Rule Library

Frequent Buyer

Recognise frequent buyers with multiple orders in the last 30 days

Badges orders from customers who have placed two or more orders in the last 30 days, helping you identify and reward your most active recent buyers.

Customer

Check Notes

Flag single high-value items from new customers that likely need personalisation

Badges orders where a new customer purchases a single high-value item, prompting your team to check for personalisation requests, gift messages, or special instructions in the order notes.

Workflow Inbox

Repeat Gifter

Identify loyal customers who regularly send gifts abroad

Badges international orders from repeat customers with a small number of distinct products, identifying a pattern consistent with gift-sending behaviour - ideal for offering gift messaging or premium wrapping.

Customer

Rush + Custom

Flag international weekend orders containing made-to-order products

Badges international orders placed on weekends that contain made-to-order products, alerting your team that the customer may have unrealistic delivery expectations for a custom item shipping abroad.

Shipping Inbox

Fitment Check

Review first-time buyer orders for car parts and vehicle accessories over £75

Badges orders that include Car Parts or Vehicle Accessories when the customer has no previous paid orders and the total exceeds £75. Wrong-fitment returns in the automotive aftermarket are expensive and avoidable with a quick pre-dispatch check.

Review Inbox

Pallet Review

Identify heavy multi-product car parts orders that may need pallet shipping

Badges orders weighing over 20 kg that contain more than 4 distinct products from the Car Parts category. These bulky, multi-component shipments often exceed parcel carrier limits and require pallet or freight service instead.

Shipping Inbox

Trade Customer?

Spot customers who order frequently and repeatedly buy from the same product category

Badges orders from customers who have placed 10 or more orders in the past year and have purchased from at least one product category 5 or more times. This purchasing pattern strongly suggests a trade buyer - a garage, mechanic, or fleet operator - who may benefit from trade pricing or a dedicated account.

Customer Inbox

Bulk Order

Flag large single-SKU orders that may be trade or resale purchases

Badges orders where a single product is ordered in bulk with a high subtotal, helping you identify potential trade or resale customers who may need a trade invoice or wholesale pricing.

Review Inbox

Trade Account?

Identify frequent reorderers who may benefit from a trade account

Badges orders from customers who order very frequently and have deep purchase history, surfacing potential trade accounts that could benefit from dedicated pricing or auto-invoicing.

Customer Inbox

Large First Order✓✗

Flag new customers placing unusually large first orders

Badges first-time orders that combine high value and high quantity, flagging potential trade accounts or suspicious activity that warrants verification before dispatch.

Review InboxInteractionSLA

New Address

Flag established customers shipping to a new postcode

Badges orders from loyal customers who are shipping to a postcode they have never used before, prompting your team to confirm the address before dispatch.

Shipping Inbox

Gift Registry?

Flag likely baby gift registry or shower orders from new international customers

Badges orders from first-time customers shipping internationally with multiple baby or nursery products, a pattern strongly associated with gift registry or baby shower purchases that may benefit from gift wrapping or a personalised note.

Workflow Inbox

Growth Stage

Flag returning baby customers whose purchase gap suggests a growth stage transition

Automatically badges orders from established baby customers who return after a 90-day gap with a significant order - a pattern that strongly suggests the baby has grown into the next developmental stage, creating an opportunity for tailored product recommendations.

Customer Inbox

Classroom Set?

Flag likely classroom or book club bulk orders for institutional pricing review

Badges single-SKU orders of 10 or more copies of a Books or Educational product, a strong signal for a school or book club purchase that may qualify for institutional pricing or a bulk discount.

Review Inbox

Collector

Identify frequent small-order collectors purchasing within the same category

Badges orders from loyal customers who have made 5 or more purchases and have bought from the same product category at least 5 times, while keeping their order total under £50 - a pattern characteristic of collectors building a curated set over time.

Customer

Backorder✓✗

Flag orders that contain back-ordered items

Automatically badges orders containing at least one back-ordered item so your team can proactively notify the customer and manage expectations around delivery timelines.

Stock InboxInteraction

Sale Items

Flag orders that include items currently on sale

Automatically badges orders containing at least one item that is currently on sale, so your team can track promotional order volume and spot pricing issues early.

Review

Digital Item

Flag orders containing virtual or digital products

Automatically badges orders that include at least one virtual or digital product so your team can ensure digital fulfilment (download links, licence keys, access grants) is handled correctly alongside any physical items.

Workflow

Aerosol Restriction

Flag international orders containing aerosols, sprays, or perfume

Badges any international order that includes products from the Aerosols, Sprays, or Perfume category. Pressurised containers and alcohol-based fragrances are classified as dangerous goods under IATA regulations, and many carriers restrict or prohibit them on international air freight.

