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Set up a rule set

A rule set is your organisation's routing configuration. One is active at a time, and it decides which site fulfils each order line.

Under Routing rules in your organisation's settings. Needs organisation-admin access.

Switch the engine on first​

None of this takes effect until your organisation enables the Order routing engine toggle in its settings. Until then, orders go to the channel's default site whatever your rules say.

Check that before you start, or you will build a rule set and see no change.

You cannot activate without a fallback site​

Worth knowing before you start, because it is where people get stuck: the activate button stays disabled until you choose a fallback site.

It is not optional and there is no way round it. Pick one early rather than building the whole rule list and finding you cannot switch it on — see choose a fallback site.

Steps​

  1. Open Routing rules.
  2. Choose the fallback site — where a line goes when no eligible site has stock.
  3. Decide whether to keep single-source preference on. It is on by default and consolidates an order to one site where a single site could fulfil all of it.
  4. Add your rules, in the order you want them evaluated.
  5. Activate.

Start small​

Two or three rules is a reasonable starting configuration. The engine stops at the first rule that narrows to a single site, so a long list mostly consists of rules that never run.

A common starting point is: stay in destination country, then ranked sites. The first expresses a hard requirement, the second settles everything else.

Activating creates a version​

Each edit makes a new version rather than changing the current one in place. The previous version is kept for orders that recorded it.

Activating does not re-route anything already in flight. Orders keep the version that routed them, so you can change your configuration during a working day without moving live picking work. See rule sets and versions.

Check what it does​

Routing decisions show up as the sites on each order's fulfilment groups. Watch the next orders through and confirm they land where you expect.

If a channel supplies its own location hints, also watch the routing exceptions queue — it records where your rules and the channel disagreed, which is the fastest signal that a rule is not doing what you meant.