Advanced Restrictions: Order Information [Step-by-Step Guide]

Modified on Thu, 18 Nov 2021 at 06:19 PM

When setting up advanced restrictions, you might need to set up restrictions based on Order Information contained in the order.


The different levels of complexity could include:

  • Orders going to a specific consignee based on many ship-to parameters
  • Orders with specific shipping instructions
  • Orders with specific shipping terms
  • The possible combinations of all of the above

If you are going to use just one value as part of the condition, use the Equals or Not Equals operator.

If you are going to use more than one value, use the In or Not In operator, separating options with commas.


WARNING: If there are services you want to include/exclude regardless of the conditions, you will need to add them to the list with the condition set to Always.
- If the Mode is "Allow orders" these services will be used (Build a list of inclusions)
- If the Mode is "Deny orders" these services will NOT be used (Build a list of exclusions) 


These are a few possible scenarios:


#1 - Rate shop shipments prioritizing a better services for a specific company

  • Urgent Corporation orders ship via the cheapest Overnight service
  • all other orders ship through Ground



#2 - Rate shop shipments prioritizing a better services for more than one company

  • Urgent Corporation and Warp Speed Products orders ship via the cheapest Overnight service
  • all other orders ship through Ground

 


#3 - Rate shop shipments using specific services when a Ship-To partial value matches across orders: 

  • Warp Speed Products and its subsidiaries (Warp Corporation, Warp Retail, Warp Web Sales, Warp Speed Products) orders ship via the cheapest Overnight service
  • all other orders ship through Ground



#4 - Rate shop shipments using specific services when the Instructions are

  • Orders with instructions "Ship Overnight" ship via the cheapest Overnight service
  • all other orders ship through Ground



#5 - Rate shop shipments using specific services when the Terms are

  • Orders with instructions "Ship Overnight" ship via the cheapest Overnight service
  • all other orders ship through Ground

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