Compliance Inbox

Peak Gift Set

Highlight gift set orders during peak gifting seasons

Applies an informational badge to orders over £50 that contain at least one Gift Sets product during peak season. These orders are likely gifts and may benefit from priority fulfilment, gift wrapping, or a gift receipt.

Workflow

Replenishment Due

Detect skincare customers who are overdue for their regular replenishment purchase

Badges orders from repeat skincare customers who have purchased before, are reordering a product they have bought at least twice, but whose last order was more than 60 days ago. This gap suggests the customer may have lapsed or experimented with a competitor, making the current order a win-back moment.

Customer Inbox

Shade Matching?

Catch likely shade-matching orders from new foundation and concealer buyers

Badges orders containing more than 3 distinct products when every item is in the Foundation or Concealer category and the customer has no order history. This pattern typically means a new buyer is ordering multiple shades to find the right match, which carries a high return rate.

Review Inbox

Coupon

Flag orders where a coupon or discount code was used

Automatically badges orders that have a coupon or discount code applied, so your team can track promotional uptake and verify that coupons are being used as intended.

Review

Loyal Maker

Recognise devoted craft hobbyists who order frequently and spend modestly

Badges orders from customers who have placed 8 or more orders in the past year, spend under £40 per order, and are purchasing Yarn or Fabric. This profile is a dedicated maker - someone who buys supplies regularly in small batches as each project demands, rather than in infrequent large hauls.

Customer

Project Order

Tag large multi-category craft orders that look like a project purchase

Applies a badge to orders spanning 4 or more categories with more than 10 total items when at least one product belongs to Fabric, Yarn, or Haberdashery. These broad, high-quantity orders typically represent a customer gathering materials for a specific craft project.

Workflow

Workshop Order?

Flag potential workshop or class orders with high-quantity craft supplies

Badges orders over £100 where at least one product has a quantity above 8 and belongs to the Craft Kits or Craft Supplies category. High-quantity purchases of craft kits at this price point are often for workshops, hen parties, or classroom sessions - not personal use.

Review Inbox

Refund History

Flag customers who have had refunded orders in the past

Badges orders from customers who have at least one previously refunded order, giving your team a heads-up about potential refund risk before fulfilment.

Customer

Win-Back

Highlight win-back customers returning after 6 months of dormancy

Badges orders from customers who are returning after being dormant for over 6 months, helping you celebrate and nurture win-back moments.

Customer

Heavy Discount✓✗

Flag orders with a discount exceeding twenty percent

Automatically badges orders where the customer received a discount of more than 20 percent, so your team can review heavily discounted orders for coupon abuse or pricing errors.

Review InboxInteraction

Loyalty Discount✓✗

Flag heavily discounted items bought by product or category loyal customers

Catches orders where a customer with proven product or category loyalty is buying a discounted item - useful for spotting coupon abuse on items the customer would likely buy at full price.

Review InboxInteraction

Multi-Product

Flag orders containing more than two distinct products

Automatically badges orders with more than two different products so your warehouse team can plan multi-location picks and verify all items are included before dispatch.

Workflow

Fraud Review✓✗

Flag high-value orders from new accounts requesting express shipping

Badges orders over £500 from customer accounts created within the last 7 days that use express or next-day shipping. This combination is a known fraud pattern in electronics and high-value retail.

Review InboxInteractionSLA

Oversized

Flag orders with heavy or oversized items needing specialist shipping

Badges orders where the total weight exceeds 15 kg or any single item weighs more than 10 kg, indicating the parcel needs a specialist carrier or non-standard packaging for safe delivery.

Shipping Inbox

Repeat Accessories

Identify repeat customers buying only accessories at low order values

Badges orders from returning customers with 2 or more previous paid orders where all items are in the Accessories category and the order total is under £50. These small repeat accessory orders are prime candidates for bundle or upsell offers.

Customer

Warranty Bundle

Flag multi-product electronics orders for warranty bundle upsell

Badges orders containing 3 or more distinct products with a subtotal over £300 where at least one product is in the Electronics category. These orders are ideal candidates for extended warranty or care plan upsells.

Workflow

Category Expert

Flag orders from customers experienced in a product category

Automatically badges orders where at least one product belongs to a category the customer has purchased from 5 or more times, identifying category-loyal experts who may appreciate advanced products or bulk options.

Customer

Loyal + Low Stock✓✗

Flag when a loyal category buyer orders a low-stock or backordered item

Catches orders where a customer with category purchase history is buying an item that is backordered or nearly out of stock - a valuable customer at risk of a poor experience.

