When a customer places an order, DEAR can automatically route the order to the seller's inventory location nearest to the provided shipping address for fulfilment. DEAR provides an Order Routing setting that facilitates this process. Based on this setting, the location in the Sales Task header will be pre-filled with the Order Routing location, although this can be manually changed on the order if necessary. This feature simplifies the Sales Order process.
NOTE: Order routing is available only for eCommerce sales such as Amazon, eBay, Etsy, WooCommerce, Handshake, Magento, ShipStation and Shopify regular sales. It is NOT available for Shopify POS sales channels.
- Integration between your online store and DEAR has been set up.
- Set up Locations and bins for your store.
Table of Contents
- Setting Up Order Routing
- Using Order Routing in eCommerce Integration
- Tips and Tricks
Setting up Order Routing
Users can enable and configure Order Routing from General Settings → Reference Books. When enabled, you can specify which inventory locations are used to source products for orders made from different geographical locations.
- Navigate to Settings → Reference books → Order Routing.
- Click On to turn on Order Routing.
- Keep routing if you want DEAR to keep the order routing even if an item is out of stock. If Keep routing is disabled, DEAR will automatically route a sale order to the next available location if an item is out of stock. By default, this setting is turned off/disabled.
- Click +Location, then enter the location's details. At the minimum, you must select a country and location that will serve customers from that country. Repeat until all your locations have been set up, if necessary.
- Click Save.
Import/Export Order Routing locations via CSV file
Click Export to export all order routing information as a CSV file. CSV file can then be edited and re-imported into DEAR to make changes.
Click Import to enter new order routing locations or update existing order routing locations via CSV file. Opening the Import page allows you to download the Order routing template, make your changes, and then re-upload the edited file.
Using Order Routing in eCommerce Integration
To configure order routing for Amazon, Shopify, eBay and other online marketplaces in DEAR, you need to set to link the location for your online sales to Order Routing. This is commonly set up from the Integration page for the store in DEAR. See the screenshots below for an example.
For example, on the WooCommerce Integration page, we can set the Link WooCommerce sales to DEAR Location from All Locations to Order Routing.
This setting helps to avoid issues with incorrect order routing. For example, DEAR allocates an order from Norway that should supposedly go out from your Denmark warehouse to your Amazon EU location instead.
NOTE: Order routing should be enabled in Settings → Reference Books before you can use it in your eCommerce platforms. See Setting Up Order Routing for more information.
Tips and Tricks
When creating your order routing locations, keep the following in mind:
- The minimum required to define an Order Routing location is the Country where the customer resides and the inventory Location that will serve that country. Optionally, you can specify the State/Province, City/Suburb, and Postal Code.
- Each routing zone can only be mapped to a single inventory location.
- The same inventory location can be mapped to several routing zones.
- If a shipping address for a Sale corresponds to a mapped zone in Order Routing, the Sales task header is pre-filled with the appropriate location.
- The location in the Sales task header field can be changed manually by selecting the appropriate location from the list.
- When a sale has been made in an online store (of any eCommerce application) without defining a location and Order Routing is turned ON, DEAR will either map a location for the order based on the shipping address or set a default location for the order.
If the inventory location is out of stock and the Keep Routing setting is disabled, DEAR will automatically pick a random location with stock to process the sale.
If you are encountering delays in pulling online orders into DEAR, this might be due to order routing not being configured for your store. Check that order routing is turned on, ensure that there are inventory locations servicing your customer's locations, then run the process again to ensure that the delays have been resolved.