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Setting up Branch Based Routing for Magento 2

Last updated 12/02/2021

Cin7 provides the option to route online orders depending on a number of different factors.

Overview


Cin7's routing feature allows online orders to be routed to different branches based on a number of criteria that could include Country, State and the Shipping Options of the order.

Setup


The Routing settings are found in the Settings page for the Magento 2 module. To switch on Routing:

  1. While logged in as an Administrator, select your username in the top right and then select Settings.
  2. Under the Integrations menu, select Magento 2.
  3. Select the Settings tab.
  4. Under the Branches and Inventory tab, change the Route Branch by Country and Stock drop-down to "Configure Branches".
    This will reveal several more options; see detail below.

Refining Routing Options


Country Codes

If you supply your goods to multiple countries, you may wish to route orders to different warehouses around the world. For example, if you have warehouses in Australia and the U.S., you can make sure Canadian orders are distributed from the U.S. warehouse.

To do this:

  1. Choose a branch from the left-hand side and select Choose in the Country Codes column.
  2. Select any number of countries.
    These are the countries that this branch will fulfill.
  3. Select Save.
  4. Select Save Settings at the bottom of the page to save the settings.

State Codes

If you supply to multiple states, you may wish to route orders to different states. For example, a company that has a New York warehouse and a Los Angeles warehouse may wish for orders from Seattle to be picked up by the Los Angeles warehouse.

To route orders by state, you must first have selected US, Australia and/or Canada from the countries list to the left. See above for more information.

To do this:

  1. Choose a branch from the left-hand side and select Choose in the State Codes column.
  2. Select any number of states.
    These are the states that this branch will fulfill.
  3. Select Save.
  4. Select Save Settings at the bottom of the page to save the settings.

Shipping Options

You may wish to fulfill sales from different branches based on Shipping options. For example, you'd like your 3PL to fulfill all next day delivery orders and your warehouse to fulfill standard delivery orders.

To do this:

  1. Choose a branch from the left-hand side and select Choose in the Shipping Options column.
  2. Enter the Shipping Options.
    These must match letter-for-letter the shipping options in Magento 2.
    Enter each option on a new line.
  3. Select Save.
  4. Select Save Settings at the bottom of the page to save the settings.

Stock Availability

If you are out of stock in a particular branch, you can also opt to have two "back-up" branches.

To set this up:

  1. In the right-hand column of the routing options, select Split Orders (beta) from the drop-down menu.
  2. From the drop-downs below, choose one or two alternative branches that can be used if no stock is available in the primary branch.
  3. Select Save Settings at the bottom of the page to save the settings.