What are rules?
Rules allow you to organize the assignment of courier contracts or pick-up depots to your orders based on the conditions you set.
📔 Notes:
These rules only apply when creating the order (not retroactive) and will only apply if the shop does not assign the courier that has to process the order or the sender from where it is sent.
If you manually change the courier or pickup addresses within an order, the created rules will no longer apply.
How to create a rule
Step 1: To add a rule you have to configure it in Settings > Account > Rules.
We have two tabs where you can add the rules you want:
Shipping rules: To assign the most suitable courier .E.g. If an order is going to Germany and weighs 10kg send it with DHL Paket.
Pickup Rules: To assign the correct pick up warehouse. E.g. If an order has SKU CF595342V send it from the warehouse in Calle Isidoro de Sevilla, Madrid.
Strep 2: Add rule
At the bottom of the table you will find the add rule button and you will only have to fill in 3 fields:
1º field - First, you will need to name the rule you are creating.
2º field - Secondly, you have to add the condition you want the order to fulfil in order for the rule to apply. These are the conditions that are available to you:
Conditions | Explanation | Operator | Permitted conditions |
Origin Country | Country of departure of the order | Is/Is not | Multiple select |
Destination Country | Country of destination of the order | Is/Is not | Multiple select |
Product Name | The name of an item in the order | Contains/Doesn't contain | Open text field |
Product category | The product category in the order | Contains/Doesn't contain | Open text field |
Product subcategory | The product subcategory in the order | Contains/Doesn't contain | Open text field |
SKU | The reference code of an item in the order | Contains/Doesn't contain | Open text field |
Weekday of send date | Day of the week on which the delivery person is expected to be dispatched | Is/Is not | Multiple select |
Send date | Date on which it is expected to be sent to the delivery person | - | Date selection (Only one field needs to be filled in: From or To) |
Weight | The weight of the entire shipment | - | Number field (Only one field needs to be filled in: From or To) The unit of weight is defined in Account > Company |
Checkout shipping method | Shipping method selected by the customer at checkout. | Is/Is not | Open text field. Add exactly the name of the shipping method configured in your Shopify to match it with Crowdsender. |
Warehouse | Place where the order is prepared | Is | Multiple select |
Custom data | Additional information on the box as well as on the order. | Is/Is not/Contains/Doesn't contain | Multiple select |
📔 Note: You can combine a set of conditions by clicking on the add condition button.
Match any or all conditions: You also have the option to select 'Match ALL of the conditions of this rule.' If you choose this option, all conditions must be met before the shipping rule is applied. If you disable this option, any of the conditions can be met, and the actions will be applied to those orders.
3º field - Add an action. Depending on the conditions you have previously configured what action you want it to perform.
Permitted Actions:
Shipping rule tab
Send with: Which courier you want to ship with. This field will display a dropdown with all the contracts that you have added to courier contracts and are not paused so you can select one of them.
Pickup rule tab
Send from: Which warehouse you want the parcel to be shipped from. This field will display a dropdown with all your pick-up addresses you have in the Warehouses section.
Step 3: Ready to automate this rule!
Once you have filled in all the data, the create new rule button will be activated.
Rules table
In the rules table you can modify them as you wish:
Edit: Redirects you to the creation page to edit an existing rule
Delete: Deletes the rule and reorganizes priorities (if needed)
Pause a rule: If you want to pause any rule temporarily, you can deactivate the rule without having to delete it
Shipping rules are matched by its priority to the order. The first match is assigned.
