When setting up restrictions to include or exclude Service Codes when Rate Shopping, you might need to be more specific than just defining a list of codes to be included or excluded, for example, indicating that a service should be considered if the order is being shipped to some states, countries or ZIP codes.


This article details where the controls are to use this feature, indications on how to use the filter fields, and practical examples.


Feel free to follow the step-by-step guide written below or the video guide, as you prefer: 



So, separating the use of the feature in parts, you have:


ACCESSING THE VIEW AND ENABLING ADVANCED USAGE
  1. Access Clients under the Maintenance menu



  2. Click on the client related to the setup

  3. Edit the Billing Account for which you wish to customize the Service Code list 



  4. Select the Restrictions tab

  5. Check Advanced mode and Select the Rule mode you would like to use

DIFFERENT RULE MODES

The Rule Mode dropdown has two options:


  • Allow orders matching criteria: The service is applied if at least ONE of the conditions defined match the order and service code combination.

  • Deny orders matching criteria: The service is applied if NONE of the conditions match the order and service code combination.

ADDING SERVICES AND SETTING UP CONDITIONS


For each service you add, you will be able to define a complex set of conditions for it to be applicable for shipping. To do so, you will have to:

  1. Select the service from the dropdown and press Add Rule 


  2. Define the conditions required for the case, you will be able to set. You can apply one or multiple conditions per service code using the following criteria elements :

    A) Filter by locations (Country, State or Postal Code)

    B) Select different operations (equals, not equals, in, not in, like, not like)

    C) Individual or comma separated list of values (e.g. CA or US,CA,MX)

    D) Add the condition you've defined, or delete a preexisting one

  3. Repeat the process as many times as necessary to add more than one condition and more than one service.


CONSIDERATIONS


  • The Values (C) field accepts the following wildcards:
    - *: uses every character available for combination for many character places (e.g. R3X*)
    - ?: uses every character available for combination for a specific character (e.g. R3X???)
  • For conditions using Postal Codes, including the LIKE operation is recommended when the same postal code could be written:
    - With our without spaces
    - In 5 or 9 digit mode
  • If the Apply for Explicit orders checkbox is:
    - Enabled: techShip will apply the rules to Rate Shopping orders, Carrier Explicit orders and orders Imported with the [Import setting]
    - Disabled: techship will apply the rules ONLY to orders imported as Rate Shopping
  • You can apply one or multiple conditions on each service code; when service code has several conditions they are concatenated using the AND operation


EXAMPLES


#1 - Rate shop shipments to: 

  • US, NY/CA states via Express
  • all other US states with Ground
  • and allow rate shop any service codes for international shipments



#2 - Do not allow rate shopping Express shipments to US/NY



#3 - Do not allow using Ground if order goes to postal code starting with R3X (both in rate shop and when service explicitly set on order)