{"id":7457,"date":"2018-12-03T12:11:30","date_gmt":"2018-12-03T12:11:30","guid":{"rendered":"https:\/\/support.loginextsolutions.com\/?p=7457"},"modified":"2026-01-28T09:42:08","modified_gmt":"2026-01-28T09:42:08","slug":"auto-assigning-orders-to-trips","status":"publish","type":"post","link":"https:\/\/support.loginextsolutions.com\/index.php\/2018\/12\/03\/auto-assigning-orders-to-trips\/","title":{"rendered":"Auto-Assignment at Order Creation"},"content":{"rendered":"\n\n\n\t<div class=\"dkpdf-button-container\" style=\" text-align:left \">\n\n\t\t<a class=\"dkpdf-button\" href=\"\/index.php\/wp-json\/wp\/v2\/posts\/7457?pdf=7457\" target=\"_blank\"><span class=\"dkpdf-button-icon\"><i class=\"fa fa-file-pdf-o\"><\/i><\/span> Download PDF<\/a>\n\n\t<\/div>\n\n\n\n\n\n<p><span style=\"font-weight: 400;\">Auto-assignment is the process of automatically assigning orders to relevant delivery associates or carriers. This article explains how you can enable auto-assignment at the time of order creation, so that orders can be assigned as soon as they are created in the system.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alternatively, you can choose to skip enabling auto-assignment during creation and trigger it later from the Live screen after reviewing the orders. To learn more about that process, see <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2019\/02\/01\/live\/\"><span style=\"font-weight: 400;\">this<\/span><\/a><span style=\"font-weight: 400;\"> article.<\/span><\/p>\n<h4><b>Enabling Auto-Assignment While Creating Orders<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">In each method of order creation, you can enable auto-assignment to automatically assign orders at the time of creation. The following are the available ways to do this:<\/span><\/p>\n<ol>\n<li><strong>Add Order Form<\/strong><br \/>\n<span style=\"font-weight: 400;\">While creating orders using the <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2017\/10\/07\/add-order-through-add-order-form-2\/\"><span style=\"font-weight: 400;\">Add Order<\/span><\/a><span style=\"font-weight: 400;\"> form, you can either click Save to create the orders for now and assign them later, or click Save and Assign to create and assign the orders immediately after they are created in the system. When you click the Save and Assign button, you will see the following three options:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26861\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image1-124.png\" alt=\"\" width=\"850\" height=\"1026\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image1-124.png 1656w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image1-124-249x300.png 249w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image1-124-848x1024.png 848w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image1-124-768x927.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image1-124-1272x1536.png 1272w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><b><\/b><b><\/b><\/p>\n<ul>\n<li><b>Manually Assign to a Trip:<\/b><span style=\"font-weight: 400;\"> Select this option to manually assign the orders to a trip. A pop-up screen will appear to let you select the relevant trip from a list of trips and assign the orders to that trip. To learn more about the same, click <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2017\/10\/10\/assigning-orders-to-trips-manually-2\/\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><\/li>\n<li><b>Auto-assign to an Existing Route:<\/b><span style=\"font-weight: 400;\"> Select this option to automatically assign the orders to an existing route, based on the properties configured in the Auto-Assignment to an Existing Route module. To learn more about these properties, click <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2025\/02\/27\/auto-assignment-to-an-existing-route\/\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><\/li>\n<li><b>Auto-assign to the Nearest Delivery Associate: <\/b><span style=\"font-weight: 400;\">Select this option to automatically assign the orders to the nearest delivery associate or carrier, based on the configurations defined in the selected Auto-Assignment Profile.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">You can specify the Auto-Assignment Profile in the Auto-Assignment Profile Name field. If not provided, the system will consider the default profile. To learn more about Auto-Assignment Profiles, click <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2019\/03\/25\/auto-assignment-properties\/\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">You can choose either of the last two options to auto-assign orders as soon as they are created in the system.<br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><\/li>\n<\/ul>\n<\/li>\n<li><strong>\u00a0Bulk Upload Orders<\/strong><br \/>\n<span style=\"font-weight: 400;\">When creating orders using <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2021\/08\/19\/add-orders-bulk-upload-and-auto-creation\/\"><span style=\"font-weight: 400;\">Bulk Upload<\/span><\/a><span style=\"font-weight: 400;\">, you can select any of the following options in the Auto Allocate column of the Excel sheet:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26866\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image6-67.png\" alt=\"\" width=\"850\" height=\"192\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image6-67.png 1999w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image6-67-300x68.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image6-67-1024x232.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image6-67-768x174.