Create Workflows

Workflows in Nash enable dynamic management of delivery strategies using predefined rules. Workflows decisions ensure efficient handling of jobs tailored to specific requirements without manual intervention.

Overview

Workflows applies conditional logic to assign strategies based on job characteristics like location, package value, or item count.

Examples of Strategies:

• Individual Order Strategy: Handles short-distance, low-cost deliveries.

• High Value Strategy: Manages long-range, high-value, or white-glove deliveries.

• Default Strategy: Combines all available fleets for general-purpose jobs.

Key Notes:

• Workflows only apply to jobs without preassigned strategies.

• The default strategy is used if no rules match.

• Avoid conflicts when setting multiple rules.

Example: High-Value Delivery Workflows

Name: High Value Delivery Strategy
Strategy: High Value Dispatch Strategy
Condition:

• Property: Package Value

• Operator: Greater Than

• Value: 500

This rule applies the high-value strategy to jobs with package values over 500.

Steps to Create a Workflow

• Access Settings

  • Log in to Nash.

  • Go to Settings > Workflows.

• Create a Rule

  • Select the "+" button to add a new rule.

• Name Your Rule

  • Use a clear, descriptive name.

• Select a Strategy

  • Choose the dispatch strategy triggered by the rule.

• Define Conditions

  • Select Add Criteria.

  • Set a property (e.g., Package Value), operator (e.g., Greater Than), and value (e.g., 500).

  • Add multiple conditions if needed:

    • Use "+Or" for alternative criteria.

    • Use "+And" for combined requirements.

• Set Priority

  • Arrange rules in order of importance to resolve conflicts.

• Save Your Rule

  • Select Save or Create.

• Test Your Workflow

  • Create a test delivery matching the rule's criteria.

  • Verify the correct strategy is applied.

  

Best Practices

• Start Simple: Begin with basic rules and add complexity gradually.

• Regular Updates: Periodically review workflows to align with changing needs.

• Clear Naming: Use descriptive rule names for easier management.

• Thorough Testing: Ensure accuracy by testing after every update.

By leveraging Workflows effectively, you can streamline delivery operations, reduce manual input, and respond flexibly to varying market demands.