What are the steps to set up Filters/Ordered List?

Modified on Sun, 7 Sep at 9:34 PM

ClickPost’s Filters and Ordered List features allow enterprises to define courier allocation logic as per their business needs. Both methods let you set up rules in a similar way, but they differ in how orders are allocated among the eligible couriers.

Filters	Ordered List
Filters are used when you want to narrow down eligible couriers based on defined business conditions.	Ordered List is used when you want fixed and predictable courier allocation.
Once the conditions are met, the order can be allocated to any of the filtered couriers (random allocation).	Couriers are allocated strictly in the priority order you define (Priority 1 → Priority 2 → Priority 3). If the first courier fails at AWB generation, the allocation moves to the next in line.
Load Distribution can also be defined within Filters to control what percentage of orders should go to each courier.	Load Distribution is not available in Ordered List.
Navigation: Dashboard → Menu → Allocation → Allocation Rule → Filters → Create New Rule	Navigation: Dashboard → Menu → Allocation → Allocation Rule → Ordered List → Create New Rule

Rule Creation – Common Steps

When creating a rule (Filter or Ordered List), configure the following:

Rule Name: Brand can set a rule name to identify based on their business logic
Priority: An integer defining the rule’s rank. Lower numbers = higher priority.
Conditions:
- Rule Type: Choose from Clickpost Defined, Clusters, or Enterprise Custom.
- Field Name: Select the parameter (from the recommendation payload) that you want to base the rule on.
- Field Type: Choose the type (String, Integer, Float).
- Field Operator: Defines the relationship (e.g., EQ, IN, Contains, LTE, GTE, etc.)
- Field Value: The expected value from the recommendation payload.

You can define multiple conditions. For any rule to apply, all conditions must be met.

Finally, define the Eligible Couriers, to whom the orders shall be allocated upon meeting all the set conditions above.

In filters the shipment shall be grouped to be allocated to the set eligible couriers

In Ordered List, the shipment shall be allocated based on the order of priority of couriers defined in eligible courier shall be followed.

Example:

A brand wants to allocate all forward, prepaid orders from their Bhiwandi Warehouse (Pincode: 412302) with an invoice value greater than 1000 to Bluedart, Delhivery, or Ekart.

Below is how the rule can be set up on dashboard to fulfill the above conditions:

If set in Filters, the order shall get randomly bucketised from all active and serviceable couriers to Bluedart, Delhivery and Ekart.

In Ordered List, the allocation shall happen to the first priority courier - Bluedart and if the same fails while AWB generation, shall move to the next priority courier - Delhivery >> Ekart