Routing orders across locations

Order routing lets a parent account distribute incoming orders across multiple fulfilment locations. Unassigned orders sit in a shared pool until you route them, either manually or automatically.

Assigning a pooled order manually

Pooled orders haven't been sent to a location yet. You can assign them one at a time or in bulk.

1. Go to Order Routing and open the Pooled tab.
2. Find the order you want to assign. Use the search bar to filter by order reference or recipient.
3. Review the recommendation text on the order row. This shows which location or brand the system suggests, but you can choose any location.
4. Select a location or brand from the assignment list and confirm.

The order moves to the Assigned tab and receives a routing tag.

Bulk assigning orders

1. Go to Order Routing and open the Pooled tab.
2. Select the checkbox next to each order you want to assign.
3. Choose Bulk assign and select a destination location or brand.
4. Confirm the action.

A summary displays after the bulk action completes. It shows which orders were assigned successfully and which were not. Review any failures and assign them individually if needed.

Returning an order to the pool

If an order has been assigned to the wrong location, you can return it to the pool and reassign it.

To return a single order:

1. Open the Assigned tab.
2. Find the order and select Return to pool.

To return multiple orders:

1. Open the Assigned tab.
2. Select the checkboxes next to the orders you want to return.
3. Choose Bulk return to pool and confirm.

The same partial-success behaviour applies to bulk returns. Check the summary to see which orders moved back to the pool.

Manual routing vs auto routing

With manual routing, you choose which location or brand receives each order. The system shows a recommendation, but the decision is yours. Use this when you need full control. For example, if an order contains special items that only one location can fulfil.

With auto routing, the system assigns orders to locations and brands automatically based on your routing settings. You set the rules once, and the system applies them without intervention. Use this when you have clear routing logic and want to reduce manual work.

Both modes can run at the same time. Individual locations and brands can have auto-routing enabled or disabled, so some receive orders automatically while others require manual assignment.

Configuring routing settings

Access routing settings by selecting Settings from the Order Routing page.

Enable auto-routing globally

The Enable auto-routing toggle turns auto-routing on or off for your entire account. When this is off, no orders are routed automatically, regardless of per-store settings.

Per-location and brand settings

Each location or brand in your routing pool has its own set of controls.

Setting	What it does
Priority	Sets the order in which locations and brands are considered when routing. Lower numbers are considered first.
Included	Controls whether this location or brand is part of the routing pool at all. Excluded locations won't receive any orders.
Auto-route	Enables or disables automatic routing for this specific location or brand. A location can be included in the pool but still require manual assignment.
Temporarily unavailable	Marks a location or brand as not accepting orders right now. Use this during a stocktake or when a location has a capacity issue. Orders won't be routed to it until you remove this flag.