- Shipping Rules UI Lesson 1: File management
- Shipping Rules UI Lesson 2: Creating Select Rules
- What is a Select Rule?
- Creating a Select Rule
- Shipping Rules UI Lesson 3: Creating Service Levels
- Shipping Rules UI Lesson 4: Setting up prices
- Shipping Rules UI Lesson 5: Use cases
What is a Select Rule?
Select Rules are used to select the right product based on one or more conditions. Every Select Rule consists of at least one condition and it is possible to have multiple Select Rules. Shipping Rules will always start with the first Select Rule and see if a valid product can be found. If no valid product is found that meets the conditions, it will continue to the next rule.
The conditions can be divided into 5 groups:
Use this group to select a product based on a field from the goods line. For example, if you want Shipping Rules to select a certain product when the shipment weighs less than 10 kg, then the Weight field should be selected.
Supported Goods line fields: Weight, Volume, Line weight, Line volume, Shipment weight, Length, Width, Height, Max package length, Goods type, No of packages, Line contents, Line number, Custom line field 1, Custom line field 2, Custom line field 3, Custom line field 4, Custom line field 5 and Dangerous goods.
Depending on the field, there are different options available. Fields like Weight, Volume, Length etc. require that you enter a minimum and maximum value and specify the unit. Fields with a text string like Line contents and Custom fields will let you compare the content of the field, and for the Dangerous goods field, it only checks if it contains a value or not.
Use this group to make a product selection based on Sender. For example you may have different departments shipping from different cities and want a product selection based on this.
Supported Sender fields: Actor, Postcode, City, Country, Customer Number and Attention.
Most of the fields will check if the field contains a string that is equal or not equal to a text or number specified by you.
Use this group for Select Rules based on Receiver. For example, you can use the Country field and make product selections based on receiver country.
Supported Receiver fields: Country, Postcode, City, Customer number, Phone, Mobile, Attention and Email.
If you use Postcode, it is possible to enter a postcode range or add a postcode file. For the other fields, you can compare the content of the field and see if it is equal or not equal to a text or number specified by you.
This group is used for making selections based on carrier related values.
Supported Carrier fields: Account, Agent number or Code (used by sender).
This group contains a number of reference fields that can be used for making product selections based on custom values, insurance value etc.
Supported References fields: Project, Insurance, Cash on delivery and Custom field 1-5.
Custom fields compare the content of the field to see if it is equal or not equal to a text or number specified by you. For the value fields like insurance, you must specify a minimum and a maximum value.
Creating a Select Rule
A Select Rule is created in a Shipping Rules file, so you must start by creating a new file or edit an existing file. For a tutorial on how to create a new file, click here.
- Go to Drafts and click on the wrench icon next to the file that you want to work with and choose Edit.
- Check Use select rules under Additional Options and click Next. This will open the Select Rules tab.
- Click New to start creating a Select Rule.
- Select at least one product from the list and click Create.
- Click the arrow next to the name to start defining the conditions.
- Select a group from the Group drop-down list. When you select a group, a new Field drop-down list will appear. Select a field from this list.
- Fill in the additional fields/drop-down lists that appear after the field selection. These fields or drop-down lists vary according to the group and the field that you selected.
- You can add more Conditions by clicking the plus sign. This will create an additional Conditions line.
- If you need more Select Rules, simply click the New button at the top and repeat the steps above.
- Click Save when you have finished creating your Select Rules.
Go to the next level to learn how to create Service Levels.
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