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Warehouse assignment

Pre-creation of shipments 308 views

Introduction

The Cloud App allows the management of multiple warehouses, located in different geographical areas (e.g. one in Italy and one abroad), through the dedicated Warehouses section .

Within this section, the user can define order assignment rules based on the geographic origin of the customer or the order itself.

Operational example;

  • All orders addressed to Italian and foreign customers can be configured to depart from the Italian warehouse .
  • Orders received from France can be automatically assigned to the French warehouse for fulfillment, according to the settings specified.

This configuration allows you to optimize logistics and reduce shipping times, ensuring localized and efficient order management.

Assign warehouse

1. To access the section, click on Pre-creation of shipments in the left-hand menu under the Configurations/Automations heading .

2. Once you have accessed the Pre-shipment creation section , select the Add Pre-shipment creation event item to begin configuring a new event. 

3. Enter the new event name in the dedicated field on the configuration tab.

and then click Save and Close  to complete.

4. Click Activities   to open the drop-down menu.

The settings you define in this section will automatically be applied when you create your shipment.

5. Select the Assign Warehouse option from the drop-down menu.

6. Set a name for the warehouse assignment in the top tab.

7. At the bottom of the page, you can create a dedicated activity filter for configuring warehouse parameters.

This filter allows you to define specific criteria for order assignment, such as:

  • Reference warehouse
  • Destination geographical area
  • Shipping type
  • Order values, size and weight.

Once the parameters are set, the filter can be used to automate order management based on company rules.

In the example, the filter is set for all orders with a destination of France.

8. After configuring the activity filter, access the " Select Warehouse From" drop-down menu and choose one of the three available options based on your operational needs and the intended assignment logic. This choice will determine the warehouse from which shipments will be sent for orders matching the set criteria. 

9. If the “Selected Warehouse” option is selected, the “Warehouse” field will appear in the side panel, from which you can choose an option from those previously configured in the guide. 📄 Warehouses .

10. Click the Save & Close  button  to complete the setup.

11. After completing the setup of the French warehouse activity , you need to repeat the process for the Italian warehouse.


In this configuration, all orders except those from France will be forwarded to the Italian warehouse for fulfillment.

12. Once you return to the main menu of the application, you will be able to view the Activity List section where  you will find all the activities created, each with their respective warehouse selection configurations , as defined in the previous steps.


As with the previously configured activities, in this case too it is always possible to:

  • Change the parameters associated with the activity,
  • Delete the activity, if no longer needed,