What Are Routing Groups?
A routing group represents a group of routing priorities, eligible sources, and decisions if an order cannot be routed.
Routing groups are considered at the time of generating fulfillment requests. This allows the system to determine how it should route order based on your priorities.
| Examples: |
#1: Having an "International" routing group dedicated to handling orders outside the US. #2: Having an "East" or "West" Coast routing group dedicated for orders originating from specific states (i.e. disabling west coast suppliers for orders needing to be shipped to the east coast). |
Why Do Routing Groups Matter To Me?
Routing groups are critical because they determine how your orders get fulfilled. They ensure Flxpoint automatically routes each order to the right supplier or warehouse based on your priorities, like lowest cost, fastest delivery, or avoiding split shipments. Orders are processed faster, shipped on time, and require minimal, manual intervention.
Your Default Routing Group
Navigate to Settings → Orders → Routing
You will first need to configure your default routing group. There must be a default routing group created to always route all orders to. Creating multiple groups will allow you choose specific routing groups, based on workflow rules, to apply to various situations.
Configuring Your Routing Group
- Describe this routing group with a name
- Add, order, and remove routing priorities
- Enable or disable specific sources eligible for fulfillment for this group
- Override a shipping address if the order is routed to a source in this routing group (optional)
- Suppress tracking for specific sources in this routing group (optional)
Routing Priorities Explained
Lowest Cost
Fulfill from the eligible source with the lowest total cost.
Source Priority
Route to the highest eligible source based on your source priority list. Any strategies below this will not be considered.
Source Priority
Route to the highest eligible source based on your source priority list. Any strategies below this will not be considered.
Single Fulfillment Request
Fulfill the entire order from a single source. If set to Required and no matches are found, manual intervention is required.
Has Shipping Policy Mapped
Fulfill from sources with mapped shipping methods for the selected shipping policy. If set to Required and no matches are found, manual intervention is required.
Closest
Fulfill from the closest eligible source to the customer based on the margin defined here. Any sources within this margin will be eligible for routing. Address must be configured at the source level to be considered (US only).
Preferred Warehouse
Prioritize fulfillment from your preferred internal warehouse when inventory is available. If items cannot be fulfilled there, routing will continue using the priorities below (see screenshot below).
How to Add a New Routing Group
Settings → Orders → Routing → + Add Routing Group
Step 1. Preferred Warehouse
This lets you choose an internal warehouse (source) that Flxpoint should always try to fulfill from first. If the preferred warehouse can fulfill an item, Flxpoint will route it there before considering other sources.
Step 2. Primary Routing Strategy
This determines the default logic Flxpoint uses to choose the best source when multiple sources can fulfill the order. Lowest Cost + Fewest Sources are defaulted meaning Flxpoint will try to minimize fulfillment cost while also minimizing split shipments.
Step 3. Source Priority
This is a tie-breaker list. If multiple sources qualify equally based on the strategy above, Flxpoint will use this list to decide which source wins. You can enable/disable sources and reorder them to control which ones are preferred.
Note: Want the advanced view (legacy) or don't see the priority you're looking for? There is an option to skip this setup.
How to Override a Routing Group
Aside from a default routing group, you may want to create distinct groups that are better suited for certain situations. To do this, you create multiple routing groups and use a workflow work to use specific routing groups in certain situations.
Routing Completed Workflow (Manage Split Orders)
After fulfillment requests are generated, you can optionally run a workflow to place fulfillment requests in an “Unprocessed” state to review the results instead of auto-processing. This can be configured inside a routing group within the “Routing Completed Workflow” section.
Example: If more than 2 fulfillment requests are created (meaning 3+ sources were selected to fulfill an order) I want to review this to ensure my fulfillment costs are minimized.
