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  1. There is a rule, which is based on the warehouse Priority that assigned orders to be fulfilled to the warehouse with the highest priority first. The scale goes from Priority 1, which is the highest priority, to 9, the lowest one. Warehouses that are set up with Priority one, are the ones to be first chosen to fulfil an order. The user himself/herself can set the priority by using the related Priority field

  2. An additional rule is applied by the system in order to decide to which warehouse the order has to be first sent to be fulfilled. The system will have all information to fulfil orders by the supplier-proximity rule. According to this rule, the system will use the customer’s shipping address and send the order to be fulfilled to the nearest Warehouse where the item is in stock.

  3. The system will use the customer’s shipping address to correctly calculate taxes. For more information, on how to set up taxes in the CRM campaign and how taxes are calculated.

Info

For more information about taxes in CRM, please check the Helpdesk article: How taxes are calculated in CRM.

Toggles

Please find attached below the information regarding what each toggle does.

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The system is able to pull the full amount of stock of the Amazon products, not just in the Amazon warehouse itself, but in the other warehouses that where they kept them.

Please note that on the non-Amazon warehouses, the user needs to include the specific Amazon SKU on the list of products available on it.

Please note that the toggle Allow Marketplace and the Marketplace Warehouses area don't have any relationship with the CRM section, called Marketplaces.

The Allow Marketplace toggle is using the Fulfillment by Amazon (FBA) program

With the FBA program, eManage CRM is also employing Amazon Warehouses (Amazon fulfillment fulfilment chain) to fulfill DFO orders.

The Marketplaces section is using the Fulfillment by Merchant (FBM) program

With the FBM program, eManage CRM stores and ships orders created in a Marketplace, such as Amazon, Shopify, or Walmart.

For more information about this, please check the helpdesk article: The Marketplaces

6. The Use Only Assigned Shipping Countries For Fifty Percent Rule? toggle

There is a fulfilment rule in CRM called the 50% Rule. According to this rule, orders are processed if:

  • There is more than 50% of the order items are in stock at the Warehouse.
    For example, an order has 5 units of earpods on it. By applying the 50% Rule, this order is fulfilled ONLY if at least 3 units of earpods are available to be shipped, in one package. Then a second package will be sent, once the rest of the items are in stock.

  • Or the SKU is in the exception list and with inventory available.

Info

  • For more information about how SKUs in the exception list, please refer to the Helpdesk article: SKU Exceptions.

However, to ship an order following this rule, the system has to take into care a couple of more requirements:

  1. The delivery country is the US, CA or MX

  2. And the warehouse is in the US or CA.

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Please note that this rule is applied to orders unless different options are configured at the Warehouse level.

Being said all the above, by turning ON the toggle Use Only Assigned Shipping Countries For Fifty Percent Rule? means that by processing orders applying the 50% rule, the Warehouse will not consider the requirement that the delivery country is the US, CA or MX. Instead, the Warehouse will ship orders to the countries already set up in the Common Countries section of the Warehouse Settings page.

For example

  • At the Warehouse, there is more than 50% of the items of the order in stock

  • The Warehouse is located in Canada

  • In the Common Countries section, it is selected only Canada, which means that the Warehouse delivers orders ONLY to Canada

  • The Use Only Assigned Shipping Countries For Fifty Percent Rule? toggle is switched to ON

Result

The Warehouse will process ONLY orders that:

  • The delivery address is in Canada

  • The more than 50% of the goods of the orders are available in stock at the warehouse.

7. The Use Warehouse Shipping Methods For Common Orders? toggle

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  • Please note that this toggle is working ONLY with: -

    • Warehouses that use Cart Rover and 3PLs

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    • Normal orders (no Marketplace orders, for which this option is already the default one).

  • For any other warehouse, even if the toggle is switched to ON, the rule won’t be applied.

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8. The Process only backorders? toggle

When the flag is set to ON means that the Warehouse will exclusively fulfil orders in Backorder status.

Contacts List

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In this section, users can add the Warehouse Warehouse’s main contact(s), by clicking on the Add New button

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and then fill filling in the contact details and once . Once is done, click on the + Add button

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Common Countries

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In this section, the user must add all the countries to which the orders are shipped to. .

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Please note that if the country is not included, the orders will go to Backorders status, even if the product is in stock.

To add or edit your list of countries, please click on the Please Select a Country button

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