Duplicate, edit, switch off and delete rules

Admin portalRates & financeUpdated today

Keep your rules tidy without breaking the prices of orders that already exist.

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

Open the row menu

The ⋯ menu on a row holds the actions for that rule.

RatesSample screen
RuleTypeServicesPrice
Riyadh next dayPR-101 ActiveFlexibleNext Day, ExpressSAR 183 kg + 3/kg1 ⋯
Inter-city expressPR-102 ActiveFixedNext Day4 weight bandsSAR 28–85⋯
Jeddah returnsPR-104 Inactive · ReverseFlexibleNext DaySAR 122 kg + 2/kg⋯
  1. Press ⋯ on a rule, or click the row to open it.
  2. Duplicate opens the editor with a copy named “… (copy)”. The copy is Inactive.
  3. Activate / Deactivate does the same as the status pill. A deactivated rule is no longer offered on new orders.
  4. Delete rule works only for a rule that never priced an order. After it priced orders, Delete is greyed with “Priced N orders · deactivate it instead”.
2

Edit a rule

Click a row to open the rule, change it and save.

Rates › Riyadh next daySample screen
Price
20
3
3
1
CancelSave rule
  1. Save rule appears once the rule is valid and something has changed. A saved change applies to new orders only. Orders that already have a price keep it.
3

Switch a rule on again

Activate a rule from its menu or from its status pill.

RatesSample screen
RuleTypeConditionsPrice
Jeddah returnsPR-104 Inactive · ReverseFlexibleFrom city = JeddahSAR 122 kg + 2/kg⋯
1 Can’t activate · Another active rule has the same conditions
  1. Activating is blocked when another active rule has the same shipment type, services, client type and conditions. Change the conditions of one of them first.

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

Common questions

Do my changes affect orders that already exist?

No. Orders keep their price. Rule changes, deleting a rule and VAT changes apply to new orders only.

Why can I not delete a rule?

It already priced orders. Make it Inactive instead.

How do I make a similar rule quickly?

Choose Duplicate, change what differs, and activate the copy.

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