Minimum Version Required: 25.08
Steps
This guide will walk you through the process of adding stops to allow customers to be serviced for presell and delivery from multiple warehouses.
1. Introduction
This feature allows for the accurate display of inventory to sales reps based on the specific warehouse supplying products to a customer, rather than just the customer's primary location. This is especially useful for customers serviced from more than one warehouse and the orders are shipped directly from the source warehouse that is not the customer's home warehouse. With the proper routing setup, sales and delivery teams can ensure the orders get routed to the correct location.
2. Example
This is different than the alternate locations feature that you may have heard of because this setup is if you are delivering directly from multiple warehouses, whereas alternate locations involves picking from an alternate location and shuttling and cross-docking orders at the customer's location. We can see in this example that the Safeway customer has product groups set on their stop so that their orders for wine and spirits products are delivered directly from the Fort Collins warehouse, beer products from the Denver warehouse, and non-alcohol products from the Colorado Springs warehouse. Also notice the new inventory location field on the Stops table for the presell stops, which ensures that David Stone, the sales rep will see the available inventory at each source location.
3. Another Example
Here is another example where the Sterling Walmart customer is serviced by the Sterling warehouse for beer for both sales and delivery, and non-alcohol products sourced from the Gering warehouse. Also notice that there are two different sales reps selling each of those two product groups. Since this is a Sterling customer, it is not necessary to set the inventory location on Colton Burton's presell stop, however on Joe Datel's presell stop, it is necessary to set the inventory location to the Gering warehouse since this is not the customer's location. This will ensure that when Joe is ordering non-alcohol products for this customer, he will see the available inventory in the Gering warehouse
This guide covered adding stops when delivering specific product groups directly from multiple locations.


