Create a shipping rule
Use Shipping rules to automatically assign a carrier to a shipment based on shipment attributes. You can create rules for both forward and reverse shipments.
Carriyo checks rules in priority order, starting from the top. For automatic assignment to happen, the Auto Select (AI Automation) option must be enabled when creating a shipment.
Rules can stand alone or belong to a ruleset. When a rule is part of a ruleset, it inherits the Merchant and Pickup Country from the ruleset.
Creating a rule
1. Navigate to Automation on the Carriyo Dashboard.
Forward Automations contains rules for shipments from merchant to customer. Reverse Automations contains rules for shipments from customer to merchant.
Search for rulesets by name using the search field. The dropdown next to it filters by active status. Hover over the number or question mark to see merchant names. Use the filters option to filter by pickup country. If rulesets are not enabled for your account, skip this step.
2. Select a ruleset and click the + add record icon to create a new rule. If no ruleset exists, Create one first. All existing rules appear here. Use the Selected Rule Set dropdown to switch between rulesets.
3. Make sure the rule is set to active. An inactive rule is ignored during carrier assignment.
When you assign more than one carrier account to a rule, Carriyo selects between them using one of two methods:
- Cheapest, assigns the shipment to the carrier with the lowest shipping cost.
- Round Robin, distributes shipments across carriers using a percentage-based quota. Each carrier receives shipments in proportion to its configured share.
Use Use Rule Assignment Daily Limit to cap the number of times this rule can be applied per day.
The Schedule limits the rule to shipments booked within a specific time window on designated days. Shipments booked outside the schedule are not assigned this rule. The valid options are any day, any time or different timings for individual days.
4. Add Conditions to make the rule more specific. Merchant and Pickup Country values come from the ruleset. You can remove values but not add new ones. You can set conditions on both native and custom attributes.
If no ruleset exists, define Merchant and Pickup Country conditions explicitly.
5. Click Save once all required properties are set.
Rules are assigned by priority, so order them accordingly. To reorder and manage existing rules, see Manage shipping rules.
Once the rule is active, the Statistics tab shows allocation percentages and historical assignment data. This is useful when a daily limit is set or multiple carriers share the same rule.