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Create a new carrier rule

Goal​

To create a new carrier rule in the Propeller backoffice, defining conditions and actions for selecting carriers during the checkout process. This ensures that the right carriers are available based on specific order criteria.

Step 1: Navigate to the Carrier Rules section​

  1. From the backoffice menu, select Order Management and then Carriers.
  2. In the Carriers menu, click on Carrier rules.

Step 2: Click on ‘New Rule’​

  1. In the Carrier rules section, click the New Rule button at the top right.
  2. A new screen will open, allowing you to define the rule.

Step 3: Define Rule Conditions​

  1. In the IF any of these conditions apply section, set conditions for when this rule should apply:
    • Item: Select the field to evaluate (e.g., Order delivery address country).
    • Condition: Choose a condition (e.g., Equals).
    • Value: Enter the value to compare against (e.g., NL).

Example:

  • Item: Order delivery address country
  • Condition: Equals
  • Value: NL

Orders o3

Step 4: Define Rule Actions​

  1. In the THEN execute these actions section, specify the actions to take when the conditions are met:
    • Action: Select the action to execute (e.g., Set carrier to selectable).
    • Carriers: Choose the carrier(s) to apply this action to (e.g., PostNL).

Example:

  • Action: Set carrier to selectable
  • Carriers: PostNL

Step 5: Save the Carrier Rule​

  1. Once the conditions and actions are defined, click Save at the top right to create the carrier rule.
  2. A confirmation message will appear, indicating the rule was successfully created.

Best Practices​

  • It is possible to extend the carrier business rules by adding subrules, to further cover complex business context. An example is when more carriers are eligible to be chosen in the self service portal for certain conditions.
  • Use clear and descriptive rule names to make it easy to understand their purpose.
  • Regularly review and test carrier rules to ensure they behave as expected.
  • Avoid overlapping rules that might cause conflicts during the checkout process.