How to Create Sales Orders routes [Step-by-step guide]

Modified on Tue, 28 Jun 2022 at 06:10 PM

Routing workflow features allow you to set automatic actions whenever a Sales Order matches specific conditions.

These conditions could be related, but not limited to the following fields and functions:

  • Order references
  • Ship-to address information
  • Total value
  • Sales Channel and Warehouse
  • Stock values


Route workflows are set up in different phases:





NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.



To create a Route workflow you will have to:



PHASE 1 - ADD THE ROUTE TO THE LIST


1. Click Routes under Orchestration


 

2. Click Create to deploy the basic fields for creation




  • Description: Name/Description of the Route
  • Trigger: Moment when the routing workflow should be triggered
    • Create Order API: The Route workflow will be executed when the Order is created in techOMS received via API
    • Allocate & Fulfill Order UI: The Route workflow will be executed when the Order is manually Allocated and Fulfilled from the techOMS user interface



PHASE 2 - DEFINE AND CONFIGURE THE STEPS AND ACTIONS


3. Edit the newly created Route to define the actions to be applied


4. Each Route workflow has steps, which you'll have to add and configure; Press Add Step and choose the step type:


  • Set Sales Order Status Step: Enables you to set a step to modify the order status based on your conditions
  • Send Sales Order To Warehouse Step: Enables you to set a step to send the order to the Warehouse based on your conditions 
  • Send Notification Step: Enables you to set a step to send notifications based on your conditions 



5. Press Setup and configure the condition and action; if you are not acquainted with them, you can find the list and details in the Routes Conditions and Actions guide [Information] article



  • Description: Description of the step which will be displayed in the workflow
  • Condition(s): Definition of the condition(s) including field, operator and value(s)
  • Action: Action to take if the condition is met


6. Repeat the process for as many Steps you need to define


WARNING: The conditions set in one step do not transfer to the following ones. If you have the same condition for a step as one you set up before, you need to configure it as well. 


For example, if you need to automatically approve orders under 500 dollars of value and send them to the Warehouse, and draft those that are valued 500 and over as well as notifying a supervisor for manual review you would:

  • Set up one Step with condition of Value < 500 and action Approve
  • Set up one Step with condition of Value < 500 and action Send to Warehouse
  • Set up a last Step with condition of Value >= 500 and action Set as Draft
  • Set up one Step with condition of Value >= 500 and action Send Message


Which will look like this:





PHASE 3 - SAVE AND CONFIRM THE CHANGES


Your steps will be now visible. 

These can be rearranged if necessary by dragging and dropping them in the timeline, take into account that these will execute in the order you specify so.


Nevertheless, these have not been yet saved to your Route.


7. Press Save to apply the changes








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