Preview & Configure Order Routing

Overview

In step 9 of Onboarding, you will preview and configure your order routing. Orders are routed by leveraging routing groups, routing priorities and potentially shipping policies.


Order Routing Preview

The order routing preview tool allows you to see the impact your routing groups, order import workflows, and routing priorities will have on an order before you generate a fulfillment request.

The Benefits of Order Routing Preview:

  • You can adjust your order routing strategy before generating a fulfillment request.
  • The preview will display any errors or warnings you may encounter with each routing group, thus allowing you to troubleshoot before generating a fulfillment request.
  • A financial estimation summary also allows you to preview potential profit/loss earned upon order completion.

Recommended Article: Order Routing Preview

Please see Order Routing Preview for more information on:

  • Detailed information on what is shown in the preview
  • Creating a new routing group from the preview
  • Edit an existing routing group from the preview

Routing Groups

A routing group represents a group of routing priorities, eligible sources, and decisions if an order cannot be routed.

Routing groups are applied to orders at the time of generating fulfillment requests/fulfillment orders. This allows the system to determine how it should properly generate FR/FOs for specific orders.

Recommended Article: Routing Groups

Please see Routing Groups for more information on:

  • Creating a routing group

  • Configuring an existing routing group

  • How to override an existing routing group

  • How to manage split orders


Routing Priorities

Routing priorities are the prioritized list of rules that are evaluated (from top to bottom) after each order is imported and is being routed to a fulfillment source.

They can be found in Settings → Orders → Routing → selected routing group.

After an order is imported and is set to be routed to a fulfillment source, Flxpoint will evaluate each routing rule starting from the top of the list. If there are multiple remaining options after evaluating a rule, it will continue to the next rule below it.

Recommended Article: Routing Priorities

Please see Routing Priorities for more information on:

  • How routing priorities work
  • What each routing priority controls
  • Examples of how routing priority affects your order routing

Routing Estimations & Workflows

Routing estimations are derived at the time of routing orders. These primarily consist of:

  • Estimated shipping cost
  • Estimated dropship fees

During order routing, one of the routing priorities is lowest cost. To properly estimate the lowest cost fulfillment solution, these estimated costs/fees should be factored in so the best fulfillment solution can be chosen.

There are two main mechanisms to derive estimations:

  • Rate shopping (only for shipping costs)
  • Workflows

Generally speaking, rate shopping is for determining real-time shipping estimates and workflows are for determining predefined costs and also serve as a fallback if rate shopping fails to find a valid rate for a fulfillment requests/fulfillment orders.

See Rate Shopping for more information around how rate shopping works.

Recommended Article: Routing Estimations

Please see Routing Estimations for more information on:

  • How routing estimations are derived
  • How routing estimations are used
  • Examples of estimation workflows