---
title: Dispatch Rules
description: Learn how to automate order workflows in Yojee TCMS using Dispatch Rules and Saved Filters. This guide covers setting criteria, configuring triggers, and applying automatic driver assignment or partner transfers.
---
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# Dispatch Rules
## Automate driver assignment and partner transfers using rule-based workflows in Yojee TCMS.
#### **Overview**
Dispatch Rules allow you to **automate key actions** in Yojee TCMS - such as **assigning drivers**, **transferring orders to downstream partners**, or triggering a workflow when an order is created or reported.
To configure dispatch automation, there are **two required components**:
1. **Saved Filters** – define *which* orders the rule should apply to
2. **Dispatch Rules** – define *what* action should occur and *when*
This article explains how to set up both components.
---
### **1. Saved Filters**
Saved Filters act as the **criteria engine** for Dispatch Rules.
Only orders matching the filter will trigger the rule.
### **How to Create a Saved Filter**
****
1. Navigate to **Profile menu (Top right) →** **Manage → Planning → Saved Filters**.
2. Select **Add Filter**.
3. Enter the required criteria:
| Field | Description |
| --- | --- |
| **Name** | A descriptive name for the filter (e.g., *Sydney Metro Transfers*) |
| **Service Type** | Select one or more service types |
| **Zone / Hub** | Choose relevant zones or hubs, or select **All** |
| **Sender / Orders Received from Partner** | Target specific senders or upstream partners |
| **Access tasks without hub** | Tick if the order does *not* require hub routing |
4. Click **Save**.
Your Saved Filter is now ready to be used in a Dispatch Rule.
---
### **2. Dispatch Rules**
Dispatch Rules define *what action TCMS should take* and *when*.
Examples:
- Automatically **assign a driver** on order creation
- Automatically **transfer to a downstream partner**
- Automatically **apply actions when a task is reported**
- Automate workflow routing based on sender, service type, hubs, or zones
### **How to Create a Dispatch Rule**
****
1. Go to **Profile menu (Top right) →** **Manage → Planning → Dispatch Rules**
2. Click **Add Rule**.
3. Configure each field:
| Field | Description |
| --- | --- |
| **Name** | Name of the automation (e.g., *Auto-Transfer to Partner X*) |
| **Rule Trigger** | Choose: **Order Creation** – rule applies when order is created **Task Reported** – rule applies when a driver reports a task |
| **Saved Filter** | Select the Saved Filter created earlier |
| **Action** | Choose what TCMS should do (e.g., Transfer to Partner, Auto Assign Driver) |
| **Partner / Driver** | Select the partner or driver depending on the chosen action: **Order Creation Actions:** - Assign - *Assign to a specific driver* - Broadcast - *Broadcast to a team of drivers* - Transfer - *Transfer to a downstream partner* **Task Reported Actions:** - Cancel on Report - *Cancel task if reported (will return to upstream if order has been transferred)* - Re-Assign to Driver - *Re-assigns task to the driver that reported the task for them to complete* |
4. Click **Save**.
Your Dispatch Rule is now active. All new or updated orders matching the rule’s criteria will be automatically processed.
---
#### **Example: Auto-Transfer to a Downstream Partner**
Trigger: **Order Creation**
Action: **Transfer to Partner**
Filter: Service Type = FCL Export
Outcome: All new export orders are instantly transferred to your downstream partner without manual intervention.
---
#### **Use Cases for Dispatch Rules**
- **Auto-assign courier jobs** to the correct metropolitan driver
- **Auto-transfer container jobs** to container specific carriers
- **Hub-routing automation** for multi-leg operations
- **Sender-specific workflows** (e.g., VIP customers automatically assigned to elite service drivers)
- **Partner-specific routing** for designated freight lanes
Dispatch Rules help reduce manual work, eliminate mistakes, and improve overall operational speed.
- [Quick Start Guides](https://help.yojee.com/tcms/quick-start-guides?hsLang=en)
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