Shipments — Auto-pick carrier service rules

Auto Service Rules let ParcelPilot choose a carrier service automatically based on the order’s ecommerce platform, shipping method, and other signals.

Where rules are configured

Go to:

• Integrations → Carrier Integrations
• Create or edit a carrier integration for the client
• Scroll to Auto Service Rules

These rules are saved as part of the carrier integration's advanced settings.

Allowed Services vs Auto Service Rules

• Allowed Services controls what services appear in the service dropdown.
• Auto Service Rules choose a default service, and can also choose a default label type or package type, when the user has not selected one manually.

How matching works

• Rules are evaluated in the order they appear.
• The first rule that matches the order is used.
• If no rule matches, the user must pick a service manually.

A rule can match on:

• Ecommerce platform
• Destination country (ISO-2)
• Shipping title
• Shipping code or source
• Order source
• Order tags
• Shipping price min/max
• Order total min/max

A rule outputs:

• the carrier service to use
• the label format to use, if needed
• the package format to use, if needed

Tips

• Keep rules specific and put the most specific rules first.
• Start by matching on channel + shipping title, then add price/total ranges only if needed.
• If you want all shipments to use a single service, configure one Allowed Service and leave service blank when booking.
• If you want a broader catch-all rule, add a single Auto Service Rule that matches broadly (e.g. just channel).