and for weights do not include the unit abbreviation.

    6. Select Any of List.

    7. Select Cancel the order in the Then... section of the screen.

    8. Click Create Rule Group. The first portion of the rule group is created and listed at the bottom of the screen.

    9. Select Product Total from the left-most drop-down list in the If.. section of the screen.

    10. Choose Greater Than or Equal To from the second drop-down list.

    11. Enter 500 in the Value or comma delimited list box.

    12. Select the Cancel the order box.

    13. Click Add Criteria. The second portion of the rule group is created and listed at the bottom of the screen.

    14. Select MaxMind Fraud Score from the left-most drop-down list in the If.. section of the screen.

    15. Choose Greater Than or Equal To from the second drop-down list.

    16. Enter 5 in the Value or comma delimited list box.

    17. Click Add Criteria. The final portion of the rule group is created and listed at the bottom of the screen.

    18. Click Save.

 

Additional Information

How to Create a Simple Approval Rule

How to Create an Approval Rule Group

 

Created: 6/21/12

Revised: 4/3/14

Published: 04/14/16