Order settings and routing rules

Decide how new orders are assigned to your warehouse or vendors, plus Veeqo and ShipStation automation and FBA shipment rules.

What it's for

The Orders box controls what happens to an order after it comes in:

• Routing — which source fills each order: your own warehouse, a specific vendor, the cheapest vendor, or nobody (hold).
• Fulfillment — automatic sending of orders to Veeqo or ShipStation and pulling tracking back.
• FBA — a rule for the FBA Shipments page.
• Per-channel — a pointer to where each channel's own import and tracking settings live.

Where to find it

⚙ Settings → General settings → Orders. Tabs: Routing, Fulfillment, FBA, Per-channel.

The screen at a glance

Routing tab

From top to bottom:

• End-of-day retry (only shown when this option is turned on for your account). Once a day, at the hour you choose (Eastern time), OrderPilot re-routes every problem order ignoring vendor out-of-stock flags — a "try everything" reroute.
• Case-pack vendors on dropship orders — Allow overage to the buyer. Some vendors only sell by the case. When on, such a vendor may win a dropship line even if the buyer receives more units than ordered (needs 4, case of 6, buyer gets 6). When off, case vendors only win dropship lines that divide evenly into cases.
• Routing rules. Each rule shows its number, name, what it does, and the order types it is used for (Amazon, Walmart, Manual, Replacement). Each has an on/off switch, Edit and ✕ (delete).
• Order routing. The master Enable routing switch, and rows that map order types (All orders, Amazon, Walmart, Manual, Replacement) to one of your rules.

The routing rule window

• Rule name — any name you like.
• Routing action — pick one:
• Custom routing — a priority list you arrange yourself (see below).
• Warehouse only — use your own stock only; hold the order if there is none.
• Vendor only — skip the warehouse and send to the vendor you pick in Select vendor.
• Do not assign — put the order on hold right away.
• Use for — Amazon, Walmart, Manual and Replacement orders. Each order type can belong to only one active rule. If another active rule already uses a type, its box is greyed out and shows "(used by …)".
• Active — turn off to pause the rule without deleting it.

The custom routing order window

OrderPilot tries each source from top to bottom and assigns the first one that has stock. Drag rows to change the order.

• Cheapest vendor switch — replaces all vendor rows with one line that picks the cheapest in-stock vendor. When it is on, you can tick vendors under Exclude vendors from "cheapest".
• Reroute after fallback — when ticked, if a source has no stock or the vendor rejects the line on its acknowledgment (855), OrderPilot keeps going down the list (in cheapest-vendor mode it tries the 2nd, 3rd cheapest and so on). When not ticked, it stops and marks the order as a problem.

A new custom rule starts with every warehouse first, then Cheapest vendor.

Fulfillment tab

Two cards, Veeqo and ShipStation. Each has an Integration master switch and three automatic jobs, each with its own switch, an "every" interval and a run-now button:

When an Integration master switch is off, its jobs are greyed out and nothing runs.

FBA tab

Require warehouse quantity. When on, items can be added to an FBA shipment only up to the quantity physically in your warehouse (shelved stock divided by pack size). When off, any quantity can be planned.

Per-channel tab

A note: import timing, P&L, cancel requests and tracking are set per channel under Channels → open a channel → Orders tab.

Buttons and actions

How to set up routing: shelf first, then cheapest vendor

1. Open Settings → General settings → Orders → Routing.
2. Click + Create rule.
3. Type a name, for example "Default — shelf first".
4. Click the Custom routing tile. The custom routing order window opens.
5. Make sure your warehouse is at the top and Cheapest vendor is below it.
6. Optional: tick any vendors to leave out of "cheapest".
7. Leave Reroute after fallback ticked so orders keep trying other sources.
8. Click Apply, then tick the order types under Use for.
9. Click Save rule.
10. In the Order routing card, make sure Enable routing is on, click ＋ Add rule for order type, pick the order types and your new rule, and click Save routing.

How to always send one order type to a single vendor

1. Click + Create rule, name it, and click the Vendor only tile.
2. Pick the vendor in Select vendor.
3. Under Use for, tick only the order type you want (for example Replacement orders).
4. Click Save rule, then map that order type to the rule in Order routing and click Save routing.

How to pause routing for a while

Turn off Enable routing in the Order routing card and click Save routing. New orders go on hold until you turn it back on. To pause one rule only, flip that rule's switch off instead.

Tips and troubleshooting

• A "Use for" box is greyed out. Another active rule already handles that order type. Turn that rule off or untick the type there first.
• Orders are all going on hold. Check that Enable routing is on and that each order type is mapped to an active rule.
• Rules apply in order, first match wins. The number on each rule shows its place.
• Veeqo or ShipStation jobs are greyed out. Turn on that card's Integration switch. The service's login details are set under Integrations. See Connect Veeqo and Connect ShipStation.