Stock InboxInteractionSLA

Return Risk

Flag guest checkout orders spanning multiple categories with high quantity

Automatically badges orders from guest customers who are buying across 3 or more categories with more than 5 items and a subtotal over £150, a pattern strongly correlated with high return rates in fashion stores.

Review Inbox

Sale Hunter

Identify returning customers who only buy during sales

Badges orders where every item is on sale, the customer has 3 or more previous orders, and the discount percentage exceeds 15%. This pattern identifies habitual sale-only shoppers for margin analysis and targeted engagement.

Customer

VIP Restock

Identify VIP customers restocking their favourite products

Badges orders from loyal customers with 5 or more previous orders who are repurchasing a product they have bought at least 3 times before, with an order total over £50. These are high-value restock orders deserving priority treatment.

Customer Inbox

New Product

Flag orders where the customer is buying a product for the first time

Automatically badges orders containing at least one product the customer has never purchased before, enabling cross-sell tracking and personalised follow-up.

Customer

First Order

Identify first-time registered customers placing their initial order

Badges orders from registered customers who have never placed a paid order before, helping you welcome new buyers or apply extra verification.

Customer Inbox

Age Check✓✗

Require age verification for UK alcohol deliveries

Badges orders containing products in the Wine, Beer, Spirits, or Alcohol category when shipping to Great Britain. UK law requires age verification on delivery for alcohol, and this badge ensures no alcohol order is dispatched without confirming the verification process is in place.

Compliance InboxInteractionSLA

Cold Chain

Flag perishable orders requiring cold chain packaging for remote or international destinations

Badges orders containing chilled or frozen products that are shipping internationally, to a remote area, or to the Highlands and Islands zone. These orders need insulated or refrigerated packaging and may require a specialist carrier.

Shipping Inbox

Catering Order?

Flag large uniform orders that may be catering or event purchases

Badges orders with more than 20 items spanning 2 or fewer categories and a total over £200. This pattern suggests a catering or event order rather than a typical consumer purchase, and may need special handling.

Review Inbox

Lapse Risk

Flag regular food or subscription customers at risk of lapsing

Badges orders from repeat customers who have not ordered in over 45 days and historically spend above average, highlighting a lapse risk for food, consumable, or subscription-style stores.

Customer Inbox

COD Risk✓✗

Flag high-value cash-on-delivery orders from guest checkouts

Badges guest checkout orders over £300 paid by cash on delivery. This is a high-risk fraud pattern: the buyer is anonymous, the order is expensive, and payment is deferred until delivery - maximising your exposure to refusal, chargebacks, and lost goods.

Review InboxInteractionSLA

Late Night Risk✓✗

Flag high-value guest orders placed late at night

Badges guest checkout orders over £500 placed after 11pm. Late-night high-value purchases from anonymous buyers combine three fraud risk factors: the buyer is untraceable, the order is expensive, and the timing correlates with higher rates of stolen card usage and impulsive fraudulent activity.

Review InboxInteractionSLA

Velocity Alert✓✗

Flag new accounts placing multiple orders within days of registration

Badges orders from accounts created less than 3 days ago that have already placed 2 or more orders in the last 30 days. Rapid order velocity from a brand-new account is a strong signal of fraudulent activity, coupon abuse, or automated ordering.

Review InboxInteractionSLA

PO Box + Electronics✓✗

Flag electronics orders over 200 from new customers shipping to PO Boxes

Badges orders where a first-time customer is buying electronics products worth over £200 and shipping to a PO Box. This combination is a well-known fraud vector: PO Boxes prevent delivery signature verification, the customer has no purchase history, and electronics have high resale value.

Review InboxInteractionSLA

Free Shipping

Flag orders that qualify for free shipping

Automatically badges orders with zero shipping cost so your team can track free shipping usage, monitor its impact on margins, and ensure correct carrier selection for subsidised deliveries.

Shipping

Highland Fragile

Flag fragile product orders shipping to the Highlands and Islands

Badges orders destined for the Highlands and Islands zone that contain glassware, ceramics, or fragile items, alerting your team to use protective packaging and a careful carrier for this challenging route.

Shipping Inbox

Premium Carrier

Flag heavy, high-value orders shipping to remote areas for carrier review

Badges orders shipping to a remote area that are both heavy (over 5 kg) and high-value (over £150), ensuring your team selects a premium carrier that can handle the weight and the destination.

Shipping Inbox

Corporate Gift?

Flag potential corporate gift orders with bulk quantities and limited product variety

Badges high-value orders from first-time customers that contain a large quantity but very few distinct products, a pattern strongly associated with corporate gifting or bulk promotional purchases.

