Adding New Allocation Rules (Single)

This article is a comprehensive and user-friendly tutorial that walks readers through the process of creating a single allocation rule for efficient resource distribution.

Please note, in order to create an Allocation Rule, the user needs to define the set of fields that can be configurable from the Allocation Config Section.

Instructions

Navigating to Carrier Partner Setup

1. Click on the hamburger menu icon

2. Click on Setup > Integration setup to expand the dropdown list

3. Select carrier partner

Navigate to Allocation Rules

Under carrier partner setup, navigate to the allocation rules sub tab

Creating a New Rule

1. To create a new rule, click on the add new button and select single

2. Additionally, users can also create multiple rules in bulk by uploading a .csv file

Configuring a New Rule

1. Based on the setup the user makes in the allocation config section in terms of the input fields they want to use while creating a rule, the rule creation pop-up will prompt the user to provide data for the respective input fields.

2. These details are usually customized from the "Allocation Config" section. Common criteria for allocation rules might include Customer Code, Booking Service Type ID, and more.

3. After providing relevant information for all input fields, user must also enter the carrier account name, define its priority and define the rule capacity (the number of consignments to be allotted under this rule). This information is used to assign a rule to a carrier partner. 

4. In the "Priority" column, specify the priority for this rule. Assign the highest number for the highest priority and the lowest number for the lowest priority. Priority determines the order in which allocation rules are applied.

5. If the priority for two rules is the same and they are both mapped to different carrier accounts, rules will be applied such that in the sequence that the system performs the default sorting, the carrier that is selected first will be allotted orders until it’s capacity is not exhausted. Post that, the system will move on to the next carrier under the next rule. Additionally, a random allocation model can also be implemented. Please get in touch with the support team to do the same. 

   1. For example, if two rules exist stating that a consignment traveling from delhi to mumbai should be assigned to carrier 1, and another rule states that a consignment traveling from delhi to mumbai should be assigned to carrier 2, where both rules have the same priority. In this case the system will first exhaust the capacity of carrier 1 before allocating orders to carrier 2. 

6. However, leaving any of these fields blank will mean that all values under that field will be acceptable when trying to implement the rule. 

   1. This will have an implication in case two rules exist where rule 1 says that cn traveling from delhi to mumbai should be assigned to carrier 1 with priority 5, and another rule states that a consignment traveling to mumbai should be assigned to carrier 2 with priority 10. Here, since rule 2 has a higher priority and the origin field is left empty, rule 2 will be applied overriding rule 1. 

7. After entering all the necessary details and defining the priority, click the "Submit" button.

Conclusion

By following these steps, you can create a new allocation rule that will be used to allocate resources or perform actions based on the criteria you've specified. Allocation rules are essential for efficiently managing the allocation of resources or tasks in your logistics system.