Allocation rules
Allocation rules choose a driver or a courier for new orders automatically. Learn the list here, then build a rule in the next guide.
- Everyone with Dispatch › View can open the list. Changing rules needs Manage allocation rules.
- Open it from Operations › Allocation rules, or from ⋯ on Dispatch.
Read the list
Rules are listed in the order they run.
| Rule | 2 Conditions | 3 Action | 4 Matched today | |
|---|---|---|---|---|
| 1 ⋮⋮ 1Riyadh North pickupsAR-01 5 Active | Pickup zone equals Al Malqa, Al Yasmin | To a driver (pool) | 14 | ⋯ |
| ⋮⋮ 2Restaurant ordersAR-02 Active | Order type equals Food | To a driver (pool) | 9 | ⋯ |
| ⋮⋮ 3SMSA for JeddahAR-03 Inactive | Delivery city equals Jeddah | To a courier · Delivery leg | 0 | ⋯ |
- Position. Rules run from the top. The first active rule that matches an order wins. Drag the handle to change the order, or use Move up and Move down. New rules are added at the bottom.
- Conditions. A summary of when the rule applies.
- Action. What the rule does: gives the order to a courier, to a driver or a pool of drivers, or offers it by proximity.
- Matched today. How many orders the rule handled today.
- Status. Click the pill to switch the rule on or off. An inactive rule is skipped.
Put the rules in the right order
The first active rule that matches an order wins, so put your most specific rules at the top. Drag a rule by its handle, or use Move up and Move down.
Edit, duplicate, switch off or delete a rule
Use the ⋯ menu at the end of a row.
| Rule | Conditions | Action | Matched today | |
|---|---|---|---|---|
| Riyadh North pickupsAR-01 Active | Pickup zone equals Al Malqa, Al Yasmin | To a driver (pool) | 14 | ⋯ |
- Duplicate makes an inactive copy, so you can change it before it starts running.
- Deactivate switches the rule off. The same place says Activate on an inactive rule.
- Delete removes the rule from the list. The history of the orders it handled is kept.
When no active rule matches an order, the order stays unassigned. Fleetics retries it, and then it shows in Needs attention.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Which rule runs first?
The one at the top. The first active rule that matches the order wins.
What if the first rule finds no driver?
The order does not fall through to the next rule. It stays unassigned, is retried, and then shows in Needs attention.
Do rules run on orders that already exist?
Rules run when an order is saved, and they are retried. To run them on orders that are waiting, select them on Dispatch and press Run allocation rules.