Dsco's Shipping Science feature allows retailers to provide an expected or required delivery date and Dsco will determine the best carrier and method to ensure the order arrives at the customer's door on-time and for the least amount of money. To provide ultimate flexibility, Dsco allows you to configure which carriers and methods we should include when asking carriers for delivery estimates. You can also set a priority carrier, which will determine the winner in the case of a tie.
To utilize Shipping Science,
Enable the feature within your account settings
Set your trigger value(s)
Choose a default shipping method for each carrier
Configure the allowed carriers and methods for each trading partner.
Then, as orders are created, and if the appropriate trigger is detected on the order, Dsco will initiate Shipping Science logic to determine the best carrier and method, apply that to the order, and then send the order to the supplier for fulfillment.
Your Ship Mapping settings should be completed BEFORE proceeding. Click here for more information on Ship Mapping.
Expected vs. Required vs. Promise Date - What you need to know!
Expected Delivery Date
The expected delivery date is submitted at the order level and is used to express when the customer expects to receive the package (on-or-before this date).
Example: If an expected delivery date of 2020-12-17 is provided, the customer is expecting their order to arrive on or before December 20, 2020.
Required Delivery Date
The required delivery date is submitted at the order level, and is used to express the exact date when the customer requires the package to arrive (not before or after).
Example: If a required delivery date of 2020-02-14 is provided, the customer is expecting the order to arrive on this date - most likely because it’s a Valentine’s Day delivery (maybe candy or flowers).
The promise date is set at the account level within the Shipping Science settings. It is there to overwrite the expected delivery or required delivery dates on orders when it is provided. If provided, we will use the promise date on all Shipping Science recommendations. The promise date is similar to expected delivery date, in that the date is when the orders are promised to be delivered by (on-or-before this date). The expected or required delivery dates are still required on an order level to trigger Shipping Science.
Example: A typical example for a promise date is a major holiday, like Christmas. Setting the promise date to December 23rd or 24th ensures that all shipments are optimized with a recommended shipping service level that gets the package to its destination before Christmas.
Setting Up Shipping Science
Enabling Shipping Science Settings
To enable your Shipping Science settings, please follow these steps:
Log into your Dsco account
Hover over your account name at the top-right side of the page, select Settings, and then select SHIPPING SCIENCE in the grey sub-navigation bar.
Change the default to Yes to turn on Shipping Science logic.
Your order must include either an expected delivery date or a required delivery date, as well as your trigger value. These terms are discussed in more detail below.
Setting the Trigger Values - Required
Next, you will choose your Trigger Value. A Trigger Value is what will cause Dsco to carry out Shipping Science on an order. It can be either a shipping carrier and method pair, or a shipping service level code. Dsco will look for these values, along with the expected or required delivery date when determining if it should perform Shipping Science on an order. The following describes the choices for trigger values:
Null/Blank for all three fields: Carrier, Method, and Service Level Code - this means no trigger value is set.
Custom Carrier / Method Pair: A custom carrier and method are to be provided as your trigger values. For example, Carrier = UPS, Method = Generic
Custom Service Level Code: A custom service level code is to be provided as your trigger value. For example, GCG
Setting Default Shipping Methods - Required
A default is used for each of the listed carriers: FedEx = Home Delivery, UPS = Ground, and USPS = Ground when Shipping Science cannot determine a recommendation. The carrier with the highest priority is chosen first. Carrier priority is determined per trading partner in your Shipping Preferences table, see more below. Select a method from the drop down menu per carrier to overwrite the default method.
Setting a Promise Date - Optional
You may also set a Promise Date for your orders. An expected or required delivery date, and a trigger value are still required to execute the Shipping Science logic. However, the promise date will overwrite what is sent in the expected or required delivery date fields.
If you choose to set the promise date - Select Yes as the new default. Then set your promise date as shown below.
Setting the Shipping Preferences Table - Required
This table includes all the options that have been activated on the Ship Mapping page. If you do not see a carrier / method option you would like Shipping Science to consider, then please add it to your ship mapping configuration.
First, on the upper-right side of the table, click the Download button. An XLSX file will be downloaded including Dsco’s ID and name for your suppliers, your ID and name for each trading partner, and the following fields for you to set:
Processing Lead Time (hrs)
Priority - per carrier - each carrier should have a 1, 2, or 3; 1 being the highest priority.
Method - per carrier - add an ‘X’ in each field for the method you would like to set for each trading partner.
Once you have set your shipping preferences for each trading partner, save your file.
Go back to the table and in the upper-right side, you will see the Upload button. Click the Upload button and select your file to import into the portal.
Lastly, we recommend you do a quick review of all of your choices and then save.
Scheduling a Shipping Preference Update - Optional
You can now schedule updates to the shipping preference table mentioned above. Are holidays coming, or maybe a sale, and you want to edit your offerings so expedited services are available? Now you can schedule those changes.
First, on the upper-right side of the shipping preferences table, click the Download button. An XLSX file will be downloaded. Edit the fields as necessary.
Click on the Schedule an Update button.
Upload the new shipping preferences table with your updated changes by choosing the date and time when you would like the changes to take place.
Then click the Upload File button and select your file to import into the portal.
Lastly, verify your changes are saved and scheduled per your requested date/time.