How to Create an MWA Rule for Transfer Orders

Transfer Orders have been challenging when using multi-warehouse allocation (MWA) since MWA rules would override allocation from a specific warehouse. The workaround has been to use a profile or an order tag and then use the profile or tag in the MWA rule. However, this manual step leaves room for error; therefore, ShipHero has simplified the process by implementing an automatic order tag to transfer orders.

transfer_from_xxxx, where XXXX is the Warehouse ID of the origin warehouse.
transfer_to_xxxx , where XXXX is the Warehouse ID of the destination warehouse.

How to find the Warehouse ID

Before getting started, ensure that you have the Warehouse ID of the warehouse you are transferring from. Users can find the ID in the following two steps:

1. Go to My Account > Warehouses > Settings.
2. There will be a number at the end of the URL. This is the Warehouse ID (XXXX).

Creating an MWA Rule for Transfer Orders

Once you have the Warehouse ID, an MWA rule can be created that looks for the transfer_from_xxxxorder tag and allocates it from the origin warehouse.

1. Go to https://mwa.shiphero.com/.
   1. If you are a 3PL customer you will need to select the 3PL Client you are going to act on behalf of from the Client Switcher on the top right of your screen.
2. Click Create new rule.
3. Select Order contains tags from the Conditions dropdown.
4. Enter transfer_from_xxxx in the textbox, replacing the XXXX with your Warehouse ID.
5. Select the appropriate Actions ensuring that the Warehouse ID matches the warehouse selected from the FROM WAREHOUSES dropdown.
6. Click Create.
7. Set a name for the rule and click Save.

In the example below, the transfer order will allocate from the Primary warehouse, or Warehouse ID 8968.

Transfer Order tags are also documented in the Order History to help identify where the transfer is going.

Note: For more information on Transfer Orders, see Transfer Order from Warehouse to Warehouse.

Transfer Order Tag for the Destination Warehouse

transfer_to_xxxx may not be needed for allocation; however, it can be used in an automation rule. For example, an automation rule could be created to email someone when a transfer order is sent to their warehouse.

Note: For more information, see How to Use Automation Rules.