System Data Courier Banding


WARNING icon
 Courier Banding is an Advanced User feature.

The Courier Banding screen allows users to set-up which couriers Khaos Control should automatically assign to Sales Orders. Banding rules are set-up in the Courier Banding screen for different weight ranges and / or values and Khaos Control applies these when sales orders are created. In order to use this facility, each stock item requires its weight to be defined in the [ Stock | Detail | Properties ] tab.

Notes:

  1. The courier service chosen when saving a Sales Order will be over-ridden by the rules setting if the 'Re-evaluate Courier for Invoice' checkbox on the [ System Data | Couriers ] screen is ticked.
  2. The actual courier service used can be manually set in Sales Invoice manager's Shipping stage.
  3. To understand the options available and how Courier Bandings and Delivery Rates work together see How To: Understand Courier Bandings and Delivery Rates options in Khaos Control.
  4. The band used against a Sales Order can be seen in the [ Sales Orders | CRM | Tracking ] tab.

Courier Banding Grid

  • Banding ID: the ID of the courier band so that similar courier configurations can be identified.
  • Set Courier: name of the courier as set up in [ System Data | Sales Order Processing | Couriers ]. Pressing the F4 button will pop-up a list of couriers.
  • Set Invoice Priority: allows the user to set a specific invoice priority for the sales order based on the courier selected.
  • Conditions:
    • Courier Group: the type of courier for example standard, urgent or pallet. These are setup in [ System Data | Courier Group ].
    • Weight Low: minimum total sales order weight for this banding to apply.
    • Weight High: maximum total sales order weight for this banding to apply.
      Note: Whilst Khaos Control works with any numerical weight system that uses factors of 10, or any ratio of it (e.g. any metric system, such as grammes or kilogrammes), certain courier integrations may stipulate the unit to be used.
      Once a unit of weight is chosen, it must be used consistently throughout the system (e.g. in Stock, Customer weight-related discounts, Courier Banding and Delivery Rates). Do not enter some weights in grammes and others in kilogrammes, otherwise errors will occur.
    • Volume Low (default=0): the minimum weight of the sum of the individual stock item volumes included in each order, for this banding to apply.
    • Volume High (default=0): the maximum weight of the sum of the individual stock item volumes included in each order, for this banding to apply.
      Note : The volume of each item can be seen in the Dimensions / Other section in the [ Stock | Detail | Properties ] screen.
    • Value Low: minimum total sales order value for this banding to apply.
    • Value High: maximum total sales order value for this banding to apply.
    • Value Excl Disc (default=unticked): Ticked, the sales order values will exclude discounts when determining whether the order should be assigned to a courier.
      Note: The value excluding the discount is not always the same as the value of the order with no discounts applied, particularly when looking at gross values under net calculation and vice versa. Instead, it is the net or gross value (as specified in banding options) plus the discount value.
    • Value Gross (default=ticked): specify whether the 'Low Value' and 'High Value' are Net or Gross for a Sales Order.
    • Zone: allows users to attach a zone to the banding, see The zone is defined in [ System Data | Country Zones ] tab.
    • Company Class: sets the banding to only apply to a specific company class.
    • Postcodes (max 500 characters) : sets the banding to only apply to a specific postcode, this includes partial matches, see configuring postcodes for examples.
      Note: the maximum field length can be extended to 900 characters. This option is not enabled by default. Please email Development for more information..
    • Brand: only sales orders with the brand and that meet the other variables set, will use this courier.
    • Priority: enables Khaos Control to select courier services with overlapping weights/values; 1 being the highest priority, 999999 being the lowest. We recommend starting priority numbering at 110 and applying steps of 10 (e.g. 110, 120, 130, etc.) in order to allow for later amendment without needing to renumber the entire sequence. The courier banding used will be the first one of that priority where multiple possible lines appear with the highest (same) priority.
    • Address Contains: allows sales orders, either manually created or imported without a courier selected, to be assigned to a specific courier when an entry in any of the Delivery Address fields matches the one held here, see How To: Automatically Assign a Courier based on a Delivery Address Value.
    • Check SKU (default=unticked): allows the courier to be selected based on the presence of specific SKU(s) in the sales order. These are defined in the courier bandings context menu (see below).
      Note: If the Qty From field is 0 it is not required for the item to be present on the order - if you wish to make the banding only apply for that item the Qty From must be set to 1 or more. If there are multiple items defined within the Check SKU dialog, all of the items with a Qty From value greater than 0 must be present on an order for the banding to apply.
    • Check Stock Type (default=unticked): allows the courier to be selected based on the presence of specific stock types(s) in the sales order. These are defined in the courier bandings context menu (see below).
    • Check Stock UDAs (default=unticked): allows the courier to be selected based on the presence of specific stock UDAs in the sales order. These are defined in the courier bandings context menu (see below).
      Note: the UDA must be of type YES/NO and must have the 'Shipping Criteria' checkbox ticked in the UDA setup dialog.


Courier Banding Context Menu

  • Edit SKU Criteria: allows the user to specify the codes and quantities of items on the sales order, when the Check SKU option is ticked in the Courier Bandings grid.
  • Edit Stock Type Criteria: allows the user to specify the stock types and quantities on the sales order, when the Check Stock Type option is ticked in the Courier Bandings grid.
  • Edit UDA Criteria: allows users to define the UDAs (which must be yes/no types) and quantities applying to stock items on the sales order, if the Check Stock UDAs option is ticked in the Courier Bandings grid
  • Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
  • Clear Selection: deselects the currently selected line(s).

Information Area

The information area at the bottom of the screen describes the courier banding currently focused on in the above grid.

See Also


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