How to assign automatically a carrier to an order?
With this function, you can set personalized rules to pre-assign a courier automatically to an order.
Within the channel configuration, in the Import > Orders you will find the panel to manage the rules.
Attention: This feature is enabled only for channels that have at least 2 active couriers for label generation.
Automatic assignment rules cannot be used simultaneously with other CMS courier pre-assignment rules.
The courier can be assigned according to one or more of these parameters:
- Weight
- Cash on delivery (COD)
- Postal code / Zip code
- Product code / SKU
- Tag
- Custom 1
- Custom 2
- Custom 3
Examples of rules:
- orders heavier than 5kg to be assigned to Fedex
- orders with an COD amount higher than 100 € to be assigned to SDA
- orders lighter than 2kg and with a post-code included between 10000 and 20000 to be assigned to BRT
Rules configuration
The rules to be configured have to be set on Qapla’ here:
Channels > [Channel name] > Imports > Orders
1. Set up a default carrier
First, select a default courier for orders with domestic or international destinations.
This will serve as the default rule, which will be applied whenever no other rule is met.
The default courier options will include the active couriers on the channel.
*** New Feature: a new parameter has been introduced for selecting the “Cheapest courier” ***
The “Cheapest courier” rule only works country-to-country. Therefore, the country of the company’s registered address must match the destination country of the shipment.
To use this option, you must purchase the Q’uotes product by going to Store > Services > Q’uotes.
Q’uotes is the Qapla’ feature that allows you to request courier shipping rates in order to choose the most suitable option based on the order’s specifications, displaying a rate comparison of the different couriers and active services on the account.
In this guide, you will find more information on the Q’uotes feature – rate comparison.
Attention: if you generate labels via the CreateLabel API, before proceeding with the purchase on the store, please contact success@qapla.it so we can guide you step by step through the process.
2. Set up the rules
Then the customized rules can be configured for the country:
- Give a name and a courier to the rule
- Choose one of the conditions and fill out the conditional value
Each rule can have only one condition per parameter, i.e., only one condition for WEIGHT, COD amount (cash on delivery), or POSTAL CODE, etc.
You can enter an unlimited number of rules for each country.
3. Order the rules
If two or more rules are met for an order, the last found one will be applied, so it is important to sort the rules with a priority sequence.
N.B. The default rule does remain still on the first place.
4. Make a test
Once entered all the rules you can ‘test’ the operation with the appropriate tool, entering the values you want to double check.
Attention, please: The rules that use the ‘weight’ parameter will be applied only if the weight value is imported at the moment of order import. If the ‘weight’ field is empty, the weight-based rules will NOT work.
Need help?
If you need assistance, contact Qapla’s Customer Care at support@qapla.it