Understanding Order Routing

Depending on the fulfillment options that you specify, some order routing logic might be applied.

The order routing logic required by your business must be specified and developed during the implementation process.

You can set the order routing options that you require from the Stores Details Panel fulfillment options found in Settings > Administration > Stores . Other Options related to the Order Configuration can be set from the Order Configuration Details Panel found in Order > Administration > Configuration.

When you select Ship to store:

Ship to store order Items are reserved against warehouse inventory.

Other stores or warehouses can help fulfill an order for a customer. This is the notion of Unified Commerce, endless aisle, basically being able to fulfill a customer's order instead of having to cancel an order.

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Option 1: All the items are sent from one or multiple locations to the Destination store pickup location. For example, Warehouse fulfillment only. When the items are sent from multiple locations order routing logic is applied.

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Option 2: The Destination store pick-up location fulfills some items from its inventory and any remaining items are sent from the warehouse. For example, Warehouse and Store fulfillment. When warehouse and store fulfillment occurs order routing logic is applied.

When the business only supports ship to store, you can set a store fulfillment option so that the store tries to fulfill orders by using a pick list with their store inventory first. For example, in a Franchisee model.

Franchisee model example: Corporate allows stores to fulfill from their inventory before items are shipped from warehouse. The system automatically creates a pick list of all the items that the store will fulfill. The rest of line items will be fulfilled from warehouse. The Store can validate that shipment and then notify the customer.

When you select Shipping:

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If there is only 1 Fulfillment location, that is the default location. No routing logic is applied.

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If the CSR wants to force shipping from a specific fulfillment location, they can manually override. When required, the CSR can manually split complex or incomplete orders.

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The CSR uses the views that are available to understand stock status and select a fulfillment location.

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If there are multiple eligible locations, the system evaluates the current stock status across all eligible locations. When the order is submitted without a fulfillment location assigned, the order routing logic determines the best location to ship the items. In certain situations the order routing logic can determine when to split orders.

When you select Delivery:

No routing logic is applied. Because the inventory is fulfilled from the same selected location, the Delivery location is implied.

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After a selection is made, the system evaluates the stock status of a line item based on Pre Order or Back Order quantitative data or scheduled inventory data to determine whether the line items at the selected fulfillment location are available for delivery.

When you select Pick-up:

Pick up in store order items are reserved against store inventory.

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All the items are fulfilled from pick-up location inventory. For example, Pickup Grocery. No routing logic is applied. Because the inventory is fulfilled from the same selected location, the Pickup location is implied.

REFERENCES

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Create a Ship to Store Order

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Create a Shipping Order

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Create a Delivery Order

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Create a Pickup Order