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How to set up your shipping rules?
How to set up your shipping rules?

Shipping rules

Outvio Support avatar
Written by Outvio Support
Updated over a year ago

Smart shipping rules is another of Outvio's exceptional features available on the Grow and Conquer plans. The idea is to make the process of shipping the packages as convenient and quick as possible. When you set up shipping rules, you can decide how your shipments should be processed, which couriers should be used, from which warehouse the orders should be shipped, and how to automate the whole process, based on the characteristics of each order.

IMPORTANT:

Shipping Rules apply when orders are moving from the Orders tab

(or Picking List) to the Shipping Queue

STEP 1. Open the menu and go to the Shipping Rules section.

STEP 2. You will see two different sections: Shipping rules and Stock rules. The Shipping Rules section is opened by default. To start adding the rules just click on the "Add the new shipping rule" button.

STEP 3. A new shipping rule is added and you can start defining the criteria on which the shipping rule should be applied and the action you want to be executed based on those criteria.

By clicking on Add the criteria, a list of different options appears.

You should make your choice and follow the given instructions. Later on, you'll set the action for this concrete rule the same way.

STEP 4. After you have set up the shipping rule, do not forget to save it.

Let's have a look at one example, for instance, you might want to use the concrete courier and shipping method for shipments that are destined to Spain, fit in the specific weight range, and come from the determined CMS.

This is just one example but in reality, you can set up the rules as you wish, and Outvio takes these rules into account every time you are processing your orders.

Once you have set up all your shipping rules, you can decide in which order they should appear. You can simply change the order of your rules by dragging the concrete rule to the selected spot.

Keep in mind that the rules will be applied in a descending order (starting from the top and going down) and the first match found will be applied.

You can also edit the rules, duplicate them (when only little changes must be made), or make them active/inactive depending on when you need the rules to be applied.

When you need to delete one of the rules, just click on the delete button next to the rule.

So that's it. It is very easy to add these rules and we highly recommend you to take advantage of this functionality, since it will not only save you a lot of time but also allows you to automate a large part of the process of managing your orders.

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