Priority Rule

General Feature Information

Feature Name: Priority Rule Integration

Feature Overview:
Priority rules help OTO to choose among feasible delivery options. OTO finds feasible delivery companies for orders as per the delivery company coverages and the feasibility rules set. If there is more than one feasible delivery company, the order will be assigned according to the priority rules.

How to Use the Feature

Step-by-Step Instructions

To Access Priority Rule Integration:

1. Navigate to the Management>Shipping Otomation on the left sidebar.

2. Choose Priority Rules tab.

3. Click on Add Priority Rules button.

4. A modal form will open for you with the following parameters:

• Rule Name: This is the name you will give to your rule, it should be unique to avoid confusion and should be detailed to understand the rule easily.

• Method:Set your rule based on certain conditions. There are some parameters need to fill.

• Least Cost: OTO chooses the delivery company with the least cost and creates a shipment with it.

• Manual Rating: OTO chooses the delivery company according to the priority you make. 

• Equally Distribute: OTO distributes shipments equally among the feasible options. 

• Fulfillment Rate: OTO chooses the delivery company with the best fulfillment rate and creates a shipment with it.

• SLA Met: OTO chooses the delivery company with the best SLA stats and creates a shipment with the best SLA rate. 

• Customer Rating: OTO chooses the delivery company  according to customer ratings of them and creates a shipment with the best one 

• Global Performance: OTO chooses the delivery company according to its global performance.

• Distribute by: OTO choose the delivery company depending on the percentage you provide.

• Status: It is the status of the rule. You can mark it as Active, Test Mode and Inactive.

• Feasibility Rule: The feasibility rule that you want the priority rule to work on.

5. Click on Add button.

Troubleshooting and FAQs

Common Issues and Solutions:

Issue: Orders are not being routed to the delivery company specified in the priority rule.

Solution: Make sure rule status is not set to Inactive or Test Mode. There is no conflicting conditions between multiple rules and the rule conditions match the order details.

FAQs

Q: What is the purpose of Priority Rule Integration?

A: Priority rules help OTO determine which delivery company to choose when multiple feasible options are available. These rules ensure that shipments are assigned according to your business priorities, such as cost, performance, or customer ratings.

Q: Can I test priority rules without affecting live shipments?

A: Yes, you can set the rule’s status to Test Mode. This allows you to observe the behavior of the rule without impacting live shipments.

Q:What happens if two or more rules apply to the same order?

A:When multiple rules apply to the same feasibility rule, the system might prioritize based on the rule creation order or lead to conflicts. Ensure there is clarity and no overlaps in your rule definitions.