Preview and Configure Order Routing
Summary
The Order Routing Preview shows how an order will route under your current routing groups and priorities, surfaces errors, and estimates profit or loss before you generate a fulfillment request — this is also step 9 of onboarding.
The Order Routing Preview shows the impact your routing groups, order import workflows, and routing priorities will have on an order before you generate a fulfillment request. It also surfaces errors, and a financial estimation summary previews the profit or loss on the order. This is also step 9 of onboarding, where you configure routing and prepare each source to exchange order data.
- Preview outcome — See the selected source and any warnings before generating an FR.
- Edit or create groups — Adjust an existing routing group or build a new one from the preview.
- Financial estimate — Preview revenue, fulfillment cost, and estimated profit or loss.
- Mapping templates — File-based suppliers need outbound and inbound templates configured.
- Open the preview — Click Preview Order Routing before generating, or the Preview button before or after.
- Review the result — Check the selected source, warnings, and the financial estimation summary.
- Adjust if needed — Edit the routing group or priorities, or create a new group, then preview again.
- Generate — When the outcome is right, generate the fulfillment request.
Financial estimation summary
| Section | How it is calculated |
|---|---|
| Order Revenue | Subtotal, shipping, and miscellaneous (tax, dropship fee, discount) from the channel invoice. |
| Fulfillment Cost | Subtotal, estimated shipping, and dropship fee from the fulfillment request. |
| Profit / Loss | Order revenue minus fulfillment cost, per line (subtotal, shipping, miscellaneous). |
Troubleshooting tools
| Tool | What it shows |
|---|---|
| Warnings & Generation Logs | Why an order cannot be routed by the selected group, shown in the preview. |
| Fulfillment Request Logs | The history of the fulfillment requests. |
| Order Status History Logs | A timeline of status changes, who made them, and notes. |
Editing a live group affects incoming orders
File-based suppliers need both mapping templates
Creating a group sets its fallback behavior
Onboarding keeps returning to mapping template setup
For a file-based supplier, the step is not complete until both the outbound Send Fulfillment Requests template and the inbound Get Shipments template are configured. If either is missing, the step loops back to mapping setup. Configure both, then continue to preview and finish.
The preview shows a warning that the order cannot be routed
The preview surfaces the roadblock (for example no eligible source, or a Required priority with no match) before you generate anything. Read the generation logs in the preview, adjust the routing group or priorities, and preview again until the warning clears.
What does the preview actually show me?
Which source the order will route to under the current group, workflows, and priorities, along with any warnings and a financial estimate of profit or loss, all before a fulfillment request is generated.
If I edit a routing group in the preview, does it change live routing?
Yes. Edits to an existing group apply to the orders that group routes going forward, so treat them as live configuration changes.
What do I need to configure for a file-based supplier?
Two mapping templates: an outbound one for Send Fulfillment Requests and an inbound one for Get Shipments. Prebuilt suppliers do not require this.