Warehouse routing

Warehouse routing

Overview

The warehouse routing system is the way myFulfillment manages the assignment of dispatch warehouses to order items when orders are imported.

The warehouse assigned to an order item will define which way the order will be dispatched :
- From the Order preparation screen if it is a regular warehouse.
- From the DropShip screen if it is a dropship warehouse.

You can see which warehouse is assigned to any order item from the "Sales > Orders" grid, in the "Products" column  :



The dispatch warehouse is also visible and editable from any order popup : 




Manage routing rules



You can setup the routing configuration from menu "Inventory > Warehouse Routing" :



- To create a new rule, use the "Add a new rule" button located in the bottom right corner.
- To edit a rule, click on its row, you will then be able to configure its properties.


General tab

This tab contains global properties of a rule.
- Name : Name of the rule, give a clear name to your rule in order to identify it easily later.
- Active : if set to false, rule will not be considered.
- Priority : Rules are executed using priority system, from the lowest to the highest : for example, rule 1 will be executed before rule 10.
When several rules can apply to an order item, the rule with the lower priority will be used.
- Website : Not used.
- Notes : Add internal comments there.

Conditions tab

This tab lists conditions that an order must fulfill in order to use the current rule.
- Store : Only orders associated to selected store(s) can use the current rule.
If you don't want to restrict stores, select "All" option.
- Country : Select countrie(s) which this rule applies to.
- Supplier :  Select supplier(s) which this rule applies to.

Actions tab

If an order item fulfills the rule conditions, the system will run actions to assign a warehouse to this order item.
- Require stock in warehouse : If enabled, Connect will assign a warehouse to an order item only if the product is in stock in this warehouse.
- Require stock in warehouse for all items : if enabled, Connect will assign a warehouse to all order items only if all ordered products are in stock in this warehouse
If the 2 previous options are enabled together, the second one will get priority.
- Warehouse selection : You can there tick warehouse(s) that can be used, and also sort them using drag and drop to change their priority.


Routing configuration examples


Single dispatch warehouse configuration

If you only use a single warehouse to dispatch all products, the configuration to apply will be pretty simple :
- Create a rule, give it a name and enable it.
- In the conditions tab, select "All" for each option.
- In the actions tab, tick the warehouse and configure both "Require stock" options to "No".

Multiple dispatch warehouses : route by customer address

If you use multiple warehouses and want to dispatch orders depending of the customer country, configure rules as follow.

In this example, we assume that there are two warehouses :
- One warehouse in New York.
- One warehouse in Paris.
Orders coming from American customers must be fulfilled from the New York one, any other orders must be fullfiled from the Paris one.

Create a first rule for NY :
General : 
- Name : Any fulfilment.
- Active : Yes.
- Priority : 1.
Conditions :
- Store : All.
- Country : US, MX, CA.
- Supplier : All.
Actions : 
- Require stock in warehouse : No.
- Require stock in warehouse for all items : No.
- Warehouse selection : Tick New York warehouse only.

Create a second rule for Paris :
General : 
- Name : Paris fulfilment.
- Active : Yes.
- Priority : 2.
Conditions : 
- Store : All.
- Country : All.
- Supplier : All.
Action : 
- Require stock in warehouse : No.
- Require stock in warehouse for all items : No.
- Warehouse selection : Tick Paris warehouse only.

When a new order comes, Connect will first check if the Rule #1 can be applied :
- If customer shipping address belongs to US / CA / MX, then the New York warehouse will be assigned and the process stops there.
- If the first rule can't be applied (ie : shipping address country is another one), then Connect will try to apply the second rule.
As this second rule has no speciific condition, it will be applied in this case and so Paris will be assigned as the dispatch warehouse.


Multiple dispatch warehouse : route by stock levels



In this example, we assume that you have 2 warehouses in France :
- One warehouse in Paris.
- One warehouse in Nice. 
Business requirements are : 
- We want to ship orders from a single warehouse if possible.
- If ordered products are not all in stock in a warehouse, then dispatch them from the Paris one.

Create a first rule :
General : 
- Name : All products in stock fulfillment.
- Active : Yes.
- Priority : 1.
Conditions : 
- Store : All.
- Country : All.
- Supplier : All.
Actions : 
- Require stock in warehouse : Yes.
- Require stock in warehouse for all items : Yes.
- Warehouse selection : Tick Paris and Nice warehouses.
Create a second rule :
General : 
- Name : Paris dispatch.
- Active : Yes.
- Priority : 1.
Conditions : 
- Store : All.
- Country : All.
- Supplier : All.
Actions : 
- Require stock in warehouse : No.
- Require stock in warehouse for all items : No.
- Warehouse selection : Tick Paris warehouse only.

Fallback rule


If you configure complex rules, it is highly advised to setup a fallback rule.

A fallback rule is a rule with the latest possible priority that will be used if none of the previous rules apply to an order item.

It is important to setup a fallback rule, because if no warehouse routing is found for an order, an exception is raised and the order can not be imported.

Fallback rule example :
General : 
- Name : Fallback rule.
- Active : Yes.
- Priority : 999999.
Conditions : 
- Store : All.
- Country : All.
- Supplier : All.
Actions : 
- Require stock in warehouse : No.
- Require stock in warehouse for all items : No.
- Warehouse selection : Tick the default warehouse only.

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