Setting up your first rules

Processing rules tell TaluxIQ how to handle different types of shipments. Rules control charge code mappings, department assignments, document requirements, and client-specific workflows.

How rules work

Rules are evaluated in priority order when RegoIQ processes a job. Each rule has:

• Conditions: When the rule applies — based on client, carrier, transport mode, port, or document content.
• Actions: What the rule does — assign department codes, apply charge mappings, set required documents, or trigger specific workflows.

If multiple rules match, they're applied in priority order. More specific rules (e.g., "Client X + Carrier Y") take precedence over general rules (e.g., "All ocean imports").

Creating your first rule

1. Go to Settings → Processing Rules and click New Rule.
2. Give the rule a descriptive name (e.g., "ABC Corp — Ocean Imports").
3. Set the conditions. For a client-specific rule, select the client from the dropdown. Add additional conditions like transport mode or carrier if needed.
4. Configure the actions. Common actions include:
   • Assign to a specific department or branch
   • Apply a charge code mapping set
   • Require specific documents before submission
   • Set default values for optional fields
5. Set the priority (lower number = higher priority).
6. Save and test with a sample job.

Recommended starting rules

Most teams start with:

• A default rule for all imports — sets your standard department code, default charge mappings, and basic document requirements.
• Per-client rules for your top 5-10 clients — overrides charge codes, department assignments, or workflows specific to each client.
• Transport mode rules — different handling for ocean vs. air shipments (e.g., different charge code sets, different required documents).