In the Carrier Allocation settings, you can select one of four different rules to define how the carrier should be selected for auto-allocation. These rules are:
Click on the rule that you want to learn more about to see the relevant article.
This article is about:
Specific Carrier
As the name suggests, using this rule, you can assign a specific carrier that you want to be allocated to the orders. Next to Accept. Time field you can define how much time does the carrier has to accept the order (if carrier confirmation is enabled) before the allocation moves to the Back-up Carrier. This field is not mandatory, and leaving it blank will simply not put any time constraint on the acceptance time.
Backup Carriers:
By clicking
you can add Backup Carriers, which will be assigned to the order in case the primary carrier rejects confirmation or the acceptance time expires. For Backup carrier, you can also define acceptance time which works the same way as for the carrier - if it's rejected or time expires, the order is assigned to another backup carrier and so on.
In case that there are no more Backup carriers that the order can be assigned to, the system will fire an 'Allocation failed' alert.
Finally, at the bottom of the 'Rules' window, there are three checkboxes, which serve different functions when enabled.
Auto activate TO: When enabled, the TO will be activated automatically upon carrier assignment
Pending allocation: When enabled, this will move the order status to 'Pending allocation' upon carrier assign. This means that all carrier facing e-mails (such as order confirmation) will be blocked until manually released by the Control Tower user.
Restrict carriers: When enabled, this option allows only the carriers in this allocation method record can be assigned to the order. It means that it will be not possible to manually select a different carrier than one of the ones defined in this rule.
