You can setup up rules to automatically assign courier services to orders based on a combination of:
- Shipping destination (Countries or Zones)
- Order weight
- Channel ID
For example if you need to send orders up to 2kg via one courier and over 2kg with another, you would setup 2 rules.
Courier Service Types
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 with the name of your choice e.g. 'EXPRESS' and then build rules on top e.g. when an order is EXPRESS & 0-2kg, default to 'Royal Mail Tracked 24' or EXPRESS & 2-30kg then use 'DPD Next Day'.
If you don't use Courier Mappings you can ignore this section.
Setting up rules
To set up or add to existing rules:
- Navigate to Shipping Management > Courier Service Selection
- Populate the required fields;
|Client:||The client the rule is for.|
|Channel||The channel the order will come from.|
|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). See guide to Shipping Zones for more information on these.|
|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
3. Click 'Add'
4. Repeat as required to add additional rules
The below example shows two rules in place for one client:
Country Wins Over Zones!