Routing Orders
Summary
Order Routing evaluates your business rules on every incoming order and prepares a fulfillment request for the best source, using routing groups, priorities, a preview, and logs; one well-configured routing group covers most accounts.
Order Routing decides which source fulfills each order. Flxpoint evaluates your business rules on every incoming order and prepares a fulfillment request for the best source. It combines three building blocks, and the recommended approach is to start simple: one well-configured routing group handles most accounts.
- Routing groups — collections of eligible sources plus workflow rules and fallback decisions.
- Routing priorities — the ordered list of rules evaluated top to bottom (for example Lowest Cost).
- Routing preview — see which source will be chosen before you generate a fulfillment request.
- Routing logs — after generating, review exactly how and why the order was routed.
The simplest path from setup to a routed order:
- Create one routing group. Under Settings → Orders → Routing, add a group and include your primary sources.
- Pick one priority. Lowest Cost suits most catalogs; Preferred Source(s) keeps key partners first.
- Preview a few orders. Use Preview Order Routing to confirm the chosen source before generating.
- Generate the fulfillment request. When the preview matches expectations, generate the FR/FO to route the order.
| Tool | What it shows |
|---|---|
| Preview Order Routing | The source that will be selected, plus warnings and estimated costs, before generating. |
| Order Routing Logs | The time-of-routing data and the detailed decision, available after a FR/FO is generated. |
| Order Status History | A timeline of status changes, who made them, and any notes. |
An order routed to a source that could not fully stock it, and had to be routed manually. This usually means a higher priority (for example a preferred internal warehouse) matched before the stock check narrowed the field, or the intended source was not eligible in the group. Review the Order Routing Logs to see which priority decided the source, then adjust priority order or source eligibility so the in-stock source wins.
Order sits on Acknowledged / Awaiting Shipment and never reaches the source. Routing selected a source but the FR/FO was not processed, so nothing was transmitted. Confirm the source is enabled in the routing group and that the FR/FO is being processed (auto or manual); processing the FR/FO is what sends it to the source.
How do I see which source an order will route to before committing? Open the order, go to the Fulfillment Requests section, and click Preview Order Routing. It shows the selected source and any warnings without generating a live fulfillment request.
Can I change routing after a fulfillment request is generated? Yes, as long as the FR/FO has not been processed. You can re-generate fulfillment requests; once processed, the request has already gone to the source.
Where can I see why an order routed the way it did? Open the order and click Order Routing Logs. The time-of-routing table shows the data Flxpoint used and the priority decisions it made.