This guide offers a quick overview of how to select auto-forwarding option while creating routing rule.


Introduction:

After setting up the rules, the next step is to select the 'Auto-forwarding' option. This is the feature that automatically forwards your order when it matches your defined rule. Let's explore and understand all the available options.

You can select one of these options: 'Unassigned', 'Trays,' or 'Contract'.

Steps:

Open the routing rule form. Follow article for more details: How to open routing rule form

Scroll down to the bottom of the form, and you'll find the 'Send order to' dropdown option.

Option 01 -> If you select 'Unassigned' option.

Any order that matches your specified rule will stay in an unassigned state.

Option 02 -> If you choose the 'Trays' option, a sub-dropdown labeled 'Select tray' will appear, allowing you to choose from the available trays.

Any order that matches your specified rule will forward automtcally selected trays.

Option 03 -> If you choose the 'Contract' option, a sub-dropdown labeled 'Select contract' will appear, allowing you to choose from the available networks.

Any order that matches your specified rule will forward automtcally selected contract (network).

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What are the features of the "Routing Rules" tab? How can I read the "Routing Rules" articles sequentially

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Updated on: 31/10/2023