Consignment Auto-Assignment

Transvirtual allows users the ability to automatically assign work to Carrier or Employees and there is no manual intervention is required-freeing up time for other tasks. 

Create a New Rule

1. To create a new rule, first go to Auto Assignment Rules page, by clicking on Setup > Rules and Automation > Consignment Auto Assignment, the auto assignment page will display as shown below.

  

2. Here you will see a list of your current rule(s) (If any). Now click on the New Rule button, create a new auto allocation rule popup will come as shown below.

 

3. Enter in the details for this rule i.e., Name, Priority and Auto Allocation Type.

1. The priority is used to tell the system which rules will be looked at first, the higher the number means the higher the priority.

2. You can choose what type of assignment this will be by using the drop-down list. Delivery Assignment Only means this rule will only assign work that is for a delivery type, nothing else.

4. After step 3, click on Create to add a new rule, the newly added rule will be display on the rule list with Orange color.

The Orange color indicates that this rue is not yet Active.

5. Now, click on the new rule, detail of the selected rule will display on the right side of the screen as shown below.

                

To Update/Add the Rule Deta

1. To update any rule, first click on the selected rule, the rule detail will display on the right side of the screen as shown below.

2. Now fill the following details as describe below:

      a. Name: If you want you can update the rule name manually.

      b. Priority: This will help you to set the priority, higher the number means higher the priority.

      c. Assign Start/End Time: You can enter a start and end assign time if you wish, which will only assign work between these times.

      d. Auto Allocation Type: This will help you to choose whether the Freight Assignment Rule is applicable for Delivery, Pickup or both. You can choose it with the help of drop-down button.

      e. Allocate Delivery Trigger: This helps you to when you like to trigger this allocation. You can choose it with the help of drop-down button. 

      This can be any from the list, but 'creation' is a good default. 

      f. Assign to Agent/Employee: This helps you to choose whether this freight is to assign an Employee or agent when this rule is applied.

       g. Enable Rule: Allows you to activate the rule when configured by clicking on toggle button in Yes position and then click on Update button to save the changes.  Once you completed the color of the rule will be in White which means that this rule is enabled as shown below.

                                                      

Clicking on the blue/white question mark icon next to each field will give you an explanation on what each field is used for/does.

Data Filter

1. To see the data filter tab, at the bottom of the page there is a Data Filter section. The Data Filter is the driving force behind when the rule will and won't apply to a consignment.

2. To modify the data filter, you will need to use the drop-down logic selector at the bottom of the page.

                                                                        

3. To set a data filter, first Select Field, then select the Logic and finally Select Value, once done click on Add Rule to add the Logic in Data filter.

In this example we will use Customer Name in the Select filed, Equal in Logic and Shubham Warehouse in the Select Value, the data filter screen will look like as below.

Delete the Rule

1. If you want to delete the rule, simply click on the delete icon, a confirm dialog will pop-up, click on Yes button, the rule will be deleted from database as shown below.

                                                                  

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