Articles on: Routing Rules

How to open routing rule form

This guide offers a quick overview of how to open the routing rule form for creating a routing rule and gain a understanding of different rules section.

Introduction:

Dropboy offers a routing rule feature to automate your order assignment process based on specific rules. To create these rules, you'll need to complete routing forms. Refer to this article for guidance on how to open the routing rules form and gain a understanding different rules fields.

Steps:

Open the web-portal and log in.

Navigate to the Operation tab, then select the Routing Rules sub-tab. Click on the + button.

The 'Create rule' form is now visible.

The routing rule form is divided into Name, Five different rule conditions and Auto-Forwarding options.
Fill out the form to create routing rules. Note: You have the flexibility to apply a single rule or combine multiple rules while creating routing rule.

Name Field:

The 'Name' field is used to provide a name for the routing rule during its creation. This helps in searching for your routing rule within a lengthy list. Follow article for more details: How to search routing rules with 'Name' filter

Five Different Rules Fields and Options:

Zip Code Rules, Follow article for more details: How to create zipcode condtion routing rule

Days & Time Rules, Follow article for more details: How to create days and time condtion routing rule

Cargo Rules, Follow article for more details: How to create cargo condtion routing rule

Services Rule, Follow article for more details: How to create services condtion routing rule

Tags Rule, Follow article for more details: How to create tags condtion routing rule

Auto-Forwarding Option:

This option is essentially for orders that automatically move forward if they match the rules mentioned above. Follow article for more details: How to select auto-forwarding option while creating routing rule

Updated on: 31/10/2023

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