Review Inbox

Last-Minute Gift

Identify last-minute gift orders placed late in the week with express shipping

Badges orders placed on Thursday or Friday that use express or next-day shipping, contain 2 or fewer distinct products, and total over £40 - a pattern typical of someone buying a last-minute gift for the weekend.

Workflow

Likely Gift

Identify likely gift orders from first-time international buyers with a single product

Badges orders that exhibit multiple gift-buying signals: a first-time customer shipping internationally with a single product and a total over £75, suggesting someone buying a gift for a recipient in another country.

Workflow Inbox

Seasonal Gift

Identify seasonal gift orders containing jewellery, flowers, or chocolates

Badges orders placed during peak season that contain products in classic gifting categories - Jewellery, Flowers, or Chocolates - with a total over £30, signalling that the order is almost certainly a gift and may benefit from special packaging or handling.

Workflow

Guest

Flag orders placed without a customer account

Badges orders placed via guest checkout so your team can identify unregistered buyers and decide whether to apply extra checks or encourage account creation.

Customer

Electronics

Flag orders containing products in the Electronics category

Automatically badges orders that include at least one product categorised as Electronics, so your team can apply extra handling, warranty checks, or packaging requirements.

Review

New to Supplements

Flag first-time customers purchasing supplements or vitamins

Badges orders from first-time buyers that contain products in the Supplements or Vitamins category, prompting your team to include dosage guides, FAQs, or onboarding material.

Workflow

Frequent Buyer

Flag high-frequency reorderers who are prime subscription candidates

Badges orders from customers who have placed 2 or more orders in the last 30 days and are reordering a product they have bought before, highlighting prime candidates for subscription conversion.

Customer Inbox

Mixed Product Types

Flag orders mixing ingestible supplements with topical skincare products

Badges orders that contain both ingestible products (Supplements or Ingestibles) and topical products (Skincare or Topicals), prompting your team to include separate compliance leaflets for each product type.

Compliance Inbox

Dormant Returning

Flag dormant customers returning with above-average spend

Badges orders from customers who are returning after 180 days of dormancy and whose current order total exceeds their historical average, highlighting high-intent win-back moments that deserve a personal touch.

Customer Inbox

Heavy✓✗

Flag orders where the total weight exceeds five kilograms

Automatically badges orders whose total weight exceeds 5 kg so your team can arrange appropriate carrier services, use reinforced packaging, and avoid surcharges from underestimated parcel weight.

Shipping InboxInteraction

High AOV

Identify customers with a high average order value above £75

Badges orders from customers whose average order value across all previous paid orders exceeds £75, helping you spot consistently high-spending buyers.

Customer

VIP

Highlight VIP customers who have spent over £500 lifetime

Badges orders from customers whose total net spend across all previous orders exceeds £500, making it easy to identify and prioritise your most valuable buyers.

Customer

Manual Review✓✗

Flag high-value first-time WooCommerce orders for review

Highlights first-time customer orders above a value threshold so they can be reviewed before dispatch. Combines order value and customer history into a single compound rule.

Review InboxInteractionSLA

Fragile + Heavy

Flag heavy orders containing fragile glassware, ceramics, or mirrors

Badges orders where the total weight exceeds 10 kg and at least one product is in the Glassware, Ceramics, or Mirrors category, ensuring reinforced packaging and fragile handling labels are applied.

Shipping Inbox

Bulky International

Flag bulky international shipments that may need manual cost review

Badges international orders where the total weight exceeds 5 kg and the order total is over £200, highlighting bulky international shipments that may require manual carrier cost review before dispatch.

Shipping Inbox

Project Order

Flag large multi-category orders that suggest a renovation or project

Badges large orders spanning 4 or more categories with more than 6 distinct products and a subtotal over £500, identifying likely renovation or project orders that may benefit from dedicated support.

Review Inbox

Repeat Postcode

Flag orders from repeat customers shipping to a familiar postcode

Badges orders where the destination postcode has received more than 2 previous orders and the customer has 3 or more previous paid orders, identifying frequent same-postcode deliveries that may benefit from grouped shipping or local discounts.

Shipping

International

Flag orders shipping to a different country than your store base

Automatically badges international orders so your team can handle customs documentation, carrier selection, and shipping cost differences before dispatch.

Shipping

Item Discount

Flag orders with heavily discounted line items

Automatically badges orders where any line item has been discounted by more than 30%, helping your team spot excessive discounts that may indicate coupon abuse or pricing errors.

Review

Safety Card

Flag orders with safety-sensitive children's products for recall card inclusion

Badges orders containing Toys or Baby Equipment products shipped to registered customers, reminding your team to include a product safety recall registration card in the shipment.

Compliance

Lapsed

Flag orders from lapsed customers who have not ordered in 60 days

Badges orders from customers whose last paid order was more than 60 days ago, helping you identify returning lapsed buyers and trigger win-back actions.

