Transporter assignment

Table of contents

Introduction

Transporter assignment (formerly transporter prioritization) makes it possible for the system to automatically choose a suitable transporter for an order. The assignment is based on rules which are maintained by the system's administrator. For instance, you might want to make sure that all orders above a certain weight are shipped with a particular transporter.

The system can be set up so that the automatic transporter assignment is applied when orders are created, or when the orders are closed. If you are interested in this feature, please discuss this with your contact person at Ongoing.

Outbound and return transporter

Each order may have both an ordinary, outbound transporter and also a deviating return transporter. This can be used if you want to use a different transporter for the return label.

The system supports automatic transporter assignment for both the outbound transporter and the return transporter.

Maintaining the rules

There are separate rule-sets for the outbound transporter and the return transporter. Go to Registers ⇒ Automation and select the rule-set which you want to edit:

Automation menu

The rest of this guide will be written for the outbound transporter, but the return transporter rules work exactly the same way.

Each rule is a row in a table. Each rule has a certain priority. When the system tries to figure out which transporter to use for a particular order, it performs the following procedure:

  1. The system finds all prioritization rows which match the given order.
  2. Then the system selects the row with the lowest prioritization value.
You may use the following fields to set up the rules:
  1. Customer number
  2. Customer name
  3. Customer group
  4. Post code
  5. Country
  6. Ordered weight
  7. Ordered volume
  8. Delivery country
  9. Order type
  10. Way of delivery
  11. Terms of delivery
  12. Warehouse
  13. Order price
  14. Article group
  15. Article category
To keep the rule list easy to maintain, try to:
  1. Use large spans between each priority, e.g. create the first rule with priority 1000, and the second rule with priority 2000, and so on.
  2. Make the "most specific" rules have the lowest priority. E.g. if you want to have a special rule for a particular customer number, then that rule should appear early in the list.
  3. If you want to have different rules for different delivery countries, make sure that the countries are grouped together.

Examples

Below we provide some examples for how the rules can be set up. First we describe in words what the rules mean, and then we show how it would be set up in the system.

Weight based

Table with three rows, each specifying for which weight interval a certain transporter service should be used.

Customer number based

Table with two rows, the one with lowest priority number has the customer number CUS123 specified.

Volume and country based

Table with three rows, the top one has Denmark filled out, the bottom two have Norway and Sweden filled out as well as different volume intervals.

Video tutorial