What strategies are

A strategy is a named, reusable ruleset — you build it once, then apply it wherever it's needed instead of recreating the same rules over and over.

Two kinds of strategy

• Dispatch strategies control how orders go to providers — which providers are eligible, how they're ranked, and the routing rules that decide who gets the delivery. See dispatch strategies.

• Optimization strategies control how orders are batched and sequenced into routes for delivery. See optimization strategies.

You can build several strategies of each kind — for example, one dispatch strategy for standard orders and a stricter one for high-value orders — and switch between them as your needs change.

How strategies get used

A strategy only takes effect once it's active. From there, the most common way to put a strategy to work is through a workflow: Set dispatch strategy and Set optimization strategy are actions you can add to any workflow, so the right strategy is applied automatically based on the conditions you define. See triggers, conditions, and actions for the full action catalog, and build a workflow to put one together.