Set up capacity profiles

A capacity profile caps how many shipments Carriyo can route to one or more carrier accounts through shipping rules. When the cap is hit, shipping rules skip those accounts until the count drops. The profile itself defines the type of cap and which accounts it applies to; the rules inside it set the actual thresholds and the conditions under which each threshold applies.

Capacity affects automated carrier selection only. Manual assignment from the Dashboard or via API still works regardless of capacity.

The two capacity types

A profile is one of two types. Pick when creating the profile:

• Daily Booking Capacity. Caps the number of shipments routed to the assigned accounts in a single day. Resets at a daily reset time you configure.
• In-Flight Capacity. Caps the number of open shipments at any time across the assigned accounts.

Both types can be assigned to the same carrier account through separate profiles.

Before you start

• The carrier accounts you want to cap must already exist. See Add a carrier account.
• You need the admin or account-manager role.

1. Open the capacity profiles page

In the Carriyo Dashboard, open Settings in the left sidebar.

Under Carrier Management, click Capacity Profiles to open the list.

The page lists every capacity profile in your tenant, with its type and assigned accounts. Click the + add icon in the top-right corner to create a new profile.

2. Create the profile

Fill in:

• Name. A label meaningful to your ops team. Common patterns: dhl-uk-daily-100, aramex-inflight-500.
• Capacity type. Pick Daily Booking Capacity or In-Flight Capacity. The type can't be changed later.
• Daily reset time (Daily Booking only). The local time when the day's counter resets to zero. Set this to the carrier's daily cut-off, not midnight.
• Carrier accounts. Pick one or more accounts the cap applies to. Multiple accounts share the same counter.

Make sure the profile's Active toggle is on. Click Save.

After saving, Carriyo takes you to the rules page for the profile.

3. Add a rule

A profile without rules has no effect; the rules define the actual threshold. A profile can have multiple rules; Carriyo evaluates them in priority order and uses the first match.

Click + add record to create the first rule.

Fill in the basics:

• Name. Describes the rule's purpose, e.g., same-day-cap, express-overflow.
• Threshold. The maximum number of shipments before Carriyo stops routing.
• Apply to. Forward shipments, Reverse shipments, or both. Defaults to both.
• Active Capacity Rule. Must be on for the rule to take effect.

4. Add a schedule (optional)

By default a rule is active Any day, any time. To narrow when the rule applies, toggle that off and pick specific days, then optionally restrict to a time range using Apply to a Period (e.g., 09:00–18:00 weekdays only).

Use a schedule when caps are time-bound. For example, a tighter cap during the express cut-off window, or a different cap on weekends.

5. Add conditions (optional)

Use + add condition to apply the rule only to shipments matching specific criteria: shipment type, dropoff geography, service level, weight range, etc. Click the − icon next to a condition to remove it.

Without conditions the rule applies to every shipment that would otherwise be routed to the assigned accounts. With conditions, the rule's threshold only counts matching shipments.

Reach for conditions when the rule should apply to some shipments routed through these accounts, not all. For example, you might add a Dropoff by Geography condition to apply a tighter cap on international shipments while leaving domestic shipments uncapped. But if all the assigned accounts only serve a single country anyway, the condition adds nothing.

Click Save when the rule is complete.

6. Set rule priority

Carriyo evaluates rules in order and uses the first match. Return to the profile's rule list and drag rules into the order you want.

Put narrow, specific rules above broad catch-all rules. Otherwise the catch-all wins for every shipment.

7. Edit or delete a rule

The three-dot menu in each rule's rightmost column opens an action menu with Edit and Delete options. Edits open the same form you used to create the rule.

8. Activate or deactivate a rule

Each rule has its own Active toggle. Switch a rule off when you want to keep the rule defined but stop it from applying to shipments.

The profile itself has its own active state. If the parent profile is inactive, active rules inside it have no effect. The whole profile is dormant.

To list only active rules, toggle Showing All Rules off.

9. See the assignment on the carrier account

The profile is now wired to the carrier accounts you picked in step 2. Confirm it from the carrier account's perspective: open Settings → Carrier Accounts, click into the account, and open the Assignments tab. The Delivery Capacity section shows the linked profile.

If you'd rather start from the carrier account and pick a profile from there, the same Assignments tab also lets you create a new capacity profile inline. This is covered in Manage carrier account assignments.

When capacity profiles help

• Testing a new carrier. Set a low cap on a new account to evaluate performance before committing to higher volume.
• Different limits by shipment type. Separate caps for express, same-day, or standard shipments. Use conditions on the rule.
• Respecting carrier-quoted limits. Match Carriyo's routing to the daily volume a carrier has agreed to handle.

Common mistakes

• Profile saved with no rules. The profile contributes nothing to routing. Always add at least one rule.
• Parent profile inactive. Rules inside an inactive profile have no effect even when individually active.
• Catch-all rule above narrow rules. Carriyo uses the first matching rule, so a broad rule listed first wins every time.
• Daily reset at midnight. If the carrier's day rolls over at a different time (collection cut-off), set the reset to match that, not midnight.