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image6-67-1536x347.png 1536w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><\/p>\n<ul>\n<li><b>Auto-Assign to the Nearest Rider:<\/b><span style=\"font-weight: 400;\"> Automatically assigns the orders to the nearest delivery associate or carrier, based on the configurations in the Auto-Assignment Profile. You can also specify the Auto Assignment Profile in the \u2018AutoAllocate Profile Name\u2019 field. If not provided, the system will consider the default profile. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><\/li>\n<li><b>Auto-Assign to an Existing Route:<\/b><span style=\"font-weight: 400;\"> Automatically assigns the orders to an existing route based on the properties configured in the Auto-Assignment to an Existing Route module.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b><\/b><\/li>\n<li><b>Do not assign automatically:<\/b><span style=\"font-weight: 400;\"> Skips auto-assignment and simply creates the orders in the system without assigning them immediately. You can assign such orders later as required.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">You can choose any of the first two options to auto-assign the orders as soon as they are created in the system.<br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<\/li>\n<li><strong>Create Order API<\/strong><br \/>\n<span style=\"font-weight: 400;\">If you are integrated with the LogiNext system through APIs, you can use the Create Order API to auto-assign orders as soon as they are created.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">To do so, simply pass the value <\/span><span style=\"font-weight: 400;\">&#8216;Y&#8217;<\/span><span style=\"font-weight: 400;\"> or <\/span><span style=\"font-weight: 400;\">&#8216;P&#8217;<\/span><span style=\"font-weight: 400;\"> in the autoAllocateFl <\/span><span style=\"font-weight: 400;\">parameter while creating orders via the Create Order API:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Specify <\/span><span style=\"font-weight: 400;\">&#8216;Y&#8217;<\/span><span style=\"font-weight: 400;\">to consider orders for auto-assignment (i.e., automatically assign them to the nearest delivery associate or carrier based on the configurations in the specified Auto-Assignment Profile). You can specify the Auto-Assignment Profile that you want to consider in the <\/span><span style=\"font-weight: 400;\">autoAllocateProfileName<\/span><span style=\"font-weight: 400;\"> parameter. If not provided, the default profile will be considered.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Specify <\/span><span style=\"font-weight: 400;\">&#8216;P&#8217;<\/span><span style=\"font-weight: 400;\"> if you want to auto-assign orders to an existing route based on the properties configured in the Auto-Assignment to an Existing Route module.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p style=\"padding-left: 40px;\"><span style=\"font-weight: 400;\">For more information on this, click <\/span><a href=\"https:\/\/products.loginextsolutions.com\/product\/#\/developersPortal\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Note:<\/b><span style=\"font-weight: 400;\"> Selecting \u2018Auto-assign to an Existing Route\u2019 may affect the sequence of previously assigned orders in that trip.<\/span><\/p>\n<h4><b>Auto-Assignment Results<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">For multiple orders coming together to the system for auto-assignment, the system immediately initiates one of the following actions based on your configurations:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finding Trips: If you have selected Auto-assign to an Existing Route.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finding Delivery Associate: If you have selected Auto-assign to the Nearest Delivery Associate and specified Auto-Assign to Delivery Associate in the Auto-Assignment Objective.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finding Carriers: If you have selected Auto-assign to the Nearest Delivery Associate and specified Auto-Assign to Carriers in the Auto-Assignment Objective.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can monitor the progress of these auto-assignments on the <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2019\/02\/01\/live\/\"><span style=\"font-weight: 400;\">Live<\/span><\/a><span style=\"font-weight: 400;\"> screen. Orders will be displayed on the left pane of the Live screen under \u2018All Orders\u2019, along with the statuses such as Finding Trips, Finding Delivery Associates and\/or Finding Carriers as shown below:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-26874\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image5-88.png\" alt=\"\" width=\"301\" height=\"274\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image5-88.png 461w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image5-88-300x273.png 300w\" sizes=\"(max-width: 301px) 100vw, 301px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-26850\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/All-Orders-copy.png\" alt=\"\" width=\"326\" height=\"274\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/All-Orders-copy.png 729w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/All-Orders-copy-300x252.png 300w\" sizes=\"(max-width: 326px) 100vw, 326px\" \/> \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-26876\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image7-55.png\" alt=\"\" width=\"330\" height=\"260\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image7-55.png 719w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image7-55-300x236.png 300w\" sizes=\"(max-width: 330px) 100vw, 330px\" \/><br \/>\n<\/span><span style=\"font-weight: 400;\">Once the auto-assignment process is complete, you can check the status of each order on its respective order card on the left pane of the Live screen.