Split Fulfillment

If your store supports sending orders to multiple locations for fulfillment (email, warehouse, CSV export, etc.), Order Desk offers some support options which will simplify this process for you.

Step 1: Add Inventory Items

The first thing you will want to do is to add your products to the Order Desk inventory. The easiest way to do this is to create a CSV spreadsheet file and  import the products. It is important that you enter a value for the location field to indicate which kind of fulfillment you want. We will reference this value later so be consistent with your naming.

Step 2: Set Up Sync Rule

Set up a rule to sync your new orders with the inventory list. This loads the location into the inventory_location field in your item metadata. Your rule should fire “On Order Import” and the action should be “Sync Order Items With Inventory Details.” This rule should be first in the list so it gets processed before anything else. Note that existing orders won’t have the extra data added to them so if you want to populate the data on existing orders you might want to execute a test rule on an entire folder.

Setting Up Integrations

If you are exporting some products to an export like Shipwire or 3PL Central, you’ll want to go to the settings page for the integration in question and put the applicable inventory locations into the “Inventory Location Match” field. If you want to send multiple location types, put a comma between the location names. If there are no applicable products, the order will not be submitted.

Setting Up Export Templates

If you are exporting some products to a CSV file, you’ll do the same thing on the “Inventory Location Match” field when setting up your template. Just make sure that your export type is “One Line Per Item” or the match fields will be ignored.

Setting Up Email Templates

If you only want to send an email with products in a certain location, you’d adjust your email template so that it filters out anything that isn’t in your target inventory location. Find the line that begins the product loop and adjust it so that it looks like this:

{% for item in order_items if item.metadata.inventory_location == "dropship1" %}

Tip #1: This template is a good starting point for a dropship email.

Tip #2: You’ll want to make sure that your order has applicable items in it before sending the email, otherwise you’d be sending an email with no products. Set up a condition on your rule that has “If Item Metadata” = “inventory_location|dropship1” and then the email won’t send if there aren’t any products with a location of “dropship1” in the the inventory location field.

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