Set up branch routing for Shopify

Overview

Find out how to route and split Shopify sales orders to different Cin7 Omni branches and distribution branches.

Branch routing lets you assign sales orders downloaded from Shopify to different Cin7 Omni branches (or distribution branches) depending on the shipping address, shipping method, or point of sale of each sales order.

Branch routing also lets you split sales orders across multiple branches (or distribution branches) when the preferred branch can’t fulfill the whole order.

Set up branch routing

Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Shopify integration.
Open Settings.
Open the Settings tab.
Under Download Orders > Branches, set Enable Branch Routing to Configure Branches.

The Branch Routing Grid will now be shown. In the grid, each Omni branch has a row and each row includes cells for Country Codes, State Codes, Shipping Options, and External Route Codes. These are all properties of Shopify sales orders. If a sales order matches every condition in a row, it will be assigned to that branch when it’s downloaded:

To route sales orders by their destination country, choose Country Codes.
To route sales orders by the state of their destination state, choose State Codes.
To route sales orders by the shipping method, enter Shipping Methods.
To route sales orders by which Shopify point-of-sale (POS) processed the sale, or by the Zapiet location that fulfilled the sale, enter those POS’s IDs and Zapiet location IDs into External Route Codes.

Remember to Save Settings.

Enable split orders

Optionally, once you’ve set up branch routing (above), you can enable split orders by selecting Split Orders under Download Orders > Branches in your Shopify integration settings.

Once you’ve enabled split orders, you can assign up to two backup branches for each branch. To assign backup branches, use the dropdown menus in the If Branch Does Not Have Stock column in the Branch Routing Grid.

Then, when you download sales orders from Shopify, they’ll be split into separate sales orders for backup branches if the preferred branch can’t entirely fulfill the order.

When a sales order is split, the original sales order’s payments are split across sales orders based on which products each is dispatching. Billing and shipping details are copied to each sales order. Freight costs aren’t split.

Enable distribution branch routing

By default, the Branch Routing Grid determines each sales order’s Branch and split orders checks the Branch to determine whether to split the order.

Alternatively, by enabling distribution branch routing, you can route sales orders to different distribution branches, and split sales orders based on stock levels at distribution branches.

To enable distribution branch routing, select Keep Default Branch under Download Orders > Branches in your Shopify integration settings.

Once you’ve enabled distribution branch routing, the Branch Routing Grid will determine each sales order’s Distribution Branch, and split orders will check the Distribution Branch of a sales order to determine whether to split it. Every Shopify sales order’s Branch will be the default Download Orders To branch (under Download Orders > Branches in your Shopify integration settings).

Points routing

Some sales orders may meet the conditions of more than one branch in the Branch Routing Grid. To decide how to route such sales orders, Omni gives “points” to each condition and routes each sales order to whichever branch has the most points.

For example, say (a) you download a sales order with a destination of New York, United States, a shipping method of FedEx, and no external route code and (b) your Branch Routing Grid is set up as below. Omni will route the sales order to Branch B because it has 6 points and Branch A has 5 only (note the points of each condition in the table header):

Branch

Country Codes

Points: 3

State Codes

Points: 2

Shipping Options

Points: 1

External Route Code

Points: 1

Branch A

Branch B

FedEx

If two branches gain the same number of points, Omni will route the sales order to whichever branch is listed first in the Branch Routing Grid.