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OmnifulKnowledge BaseAutomation Rules

Streamlining Logistics With Automation Rules

What are Automation Rules?

True to their name, automation rules are structured guidelines designed to automate specific actions based on predefined conditions. In the context of shipment orders, these rules evaluate the characteristics of an order against predefined criteria. When a rule is deemed applicable, the associated actions are triggered automatically, ensuring a streamlined and efficient workflow.

Types of Automation Rule

  • Eligibility Rule: An automation rule that defines the eligibility of a particular shipping partner based on some predefined condition. 

  • Priority Rule: An automation rule that decides the priority of shipping partners within a pool of eligible shipping partners, which shipping partner will sit on top and the other after that. It is applicable for both forward shipment as well as reverse shipment.

Use and Benefit of Automation Rules

The true strength of automation rules lies in their ability to simplify complex decision-making processes. Let's explore the specific uses and benefits of automation rules:

  1. Subset of Shipping Partners

    • Multiple shipping partners available for selection during shipment creation.
    • Automation Rule: Eligibility Rule
    • Defines eligibility criteria for a shipping partner based on predefined conditions.
    • Ensures that only a subset of shipping partners relevant to a specific order is available in the dropdown.
  2. Criteria-Based Shipping Partner Dropdown

    • Some orders are tagged with specific criteria, affecting shipment weight considerations.
    • Automation Rule: Eligibility Rule
    • Automatically associates a particular shipping partner with orders that meet specific criteria.
    • Simplifies the dropdown menu by presenting only relevant shipping partners for a given order.
  3. Managing Priority Among Shipping Partners

    • Multiple eligible shipping partners available for selection.
    • Automation Rule: Priority Rule
    • Defines the priority of shipping partners within the pool of eligible partners.
    • Decides the order in which shipping partners appear, ensuring efficient decision-making.
  4. Forward and Reverse Shipment Prioritisation

    • Both forward and reverse shipments require prioritisation of shipping partners.
    • Automation Rule: Priority Rule
    • Applicable for both forward and reverse shipments.
    • Ensures consistency in prioritisation, creating a seamless experience for both order types.

Automation rules emerge as a cornerstone in the pursuit of logistics optimisation. By automating decision-making processes, businesses can ensure efficiency, accuracy, and a streamlined workflow.

For businesses aiming to enhance their logistics strategies and optimise their decision-making, integrating automation rules is a strategic move. Explore the possibilities, simplify your shipment management, and unlock a new level of efficiency with Omniful.

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