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How to Use Automation Rules with Multi-Warehouse Allocation

Multi-Warehouse Allocation decides which warehouse fulfills each item on an order. Automation Rules can react to that decision, so a rule can act on where items were allocated or backordered rather than on the order as it arrived.

Before You Begin

These triggers require a multi-warehouse account. They read the result of allocation, so a rule using one has to run after Multi-Warehouse Allocation has finished. The Only run after MWA setting is what guarantees that.

For every trigger and action ShipHero offers, see Automation Rule Triggers and Actions Reference. If you are new to Automation Rules, start with How to Use Automation Rules in ShipHero. For how allocation itself is decided, see How to Use Multi-Warehouse Allocation Rules.

Table of Contents

Available Allocation Triggers in ShipHero Automation Rules

Each of these triggers requires a multi-warehouse account:

  • All items allocated to warehouse
  • Allocated Warehouse Count
  • Any item allocated to warehouse
  • Any item back ordered to warehouse
  • No items allocated to warehouse

How to Create an Automation Rule That Runs After an MWA Rule

Rules run in list order on import, which means an allocation rule sitting near the top can fire before Multi-Warehouse Allocation has assigned anything. Use Only run after MWA to force the rule to run last, regardless of its position in your list.

  1. Go to Orders > Automation Rules.
  2. Select an allocation trigger and the action you want.
  3. Select the Only run after MWA checkbox.
  4. Select Create.
Automation rule with the Only run after MWA checkbox selected

Note for 3PLs: The Only run after MWA setting is available when creating a rule for several clients only if every selected client supports rules that run after MWA. The same requirement applies when copying a rule to another client account: the destination client must support rules that run after MWA, or the duplication is rejected. See How to Duplicate Automation Rules.

Pro-Tip

Pair these triggers with the actions that change where an order is fulfilled from, such as Lock items to warehouse or Set allocation priority. See How to Manage Fulfillment Routing and Allocation with Automation Rules.

More Resources

  • ShipHero Public API

    Connect your tools and AI agents directly to ShipHero with the Public API. Build powerful integrations, automate workflows, and tap into real-time data using the AI tools you prefer, with the option for secure, read-only access for AI-driven insights without added risk.

  • ShipHero Academy

    Explore ShipHero Academy for certifications, deep-dive training, and expert-led courses on WMS and fulfillment. Build your expertise and help your team operate at a higher level.

  • Change Log

    Stay up to date with the latest improvements across ShipHero. The Change Log gives you a clear view of new features, enhancements, and fixes as they roll out—so you always know what’s new and what’s better.