Your own error checks (error rules)

Every brand has orders that "look wrong" in a way only that brand knows: a COD order that's suspiciously large, a personalized product with the name field left empty, a quantity that should have been ordered as a pack. Error rules let you teach the system what wrong looks like for your store, so it flags those orders for you instead of someone spotting them by luck.

What a rule is

A rule is a name plus one or more conditions. The system checks every order against your rules each time it fetches orders from Shopify. When an order matches all of a rule's conditions, it appears on the Errors tab, labelled with the rule's name. For example:

• "Big COD order": Payment method contains "cash" AND Order total is at least 5000.
• "Bulk singles": Product title contains "passport cover" AND Quantity is at least 2.
• "Missing engraving name": Product title contains "custom" AND Personalization text is blank.

Think of a rule as a colleague who reads every new order and circles the odd ones. You choose how loudly it speaks up; see "What happens when an order matches" below.

Setting one up

1. Go to Settings → Error rules.
2. Give the rule a name; that name is what you'll see on the Errors tab.
3. Add conditions. Each condition picks a field (product title, SKU, quantity, payment method, order total, pincode, tags…), a comparison (contains, is exactly, is blank, is at least…), and a value. An order must match every condition to be flagged.
4. Optionally write a message: the instruction shown next to the flagged order ("Call the customer before shipping").
5. Choose what happens when an order matches (see the next section).
6. Click Preview against recent orders. The system dry-runs the rule on your latest orders and shows what it would have caught; nothing is logged. This is the best way to check a rule isn't too strict or too loose before switching it on.
7. Save (founder password needed, like every settings change).

What happens when an order matches

Every rule picks one of three volumes:

• Log it on the Errors tab (the default): the quiet option. The order appears on the Errors tab under the rule's name, and nothing else changes.
• Also show on Needs-attention until it ships: the order also sits on the Needs-attention queue (the ⚠ link on Orders) until it ships or is cancelled, so nobody has to remember to check the Errors tab.
• Also put the order on hold automatically: the strongest option. The order is put on Hold the moment it's flagged, which keeps it off the ship queue until someone reviews it. The hold shows the rule's name as its reason. Two safety limits: a rule only ever holds an order your team hasn't touched yet (if support already confirmed, held or cancelled it, the rule stays quiet), and it holds only on the first flag, so once you review and confirm the order it won't be re-held.

Good to know

• Conditions on a product (title, SKU, quantity, personalization) are checked per line: "title contains kurta AND quantity ≥ 3" flags only the line that has both, not any order that happens to contain a kurta and a 3 somewhere.
• Text comparisons ignore capital letters. "is at least / at most" compare numbers, so they're for quantity and order total.
• Each problem is flagged once. Fixing the order doesn't delete the old flag from the history, but it won't be flagged again.
• Rules can be switched off without deleting them, handy for seasonal checks.
• Rules run when orders are fetched from Shopify (the Refresh button and the automatic sync). A new rule applies to orders fetched from then on.

The built-in checks (incomplete address, non-Indian phone number) keep running alongside your rules; see what this system does.