Customer

Returning Favourite

Spot lapsed customers returning to repurchase a discounted favourite

Identifies returning customers who have been away for over 60 days and are repurchasing a product they have bought before at a discount - a strong win-back signal worth acting on.

Customer Inbox

Lapsed Product

Flag orders where a customer is re-buying a product after a long gap

Automatically badges orders where at least one product was last purchased by this customer more than 90 days ago, indicating a lapsed buyer who has returned and may benefit from a win-back experience.

Customer

Late Night

Flag orders placed after 10pm local time

Automatically badges orders placed after 10pm in the store's local timezone, which may warrant additional review since late-night orders have a higher incidence of impulsive purchases or fraudulent activity.

Review

Onboarding

Identify repeat purchases from customers still in their first 30-day onboarding window

Badges orders from customers whose account is fewer than 30 days old but who have already placed at least one previous paid order with a total over £30 - highlighting engaged new buyers in the critical onboarding window who are worth nurturing into long-term loyalty.

Customer

Anniversary

Celebrate loyal customers ordering near their one-year account anniversary

Badges orders from customers whose account age falls between 350 and 380 days and who have 3 or more previous paid orders - identifying loyal buyers placing an order near their one-year anniversary with your store, a milestone worth celebrating.

Customer Inbox

At Risk

Flag at-risk customers showing declining order frequency

Badges orders from previously active customers who have not ordered in the last 30 days despite placing five or more orders in the past year, indicating they may be drifting away.

Customer Inbox

Spending Up

Recognise loyal customers whose current order exceeds their average spend

Badges orders where a loyal customer with five or more previous orders places an order above their historical average and over £100, indicating growing engagement and spend.

Customer

Low Stock✓✗

Flag orders that will leave a product at critically low stock

Automatically badges orders where at least one product will have 2 or fewer units remaining after fulfilment, giving your team an early warning to reorder before stock runs out.

Stock InboxInteraction

Repeat Customer

Recognise loyal customers with five or more previous orders

Badges orders from customers who have placed five or more paid orders in the past, giving your team instant visibility into loyal repeat buyers.

Customer

VIP + Discount

Spot VIP customers trying a new product at a discount

Identifies high-spend customers who are purchasing a product for the first time at a significant discount - a potential upsell or cross-sell signal worth acting on.

Customer Inbox

Likely Gift

Flag likely gift orders from new international customers

Badges international orders over £200 with 2 or fewer distinct products from first-time customers, identifying likely gift purchases that may benefit from premium wrapping or a gift note.

Workflow Inbox

Post-Refund Return

Highlight returning customers who have previously received a refund

Badges orders from customers who previously received a refund but have returned to place another order above £200, signalling a valuable retention moment that deserves extra care.

Customer Inbox

Suspicious Account✓✗

Flag high-value orders from very new accounts using non-PayPal payment

Highlights large orders from accounts created within the last 3 days that did not use PayPal, surfacing potentially fraudulent purchases for immediate review.

Review InboxInteractionSLA

Whale Customer

Identify whale customers placing large orders

Badges orders from high-lifetime-value customers who are also placing a large current order, giving your team a clear signal to provide white-glove treatment.

Customer Inbox

Coupon Stack

Flag high-value orders stacking a deep discount with a coupon code

Badges orders where the discount exceeds 25%, a coupon was applied, and the order total is over £100. This combination often indicates coupon stacking, leaked promo codes, or pricing misconfigurations that erode margins on what should be a profitable sale.

Review Inbox

Margin Squeeze

Flag heavy free-shipping orders with low subtotals that squeeze margins

Badges orders where shipping is free, the total weight exceeds 8 kg, and the subtotal is under £50. Shipping heavy parcels for free on low-value orders erodes margins rapidly - these orders often cost more to deliver than the profit they generate.

Review Inbox

Unprofitable Ship

Flag international orders with free shipping and a low order total

Badges orders where shipping is free, the destination is international, and the order total is under £100. International delivery is inherently expensive, and absorbing that cost on a low-value order is almost always unprofitable.

Review Inbox

Loss Leader Bulk

Flag bulk purchases of deeply discounted loss-leader items

Badges orders where a line item is on sale at more than 40% off and the customer is buying more than 3 of that item. Loss leaders are priced to attract traffic, not to be purchased in bulk - this pattern often means a reseller or deal hunter is exploiting your promotion.

Review Inbox

Mixed Order✓✗

Flag orders containing both physical and digital items

Automatically badges orders that contain a mix of physical and digital products so your team can manage split fulfilment - shipping physical items while ensuring digital delivery is handled separately.

