How to assign orders to a group, for staff to work on?

pugy365

I have been trying to figure this out, but I have hit a dead end. Its probably something simple just not going to the right place. Im looking for the place where I can assign orders to staff, and where they can mark as complete paid etc. Thanks!

sampoyigi

pugy365 You can either automate the process of assigning an order to a group or manually from the admin order edit page.

To automate the process, you’ll need to install the Automation extension, then go to Tools > Automations
Create a new Automation Rule with the Order Placed Event
Add the Assign to staff group action, then open the added action to choose the group to assign to. You can also add conditions to meet before assigning to the group using the Order Attribute condition.

Bear in mind the auto-assign feature uses Laravel Task Scheduler under the hood, so you’ll need to set up your task scheduler.

pugy365

Thanks sampoyigi I will check that out!

howard91447448

I know this is a couple of years old but it’s applicable to me at this time. I’ve followed your clear instuctions and still don’t see the incoming orders being assisgned. I haven’t added any conditions to the automation, it’s as you’ve shown it.
I have my cron job already running and I see it appearing in my syslog as running (although I guess I should check for errors by redirecting the output).

I create an order, pay for it with either COD or PayPal Express sandbox. I’m expecting the order to be assigned to a role called Order Manager but nothing happens. Do I need to changed the status from received first? Is there something I haven’t done to initiated the automation?

howard91447448

Please ignore my last post. I made the error of not creating my cron job as root.