Help CenterRates & finance

Create a package rule

Admin portalRates & financeUpdated today

A package rule says how the delivery charge is worked out, for which services, which merchants and which routes. Start with the Rule card.

Before you start
  • Your role has the Manage package rules permission.
  • Know the services the rule is for, and whether it is for deliveries or returns.
1

Open the rule editor

Press New rule on the Rates page. The editor has three cards, and the step bar stays pinned.

Rates › New ruleSample screen
1
1Rule2Price3Conditions
2
Rule
Price
Conditions
3
CancelCreate rule
  1. The step bar names the three parts: Rule, Price and Conditions. It stays pinned while you scroll.
  2. The editor is one full-width page with three cards.
  3. The bottom bar appears when the rule is valid. It reads Create rule for a new rule, and Save rule once you change an existing one.
2

Describe the rule

Start with the first half of the Rule card.

Rates › New ruleSample screen
Rule
Riyadh next day
Active
ForwardReverse
Next Day ✕Express ✕ ▾
FlexibleFixedBox
  1. Name. Required. It is the name people pick on Create Order, and it appears on statements.
  2. Status. Active or Inactive. Only active rules are offered on new orders.
  3. Shipment type. Forward for normal deliveries. Reverse for returns from the recipient back to the merchant: only reverse rules are offered for returns. Forward is the default.
  4. Service types. Required. The rule is offered only for orders on these services. One rule can list several, so you do not need a copy for each service.
  5. Rule type. Flexible, Fixed or Box. It decides which price fields you fill in. Changing it resets the price fields.
3

Say who the rule is for and how it works

The second half of the Rule card.

Rates › New ruleSample screen
Rule
None · comes in Unassigned ▾
Everyone ▾
% of delivery chargeFixed 50 %
On
On
  1. Courier company. Optional. When you pick one, orders on this rule are assigned and booked to that courier automatically, and your allocation rules skip them. With None, orders come in Unassigned and dispatch assigns them.
  2. Client type. Everyone (the default), Merchants (those who can use credit: Credit and Both), Cash (Cash-terms merchants only) or Public (for the marketplace). To name specific merchants, use the Customer condition.
  3. RTO. Required. The charge when an order reaches its maximum delivery attempts or is moved to RTO: a percentage of the delivery charge, or a fixed amount.
  4. Use volume weight (Flexible and Fixed). On (the default): the higher of the actual weight and the volume weight is charged. Off: the actual weight only, for example for documents or food.
  5. VAT applies. Shown only when your company VAT is on. Off makes the rule zero-rated, for example for international orders, and the rule then shows a “No VAT” badge.
Activated by FleeticsThe Public client type is for the marketplace. It is listed only after Fleetics allows public rates for your company. Contact Fleetics to activate it.
4

Set the price and the conditions

Fill in the Price card for your rule type, then the Conditions card. See “Flexible, Fixed and Box pricing” and “Conditions”. A rule with no conditions applies everywhere.

5

Create the rule

The bottom bar appears when the rule is valid.

Rates › New ruleSample screen
1
CancelCreate rule
2 Rule created · PR-106 · applies to new orders only
  1. Create rule appears only when the rule is valid. If it is missing, a required field is empty or a number is wrong, and the field says so.
  2. The message. It gives the new rule ID and says the rule applies to new orders only. Orders that already have a price keep it.

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 one rule cover several services?

Yes. List all of them in Service types. You do not need a copy of the rule for each service.

What does an empty Courier company mean?

Orders on the rule come in Unassigned, and dispatch assigns them to your drivers.

When does a new rule start to apply?

At once, to new orders. Orders that already have a price keep it.

Can I set a date range for a rule?

No. Package rules have no valid-from or valid-to dates. Switch a rule to Inactive when you stop using it.

Related guides

Flexible, Fixed and Box pricingChoose which orders a rule applies to
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On this pageOpen the rule editorDescribe the ruleSay who the rule is for and how it worksSet the price and the conditionsCreate the ruleCommon questions