Workflow InboxInteraction

Accessory Upsell

Spot first-time instrument buyers who may benefit from accessory recommendations

Badges orders from first-time customers who have purchased a guitar or keyboard but nothing else - no strings, cases, stands, or other accessories. These buyers are prime candidates for a follow-up recommendation that improves their experience and increases order value.

Workflow

Insure & Sign

Require insurance and signature for expensive instrument orders

Badges orders containing products in the Guitars, Keyboards, or Instruments category when the order total exceeds £500. High-value instruments shipped without adequate insurance and signature-on-delivery put the retailer at significant financial risk.

Shipping Inbox

Fragile International

Flag heavy instruments shipping internationally for reinforced packing and specialist carriers

Badges orders containing at least one Instruments category product where shipping is international and total order weight exceeds 5 kg. These shipments face extended handling chains, multiple transfers, and customs inspections - all of which increase the risk of damage to fragile, heavy instruments.

Shipping Inbox

New + Backorder✓✗

Flag first orders from new accounts that include backordered items

Catches orders from recently registered customers with no order history that also contain backordered products - a combination that may need extra verification or proactive customer communication.

Review InboxInteractionSLA

New Account

Flag orders from accounts registered fewer than 7 days ago

Badges orders from customers whose account was created fewer than 7 days ago, helping you apply extra verification or onboarding steps for brand-new registrations.

Customer

Whale Back!

Flag high-LTV customers returning after 6+ months of dormancy

Badges orders from customers who have spent over £1000 lifetime, have been dormant for more than 180 days, and are now placing an order over 150. This is your best customer coming back - a VIP retention moment that deserves special treatment.

Customer Inbox

Welcome + Review

Flag high-value first orders from registered customers for a personal welcome

Badges first-time registered customer orders exceeding £250, signalling an opportunity to include a personal welcome note or onboarding materials to convert a promising first impression into a long-term relationship.

Review Inbox

PO Box + High Value

Flag high-value orders shipping to PO Box addresses

Badges orders over £200 that are shipping to a PO Box address, alerting your team that the parcel cannot be signed for on delivery and may need alternative handling or insurance.

Shipping Inbox

Post-Cancel Return

Flag orders from customers who previously cancelled but have returned

Badges orders from registered customers who have at least one previous cancellation and at least one previous paid order, placing a new order over 50. This highlights a customer who left and came back - a delicate retention moment.

Customer Inbox

Multi Low Stock

Flag orders where multiple products hit critical stock levels simultaneously

Badges orders where two or more products will have 2 or fewer units remaining after fulfilment, signalling a multi-product stock emergency that requires immediate reorder attention across several SKUs.

Stock Inbox

Weekend Rush

Flag weekend express orders at risk of missing Monday dispatch cutoff

Badges high-value express orders placed on Saturday or Sunday, alerting your team that these require priority handling on Monday morning to meet the customer's expedited shipping expectation.

Workflow Inbox

Multi-Category

Flag orders with products from three or more categories

Automatically badges orders that span three or more product categories so your team can plan cross-department picks and ensure nothing is missed from a multi-zone fulfilment.

Workflow

High Value

Flag WooCommerce orders over a value threshold for review

Automatically badges orders whose total exceeds a configurable threshold so your team can prioritise high-value fulfilment or apply extra checks before dispatch.

Review

Power Buyer

Identify power buyers with 10 or more orders in the last 12 months

Badges orders from customers who have placed ten or more orders in the last 12 months, highlighting your most active power buyers for VIP treatment.

Customer

After Hours

Flag orders placed outside of configured business hours

Automatically badges orders placed outside your defined business hours so your team can segment out-of-hours orders for delayed processing or additional review.

Review

COD

Flag orders placed with cash on delivery payment

Automatically badges orders where the customer selected cash on delivery, so your team can prepare for payment collection at the door and reduce failed delivery attempts.

Review

Peak Season

Flag orders placed during peak season for priority handling

Automatically badges orders placed during your defined peak season so your team can apply expedited workflows, allocate extra resources, and manage heightened customer expectations.

Workflow

Heavy Bulk

Flag heavy single-product orders for pet food or cat litter

Automatically badges single-SKU orders over 10 kg that contain pet food or cat litter, ensuring your team selects an appropriate carrier and packaging for heavy bulk consumable shipments.

Shipping

New Pet Owner

Identify first-time customers making a large multi-category pet purchase

Automatically badges first-time orders that span 3 or more categories, include pet food, and have a subtotal over £75 - a strong signal that the customer is a new pet owner stocking up on essentials.

Customer Inbox

Reorder Overdue

Flag when a regular pet food customer is overdue for their next order

Automatically badges orders from repeat customers who have repurchased pet food products before but have gone more than 35 days since their last order - indicating a disrupted reorder cycle that may benefit from a reminder or subscription offer.

Customer Inbox

Include Guide

Identify first-time buyers of wellness devices who should receive a usage guide

Badges orders from customers with no purchase history who are buying a Medical Devices or Wellness Devices product with an order total above £100. These first-time buyers are investing in equipment they may not know how to use correctly, and a printed or emailed usage guide can significantly improve their experience and reduce return rates.

Workflow

Qty Limit Check✓✗

Enforce quantity limits on pharmacy and medicine orders

Badges orders containing Pharmacy or Medicines category products when total quantity exceeds 3 items. Regulated products often carry per-order quantity restrictions, and this rule surfaces orders that need pharmacist review before they can be released.

Compliance InboxInteractionSLA

On Schedule

Recognise customers ordering on a regular medication or supplement cycle

Badges orders from customers who have placed 3 or more previous orders, have purchased at least one product 3 or more times, and are ordering within a 25-to-40-day window since their last purchase. This pattern strongly suggests a regular replenishment cycle - a customer worth retaining through consistent, reliable service.

Customer

Specimen Plant

Highlight large specimen plant orders requiring specialist packing

Badges orders where at least one item is in the Live Plants category, any single item weighs more than 5 kg, and the order total exceeds £50. These heavyweight plant shipments demand reinforced boxes, stake support, and careful handling to arrive undamaged.

Shipping Inbox

Weather Check

Flag international orders containing live plants or seeds for weather and customs review

Badges orders that include at least one product in the Live Plants or Seeds category when the destination is international. These shipments face phytosanitary inspections, import permit requirements, and weather-related transit risks that domestic orders do not.

Shipping Inbox

Planting Season

Tag bulk seasonal planting orders placed during peak growing season

Badges orders placed during peak season that contain products in the Seeds, Bulbs, or Bare Root category with a total quantity above 10. These are serious planting orders from gardeners working within a seasonal window, and they benefit from priority dispatch and planting guidance.

Workflow

High Spender

Flag customers with gross prior spend exceeding £200 before refunds

Badges orders from customers whose total gross spend on previous orders exceeds £200 before any refunds are deducted, giving you a view of raw purchasing power.

Customer

Remote Area

Flag orders shipping to a remote or hard-to-reach area

Automatically badges orders being shipped to a remote area so your team can select the right carrier, apply surcharges, and set accurate delivery expectations.

Shipping

Repeat Address

Flag orders shipping to a frequently used destination postcode

Automatically badges orders where the destination postcode has received more than 3 previous orders, which may indicate a reseller, drop-shipping address, or business customer worth special attention.

Shipping

Repeat Product

Flag orders from customers who have repurchased a product 3 or more times

Automatically badges orders where the customer has previously purchased at least one of the included products 3 or more times, highlighting loyal repeat buyers for VIP treatment or retention offers.

Customer

Serial Returner

Flag new orders from established customers with multiple previous refunds

Badges orders from customers who have 2 or more previous refunds, an order total over £100, and at least 3 previous paid orders - identifying serial returners whose new high-value orders warrant extra scrutiny before dispatch.

Review Inbox

Return Risk

Flag first-time buyers ordering from high-return categories together

Badges orders from customers with no purchase history who are buying from both the Dresses and Shoes categories - a combination with historically high return rates, especially among first-time buyers unsure of sizing across product types.

Review Inbox

Costly Return Risk

Warn about high-cost return risk on oversize international orders

Badges international orders containing at least one oversize product with a total over £200, flagging the significant return cost exposure if the customer needs to send an oversized item back across borders.

Shipping Inbox

Off-Peak VIP

Recognise loyal customers spending above their average during off-peak periods

Badges off-peak orders from loyal customers who are spending more than their historical average, highlighting your most engaged buyers at a time when their purchases have the greatest revenue impact.

Customer

Peak Volume

Flag large peak-season orders that will strain warehouse capacity

Badges high-quantity, high-value orders placed during peak season, giving your warehouse team advance notice of orders that will consume disproportionate picking, packing, and dispatch time during your busiest period.

Workflow Inbox

Highlands

Flag orders shipping to the Highlands and Islands zone

Automatically badges orders destined for the Highlands and Islands shipping zone so your team can apply the correct carrier, surcharges, and delivery expectations before dispatch.

Shipping

UK Order

Flag orders shipping to the United Kingdom

Automatically badges orders destined for the UK so your team can apply the correct domestic carrier rates, packaging, and compliance steps before dispatch.

Shipping

Reorder

Flag orders where every item is the same product

Automatically badges orders that contain only one distinct product (regardless of quantity), helping your team identify likely reorders or subscription-style purchases for streamlined fulfilment.

Workflow

Fitting Needed?

Flag first-time buyers of fit-dependent equipment like bikes, skis, or golf clubs

Automatically badges orders where a customer is purchasing from the Bikes, Skis, or Golf Clubs category for the first time, prompting your team to include a sizing guide or offer fitting assistance before dispatch.

Workflow Inbox

Hazmat Check✓✗

Flag international orders containing hazardous materials like camping gas, batteries, or aerosols

Automatically badges international orders that contain items from hazmat-adjacent categories (Camping Gas, Batteries, Aerosols) so your team can verify shipping restrictions, arrange ground transport, or block the shipment before it leaves the warehouse.

Compliance InboxInteractionSLA

Clearance Buyer

Identify clearance buyers purchasing heavily discounted items across multiple categories

Automatically badges orders where every item is on sale, the overall discount exceeds 30%, and the order spans 2 or more categories - a profile that indicates a clearance bargain hunter useful for segmentation and clearance campaign analysis.

Customer

Churn Risk

Flag returning subscription customers showing signs of churn

Badges orders from established customers who have not ordered in over 40 days, maintain an average order value above £25, and are purchasing from the Subscription category. This pattern suggests a subscriber at risk of cancelling who has returned for what may be their final order.

Customer Inbox

First Box

Prioritise first subscription box orders where first impressions drive retention

Badges orders from customers with no previous purchase history who are buying a Subscription Box product with an order total above £20. The first box sets the tone for the entire subscription relationship - getting it right reduces churn at the most vulnerable point in the customer lifecycle.

Workflow Inbox

Gift Sub

Highlight international gift subscription orders from first-time buyers

Badges orders where a first-time customer purchases a product from the Subscription Box or Gift Subscription category and the delivery is international. These orders need extra care - the recipient is often someone other than the buyer, customs paperwork must be correct, and the unboxing experience represents the gift-giver's choice.

Workflow Inbox

Multi-Item

Flag orders with three or more distinct line items

Automatically badges orders that contain three or more line items so your warehouse team can allocate extra time or a larger packing station for multi-item picks.

Workflow

Bulk Order

Flag orders with more than five total units ordered

Automatically badges orders where the total number of units exceeds five, so your team can route bulk orders to appropriate packing stations or apply wholesale handling procedures.

Workflow

Consolidate?

Highlight orders to frequent postcodes from loyal customers for shipment consolidation

Badges orders shipping to a postcode that has received more than 3 previous orders, from a customer with 5 or more paid orders, with a total over £50 - indicating a potential opportunity to consolidate shipments or offer bulk delivery terms.

Shipping

Multi-Package

Flag heavy multi-product orders likely to need more than one package

Badges orders where the total weight exceeds 15 kg, the order contains more than 5 distinct products, and at least one physical item is present - a combination that strongly indicates the shipment will require splitting across multiple packages.

Shipping Inbox

Oversize Bay

Route orders with oversize products to the specialist packing bay

Badges orders containing at least one product flagged as oversize in WooCommerce, directing warehouse staff to pick and pack from the oversize bay instead of standard shelving.

Shipping

Fast Lane

Fast-lane single-item express orders for rapid pick and dispatch

Badges orders that contain exactly one product at quantity one with an express or next-day shipping method, allowing warehouse staff to route them through a fast-lane workflow for immediate dispatch.

Workflow

Digital Only

Identify purely digital orders that require no physical fulfilment

Badges orders that contain at least one virtual item and no physical items, signalling to your team that the order requires only digital delivery - no picking, packing, or shipping is needed.

Workflow

Weekend

Flag orders placed on weekends for operational awareness

Automatically badges orders placed on Saturday or Sunday so your team can manage weekend fulfilment expectations and prioritise the Monday morning queue.

Review

Near Case Qty

Flag wine orders with 6-11 bottles that are close to a case quantity discount

Automatically badges orders where the customer is buying 6 to 11 bottles and every item is in the Wine category, highlighting an opportunity to nudge them towards a 12-bottle case for a discount.

Workflow

Customs Declaration

Flag international orders containing wine, beer, or spirits for customs compliance

Automatically badges international orders that contain alcohol products (Wine, Beer, or Spirits) so your team can prepare customs declarations, verify duty requirements, and check destination country import restrictions before dispatch.

Compliance Inbox

Collector

Identify repeat customers building varied wine cases with 6 or more distinct bottles

Automatically badges orders from established customers with 3 or more previous orders who are buying 6 or more distinct wine products in a single order - a collector profile ideal for tasting notes, curated recommendations, and loyalty rewards.

Customer