Index
- Shipping Rules UI Lesson 1: File management
- Introduction
- Access to the Shipping Rules UI
- Managing your files
- Creating a new Shipping Rules file - Shipping Rules UI Lesson 2: Creating Select Rules
- Shipping Rules UI Lesson 3: Creating Service Levels
- Shipping Rules UI Lesson 4: Use cases
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.
Managing your files
The General 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.
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 wench icon next to a file, you will see a number of possible actions:
- Edit - will send you to the Select Rules tab
- Rename - opens a popup dialogue where you can rename 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.
- Edit XML - opens the file in the XML editor for advanced editing.
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 wench icon next to a file, you will see a number of possible actions:
- Edit in Drafts - will open the Select Rules tab and create 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.
- Go to Shipping Rules > General.
- In the Source section, click on the level where you want to create the file.
- Click the New button in the Drafts section.
- Name your new file, enter an optional description and click Create.
- A file has now been created and placed in the Drafts section. Click the wrench icon and choose Edit. This will open the Select Rules tab.
Go to the next lesson to learn how to create Select Rules.
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