Business Rules


Basics Tab


Overview

Business Rules in ShipStore are a way to automate your shipping processes. They are used to tell the system to perform an action when a specified condition is met. Let's look at an example.

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This Business Rule will set the Service for the shipment to FedEx Ground, if the shipment that loads into ShipStore is Hazmat.




Anatomy of a Business Rule

Let's take a closer look at the parts of a Business Rule.



Basics


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The Basics tab contains a name for the rule (that you choose), and when the rule will run. In this case, the Hazmat Rule will run Before the Shipment Loads in from the Integration. You may also optionally add a description for the rule. This is for your own purposes.



Criteria


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Under Criteria, you can set the condition for which the business rule will take affect. In this case, the rule only applies if one of the packages on the shipment is marked as Hazardous.

Note:  If you do not add any criteria, the rule will always apply to every shipment.




Actions


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The Actions section defines what actions will be performed when the criteria is met, or what the system will do as a result of the criteria being met.

In this case, we have told the system that when the criteria is met, we want the system to set the Service field on the shipment (under the Shipment Basics tab) to FedEx Ground.



Child Rules

Child Rules are just additional business rules that you can set to run after the the initial business rule is run. You can think of child rules as nested under and belonging to the main "parent" business rule. You can add as many child rules as you want under a business rule, but we recommend no more than 16, because beyond this number it begins to get too complicated and slows the system down.

This example business rule has no child rules.