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Shipping Rules UI Lesson 1: File management

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Malene Tidemann
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Introduction

This article is the first in a series of tutorials that will explain how to use the Shipping Rules User Interface. Originally, any configuration of Shipping Rules was made in an XML file and uploaded in Consignor Portal. With the Shipping Rules UI, even customers without XML skills can make simple Shipping Rules configurations.

For a general introduction to the concept behind Shipping Rules, please read the article: Introduction to Shipping Rules.

 

Access to the Shipping Rules UI

Access to the Shipping Rules UI depends on your subscription and must be activated by Consignor Customer Service.

Please submit a request to Customer Service if you would like to have access to the Shipping Rules UI or would like to learn more about the possibilities. 

Once enabled, you will see a Shipping Rules tab in Consignor Portal when you login using your Owner profile.

shipping-rules-menu.png

 

 

Shipping Rules in Consignor On-premises

If you are using Consignor Ticket or Shipment Server, you can ignore the information in this section.
If you are using Shipping Rules together with Consignor On-premises, the shipping rules files are stored locally. To ensure that the self service features in our cloud can communicate with your local Consignor, polling must be activated. This is done by activating the Shipping Rules setup item and uploading a file:

  1. Go to Setup and click on the level where you want to apply Shipping Rules.

  2. Right-click in the pane to the right and choose New > Shipping Rules.

  3. Click Select and locate the file on your computer.

  4. Click OK to upload the file.

    COP-file.png

Read more about the nodes in the XML here:

Shipping Rules - Nodes description

 

 

Managing your files

The File tab is where you manage your Shipping Rules files. The page consists of three sections: Source, Drafts and Published. This is your overview page and where you create, delete, and publish your Shipping Rules files. 


Source

In this section you will see a structure that reflects the Installation, Locations and Actors in your Consignor.  Click the Installation and Location level to expand and see all available Actors. Browse the different levels to see any drafts or published files in the other sections. 

Shipping Rules can only be applied on Actor level if you are using Consignor Shipment Server and Consignor Ticket. If you have a Consignor On-premises installation, you can activate Shipping Rules on Installation, Location or Actor level. You must make a selection in the Source section to start creating new shipping rules or see existing files. 

The button Show active will display all actors with published Shipping Rules connected.

 

Drafts

The Drafts section contains a list of all the Shipping Rules files that have never been published or files you are editing. It is possible to have multiple drafts. The content of the list will match the level you have selected under Source. 

New files are always created as drafts. You must always select a level in the Source section before you can create a new draft file. If you try to create a new file without selecting a level first, you will see a message saying "Please check your input and try again".

If you click on the wrench icon next to a file, you will see a number of possible actions:

drafts-menu.png

  • Edit - will open the General tab where you can edit the basic information about the file.
  • Copy - copies the file and enables the Paste button. This can be used if you want to copy a file to another level in the Source section.
  • Delete - deletes the file.
  • Publish - publishes the file and moves it to the Published section.


Published 

The Published section contains your current published file and a history of any previously published files. You can always see which file is active by the check mark in the In use column.

When you publish a new file, it becomes active and any previously active file becomes inactive. 

If you click on the wrench icon next to a file, you will see a number of possible actions:

published-menu.png

  • Edit in Drafts - opens the file for editing and creates a copy of the file in the Drafts section.
  • Copy - copies the file and enables the Paste button. This can be used if you want to copy a file to another level in the Source section.
  • Delete - deletes the file.

 

Creating a new Shipping Rules file

You must start by creating a Shipping Rules file before you can add any Select Rules or Service Levels.

  1. Go to Shipping Rules > File.

  2. In the Source section, click on the level where you want to create the file.

  3. Click the New button in the Drafts section.

    shipping-rules-new-file.png

  4. Name your new file, enter an optional description, and click Create.

  5. A file has now been created and placed in the Drafts section. Click the wrench icon and choose Edit. 

    shipping-rules-edit.png

  6. This will open the General tab. Add information about the file under Fileinfo and select any Additional Options.
      • Set freight price (simple - one per product) - enables a simple price field that can be configured per product. 
      • Set freight price (advanced - with conditions) - enables a tab where you can create price groups and add conditions.
      • Advanced - activates a tab with advanced options for your file.
      • Use select rules - activates the Select Rules tab that makes it possible to create select rules in your file.
      • Show xml editor - activates a tab showing the Shipping Rules file in an XML editor for advanced editing.

        general.png

  7. Click Next to start adding service levels/rules to your file.


Go to the next lesson to learn how to create Select Rules.
 

 

Advanced options

If you check Advanced under Additional options, you will enable a tab with advanced configuration options:

  • User confirm - displays a confirmation message in PV.
  • Carrier validation - turn of carrier validation when Shipping Rules is running.
  • Use product name from file - use the name attribute from the Product node.
  • Show service level in PV - allow the user to select service levels in production view.
  • On import to Inbox - activate shipping rules on import without autoprint.
  • On submit - activate shipping rules on submit.
  • Default service level - set a service level name and the default will be ignored.

 

advanced-tab.png

 

The Expressions section makes it possible to create expressions to prefill fields, copy information from one field to another, add special conditions etc.


Example showing some different expressions:

expressions-examples.png

  • Always insert value DK in receiver country field. Execute at root level.
  • If content field on goodsline is empty then copy content from Custom field 1. Execute at root level.
  • Always insert "100" into the references - insurance field if the references - order value field is minimum 1000 and maximum 5000. Execute at Service level product.

 

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