Outbound | Order Routing Automation

Users can create rules to perform tasks and manage the existing rules

Users can setup the rules by using the default rule for all stores or setup a new rule for selected store

• Default Rule
• New Rule

Default Rule

Users can set up the warehouse priority and enable this rule to apply to all stores under this account.

Search Path: Setting - Automation - Order Routing - 1st Default Rules - Edit

Click the "Edit" button of the default rule

Click on the rule setting to setup the automation (Please see the below notes)

Description:

Rule Setting 

1. Zone - The priority level is based on the zone; the smaller it is, the higher priority it gets
2. Stock Level - The priority level is based on the inventory level
3. Warehouse Priority - Set the priority level of the warehouse, the first level has the highest priority level 
   For Example: 
   2SFS> 9ONT> 1LND
   

These rules can apply to all connected stores or specific store

Activate the Rule 

Click "Confirm" to save

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Create New Rule

For a single store or multiple stores to have the same order routing setup, users can create a new rule for the selected store

Please note the priority of the "New Rule"(Created by the user for the selected store) is higher than the system default rule. For example: if a store is assigned with a designated warehouse, it will only follow the designated warehouse and its priority and the default warehouse rules will not affect it.

Search Path: Setting - Automation - Order Routing - New Rule 

Click "New Rule"

Select the below options and click "Confirm"(Please see the below notes)

Notes:

Fields

• Name
  • Input the rule name
• Check Stock
  • Select this option for the system to check inventory automatically
• Warehouse 
  • Select All, External or Internal warehouses
    • Internal - Warehouses that were created in the system
    • External - Warehouses imported by the integration from other WMS 
• Rule Setting 
  • Zone - The priority level is based on the zone; the smaller it is, the higher priority it gets
  • Stock Level - The priority level is based on the inventory level
  • Warehouse Priority - Set the priority level of the warehouse, the first level has the highest priority level 
• Apply To Store
  • Select All or specific store 
  • To set up a store, please review the article "Store Management"
• Effective Date
  • Always or Range 
• Status 
  • Activate or Deactivate 

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