Synco
Order

Order Rules

Order Rules

Order Rules are used to control how Shopify orders are synchronized to Odoo. These rules determine which orders get synced and how they are created in Odoo based on specific conditions.

Configuration

  1. Navigate to your app settings
  2. Go to Order Rules section
  3. Select your desired conditions from each group
  4. Save your configuration
  5. Orders will be synced according to your rules

Rule Groups

Order rules are organized into four main groups:

1. Retrieve Orders with Payment Status

This group determines which orders to sync based on their payment status:

  • Authorized: Orders that are authorized but not yet captured
  • Paid: Orders that have been fully paid
  • Abandoned: Orders that were abandoned by customers
  • Refunded: Orders that have been fully refunded
  • Pending: Orders with pending payment
  • Partially Paid: Orders that are partially paid
  • Voided: Orders that have been voided
  • Partially Refunded: Orders that have been partially refunded

2. Retrieve Orders with Fulfillment Status

This group determines which orders to sync based on their fulfillment status:

  • Unfulfilled: Orders that have not been fulfilled yet
  • Fulfilled: Orders that have been completely fulfilled
  • Partial: Orders that have been partially fulfilled

3. Retrieve Orders from Source (Optional)

This group is optional and determines which orders to sync based on their source:

  • Web: Orders placed through the web store
  • iPhone: Orders placed through iPhone app
  • Order Created From Draft Order: Orders created from draft orders
  • POS: Orders placed through Point of Sale
  • Android: Orders placed through Android app
  • Subscription Contract: Orders from subscription contracts

4. Create Sale as

This group determines how orders are created in Odoo:

  • Sale Order: Creates a sale order in Odoo
  • Sale Invoice: Creates a sale invoice in Odoo
  • Sale Draft: Creates a draft sale order in Odoo

How Order Rules Work

Order rules work by combining conditions from different groups. Only one group (Retrieve Orders from Source) is optional - the other three groups are used to determine sync behavior.

Example Configuration

If you select:

  • Payment Status: Paid
  • Fulfillment Status: Fulfilled
  • Create Sale as: Sale Order

Then orders with "Paid" payment status and "Fulfilled" fulfillment status will be created in Odoo as Sale Orders.

Rule Logic

Important: Order Synchronization Conditions

The system will sync orders that meet ALL the selected conditions:

  1. Must match the selected payment status
  2. Must match the selected fulfillment status
  3. Must match the selected source (if specified)
  4. Will be created in Odoo according to the "Create Sale as" setting

Support

If you need help with order rules: