Automate Orders Using Customer Contact Data

Build more precise

Sales Order Rules

using customer contact information already stored on the order.

techOMS

now supports phone numbers and email addresses as conditions for both Bill-To and Ship-To addresses.

Use these fields like other text-based conditions to automate workflows when contact information matches—or is missing—without changing existing rules.

What's New

New Contact Conditions
: Use
Phone Number
and
Email Address
under both
Bill-To Address
and
Ship-To Address
.
Flexible Matching
: Apply supported text operators such as
Equal
,
Not Equal
,
Contains
,
Starts With
,
Ends With
,
Is Null
, and
Is Not Null
.
More Automation
: Detect missing contact details and trigger the appropriate rule action—for example, supplying a required phone number before fulfillment.

How to Find it

Open an existing
Sales Order Rule
.
Add or edit a
Condition
.
Expand
Bill-To Address
or
Ship-To Address
and select
Phone Number
or
Email Address
.

Resources

Learn more in our updated documentation:

Rules Conditions and Actions Guide