Rule Based Automation

Apply custom rules to control when a template is automatically triggered, similar to the Tarrif -> Charge set functionality. 

Toggling Background Mode to execute the automation:

• When enabled, this allows the rule to operate in the background without requiring dispatcher intervention. 

• Once the criteria defined in the rule are met, the system will automatically execute the template and attempt to secure the appointment.  We have many dropdown options to help you fine-tune your automation.

Fine-Tune Rules:

• Similar to the Tariffs functionality, use the logical operators (NOT, AND, OR) to define the conditions under which the booking automation should execute based on your specific criteria.

  • AND ensures all conditions must be true.

  • OR allows any one of the conditions to be true.

  • NOT excludes a specified condition from being true. 

• Select Add Group to specify what needs to happen for more complex scenarios.

• The Criteria Dropdown Menus contain various options that allow users to define standard SOPs and further streamline operations.  

Considerations:

• If no rules are specified, the template will apply to all eligible appointments applied manually.

• For teams with diverse appointment needs, enabling this toggle prevents manual oversight but requires a more thorough initial setup to avoid unintended bookings.

• Background mode is ideal for high-volume customers or standardized workflows; however, it may not suit customers who need case-by-case appointment adjustments.

Examples: 

• Customer-specific templates

• Container type templates

• Port-specific templates

• Load Type/Status specific templates

Note: In the event of two automated templates conflicting, the system picks the more specific rule. If rules are equally specific, the most recently created template takes precedence.

Relative Appointment Timing

Define appointment booking windows based on shipment milestones:

- Book appointments a day before a delivery

- Schedule returns relative to the container’s ready-to-return status

- Prioritize the first available appointment