Warehouse assignment

Table of contents

• Introduction
• Maintaining the rules
• Example based on country

Introduction

It is possible to set up multiple warehouses in the same instance of Ongoing WMS. Usually, you want each order to be handled by just one warehouse. By using warehouse assignment, you can automatically assign each order to a specific warehouse based on various criteria.

The system can be set up so that the automatic warehouse assignment is applied when orders are created, or when the orders are closed. If you are interested in this feature, please discuss this with your contact person at Ongoing.

Maintaining the rules

The warehouse assignment rules are configured in Registers ⇒ Automation ⇒ Warehouse assignment.

Each rule is a row in a table. Each rule has a certain priority. When the system tries to figure out which warehouse to use for a particular order, it performs the following procedure:

1. The system finds all rules which match the given order.
2. Then the system selects the rule with the lowest prioritization value.

1. Use large spans between each priority, e.g. create the first rule with priority 10, and the second rule with priority 20, and so on.
2. Make the "most specific" rules have the lowest priority. E.g. if you want to have a special rule for a particular country, then that rule should appear early in the list.
3. If you want to have different rules for different delivery countries, make sure that the countries are grouped together.

Example based on country

To demonstrate how the rules can be configured, say you have three warehouses: Oslo, Stockholm and Amsterdam. You want the different warehouses to handle orders based on country:

• Orders going to Norway should use warehouse Oslo.
• Orders going to Denmark, Finland or Sweden should use warehouse Stockholm.
• All other orders should be handled by warehouse Amsterdam.

To configure this, the rules should look like so: