Shipium Carrier Limits - Setting Limits

Types of Limits

There are two types of limits that can be set. The first is to set limits at a carrier level. In this case, you will set limits that define how many shipments can be shipped for this Origin and Carrier on each day of the week.

Getting to the Carrier Limits Configuration Tool

First, open the Carrier Limits configuration tool. If you are not familiar with this tool, start at Shipium Carrier Limits - Basics to get an overview.

Use the top portion of the tool to get to the appropriate Origin (FC), Carrier, Date and (optionally) specific service method for which you are interested in setting limits.

General Format of Setting Limits

In order to set limits, you will click on the Edit Limits :pencil2: button on the left above the Carrier Limits calendar once you are ready to edit.

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Carrier Limits Edit Button

Clicking the Edit Limits :pencil2: button will switch your view into Edit Mode. This is very similar to the View Mode, but with editable components for each of the major sections of that tool.

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You Can Set Carrier-wide Limits OR Carrier and Method Limits

In the current version of Shipium Carrier Limits, you can have carrier-wide limits or per-carrier and per-method limits, but you can not have both in place simultaneously.

Deciding Whether to Use Carrier-wide or Carrier & Method Limits

As a general rule, if your carrier is setting limits on your ability to ship volume with them, they are likely to be either setting per-method caps or for your entire account at a given location. Shipium's tool will allow you to do either based on how you set the Service Methods value in the configuration at the top of the tool. If you select All Methods, then you are setting a Carrier-Wide limits. If you select a Specific Method, then you are setting a Carrier+Method limit.

How to Set a Limit

Once you have chosen what Origin/FC, Carrier, Week and Service Method (or All Methods) for which are setting limits and you have clicked Edit Limits :pencil2: as outlined above, you will then get to the edit screen, which looks like this.

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Carrier Limits Edit Screen

As with the View Mode, you will see day-by-day settings columns for each day of the selected week.

Let's zoom in on the limit setting UI for a single day:

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Carrier Limits Edit - Single Day

The values should be configured according to the following:

Field

Description

Day (Date)

This is the day and date to which the limit will apply.

(Maximum) Active/Inactive Marker

This tells you whether or not this day's maximum limits are active or inactive. If Active, then they will be applied on this date.

Max Shipment Cap

The maximum number of shipments allowed for the displayed origin, carrier, method(s) and week.

(Maximum) Rollover Time

The timeframe used for rolling over the cap for the displayed origin, carrier, method(s) and week.

(Minimum) Active/Inactive Marker

This tells you whether or not this day's minimum limits are active or inactive. If Active, then they will be applied on this date.

Minimum Shipment Target

The minimum number of shipments that are targeted for the displayed origin, carrier, method(s) and week. Once this target is reached, any cost discount will no longer be applied.

Note: hitting this limit is not guaranteed as it depends on the discount and nature of the shipments.

Cost Discount

A value to be used to lower the value for this carrier or carrier/method in order to make it more likely to hit its minimum. In general, the Cost Discount should be set to a value that makes it likely that you will hit your minimum shipment target, but should not exceed the lowest price you pay for shipping for this carrier and method.

(Minimum) Rollover Time

The timeframe used for rolling over the cap for the displayed origin, carrier, method(s) and week.

Shipment Count

The number of shipments to which this limit could apply so far (always zero or empty for dates in the future). This number may be slightly behind the live count of shipments, though caps will be applied immediately.

Short-Cut: Using the Prior Week's Values

If you have previously set limits and know that the week that you are setting is almost identical to the previously week's configured Carrier Limits, then you can use the Use Previous Week's Values :page-with-curl: button to initialize the settings for the current week. It will copy all of the previous settings which you can either use directly or modify before saving.

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Carrier Limits Edit - Previous Week Button

When you are done making your changes, click the Save :floppy-disk: button to save or the Cancel :x: button to cancel the current set of changes you were editing and keep the existing settings.

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Save Button

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Cancel Button


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