Configuring order routing

Configuring order routing

Order routing automatically routes orders to fulfilment locations based on a set of rules. This works by applying a series of rules to an order and then prioritizing fulfilment locations based on the results. The locations with the highest priority ranking are selected to fulfil the order.

By default, rules are configured to optimize fulfilment from the closest location that has available inventory. You can use the default settings or create order routing rules based on your requirements.

In this article, you will learn how to configure order routing rules on your Eshopbox workspace.

Configuring order routing rule

To create an order routing rule, you need to follow the below-given steps:

  • Step 1: From the header, navigate to Settings.

  • Step 2: You will be redirected to the Settings page. Select Order routing.

  • Step 3: You will be redirected to the Order routing and splitting page.

  • Step 4: Click on Create Rule.

  • Step 5: You will be redirected to the Create rule page.

  • Step 6: Enter a Rule name.

  • Step 7: Create the conditions as per your requirement by selecting from the available fields.

    • Customer shipping preference

    • Max items in the order

    • Max weight of the order

    • Order having brand

    • Order having SKU

    • Order having vertical

    • Payment method

    • Sales channel

    • Shipping pincodes

    • Shipping states

    You can add multiple filters with AND conditions. You can remove the created conditions as well.

    Note: If you are configuring a rule with either Max items in the order or Max weight of the order as a field, then Order splitting will be enabled by default.

  • Step 8: Turn the toggle ON to enable order splitting for orders where all items cannot be fulfilled.

    If disabled, all the items will remain unfulfillable until one location has enough units of each SKU to fulfil the entire order.

  • Step 9: You need to set the preference for order routing rules to fulfil the order selected in the previous step.

    Note: Routing rules run from top to bottom and determine which locations are assigned to fulfil an order. You can also manually change the location of an order.

  • Step 10: Click on Save.

    Your routing rule will be created. You can view and take action on the rules that you have created.

Once the rules are created, you need to define a priority for them. You can set the priority for a created rule by using the below actions:

  • Move to top

  • Move to bottom

  • Move Up

  • Move Down

  • Duplicate

  • Delete

For example, if you want a created rule to be validated first, then you need to set its priority on the top using the action Move to top.

Similarly, if you want to set the lowest priority for a created rule, Move it to bottom.

FAQs

1. I want to ship out orders from one fulfilment location without splitting. How can I do this?

To do so, you need to configure an order routing rule with the Sales channel as a filter and prioritise Minimise order splitting rule.

The fulfilment locations with all the order items in inventory are prioritized over other locations. When inventory is not present at any of your locations, this rule will prioritize the locations that result in the creation of minimum shipments.

2. I want to fulfil orders from the location closest to the shipping address. How can I do this?

To do so, you need to configure an order routing rule with the Sales channel as a filter and prioritise Ship from the closest location rule. Eshopbox will then allocate the order to the closest fulfilment location.


3. I want to prioritise Eshopbox FC over my fulfilment location for fulfilling an order. How can I do this?

You can prioritise Eshopbox FCs over your own fulfilment locations by configuring an order routing rule. This is a 4-step process:

Step 1: Give a name to the rule

Create a rule name to easily identify the configuration.

Step 2: Select filters

Choose when this rule should apply.
If you want this rule to apply to all orders, select:
Payment method → is → Prepaid, Cash on delivery

Step 3: Configure order splitting

Decide whether you want to split shipments in case all items are not available at a single location.

Step 4: Set priority

  • P1: Choose routing logic based on your preference:
    • Minimise order splitting → Prioritises fulfilling the complete order from one location
    • Ship from the closest location → Selects the nearest location based on delivery address
  • P2: Manage ranked location
    • Create two location groups:
      • Group 1 having Eshopbox FCs
      • Group 2 having Self-fulfilment locations
    • This ensures Eshopbox FCs are always considered first

In case you want to prioritise your fulfilment location for fulfilling an order over an Eshopbox FC. 

Prioritise your fulfilment locations over Eshopbox FCs by updating Step 4 (P2: Manage ranked locations)—set Group 1 as self-fulfilment locations and Group 2 as Eshopbox FCs

Step 4: Set priority

  • P2: Manage ranked location
    • Create two location groups:
      • Group 1 having Self-fulfilment locations
      • Group 2 having Eshopbox FCs
    • This ensures your fulfilment locations are always considered first


4. I do not want to ship out more than five items in a shipment. How can I do this?

To do so, you need to configure an order routing rule using the Max items in the order filter.

5. I want to limit the maximum weight of an order to 5 Kg. How can I do this?

To do so, you need to configure an order routing rule using the Chargeable weight filter.