Location Ranking in Regions
Location ranking in a region record lets you specify the order in which locations are assigned to sales orders. It's used when the optimal fulfillment strategy in an automatic location assignment rule is set to location ranking and the shipping address is in that region. Locations that have a higher priority (a lower rank number) are assigned first.
You can view how locations are ranked in either the region record or the automatic location assignment settings (see Activating Automatic Location Assignment). You manage the regions to which a location can ship by allowing automatic location assignment in the location record - see Configuring Locations for Automatic Location Assignment. Any location that allows automatic location assignment can be ranked in the region.
If a location doesn't appear in the ranking list, check that automatic location assignment is allowed for the region you want to use. You need to do this in each location record.
For example, you might create two regions in the United States of America for automatic location assignment: USA-West, which includes all states in the western US, and USA-East, which includes all states in the eastern US. You can set up fulfillment locations in both regions and allow locations to ship to a specific region or ship countrywide to both regions. In the table below, four locations can ship to the USA-West region and three locations can ship to the USA-East region. The St. Louis warehouse can ship to both regions, but it's ranked fourth in the USA-West region to ensure automatic location assignment selects it last.
|
Region |
Location |
Rank |
|---|---|---|
|
USA–West |
Warehouse Seattle |
1 |
|
|
Warehouse San Diego |
2 |
|
|
Warehouse Denver |
3 |
|
|
Warehouse St. Louis |
4 |
|
USA–East |
Warehouse Raleigh |
1 |
|
|
Warehouse St. Louis |
2 |
|
|
Warehouse Newark |
3 |
To rank locations in a region:
-
Go to Setup > Company > Regions and click Edit next to the region you want to work with.
-
Click the Fulfillment Location Priority subtab.
-
Drag locations up or down in the list to set the order you want.
Locations at the top of the list (with a lower ranking) have higher priority. The first time you assign a rank to a location, all other locations are ranked based on their current position in the list.
-
Click Save.