🎥 Click below to watch our video on Geofencing.
What is automatic assignment?
The Auto Assign Resources feature in Qargo allows you to automatically allocate orders to specific resources based on pre-defined rules. Unlike the traditional assignment, which was linked only to transportation services, this feature provides greater flexibility by enabling direct assignment to individual resources under certain conditions.
This helps reduce manual planning, ensures consistency in resource allocation, and supports more efficient operations.
A typical scenario is when orders need to be assigned directly to a depot (acting as a subcontractor) or to specific drivers or vehicles at that depot.
Key Terminology
Automated Resource Allocation – A rules-based method for assigning orders or trips to resources without manual intervention.
Resource – Any entity eligible to receive an order or trip, including drivers, vehicles, trailers, subcontractors, or containers.
Conditions – The parameters or criteria that determine when a resource should be automatically assigned.
Operator - When configuring conditions this defines inclusion / exclusions using 'is / is not' for instance.
Configuration Steps
Navigate to RATES > Order Input
Under Planning Resources, click on Resource Assignment.
Click Add Item to start configuring.
Choose a primary resource from the drop down.
Resources must be added in the Resources menu to be available to select.
(Optional) Add secondary resources (Also must be in Resources first.)
Enter additional details such as trip start time and trip name.
Define the conditions that will trigger the automatic allocation.
Save your configuration.
Configuring conditions
Conditions are based on 3 possible metrics:
Goods (ordered). This is based on cargo details entered in the order creation, including packaging types, quantities or dimensional metrics
Order. This is based on order details, including transport or service levels, customers or vehicles, and import sources.
Route. This is based on stop details or activities included in the order.
Select the preferred metric, add the operator which will determine if this is to be included or excluded as part of the logic.
Add the Value associated to the metric selected, options available here will be driven by the Metric selected.
Multiple conditions can be added to each rule and will be executed in the order added.
Troubleshooting
‼️ Rules execute based on the order they are setup; the first match will execute and no further rules will be considered.
Rules require at least 1 condition. If a single condition needs an update, simply select the new value and click SAVE.
If conditions exist but the order does not auto assign, review the specific metrics for accuracy.
For instance, if using a postcodes, ensure the correct stop is identified; or that the postcode is included in a specified postcode zone.
Workflow Example
When creating an order that falls within the rules setup, the specified resources will automatically be allocated.
The trip will be created
The order status will automatically be set to Planned.
Route details will show in the 'To Dispatch', unless the task is configured to switch to 'Planned' and is set to auto complete.
Create an order using those conditions and Qargo will automatically plan the order into the correct resource.
Practical Use Cases
Customer-specific automation – For example, always routing a particular customer’s orders through a pallet network.
Business segmentation – Automatically allocating brokered orders to subcontractors while assigning managed orders to in-house drivers or vehicles.
Route or customer-based allocation – Assigning resources to specific delivery routes or dedicated customer accounts.
Limitations
Resources are only allocated after the initial order creation, not when new stages are added.
Resource combinations cannot be used in the resource assignment as these combinations can change.
Assign the individual resources when setting up the rules.
📚 Keep conditions as clear and specific as possible to avoid conflicts between multiple allocation rules.