Automatic and manual compliance checks

When your ShipCompliant integration is set up Bloom will automatically transmit orders to be checked when after order creation. Sometimes orders will need to be rechecked; this could be because a shipping address changed or because there was an error in the initial compliance check. This article will outline how the system works and how to manually recheck compliance on an order. 

In this article

• How Bloom checks orders

• Manually rechecking compliance

• Finding non-compliant orders

How Bloom checks orders

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Each time your Shopify store receives an order, the Bloom app sends that information to ShipCompliant. If the order is compliant, the Bloom app will:

• Note ShipCompliant's response that the order is compliant in the order's Notes

• Mark the order as compliant under Additional Details

• Tag the order with SHIPCOMPLIANT-YES, so it's searchable by you

• Synchronize the order to ShipCompliant

If the order is not compliant, the Bloom app will:

• Note ShipCompliant's response in the order notes

• Mark the order as non-compliant in Additional Details

• Tag the order with SHIPCOMPLIANT-NO

• Not synchronize the order to ShipCompliant

Manually checking compliance

If an order was non-compliant or had an error and you're able to correct it, you can manually recheck the order's compliance.

1. Select the More actions button in the top right

2. Choose Recheck compliance

3. The screen will change to compliance check loading view

4. Once done it will redirect back to the order view and the new ShipCompliant result will be displayed.

If you need to recheck multiple orders you can bulk  add the tag Recheck compliance to the order. The Bloom app will then run a manual compliance check on the order and remove the tag after re-checking and updating the order's status.

Finding non-compliant orders

To see orders which failed compliance checks, navigate to your Orders in Shopify. Next, filter your orders by the tag SHIPCOMPLIANT-NO. To save this search, click the Save filters button. Now you can check for non-compliant orders with one click—nice!

Bypassing compliance checks on an order

For orders that you want to commit to ShipCompliant but would prefer to skip the compliance check you can do that in 2 simple steps.

1. Add the tag bypass compliance to the order

2. Recheck compliance on the order under the More actions button in the top right.

You'll see the same ShipCompliant result in the order notes but the ShipCompliant status of the order will change to Compliance checks bypassed and the tag SHIPCOMPLIANT-BYPASSED will be added to the order.