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This article is part of a series helping users get started with the Template Workflows we have included in Automation. To use a Template, visit here and select a Workflow to edit and apply to your orders!
The Workflow helps you to automate the process of assigning Orders from a certain Channel to certain Team Members to manage.
Upon Sales Order creation, this workflow checks the Order Source by ID. This is selectable as a dropdown menu when you edit the template and all integrated sales channels in your account will be available.
On the workflow show page (shown above) it will show the channel by ID. For example, the B2B Commerce Platform ID is 7, Shopify ID is 2, etc. However, you can also select the channel by Name.
We have chosen to assign all orders made via the B2B eCommerce Platform to a team member. Then we can also send a Notification Email to the assignee letting them know that there is a new order using the {{order.order_number}} and also linking them to the Relationships section and inserting the {{company.id}} into the clickable link.
This action will appear on the 'Order History' column of the Sales Order page, as an action performed by the user on your account who created the Workflow and via Automation.
Here are the code blocks ready to copy and paste for the example above
To
"{{order.assignee.email}}"
Subject
"New B2B eCommerce Sales Order #{{order.order_number}}"
Body
"We have received a new sales order vis the B2B eCommerce Platform #{{order_number}}from {{company.name}}.\nOrder number:#{{order.order_number}}\nOrder total: {{order.total}}"
Enjoy exploring Commerce Automation 🤖