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. To facilitate this process, DEAR provides an Order Routing setting that needs to be set up. 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 POS Shopify sales channels.
- Integration between your online store and DEAR has been set up.
- Locations and bins for your store have been set up.
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.
Turn on Order Routing
You need to turn on order routing first before you can set up the zones and the inventory locations that will serve them.
- Navigate to Settings > Reference books > Order Routing.
- Toggle On the Order Routing button.
- By default, the Keep routing button is disabled. This means that if the nearest defined zone does not have the stock needed to fulfil the sales order, DEAR will route the sales order to the next available location. It is recommended to retain this setting, particularly if you want to let DEAR automatically perform the order routing for you, but if you want to turn this setting on, toggle On the Keep routing button.
- 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.
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 if the Keep Routing Setting is disabled, DEAR will automatically pick a location 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.
eCommerce Integration Settings
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.
On the WooCommerce Integration page, 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.