Automation Workflows

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Why Automation Rules Matter

Every order that flows through your Jetpack fulfillment follows a set of rules—either the default system logic, or rules you’ve configured to match your specific business requirements. The difference between reactive firefighting and proactive fulfillment comes down to having the right automation in place. What automation rules give you:

• Consistency across order types - B2C, B2B, wholesale orders all follow the logic you define
• Reduced manual intervention - Orders process automatically based on criteria you specify
• Operational efficiency - Multi-FC inventory, packaging selection, and fulfillment center assignment happen without your team touching every order
• Business logic enforcement - Rules like “require signature on orders over X value” or “always fulfill Mexico orders from Fort Worth” become automatic

These rules execute when orders are imported into Jetpack, applying your configured triggers, actions, and conditions before fulfillment begins.

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Available Rules and Automation

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Automation Rules

What it does: Automation rules let you customize order processing by specifying an action based on specific conditions. Every rule has a trigger (when it applies), an action (what happens), and optional conditions (restrictions that must be met). When to use it: Automate repetitive fulfillment behaviors like adding promotional inserts based on order value, requesting signature on high-value orders, excluding gift messages from certain shipments, or ignoring orders that meet specific criteria.

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Rule Components

Every automation rule consists of three elements:

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Supported Actions and Conditions

Five supported actions:

• Add X product to orders
• Ignore orders
• Request signature at delivery
• Exclude gift messages from orders
• Set the fulfillment center assignment

Eight supported conditions (vary by ecommerce platform):

• Order Total in Dollars
• Tags
• Notes (ShipStation only)
• Marketplace Source (eBay via ShipStation)
• Total Item Quantity
• Shipping Method
• Customer Order Count (ShipStation only)
• Shipping Country Code

Important guidelines:

• Avoid double negative conditions (e.g., “if the order doesn’t contain tag X”)
• Automation rules apply only to orders imported via ecommerce integrations (not manual orders or bulk uploads)
• Rules cannot be created for specific items in the cart; use Tags condition instead
• If you have multiple stores on the same platform, the same rules apply across all stores
• Up to 25 conditions can be combined using “and” logic (no “or” statements supported)

Learn about Automation Rules →

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Destination-Based Fulfillment Rules

What it does: Controls which fulfillment centers process orders based on the order’s destination country. This prevents international fulfillment when you want orders to ship domestically, even if inventory is available at a foreign fulfillment center. When to use it: You ship from multiple fulfillment centers in different countries and want to ensure domestic shipping, prevent international fulfillment when a local center is out of stock, or maintain better control over fulfillment locations as you expand internationally.

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Default Cross-Border Behavior

If you use Jetpack fulfillment centers in different countries, orders may be fulfilled from an international fulfillment center when the domestic center is out of stock. As long as the foreign fulfillment center has sufficient inventory, the order will ship from that location. Example: If you use Jetpack fulfillment centers in the US and Poland, and an item is out of stock in the US, the order may be fulfilled from Poland.

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How Rules Work

Destination-Based Fulfillment Rules let you specify which fulfillment centers can process orders shipping to specific countries. If you want all orders shipping to Mexico to be fulfilled only from the Fort Worth, TX fulfillment center, you can set a rule preventing fulfillment from any other location, even if inventory is available elsewhere. Key details:

• Rules must be enabled at the time an order is imported into Jetpack to take effect
• Rules do not apply if a fulfillment center is manually assigned via API, integrations, or automation
• If orders are already in Exception status, the rule will not apply unless they are re-imported
• Each country selected generates a separate rule
• You can enable, disable, or delete rules in bulk

Learn about Destination-Based Fulfillment Rules →

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Order Auto Split Rules

What it does: Automatically splits B2C orders when inventory is distributed across multiple fulfillment centers. Jetpack offers two auto-split options: Partial Shipment Rules (split when no single FC can fulfill the entire order) and Product-Based Shipment Rules (split based on specific product criteria). When to use it: You store inventory at multiple fulfillment centers and want to prevent fulfillment delays by automatically splitting orders when no single location can fulfill the entire order, or when specific products need to ship separately due to weight, size, or safety requirements.

