Overview
The order routing preview tool allows you to see the impact your routing groups, order import workflows, and routing priorities will have on an order before you generate a fulfillment request.
The Benefits of Order Routing Preview:
- You can adjust your order routing strategy before generating a fulfillment request.
- The preview will display any errors or warnings you may encounter with each routing group thus allowing you to troubleshoot before generating a fulfillment request.
- A financial estimation summary also allows you to preview potential profit/loss earned upon order completion.
Navigating to Order Routing Preview
You may access the order routing preview via two routes:
- Before a fulfillment request is generated, you may click the Preview Order Routing link.
- Before or after a fulfillment request is generated, you may click the Preview button.
Editing Existing Order Routing Group
To edit an existing order routing group:
- Select the appropriate routing group from the drop-down menu.
- Click the Edit button to the right of the drop-down menu.
- On the following menu, make the desired changes.
- To apply the changes, click Update.
| Warning |
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Any alterations you make to an existing order routing group will impact incoming orders routed by the routing group. |
Creating a New Order Routing Group
To create a new order routing group:
- Click the New button located to the right of the drop-down menu.
- Enter a Group Name for the new routing group.
- Determine if you would like to use the new group as the default routing group for future orders.
- Decide if you would like to cancel or place orders on hold if the order cannot be routed.
- Adjust your routing priorities as needed.
- Click Create.
Fulfillment Requests Preview
The fulfillment request preview allows you to view which supplier your order will be routed to based on the routing group and workflows applied to the order.
For more information on fulfillment requests, please see Fulfillment Requests/Fulfillment Orders.
Financial Estimation Summary
The financial estimation summary provides you with a quick snapshot of estimated profit or loss on the order total. Below is a breakdown of how each portion of the financial estimation summary is calculated.
Order Revenue
- Subtotal = Channel invoice's subtotal field
- Shipping = Channel invoice's shipping cost field
- Miscellaneous = Sum of the channel invoice's tax, dropship fee, and discount fields
| Channel Invoice Pricing |
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Channel invoices represent receipts for paid orders coming from sales channels (B2C)and invoices for resellers from reseller channels (B2B). For more information on channel invoices, please see Channel Invoices. |
Fulfillment Cost
- Subtotal = Fulfillment request's subtotal
- Shipping = Fulfillment request's estimated shipping cost
- Miscellaneous = Fulfillment request's dropship fee
| Fulfillment Request Pricing |
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Fulfillment cost is directly linked to the product's pricing at the source inventory level. Since pricing can vary from supplier to supplier, you may see variation in the pricing on the fulfillment request as you preview your routing options. For more information on fulfillment request, please see Fulfillment Requests / Fulfillment Orders and Routing Estimations. |
Profit /Loss
- Subtotal = Order revenue subtotal minus fulfillment cost subtotal
- Shipping = Order revenue shipping minus fulfillment cost shipping
- Miscellaneous = Order revenue misc. minus fulfillment cost misc.
Troubleshooting
A major benefit of the order routing preview tool is the ability to view errors you will encounter for each routing group before you generate a fulfillment request and communicate with your suppliers.
When troubleshooting order and processing errors, you have three tools at your disposal:
- Fulfillment Request Preview Warnings & Generation Logs
- Fulfillment Request Logs
- Order Status History Logs
Warnings & Generation Logs
If an order cannot be routed using the selected order routing group, a warning or error message will be displayed within the fulfillment request preview section with information on the potential roadblock. Be sure to check to generation logs for further guidance.
Fulfillment Request Logs
Another helpful tool when troubleshooting order and processing is errors is the fulfillment request logs. This tool allows you to view the history of the fulfillment requests.
Order Status History Logs
You may also find helpful information in the order status history log. The history logs will provide you a timeline of order status changes along with who initiated the changes and any notes regarding the change.
