Fulfilment routing
When an order arrives, something has to decide which of your sites fulfils each line. That is routing, and the answer becomes the order's fulfilment groups — one group per site.
Routing has to be switched on first
The routing engine is off until your organisation turns it on. Until then, incoming orders are assigned to your channel's default site and none of your rules run.
It is a feature toggle under your organisation's settings, called Order routing engine, and it needs organisation-admin access. Everything on these pages assumes it is on.
If you have set up a rule set and nothing appears to be happening, check this before anything else — it is the most likely explanation.
Rules narrow, they do not score
The engine does not give each site points and pick a winner. It starts with every site as a candidate and takes candidates away.
First a hard gate: sites without enough stock for the line are removed before any of your rules run. Then your rules run in order, each filtering what is left. The moment one site remains, the engine stops — later rules never get a say.
That is why the order of your rules matters more than their number, and why understanding routing as successive narrowing is the thing that makes your own configuration predictable. See how routing works.
Editing rules never disturbs work in flight
An order records which version of your rule set routed it, the first time it is routed. That version is never re-evaluated afterwards. So you can change your rules whenever you like without re-routing orders already being picked.
Where the screens live
Both are organisation administration and need organisation-admin access: rule sets under Routing rules, and the queue of disagreements under Routing exceptions.
Concepts
- How routing works — the hard gate, then your rules in order, until one site remains.
- Rule sets and versions — why editing a rule set makes a new version, and what that protects.
- The fallback site — the site used when nothing qualifies, and what it is not for.
- Keeping an order together — preferring one site for a whole order rather than splitting it.
- When a channel disagrees — honouring a channel's choice, and recording where your rules would have differed.
- Changing a routing decision — overriding what the engine chose.
How to
- Set up a rule set
- Add a routing rule
- Choose a fallback site
- Resolve a routing exception
- Change an order's fulfilment site