Integration Apps

Setting up Branch-based Routing for Ecommerce and Marketplaces

How to route online orders for depending on a number of different factors to suit your requirements.

Overview

Cin7's routing feature allows online orders to be routed to different branches based on a number of criteria with the end result of putting your orders in the most efficient location.

Setup

The Routing settings are found in the Settings page for each Ecommerce and Marketplace module. To switch on Routing:

1. While logged in as an Administrator, select the Settings button in the top right of your integration module dashboard.
2. Go to the Orders section.
3. Under the Branches area, change the Route Branch by Country and Stock drop-down to "Configure Branches".
   This will reveal several more options, detailed below.

Routing Options

Split Orders

This option will allow items to be split into separate orders in different branches based on stock availability. Note this will only split into a maximum of three separate orders.

1. The discount and the payment gets split in the orders based on the products.
2. The freight amount is part of only the original order.
3. The customer billing details, delivery details, and freight descriptions gets copied into each split orders.

Set Distribution Branch

Leverage this option if you wish to have orders recorded in a certain branch but dispatch the stock from another. The main branch selection for an order will be the one selected in the Set Default Branch option; the Distribution Branch will be set by the Branch Routing Grid.

Branch Routing Grid

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.

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 on the left. See above for more information.

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 can have your 3PL fulfill all next day delivery orders while your warehouse fulfills standard delivery orders.

To do this:

1. Choose a branch from the left-hand side and then select Choose in the Shipping Options column.
2. Enter the Shipping Options.
   These must match letter-for-letter the shipping options in your Ecommerce or Marketplace orders.
   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 up to two "backup branches". Note that if you have selected the "Split Orders" option, an order may be split between the primary branch and/or the backup branches.

To set this up:

1. Select a branch from the drop-down
2. Choose one or two alternative branches that can be used if no stock is available in the primary branch.

External Route Codes

You may wish to route particular orders to a specific branch based on the setup in your Ecommerce or Marketplace integration. The fields below are currently mapped to allow for "external code routing"; note that other integrations will not show this section in the Branch Routing Grid.

Save Settings

Select Save Settings at the bottom of the page to save the settings.