Delivery rules can tell Breww how to schedule your deliveries automatically. This allows for deliveries to be easily organised onto the correct dispatch date and via the correct method (such as your own vehicle or a courier).
The delivery rules feature can be found in Settings -> Delivery settings-> Delivery rules. Rules always have a "Start" point, and then you can add "Conditions" (logic/decisions) to guide Breww to the right end result. Here's a screenshot of an example rule, which hopefully shows the power available to you and how intuitive it is to configure even very complex rules.
To further explain this, we've created a short video guide to walk you through how to configure this example rule in Breww:
It's worth noting that you can link multiple "Condition" results (the green ✓ or red ✗) to the same "Delivery" outcome. This can help you to save space, reduce clutter in your rules and ensure they're easy for you to understand and maintain in the future.
Automatically assigning a fulfillment site
Each "Delivery" outcome in your rules has an optional "Fulfillment site to assign and lock" field. This lets a rule decide which of your sites an order should be fulfilled from, rather than leaving it to Breww's automatic, stock-based site selection.
When an order matches a rule that has this field set, Breww will:
- Assign the order to the chosen site, and
- Lock it to that site, so that Breww's automatic site selection won't move the order to a different site later on.
This has the same effect as manually choosing a site and ticking the "lock to this site" option on an order, but it happens automatically whenever the rule runs. For more on manual site selection and how Breww picks a site when no site is locked, see How to set which site will be used for which customers or handle "consignment"/"sale or return" stock.
Note: Only sites that can fulfill orders and aren't restricted to linked customers only can be selected here. This is the same set of sites that's available when choosing your brewery's default fulfillment site.
If you'd rather leave the site choice to Breww's automatic selection for a particular rule, simply leave this field blank.
When the site is left unchanged
To avoid disrupting orders that are already underway, Breww will leave the fulfillment site unchanged in these cases, even if a rule with a site set matches:
- The order is already locked to a site (whether locked manually or by an earlier rule).
- The order's delivery has already progressed, for example it's on a delivery run, has passed the duty point, or has had stock allocated to it.
Where this applies
The fulfillment site is assigned and locked wherever your delivery rules run, including:
- When an order is confirmed
- When you use the manual "Apply delivery rules" action
- When an order is paid in full
- When an order is first created
- When orders are imported from an integration
- In the Trade Store
When a rule sets the site, the order's activity log records that the fulfillment site was assigned (and notes that this was done by your delivery rules). The delivery-date log entry will also note when the delivery date was set by your delivery rules.
