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How to Create an MWA Rule

An MWA rule decides which warehouse fulfills an order and which warehouse an item is backordered to when stock runs out. Create a rule on the Multi-Warehouse Allocation page by choosing its conditions and actions, then saving the rule, placing it in the rules list, and turning it on.

Before You Begin

  • MWA turned on: Multi-Warehouse Allocation (MWA) must be on for your account before you can create rules. Brand accounts: email ShipHero Support to request it. 3PL accounts: turn it on for a client from the Multi-Warehouse Allocation page. See How to Turn On MWA for a 3PL Client.
  • Actions must cover every item: A rule's actions together must say what happens to every item on the order, especially on orders that can split between warehouses.

For what each condition and action does, see MWA Rule Conditions and Actions Reference. To make a rule that applies to every order, see How to Create Your Own Default MWA Rule. For how MWA rules run and which rule wins, see How to Use Multi-Warehouse Allocation Rules.

How to Create an MWA Rule in ShipHero

Every MWA rule is built from conditions, which decide which orders the rule applies to, and actions, which decide where the order's items are allocated and backordered.

  1. Go to the Multi-Warehouse Allocation page and select Create new rule.
  2. Choose the Conditions for the rule. An order must meet every condition for the rule to apply. When you leave conditions blank, the rule applies to every order.
  3. Choose the Actions for the rule. Actions set which warehouse items are allocated to or backordered to. A rule can have several actions, and together they must cover every item on the order.

    Create Multi-Warehouse Allocation Rule page in ShipHero showing the Conditions and Actions sections
  4. Select Create, enter a name for the rule, and select Save. You can't change the rule's name after you save it. New rules are off by default.

    Name prompt for a new MWA rule in ShipHero with the Save button

How to Turn On and Order a New MWA Rule in ShipHero

A new MWA rule does nothing until you turn it on, and ShipHero checks MWA rules from the top of the list to the bottom. Only the first rule an order matches runs.

  1. On the rules list, drag the new rule to where it should be checked. Place more specific rules above broader ones.
  2. Turn the rule on with its Status toggle.

More Resources

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