{"id":8476,"date":"2019-03-25T11:07:57","date_gmt":"2019-03-25T11:07:57","guid":{"rendered":"https:\/\/support.loginextsolutions.com\/?p=8476"},"modified":"2026-01-28T09:44:11","modified_gmt":"2026-01-28T09:44:11","slug":"auto-assignment-properties","status":"publish","type":"post","link":"https:\/\/support.loginextsolutions.com\/index.php\/2019\/03\/25\/auto-assignment-properties\/","title":{"rendered":"Auto-Assignment Properties"},"content":{"rendered":"\n\n\n\t
\n\n\t\t<\/i><\/span> Download PDF<\/a>\n\n\t<\/div>\n\n\n\n\n\n\n

Auto-Assignment refers to the process of automatically assigning your orders to the relevant delivery associates or carriers. The Auto-Assignment engine assigns orders while following a set of properties that constitute an Auto-Assignment Profile. Within an Auto-Assignment Profile, you can specify various parameters and select a number of properties to tailor auto-assignment for your operational requirements. <\/span>Auto-Assignment can consider order SLAs, vehicle capacity, fleet location, and a multitude of other factors to find the best-suited delivery associates \/ carriers. <\/span>There is already a pre-configured Auto-Assignment Profile that you can use for your operations. <\/span>However, if you\u2019d like to customize the logic to suit your operations better, you can create more as needed.<\/span><\/p>\n\n\n\n

You can configure your orders to be auto-assigned as they are being created in the system. Alternatively, you can use the Live screen to quickly auto-assign your orders individually or in bulk. Click <\/span>here<\/span><\/a> to learn more about how to auto-assign new orders. <\/span><\/p>\n\n\n\n

Auto-Assignment vs Trip Planning<\/b><\/h4>\n\n\n\n

Generally speaking, <\/span>if you receive orders that need to be assigned right away, use the Auto-Assignment engine. Whereas, if you receive orders that need to be assigned as per a schedule, use the <\/span>Trip Planning<\/span><\/a> engine to automatically create and plan<\/span> t<\/span>he most optimized trips for your delivery associates.<\/span><\/p>\n\n\n\n

Auto-Assignment Profile<\/b><\/h4>\n\n\n\n

To create\/update an Auto-Assignment Profile and configure the required properties, go to Settings > Auto-Assignment Profile.<\/span><\/p>\n\n\n\n

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To create a new Auto-Assignment Profile, continue to configure the properties as explained below, and then click Save As New to save those properties within a new Auto-Assignment Profile. To update an existing Auto-Assignment Profile, select that Profile from the Auto-Assignment Profile drop-down, configure your properties, and then click Save.
Note: The default Auto-Assignment Profile is used to auto-assign orders when you haven\u2019t explicitly specified any Auto-Assignment Profile.
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A. Auto-assignment Objective<\/b><\/h4>\n\n\n\n

Within an Auto-Assignment Profile, you can configure auto-assignment properties for delivery associates, carriers, or both. This is defined under the <\/span>Auto-Assignment Objective. Based on whether you want to auto-assign orders to delivery associates, carriers, or both, use the toggle buttons to make your selection.<\/span><\/p>\n\n\n\n

If you select delivery associates, you will get the option to enable FIFO Order Assignment for them. If enabled, it will let the Auto-Assignment engine prioritize order assignments in a First-In, First-Out (FIFO) fashion. That is, the engine will try to assign orders in the sequence in which they were received. FIFO Order Assignment works by creating queues of orders. At each pickup location, it creates a queue of orders, where each order stands in the sequence it was received. The order that is the first in the queue gets considered<\/em> for auto-assignment first, however it is not guaranteed that it will be<\/em> auto-assigned first. This is because the engine takes into account various other parameters, such as skill set match, for assigning orders. If the first order cannot be assigned to the currently available delivery associates, then the engine would move on to find a suitable delivery associate from the available pool for the second order. However, the engine will continue to prioritize auto-assigning the first order before others, until the time it remains in the queue. This time is defined in the parameter Maximum Queue Time (More on this parameter later in the article). When FIFO Order Assignment is disabled, the engine tries to assign all the orders parallelly, without prioritizing any order, regardless of the order creation sequence.<\/p>\n\n\n\n

If you select both delivery associates and carriers, besides getting the option to enable FIFO Order Assignment for delivery associates, you will also get the option to specify your Auto-Assignment Objective Preference, i.e., whether you want delivery associates or carriers to be considered first for the auto-assignment of new orders.
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B. Auto-Assignment To the Nearest Delivery Associate<\/b><\/h4>\n\n\n\n

If you select delivery associates or both carriers and delivery associates under the Auto-Assignment Objective, you will be able to define auto-assignment properties for delivery associates under the ‘Auto-Assignment to the Nearest Delivery Associate’ section. The following properties would be taken into consideration while you use the ‘Auto-Assignment to the Nearest Delivery Associate’ option for auto-assignment:<\/p>\n\n\n\n