Rulemaster: The Ultimate Automation Engine in Canary7
✨ Overview
Rulemaster is a powerful automation engine built into Canary7, designed to streamline your warehouse workflows by executing predefined business rules based on events such as Shipment Creation or Receipt Creation.
By leveraging Rulemaster, you can:
✅ Automate decision-making processes
🔁 Eliminate repetitive manual tasks
🧩 Enforce consistency across operations
🌐 Integrate with external systems in real time
⚒️ How Rulemaster Works
Rulemaster listens for specific events within the system (e.g., when a shipment is created), and triggers rules based on the selection criteria you define. If the criteria are met, the rule’s process is executed.
Event Triggers:
Shipment Created
Receipt Created
Each rule has:
🧲 Selection Criteria – The filters that determine whether the rule should trigger. These can include:
Shipment Type
Company
Priority
Destination
and more...
⚙️ Process – The action that is carried out if the selection criteria are met. Examples:
Set Shipment Profile
Assign Carrier
Trigger Wave Creation
Send Data to External System
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🔢 Core Components of a Rule
Field | Description |
|---|---|
Name | A unique, descriptive title for the rule |
Event | The event that triggers rule evaluation (e.g. Shipment Created) |
Selection | The conditions/filters that must be met (e.g. CompanyID = 17) |
Process | The action(s) executed if criteria are met |
📊 Selection Criteria: Targeting the Right Data
Each Event supports different Selection Classes, which determine which part of the data is being evaluated:
✉️ Shipment Created
Selection Class | Available Fields |
Shipment Header | Company, Warehouse, Country, Shipment Type, Ship to Country ID, Customer Code, Order Ref, Net Weight, Volume, Quantity, etc. |
Shipment Detail | Item, Item Group, Allocation Rule, Category, Quantity, etc. |
🎓 Receipt Created
Selection Class | Available Fields |
Receipt Header | Company, Warehouse, Receipt Type, Source Info, Order Number |
Receipt Detail | Item, Item Group, Category, Quantity, Order Number |
🎚 Processes: Automate with Precision
Rulemaster supports a rich library of Processes, executed when a rule is triggered. These can be simple or multi-step automations.
Shipment Created
Process | What It Does | Common Use Case |
Delete Shipment | Removes shipment | Cancel invalid shipments |
Delete Shipment Detail | Removes an item line | Remove cancelled items |
Add Shipment Detail | Adds item line | Add last-minute order items |
Explode Item Assembly | Breaks kit into parts | Track individual components |
Assign Outbound Status Flow | Applies workflow | Auto-progress to Pick/Pack |
Assign Terms of Sale | Adds Incoterms | Add delivery terms for logistics |
Assign Detail Group Value | Tags item group | Grouping for future splitting |
Split Shipment by Grouping | Creates multiple shipments | Separate items by rules |
Shipment Webhook | Sends API call | Notify external systems |
Run Assigned Carrier/Service | Consign with selected carrier | For strict delivery services |
Run Automatic Carrier Assignment | Auto-select best carrier | Evaluate post-processing |
Assign Shipment Type | Categorise shipment | Use for job creation/picking |
Add To and Run Wave | Join wave + start process | Automate batching of orders |
Receipt Created
Process | What It Does | Use Case |
Assign Receipt Preference | Defines rules like partial close | Control partial receipt logic |
Assign Receipt Type | Categorise receipt | Differentiate returns, standard |
Run Auto Location Assignment | Auto-assign putaway locations | Reduce operator decision-making |
🧪 Example Use Case
📦 If a Shipment is created for Company = ABC Logistics and Type = B2B,
🎯 Then set the Shipment Profile to B2B_FastTrack.
This ensures that every B2B shipment for ABC Logistics is processed consistently and with the correct configuration.
🧠 Good to Know
🕒 Rules are triggered in real-time when the event occurs.
🔄 Multiple rules can run on the same event if their criteria are met.
🪜 Rule priority is determined by their order – rules run top to bottom.
🚫 Rulemaster does not control inventory allocation or picking strategy – those are managed by:
Allocation Rules
Shipment Picking Job Creation
Picking Profiles
🚀 Accessing Rulemaster
To access Rulemaster in Canary7:
Go to the Navigation Menu
Search or navigate to Rulemaster
Click Add Rule to begin creating rules
Define the Event, Selection Class, and Process