About

Create automated rules based user tasks using the task rule builder. These rules will assigns tasks to users for orders that require some kind of follow up.

You can create rules for orders related to:

1. Accounts Receivable

2. Auto Order Processing

3. Fraud Review

Accounts Receivable Task Rule Builder

Generate a Task whenever an order goes to Accounts Receivable.

Field	Description	Required
Assign to	Assign the task to either a individual user or to a user group, if you have configure user groups.	Yes
Priority	Assign a priority to the task.
Tags	Assign tags to the task.
Due Days	Assign a due date (in days.)
Expiration Days	Assign an expiration date (in days.)

Auto Orders Task Rule Builder

There are two types of tasks that can be created for auto orders:

1. Generate a Task whenever a credit card update (Braintree, Authorize.Net , Stripe, etc.) indicates account closed or call customer.

2. Generate a Task whenever an auto order is cancelled due to repetitive declines.

Fraud Review

Generate a Task whenever an order goes to Fraud Review.

note

Makes sure to save the rules after enabling and configuring a task.