Help centre › Warehouse routing

Warehouse routing

With more than one warehouse, somebody has to decide which one ships each order. Routing rules make that decision the same way every time — your policy, written down once.

Turn it on

Warehouse routing is an add-on: $29 a month, included in Pro. It needs at least two locations, so it isn’t available on Starter. An owner switches it on under Settings → Add-ons, and Sales → Warehouse routing appears in the menu.

How routing decides

  • Rules are tried from the top: lower priority numbers first. Two rules with the same number are tried oldest first.
  • The first rule that matches chooses where the order ships from.
  • A rule can apply to one product, one customer, both, or anything.
  • A rule that needs stock only matches if that location can fill the whole order. If it can’t, the next rule is tried.
  • An order ships from one location — routing never splits it.
  • Routing only runs when an order is created for a customer without a ship-from location. Choose a location yourself and your choice stands.
  • With no matching rule, you choose the location as before.

Add a rule

  1. Open Sales → Warehouse routing.
  2. Set the Priority and the location to Ship from.
  3. Optionally limit it with Only for SKU and Only for customer. Leave both blank for a catch-all rule.
  4. Write Why — it’s shown on every order the rule routes.
  5. Keep Only if that location can fill the whole order ticked to route by stock, or untick it to route by territory and backorder there instead.
  6. Click Add rule. Use Remove to delete one.
The Warehouse routing page with priority, ship from, only for SKU, only for customer, why and needs-stock fields
Rules are listed below the form in the order they’re tried.

Example rule sets

PriorityShip fromOnly forNeeds stockWhy
10West warehouseCustomer: Coastal RetailNoWest-coast account
20Main warehouseAnyYesMain ships when it can
30Overflow storeAnyYesMain couldn’t fill it

Coastal Retail always ships from the West warehouse, even if that means a backorder. Everyone else ships from Main when Main has everything, otherwise from Overflow.

On the order

An order placed by routing shows a Routed line in its header with the rule’s reason, so anyone opening it later can see why it ships from where it does.