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For orders that are successfully assigned through auto-assignment, the Assigned To field will display the Trip Number and Delivery Associate Name, along with other order detail fields.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26878\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image3-97.png\" alt=\"\" width=\"850\" height=\"449\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image3-97.png 1600w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image3-97-300x158.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image3-97-1024x541.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image3-97-768x406.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image3-97-1536x811.png 1536w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For orders that could not be assigned through auto-assignment, the system will display messages such as \u2018No Trips Found\u2019, \u2018No Delivery Associates Found\u2019, and\/or \u2018No Carriers Found\u2019 in the Auto-assignment field of the respective order card, as shown below.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-26877\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image2-117.png\" alt=\"\" width=\"850\" height=\"445\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image2-117.png 1999w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image2-117-300x157.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image2-117-1024x536.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image2-117-768x402.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/image2-117-1536x804.png 1536w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><\/p>\n<h4><b>How \u2018Auto-Assignment to an Existing Route\u2019 Works<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">The Auto-Assignment to an Existing Route feature helps automatically assign new orders to already planned trips, using the same algorithm as <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2018\/01\/18\/route-planning-properties-2\/\"><span style=\"font-weight: 400;\">Trip Planning<\/span><\/a><span style=\"font-weight: 400;\">. Here&#8217;s how it works:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For pickup orders, the system considers both Started and Not Started trips for auto-assignment, whereas for delivery orders, the system considers only Not Started trips.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The system checks planning constraints such as Order Start Time, End Time, Skill Set, Capacity, and more before assigning orders to a planned trip. Orders are assigned only if all constraints are met as per the trip\u2019s planning profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">By default, the system considers only Planned Trips (created through Trip Planning) for Auto-Assignment. Manually created trips or manually edited trips (Planned Trips that have been updated manually) are not considered.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Note:<\/b><span style=\"font-weight: 400;\"> To include manually created and manually edited trips for auto-assignment, enable the \u2018Auto-Assign Orders to Manually Updated Trips\u2019 toggle in the <\/span><a href=\"https:\/\/support.loginextsolutions.com\/#\/2025\/02\/27\/auto-assignment-to-an-existing-route\/\"><span style=\"font-weight: 400;\">Auto-Assignment to an Existing Route<\/span><\/a> <span style=\"font-weight: 400;\">module<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once orders are added to a trip, the system automatically re-sequences the trip. This may change the order sequence, trip distance, and ETAs of the existing orders in that trip.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Only trips with orders within a 20 km radius of the new orders are considered for auto-assignment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When multiple orders are submitted for auto-assignment, they are processed sequentially for each branch to ensure optimized results while maintaining constraint checks.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>Note:<\/b><span style=\"font-weight: 400;\"> The Auto-Assignment to an Existing Route feature supports up to 100 orders per branch per day. To increase this limit, connect with your Account Manager.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<p><!-- Created with Elementor --><!-- Created with Elementor --><!-- Created with Elementor --><!-- Created with Elementor --><!-- Created with Elementor --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Download PDF Auto-assignment is the process of automatically assigning orders to relevant delivery associates or carriers. This article explains how you can enable auto-assignment at the time of order creation, so that orders can be assigned as soon as they &hellip; <a href=\"https:\/\/support.loginextsolutions.com\/index.php\/2018\/12\/03\/auto-assigning-orders-to-trips\/\">Continued<\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"categories":[],"tags":[1492,3020,3019,3018,3017,3014,3011,3010,1495,1494,1493,87,1491,1490,942,941,940,939,574,440,106],"_links":{"self":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/7457"}],"collection":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/comments?post=7457"}],"version-history":[{"count":67,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/7457\/revisions"}],"predecessor-version":[{"id":28621,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/7457\/revisions\/28621"}],"wp:attachment":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/media?parent=7457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/categories?post=7457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/tags?post=7457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}