How to Create an MWA Rule for Transfer Orders

Transfer Orders can be complex when using Multi-Warehouse Allocation (MWA), because MWA rules for daily operations may override the intended allocation from a specific origin warehouse. To solve this, ShipHero automatically applies order tags to Transfer Orders, allowing for precise control over where the inventory is allocated without manual tagging.

The system generates two specific tags:

• transfer_from_xxxx: Indicates the Warehouse ID of the origin warehouse.
• transfer_to_xxxx: Indicates the Warehouse ID of the destination warehouse.

These tags are recorded in the Order History to provide a clear audit trail of the transfer's origin and destination.

Table of Contents

• How to Find the Warehouse ID
• Creating an MWA Rule for Transfer Orders
• Transfer Order Tag for the Destination Warehouse

How to Find the Warehouse ID

Before configuring your rules, you must identify the Warehouse ID of your origin location.

1. Open the My Account > Warehouses page.
2. Select the Settings button for the specific warehouse.
3. Look at the browser URL; the number at the very end is your Warehouse ID.
   • Example URL: https://app.shiphero.com/dashboard/warehouses/edit/1234
   • Warehouse ID: 1234

Creating an MWA Rule for Transfer Orders

After identifying your Warehouse ID, you can create an MWA rule that recognizes the transfer tag and ensures the order allocates from the correct origin warehouse.

1. Go to the MW Allocation page.
2. Click Create new rule.
3. Select Order contains tags from the Conditions dropdown.
4. Enter transfer_from_xxxx in the text field (replace xxxx with your Warehouse ID).
5. Select the appropriate Actions, ensuring the warehouse selected in the FROM WAREHOUSES dropdown matches your Warehouse ID.
6. Click Create.
7. Provide a name for the rule and click Save.

Example MWA Rule to Allocate Transfer Orders

In the example below, the rule ensures the transfer order allocates from the Primary warehouse (Warehouse ID 8968).

Transfer Order Tag for the Destination Warehouse

The transfer_to_xxxx tag is useful for post-allocation automation. For instance, you can create an automation rule to trigger a notification email to the receiving warehouse team when a transfer is initiated.