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Partial Shipment Rules

By default, when an order contains SKUs or units that are not all available in one fulfillment center, the order defaults to Exception status until one fulfillment center can fulfill it entirely. Enabling Partial Shipment Rules prevents fulfillment delays by automatically splitting orders across centers when needed. Key features:

• Orders split into a maximum of 2 shipments by default (customizable to 2, 3, 4, or 5 shipments)
• Each split shipment is billed separately
• Orders will not split if they include items with specific packaging requirements (e.g., marketing inserts, Prop 65 labels, custom packages)
• By default, order splits are restricted to fulfillment centers in the same country as the customer (enable International Shipments setting to override)

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Partial Backorders

Partial Shipment Rules will not split orders if any of the SKUs are out of stock. To allow orders to split when SKUs are OOS, enable Partial Backorders Rules. When items are out of stock, available SKUs ship as one order, while the order remains in Exception status until the backordered inventory is replenished.

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Product-Based Shipment Rules

Product-based split rules are configured by combining one of three conditions with one or more types of Product-Based Shipment Rules: Three conditions:

• Apply to All Inventory
• Match Specific Inventory IDs
• Match Products Using Keywords

Three Product-Based Shipment Rule types:

• Separate From Non-Matching Inventory - Splits orders so inventory IDs that match the rule ship together, separate from all other IDs
• Max Matched Quantity Per Shipment - Splits orders to ensure each shipment does not exceed a predefined maximum unit count (useful for dangerous goods/HAZMAT products due to safety regulations and carrier restrictions)
• Keep Together Grouped Inventory - Allows orders to split into multiple shipments while ensuring one shipment contains the entire bundle

Important notes:

• These rules apply only to B2C orders; internal transfer orders (ITOs) and B2B orders are excluded
• Multiple Product-Based Shipment Rules can be enabled at once
• Partial Backorder cannot be enabled without enabling Partial Shipment Rules

Learn about Order Auto Split Rules →

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Multi-Box Package Selection Rule

What it does: Allows B2C (DTC) orders to automatically split if the entire shipment cannot fit in a single package or exceeds the maximum weight threshold (if you have a maximum weight threshold configured). When to use it: You ship orders that may require multiple packages due to volume or weight constraints, and you want Jetpack to automatically determine the optimal packaging and number of shipments without manual intervention.

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How It Works

Once Multi-Box Package Selection is enabled, the Jetpack dashboard will automatically:

1. Determine whether all products can ship safely within a single package (based on packaging requirements of the products within the order, along with the maximum weight threshold for shipments if configured)
2. Split the order into as few shipments as possible if it cannot safely ship in one package
3. Use Jetpack’s Box Selection Process to determine the packaging for each shipment
4. Link each shipment to the original order in the Jetpack dashboard

Key features:

• The total number of new shipments is not limited
• Orders can be split into Jetpack standard packaging or provided custom packaging (if included in the Custom Box Adder)
• If the order contains products classified as SIOC and cannot be shipped in a single shipment, SIOC products will be split into their own separate shipments with SIOC as their packaging preference
• You must specify during rule configuration whether you want orders split based on a maximum weight threshold

Applies to: B2C orders only. Internal Transfer Orders (ITOs) and B2B orders are excluded. Learn about Multi-Box Package Selection Rule →

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FIFO Order Allocation

What it does: Prioritizes older orders when inventory is replenished, ensuring that orders with the oldest purchase dates receive inventory before newer orders. When to use it: You want to ensure fair order processing during high-demand periods or inventory shortages, preventing newer orders from “jumping the queue” when inventory is replenished.

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Default Order Allocation Logic

Inventory is assigned to orders when they are imported and set to Processing status. If there isn’t enough inventory at a single fulfillment center to complete an order, the order is moved to Exception status. Orders in Exception reprocess every 30 minutes; however, once inventory is replenished, newer orders may receive the available inventory before the older Exception orders are reprocessed.

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Two FIFO Strategies

Allocate Oldest Orders First (Full Allocation):

• Once all previously out-of-stock inventory is replenished, orders with the oldest Purchase Date in Exception are released before newer orders
• If the Purchase Date isn’t available, the Import Date will be used instead
• Orders with the oldest dates remain in Exception if full inventory is still unavailable

Partially Allocate Inventory to Oldest Orders:

• Inventory is allocated to orders with the oldest Purchase Date, even if some items in the order remain out-of-stock
• Orders move to Exception with some products marked as Partially Committed, meaning that inventory already allocated to these orders is reserved and will not be reallocated to newer orders
• Once the remaining out-of-stock items are replenished, the order will transition to Processing

Important: Only orders that have not yet been picked are considered for this flow. You can manually unreserve inventory from partially committed orders by moving them to On-Hold status. Inventory will only be reallocated if the entire order can be fulfilled. If full inventory is not available, the order remains in Exception. Learn about FIFO Order Allocation →

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