Creating a Rule
Rules undertake Actions if a new or updated order or quote meets the set Conditions. For example, a Rule can remove a courier (the Action) if an order exceeds a certain deadweight (the Condition). The Rules Engine has a plethora of Conditions, Actions and Access Level that allow you to fine tune carrier allocation - learn more here.
To create or edit a rule, follow these steps:
Step 1: Click “Name your rule.” This helps you identify the rule quickly among all the rules you’ve set.
Step 2: Go to the next section to set up your first condition. The condition/s will be evaluated when a new order comes in or an existing order is updated. You can add more conditions by clicking “Add another condition”.
Step 3: Click “Add action.” The action will be taken if the condition/s for the rule is met when your chosen conditions are ALL met whenever a new order comes in or an existing order is updated.
Step 4: Click “Save Rule.” By default, the rule is disabled to prevent changing new orders immediately. You can enable rules when you’re ready to apply the rule to new orders.
Step 5 (optional): After creating a rule, it will be disabled by default. Remember to enable the rule after you’ve created the rule to start applying that rule to new orders.
Create Rules with Multiple Conditions
Rules Engine allows you to combine different conditions to map your business preferences into Shippit. Below are the following ways you can design more complex logic into the Rules Engine.
Combinatory conditions (Condition 1 "AND" Condition 2)
In some cases, you might want to combine conditions. For example, you could create a rule to not allocate orders to CouriersPlease if an order's postcode is outside of the range, 2000-2500 AND outside the range, 1000-1500.
In this case, add your conditions connected with 'AND'.
The rule will only be applied if an order's postcode is outside both ranges. Here's what the Rule will look like in Shippit.
Alternative conditions (Condition 1 "OR" Condition 2)
In some cases, you might want to execute an action on two different conditions. For example: Do not allocate to eParcel if the deadweight is greater than 56kg OR volumetric weight is greater than 60kg OR maximum dimension is greater than 105cm.
In this case, connect your conditions with 'OR'.
If a new order comes meeting any ONE of these conditions, then this rule is applied. Here's what the Rule will look like in Shippit.
Create Rules that apply to Multiple Stores
With the Rules Engine, you can create Company Rules that apply to multiple stores. Note that this use-case is only available if your user have access to the Head Office view.
- To learn more about Company Rules, click here.
- To learn more about how to set up Company Rules, click here
Note that the Company/Store level is fixed once the rule is created for the first time and can't be edited. For a company rule, the list of included stores can be edited.
Create Rules that apply to Multiple values
With the Rules Engine, you can create conditions that hold up to 500 values. These values can be manually entered and separated using 'Enter', or copy and pasted in bulk.
To learn more, check out our other support articles on the Rules Engine.