> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate merges with rules

> Create Pro automated merge rules that run server-side from Shopify order webhooks.

# Automate merges with rules

## What does this do for me?

Automated rules merge matching orders for you instead of waiting for you to review each candidate. Rules require Pro. On other plans the **Automations** page shows a **Pro plan required** banner and the controls are disabled.

## How automations work

Pro rules are enforced server-side. The app evaluates them from Shopify order and webhook context, so you never have to enter a shop domain. A rule can match any combination of customer, normalized shipping address, required tags, sales channel, and a time window.

## Create or edit a rule

1. Open **Automations** in the app nav.
2. Under **Rule basics**, set a **Rule name** and leave **Enabled** turned on.
3. Under **Matching conditions**, choose the conditions:
   * **Match the same customer**
   * **Match normalized shipping address**
   * **Required tags** — separate multiple tags with commas.
   * **Time window** — the number of minutes orders must fall within (defaults to 1440).
   * **Channel policy** — **Same sales channel** or **Any sales channel**.
4. Use the Shopify save bar that appears after you change a field to save. The app notes that it appears after a change.

**Any sales channel** is the channel-aware policy, which requires Pro.

## Manage existing rules

The **Configured rules** card lists every saved rule with its name and an **Enabled** or **Disabled** badge. Select **Disable rule** or **Enable rule** to toggle a rule.

If Shopify metaobject synchronization fails while saving, the app keeps the rule saved locally and shows a **Rule saved with a warning** banner asking you to try saving again.

## Limits and validation

* The **Time window** must be a positive number of minutes.
* The **Channel policy** must be **Same sales channel** or **Any sales channel**.

[Pcnaid Documentation](https://docs.pcnaid.com/namespace/index.md) › [Shopify Ecosystem](https://docs.pcnaid.com/hubs/shopify-ecosystem/index.md) › [Order Merge Pro](https://docs.pcnaid.com/nodes/shopify/order-merge-pro/index.md) › [Merchant](https://docs.pcnaid.com/nodes/shopify/order-merge-pro/merchant/index)


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