Overview

Shippit's Rules Engine lets you build simple or complex business rules that modify how Shippit allocates orders to carriers by default. The Rules Engine helps you easily automate repetitive allocation decisions that are unique to your business, directly in Shippit. 

With the Rules Engine, you can:

  • Optimise your fulfilment workflow: Automate decisions that help you optimise on shipping costs, operations and the customer experience

  • Minimise operational issues: Predefine how Shippit allocates orders based on a variety of conditions to ensure consistency and reliability in how your business ships

  • Derisk new couriers: Stay in control and manage volume allocated to new delivery services through rules

Rules_engine_mockup.png

Conditions

Create rules to control how Shippit allocates carriers to orders. All new orders that meet your selected conditions will automatically have actions applied to them. Here are the conditions available:

Product Conditions

  • Product SKU: Also known as Stock Keeping Unit. This is not case sensitive. If a product SKU is equal to, does not equal to, contains, does not contain the specified value, the condition is met. 
  • Product Line ID: For stock-keeping purposes, the product line ID represents the product line associated with a product. This is not case sensitive. If at least one of the Product Line ID's is equal to, does not equal to, contains, does not contain the value specified, the condition is met.
  • Product Price: This is also known as the retail value of the product. If at least one of the Product's Price is equal to, less than, less than or equal to, greater than, greater than or not equal to the value specified, the condition is met. 
  • Product Title: This is not case sensitive. If at least one of the Product Titles is equal to, does not equal to, contains, does not contain the value specified, the condition is met.

Order Conditions

  • Packaging type: This refers to the custom Package Types created in your Settings. If an order’s package type name is equal to, does not equal to, contains, does not contain the value specified, the condition is met.
  • Created day of the week: This refers to whether an order was created on a specified day of the week (e.g. Monday or Friday). This is based on the store's time zone.
  • Created between time of day: This refers to if an order was created between a time window defined between a 'Start Time' and 'End Time'. This is based on the store's time zone.
  • Created between dates: This refers to if an order was created between a period defined by a 'Start Date' and 'End Date'. This is based on the store's time zone.
  • Total order value: This is the sum of the retail value (i.e. price) of all the products in an order. If the sum of all products prices are equal to, less than, less than or equal to, greater than, greater than or not equal to the value specified, the condition is met.
  • Order deadweight: For a single order, this is the sum of the deadweight of all included parcels.
  • Order volumetric Weight: For a single order, this is the sum of the volumetric weight of all included parcels. Volumetric weight is calculated by length (in cm) * width (in cm) * height (in cm) * 250 in kg.

Parcel Conditions

  • Parcel deadweight: If the deadweight is equal to, not equal to, less than, less than or equal to, greater than, greater than or equal to a certain value, the condition is met.

  • Parcel volumetric weight: If the volumetric weight is equal to, not equal to, less than, less than or equal to, greater than, greater than or equal to a certain value, the condition is met. Volumetric weight in the Rules Engine is calculated by length (in cm) * width (in cm) * height (in cm) * 250 in kg.

  • Maximum dimensions: If the maximum dimensions for the order are equal to, not equal to, less than, less than or equal to, greater than, greater than or equal to a certain value, the condition is met.

  • Median dimensions: If the median dimensions for the order are equal to, not equal to, less than, less than or equal to, greater than, greater than or equal to a certain value, then the action is applied. Note that median is the dimension that is not the maximum and minimum.

  • Minimum dimensions: If the minimum dimensions for the order are equal to, not equal to, less than, less than or equal to, greater than, greater than or equal to a certain value, then the action is applied.

Destination Conditions

  • Delivery postcode: If the postcode contains or excludes the ranges of postcode specified, the condition is met. 

  • Delivery location: If the location contains or excludes the specified postcode & suburb combination, then the action is supplied. Note that the available postcode & suburb combinations you can select are based on your account's country. This condition is recommended for domestic destinations.

  • Delivery country: If the location contains or excludes the selected country, then the action is applied. This condition is recommended for international destinations.

Actions

  • Do not allocate: When the conditions are met, the order won’t be allocated to the selected carriers.

Where to find the Rules Engine

First, ensure you have the right account permissions

The Rules Engine can only be modified by a user who has Head Office & Store User (non-read only) Roles. Learn more here.

Next, go to Menu > Settings > Rules Engine 

If you have multiple stores linked to your account, you'll need to select the merchant you want to add or modify rules from the drop-down. 

On the Rules Engine screen, you can do the following:

  • Enable or Disable the Rules Engine by tapping the on/off switch at the top of the Rules Engine UI. This allows you to easily switch ALL rules on and off whenever needed.

  • Enable or Disable a rule by clicking on the on/off switch next to the rule. This allows you to easily switch one specific rule on and off whenever needed.

  • Create a rule by clicking on create a new rule button.

  • Edit a rule by clicking on the pencil icon.

  • Delete a rule by clicking on the trash can icon.

Dara_-_Product_Images.png

Please note that the rules you set may affect the cost, speed and delivery of orders.

To learn more, check out our other support articles on the Rules Engine

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.