How do I set up a rule to highlight risky orders?

Started by David Johns, April 08, 2013, 03:05:06 PM

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David Johns

As of version 1.5.1.0 you can define a set of rules that are used to calculate a risk score for each order that downloads into SuperManager.  These rules are found under "View", "Program Settings..." on the "Risk" tab.  You can define one or more rules.  The total risk score for an order is the sum of all the risks for the rules that apply to it.  If the total risk score for an order is greater than the value you set for "Highlight orders for risk > than" value.

To get started defining a risk, follow these steps:

  • Click on "Add" to add a new risk factor
  • Set the type of risk factor you want to apply
  • Certain risk factors require a "Details" setting.  For example, for a blacklist email risk factor the details would be a list of email addresses to blacklist separated by commas.
  • Enter an incremental amount to add to the risk score if this condition applies to an order

If there are other conditions that would be helpful to include in the risk score, please recommend it on our Requests for New Features board.
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