Choose which orders a rule applies to

Admin portalRates & financeUpdated today

Conditions narrow a rule to certain routes, merchants or box types. A rule without conditions applies to every order of its client type.

Before you start
  • Your role has the Manage package rules permission.
1

Add a condition

The Conditions card is the third part of the editor.

Rates › New ruleSample screen
Conditions
1No conditions: the rule applies to every order of its client type, on its services.
2+ Add condition
  1. No conditions. A rule with no conditions applies to every order of its client type, on its services.
  2. Add condition opens a menu of the condition types you have not used yet. Each type can be used once.
  3. The condition types: Customer (merchants), From city, From zone, To city, To zone, To (Same city or Other city) and Box type, which is for Box rules only. Weight is not a condition, because the price already handles weight.
2

Choose what to match

Each row says what to match, how, and with which values.

Rates › New ruleSample screen
Conditions
IF
1 From city ▾
2 equals ▾
3 Riyadh ✕Jeddah ✕ ▾
AND
To city ▾
not equals ▾
Dammam ✕ ▾
  1. Condition. What to match, for example From city.
  2. equals / not equals. Equals means any one of the values. Not equals means none of them.
  3. Values. Pick from the right list: cities, zones grouped by city, merchants, Same city or Other city, or box types. Several values in one row mean any of them.
3

Decide how the conditions combine

With two or more conditions you choose whether all of them or any of them must match.

Rates › New ruleSample screen
Conditions
IF
From city ▾
equals ▾
Riyadh ✕ ▾
OR
Customer ▾
equals ▾
Al Noor Electronics ✕ ▾
+ Add condition1Join with Match all (AND)Match any (OR)
2Reads as: From city = Riyadh OR Customer = Al Noor Electronics
  1. Join with. Appears once there are two or more conditions. Match all (AND), the default: every condition must match. Match any (OR): one match is enough. OR widens the rule: “From Riyadh OR Customer Al Noor” prices every Al Noor order anywhere. It is one setting for the whole rule.
  2. Reads as. The conditions in one sentence. Read it to check it says what you mean.
4

Pick merchants that fit the client type

Use Customer to price specific merchants.

Rates › New ruleSample screen
Merchants ▾
Conditions
IF
Customer ▾
equals ▾
Pick merchants ▾
  1. Client type decides which merchants a rule can price. Merchants: those who can use credit (Credit and Both). Cash: Cash-terms merchants only, and merchants on Both do not fit Cash rules.
  2. Greyed merchants. A merchant that does not fit the client type is greyed out with the reason, for example “Cash merchant — this rule is for credit merchants”.
5

Avoid duplicates

Two active rules cannot do the same job.

Rates › New ruleSample screen
Conditions
IF
From city ▾
equals ▾
Riyadh ✕ ▾
AND
To city ▾
equals ▾
Riyadh ✕ ▾
1
Same services, client type and conditions as PR-101. Edit that rule, or make this one inactive.
  1. Duplicate rule. Fleetics blocks a rule that matches another active rule on shipment type, services, client type and conditions. The message appears as you edit. Edit the other rule, or make this one Inactive.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

Can I mix AND and OR in one rule?

No. The join applies to the whole rule, so a rule is never ambiguous. For a mix, make two rules.

“Pick at least one value” appears.

A condition row has no value. Pick a value, or remove the row.

Can a rule apply only above a certain weight?

No. Weight is not a condition. Use Fixed bands or a Flexible price for that.

“Box type applies to Box rules only.”

The Box type condition exists only for Box rules.

A merchant is greyed out in Customer.

Its payment terms do not fit the rule’s client type. Change the client type, or pick another merchant.

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