Auto Assignment of Carrier and Service to Sales Order

Auto Assignment of Carrier and Service to Sales Order

Rule-based carrier selection for frictionless dispatch. Eliminate the need to manually assign services to every order. Let the system calculate the best-fit carrier based on weight, value, and destination instantly.


What’s launching

We are introducing a dynamic automation engine that allows you to build custom rule sets to handle carrier and service selection at the point of order creation.

  • Automation rules based on order weight (KG).

  • Value-based carrier triggers (Min/Max thresholds).

  • Destination-specific routing via country selection.

  • Hierarchical Carrier-to-Service mapping.


Why it matters

  • Zero Manual Intervention: Remove the need for staff to "work out" which carrier to use. The system applies your pre-defined logic the second the order hits the WMS.

  • Cost Optimisation: Automatically switch from premium to economy services—or vice versa—based on the total value or weight of the shipment to protect your margins.

  • Reduced Shipping Errors: Standardised rules ensure the correct service is assigned every time, eliminating the faff of fixing carrier mismatches at the packing station.


Technical Sync/Specs

  • Rule Configuration: Managed via the existing Automation page with new specific triggers for Weight, Value, and Destination.

  • Weight Logic: Supports Min/Max KG thresholds (system-wide confirmation on Net vs. Gross weight pending).

  • Validation: Carriers must be selected as a parent category before a specific Carrier Service can be mapped.

  • Exclusions: Initial release excludes postcode-level overrides and automated surcharging.