The enhanced Allocation Rules view in Delivery Manager introduces streamlined workflows for managing carrier allocation scoring rules. This update provides direct inline controls, improved visibility into rule modifications, and a dedicated pop-up interface to create and update rules without requiring bulk export/import processes.
Note on Standard vs. Enhanced View
This page documents the enhanced Allocation Rules interface available to eligible accounts. If you are using the standard interface, please refer to the standard Carrier Allocation Rules documentation.
The enhanced Allocation Rules view streamlines how you manage scoring rules directly in Delivery Manager through four core capabilities:
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Setting Time-Bound Rule Durations
Configure optional start and end dates to automatically activate or deactivate shipping rules. This eliminates manual updates before and after promotional campaigns, seasonal surges, or temporary rate shifts.
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In-Place Rule Editing
Modify existing rule syntax, score expressions, and descriptions directly within a streamlined pop-up interface without re-creating rules from scratch.
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Inline Status Toggling
Instantly enable or disable individual rules straight from the grid status column, or manage multiple rules simultaneously using bulk actions.
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Enhanced Modification Tracking
Easily audit rule history using the Last Modified timestamp column to sort configurations chronologically and identify active vs. outdated rules.
Follow these steps to add an allocation rule with a streamlined workflow:
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Click Rules in the side navigation, and then click Allocation Rules.
Once on the Allocation Rules page, this path will show as Configure allocation rules.
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Click the Add Rule button at the top of the rules list to open the Define Rule pop-up.
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Choose what type of rule you would like to add from the dropdown menu.
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Configure all necessary parameters (Service, Level, Date Range, Rule Syntax, and Score).
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Optional: Set the time frame for When do you want your rule to start and end (Optional). This option is especially helpful when shipping promotional or seasonal items.
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Set the initial status of the rule as Enabled or Disabled directly upon creation.
This ability also is especially helpful when shipping promotional or seasonal items.
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Click Add Rule to save it.
To simplify rule management, you can export and import your Allocation Rules via .CSV files. This enables you to easily back up your setup, apply bulk edits, or replicate configurations across environments without the tedious effort of building each rule from scratch.
You can enable or disable a single existing allocation rule, or you can manage multiple rules at a time.
Enable or Disable a Single Existing Allocation Rule
You can enable or disable a single existing allocation rule in one of two ways:
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Click Enable or Disable in the Status column.
OR
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Click the rule in the Allocation Rule grid to open the Edit Rule pop-up, toggle the status of the rule as Enabled or Disabled, and click Save.
The Last Modified column in the Allocation Rules grid tracks the precise date and timestamp when a rule was last edited or changed.
Click the Last Modified column header to sort your rules chronologically. This helps you quickly locate recently created, edited, or toggled rules, or identify old rules that haven't been updated in a while.
Blank values for a rule mean that it was built before the feature was implemented.
Follow these steps to edit an allocation rule.
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Click the rule in the Allocation Rules grid that you want to edit.
This action will open the Edit Rule pop-up.
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Make the changes you need to the Description and Test Expression, and then click Save.
Editing the Rule? Make sure its Description matches
Ensure the updated rule logic still aligns with its description. If the description no longer matches the rule's behavior, delete the rule and create a new one to prevent confusion.