This article explains the steps required to set up Service Level rules.

Service levels are established to ensure the timely delivery of promised services to customers. These rules are subject to continual review and refinement to enhance performance and meet evolving customer needs. Service Level sets are grouped by pickup countries and merchants at the time of their creation.

Service Level rules are contained within these sets. Rules are checked by their priority in the list. These rules enable in identifying late shipments or shipments at risk. The four types of Service Levels in Carriyo are Processing, Collection, Delivery and Customer Promise.

Permissions: Only users with Account Manager, Admin and Manager access roles are able to create and manage Service Level Sets.

Creating a Service Level rule

1. Navigate to Shipping > Service Levels on the Carriyo Dashboard. Select the desired ruleset (edit if necessary) or create a new one. The figure provided helps explain the different types of Service Levels.

Refer to this article to learn how to create a Service Level set. If rulesets are disabled, you can directly create these rules.

Choose the required type of Service Level. Here, Processing for Forward shipments is selected. To change the Service Level type, click on the respective title. Click on the add icon on the top right corner to create a new rule.

2. Provide the rule an appropriate name and description. The type of Service Level can be changed from the dropdown. Ensure that the rule is active. The Service Level Set section indicates the selected Service Level Set and this will affect the Merchant and Pickup countries conditions.

The Schedule option ensures that only shipments booked within the configured timeslot will be subject to this rule. Additionally, an option is provided below to ensure that orders placed within the weekly schedule must meet the specified service level within the designated time frame.

3. Select Conditions that must apply to the rule. Merchant and Pickup Country attributes are inherited from the rule set and the options are limited to the ones specified for the ruleset.

4. Click on Save once all required changes are made.

Managing Service Level rules

The options allowed on a rule are edit, duplicate and delete. Clicking on the rule name also enables editing.

Drag and drop rules to change their priority since their order affects how rules are assigned.

Activating & Deactivating Service Level rules

If rules are used infrequently or only for a period of time, the option to deactivate rules come in handy and save users the hassle of deleting and creating them every time. Users can activate it at a later time or only when necessary.