Consignor Shipping Rules (CSR) is a feature in Consignor that you can use to automate your company's shipping policy and make sure that you always pick the best delivery method for your shipments.
Your shipping rules are defined directly in Consignor, and will automate which carriers and products to use, making it much easier for your warehouse staff. You can combine your rules as it suits your business best. The rules can be based on many different shipment attributes, and range from simple rules like "if ship to destination X, always use carrier Z" to more complex rules like "if ship to country X and weight above Z and service A is selected, then use product B".
Watch our CTO, Mattias Gredenhag, explain CSR:
How CSR works
The rules are defined in an XML document and requires XML skills to build. The XML document is uploaded to Consignor and will be checked every time you print (submit) a label. The rules in the document will then be used to automatically change the carrier/product to the best option before the label is printed.
CSR is made from several components working together:
- Service levels - a group of products with common features. E.g. a service level could contain express products or next day delivery products.
- Select rules - consists of one or more conditions that are used to find allowed products. E.g. "If ship domestic then select Next Day Delivery".
- Exclusion rules - also known as validation rules. This can be carrier validation rules that ensures that the carrier's requirements for a shipment are met. It can also be custom rules made to suit your needs. Examples: "Product A must not exceed 10 kg", "Product B is only allowed to country C".
- Allocation rules - decides which of the possible products to use if the other rules have not been able to single out a product. Example of allocation rules: "Use the first valid product found in the products list of the service level" or "Use the product offering the lowest price".
Using some or all the components, CSR can be tailored to automate most shipping policies.
These diagrams are for those who wish to understand the technical workflows behind CSR in a bit more detail.
Input data consist of up to four different pieces: Requested Service Level, Requested Product, Shipment Data from one shipment, and the CSR configuration settings. Both the requested Service Level and requested product are optional and CSR may work based on shipment and configuration only.
The yellow A exit in the diagram means that processing will continue at the yellow A entry in the next diagram.
Primary Select rules
The first thing CSR do is to check whether any select rules exist, since they are optional. If they exist, they will be evaluated first. If an allowed product is found it will be used, otherwise the flow continues to the next step.
The blue B exit in the diagram means that the processing will continue at the blue B in the next diagram.
Service levels are next in the flow. They are also optional but either Service levels or select rules must be defined. If a Service level is requested from the input data, it is will be used. If not, the specified product is used to find a Service level, and the first Service levels group containing the Product will be used. If no allowed product was found, the flow continues to the next step.
The purple C exit in the diagram means that the processing will continue at the purple C entry in the next diagram.
Exclusion rules can exist for every Service level but are optional. They will only be used if no allowed product was found using Select rules. The standard carrier validations are applied to all relevant products. If CSR cannot find any allowed products in this step, it is not possible to continue.
The grey D exit in this diagram means that the processing will continue at the grey D entry in the next diagram. At least one allowed product must be found in this step to continue to the next.
The final step that will decide which product to use. If only one product was found during the exclusion rules, then this product will be used. If there are multiple products when reaching the allocation rules, these rules will be evaluation in the order present in the XML document until only one allowed product is left. In case there are more than one product, the first allowed product will be used.
If you want to know more about Consignor Shipping Rules, you are welcome to contact us.