Overview
You can setup up rules to automatically assign courier services to orders based on a combination of:
- Shipping destination (Countries or Zones)
- Order weight
- Value
For example if you need to send orders up to 2kg via one courier and over 2kg with another, you would setup 2 rules.
Rules can also be setup to work based on 'Courier Service Types' to give more flexibility. Types are customisable and can be set on orders via Courier Mappings (see here).
These are typically used when the shipping tags coming from an order source are too generic i.e. don't account for different weight bands or destinations.
It is possible to create a type of 'EXPRESS' and then build rules on top e.g. when an order is EXPRESS & 0-2kg then default to 'Royal Mail Tracked 24' or EXPRESS & 2-30kg then use 'DPD Next Day'.
Setting up rules
To set up or add more rules:
- Navigate to Shipping Management > Courier Service Selection
- Populate the required fields;
| Client: | The client the rule is for. |
| Courier Service: | Service to apply to the order if rules are met. |
| Courier Service Type: | Default is 'standard' but can be used to create rules based on 'Shipping Types' i.e. where a 'Courier Service Mapping' has been used. |
| Country/Shipping Zone: | Set either Country or Zone (zones are configurable groups of countries e.g. Europe, worldwide) |
| Min / Max Weight | Enter the upper & lower limit order weights to be included |
| Min / Max Order Value | Enter the upper & lower limit order values to be included. |
| ⓘ "Standard" courier service type is default! Unless you have set up 'Courier Service Mappings' then use "Standard" from the drop down |
Example:
3. Click 'Add'
Example created rules:
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