Automation and Scheduled Work

Automation manages scheduled procurement rules and supplier shipment settings. A new store’s installation gate still applies: an enabled rule does not bypass setup mode.

Rule targets and actions

Rules can target stock replenishment or dropship demand. Stock rules can include manual reorder rules and forecast-mode rules. Dropship rules provide supplier filters and order conditions.

Review each action separately:

• Create PO creates eligible local drafts.
• Submit PO can contact the supplier using the configured submission channel.
• Capture Payment is an additional dropship action that can capture a Shopify customer payment after supplier submission when its checks permit it.

A manual run of an automation rule executes its configured actions; it is not a dry run. Review the rule before using its controls or Run Due Rules.

Introduce automation gradually

1. Verify supplier mappings, part numbers, locations, payment selections, and credentials through the corresponding manual workflow.
2. Begin with draft creation and inspect the resulting POs.
3. Review schedule, filters, skip reasons, and Recent Manual Run Output.
4. Enable submission only when the draft contents and channel are correct.
5. Treat customer payment capture as a separate decision and test.

Rules and schedules are store-specific. Identical supplier credentials can share background request limits across stores; a queued delay is not a failed order.

Duplicate and replacement behavior

Automation keeps evidence of previous dropship attempts. Cancelling a generated PO does not make automation blindly create or submit a replacement for the same order, supplier, and assigned location. Confirm the supplier-side outcome and create a replacement manually when appropriate.

Supplier Shipment Sync

Configure supplier shipment synchronization in its own section. For Turn14, shipment and supplier payment synchronization are independent. Reading supplier payment status never submits a payment. See the integration guide for current modes and polling behavior.

Purchase Order Archive

The archive policy can move eligible idle drafts and failed POs into a read-only archive. Open orders are excluded. Restoring an archived record does not cancel or recreate a supplier order, and archiving does not remove the need to resolve an uncertain submission.