Sales Order Routing Rules
Use Sales Order Routing to define how OMS selects fulfillment warehouses for sales orders. These rules determine whether an order can be split, which warehouse or carrier is used, and what happens when stock is insufficient.
General Rules
| Setting | Description |
|---|---|
| Preassigned Carrier Splits Order | When enabled, OMS automatically splits orders containing hazardous materials and assigns a designated carrier. The warehouse selection logic remains unchanged. |
| Assign Warehouse by ZIP Code | Routes orders to warehouses within a defined ZIP code range. Ideal for region-based fulfillment. |
| Stay within Destination Market | Ensures orders are fulfilled from warehouses located in the same country or market as the destination. |
| Auto Create Product | Automatically creates product information if the item does not yet exist under Products. Enabled by default. Disable this option to prevent product exceptions. |
| Allow Split Fulfillment | Enables OMS to split a single order into multiple shipments when stock is distributed across warehouses. |
| Sample Products Cannot Be Split | Ensures sample orders remain as one shipment. Mutually exclusive with Allow Split Fulfillment. |
| One Item per Order | Forces each item in a sales order to be fulfilled separately. Cannot be enabled with Sample Products Cannot Be Split. |
| Ship from Closest Location | Prioritizes the warehouse closest to the customer’s delivery address to minimize shipping time. |
Special Rules
| Setting | Description |
|---|---|
| Assign Warehouse by Accounting Code | Routes orders to a specific warehouse based on accounting or financial code. |
| Assign Warehouse by Product | Allocates orders based on product-level warehouse assignments, ignoring stock quantity. If this rule is active, all other warehouse routing rules are disabled. |
Mutual Exclusion Logic
Some rules cannot be used together:
- One Item per Order and Sample Products Cannot Be Split are mutually exclusive.
- Allow Split Fulfillment and No Split Order are mutually exclusive.
- Assign Warehouse by Product overrides all other routing rules, including Assign Warehouse by ZIP Code and Ship from Closest Location.
Warehouse Matching Sequence
Notes
If Allow Split Fulfillment is disabled, OMS will match only one warehouse. If the selected warehouse lacks inventory, the order either enters Exception status or follows the warehouse Ranking fallback logic.
Exception Handling
| Setting | Description | Default |
|---|---|---|
| Auto Create Product Information | Automatically adds new product info to OMS when it is not yet configured. | Enabled |
| Set Order Status to "Exception | When stock is insufficient, OMS flags the order as an Exception. | Enabled |
| Route to Highest-Priority Warehouse | If stock is insufficient, OMS routes the order to the top-ranked warehouse. | Disabled (enable manually) |