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Managing fulfillment location groups

Important

This feature is only available if you have:

  • Started using the new fulfillment configuration process using the Routing ruleset and Service levels APIs. To migrate from your old fulfillment configuration to the new routing framework, see the migration guide .

  • Updated store capacity via the API.

    If you are unsure about the current capacity of stores where the new routing strategy applies, set the policy property to null temporarily, using the following payload:


        {
         "policy": {}
        }

Permission required
This action can be performed by users with the View routing configuration permission.

Use NewStore Omnichannel Manager to manage location groups in your business, which contain fulfillment locations that can fulfill orders. You can also use this page to:

  • View and manage the priority of fulfillment locations in each location group, based on which locations are selected by the platform to fulfill orders
  • Manage capacity of stores to fulfill orders placed in your business
  • Add or remove locations from location groups
  • Enable or disable a fulfillment location from fulfilling orders

The page provides you with a holistic overview of all routes and fulfillment locations in your business to help manage your fulfillment configuration better.

All changes made to your locations and location groups are effective real-time.

note

You cannot create location groups via the UI in Omnichannel Manager. To set up routes and location groups, use the Routing ruleset API. For more information, see the tutorial .

Adding a fulfillment location to a location group​

Permission required
This action can be performed by users with the Manage routing configuration permission.

To add fulfillment locations to a location group:

  1. Log into Omnichannel Manager and go to Routing > Locations.

  2. Select the location group you want to add a fulfillment location to.

  3. In the details screen, click Add Location and select the fulfillment locations you want to add to the location group and click Apply to fulfillment nodes.

    The location is added to the location group. You can now proceed to enable it to fulfill orders or manage the fulfillment capacity for the location.

Removing a fulfillment location from a location group​

To remove a fulfillment location from a group:

  1. Log into Omnichannel Manager and go to Routing > Locations.

  2. Select the location group from which you want to remove fulfillment locations.

  3. For the location that you want to remove, click Edit and in the dialog box that appears, click Remove.

    The location is removed from the group. If needed, you can add another location or the same location back into the group at any time.

Enabling or disabling a location for order fulfillment​

For more information on enabling or disabling locations from fulfilling orders, see Disabling locations from fulfilling orders .

To enable a location to fulfill orders:

  1. Log into Omnichannel Manager and go to Routing > Locations.
  2. Select the location group, and click Edit for the location where you want to enable order fulfillment.
  3. In the dialog box that appears, enable Accept Fulfillment Orders and click Save.
  4. The Fulfillment column in the location group screen displays Enabled and the fulfillment location can now start fulfilling orders.

To disable a location from fulfilling orders, disable Accept Fulfillment Orders and click Save for the specific location, following the same steps as described above.

Managing order fulfillment capacity for a location​

If required, you can specify the maximum number of items that a store can fulfill in a day. This means that if you specify routing capacity as 4 for the store, a maximum of 4 items can be routed and picked for order fulfillment from the store, even if the stock on hand or ATP is higher than that number.

note

You cannot assign order fulfillment capacity restrictions for warehouses.

Technical configuration
The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

For more information, see Managing capacity-based routing for stores .

To specify the routing capacity for stores:

  1. Log into Omnichannel Manager and go to Routing > Locations.

  2. Select the location group, and click Edit for the location where you want to modify order fulfillment capacity.

  3. Select Override default capacity and enter the number of items that the store can pick and route for fulfillment in a day.

    note

    • The default capacity for stores is set to 2.

    • If you specify the maximum routing capacity for a store as 0, then the store will stop receiving fulfillment requests, even though there is ATP for items in the store.

      Setting routing capacity for a store to 0 will technically disable the store from fulfilling orders (except for in-store sales transactions).

  4. Click Save.

  5. The updated capacity is reflected under the Daily item capacity column in the location group screen, against the location you have modified the number for.

Important

The Items fulfilled today column displays - instead of the actual number of fulfilled items when:

  • No limit is set for the maximum routing capacity for a store, or
  • The number of items fulfilled cannot be calculated because the store has reached its fulfillment capacity, is closed, or is non-operational for the given time of the day

- denotes that NewStore could not calculate the actual number of items fulfilled by the store at that moment. If no items were fulfilled by the store, and the above conditions do not apply, NewStore displays 0 instead of - in the same column.

Managing the priority of fulfillment locations in a location group​

Important

Changing the priority of a location in a group affects the fulfillment priority in all shipping zones that use this location group. If you are using geographical grouping, then this doesn't affect your fulfillment strategy.

But if you are using an alternative logic to group locations, ensure that you know what you are doing. The priority of locations will be updated in all shipping zones that the location group considers and can adversely affect how orders are fulfilled in your business.

If required, you can specify which fulfillment locations will be selected first to fulfill orders in your business in a specific location group. The priority of fulfillment locations is set in ascending order in the list of locations in a group.

For example, in this location group, the warehouse DC01 has the highest priority while the store NY-store has the lowest priority when orders are routed to these locations for fulfillment. NY-store is only selected if all the other locations above it in the list cannot fulfill the order.

To reorder the priority of locations in the group:

  1. Log into Omnichannel Manager and go to Routing > Locations.
  2. Select the location group, and click Reorder Priority.
  3. Drag and drop locations to the top or bottom of the list based on the updated priority of locations within your group.
  4. Click Save.

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