“Location Groups” allow users to aggregate specific fulfillment points—like retail stores or warehouses—into functional groups for easier management.After we have created a list of individual fulfillment locations in the “Locations” menu, we’ll use the “Location Groups” menu to create and manage their groups.We need at least one “Location Group” with at least one “Location” to correctly route orders. Location groups, allow users to aggregate specific fulfillment points like retail stores or warehouses into functional groups for easier management. After we have created a list of individual fulfillment locations. In the locations menu, we’ll use the location group’s menu to create and manage their groups. We need at least one location group with at least one location to correctly, route orders. In this video, I’m going to demonstrate how to create and manage “Location Groups”.To navigate to “Location Groups”, in the left menu, on the “MAIN” tab, click “Orders”, then click “Location Groups”. In this video, I’m going to demonstrate how to create and manage “Location Groups”. To navigate to “Location Groups”, in the left menu, on the “MAIN” tab, click “Orders”, then click “Location Groups”. This is the “Location Groups” menu page. Existing groups will be listed here. This is the “Location Groups” menu page. Existing groups will be listed here. To “Edit” or “Delete” an existing group, click the “Ellipses” on the far right of the group and click “Edit” or “Delete”.Alternatively, to “Edit” a group, users can click directly on it in the list. To “Edit” or “Delete” an existing group, click the “Ellipses” on the far right of the group and click “Edit” or “Delete”. Alternatively, to “Edit” a group, users can click directly on it in the list. To create a new “Location Group”, click “Create New Location Group” on the top right. To create a new “Location Group”, click “Create New Location Group” on the top right. This is the “Location Groups” configuration menu page. We’ll discuss all sections. Any “Required” sections are denoted with a “star”. This is the “Location Groups” configuration menu page. We’ll discuss all sections. Any “Required” sections are denoted with a “star”. First, we’ll need to give this group a required “Name”. We’ll enter a “Name” that is easily recognizable, like “Kiosks” or “West Coast Fulfillment”. First, we’ll need to give this group a required “Name”. We’ll enter a “Name” that is easily recognizable, like “Kiosks” or “West Coast Fulfillment”. Next, we’ll give the new group a required “Location Group Code”.Important Note - Users will be unable to edit this “Code” once it is saved. Next, we’ll give the new group a required location group code. Important note users will be unable to edit this code. Once it is saved. Under the “Sites” section, check the box for the specific “Site” this new group will apply to. In this example, we’ll select “KIBO Retail”. We can select as many or as few “Sites” as is needed to configure this group. Under the “Sites” section, check the box for the specific “Site” this new group will apply to. In this example, we’ll select “KIBO Retail”. We can select as many or as few “Sites” as is needed to configure this group. Next, we’ll need to add locations to the group.In the left-hand column of the “Add Locations” section, locations are listed first by “Country”, then by “State”, “Province”, “Regions”, et cetera.Clicking on a “State” or “Region” will display the associated “Locations” in the middle column. If there are multiples of “Locations”, we can use the “Filter” section to search by location name. Next, we’ll need to add locations to the group. In the left-hand column of the add location section locations are listed first by country, then by state Province regions Etc. Clicking on a state or region will display the associated locations in the middle column. If there are multiples of locations, we can use the filter section to search by location name. We’ll check the boxes next to the “Locations” we want to add to this group. Once selected, they will appear in the “Selected Locations” pane in the right column.Important Note - A “Location” can only belong to one “Location Group” per “Site”. So, in this example, the “Tucson Retail Store” can only belong to this new “Kiosks” group on the “KIBO Retail” site, and cannot be added to any other “Location Group” on “KIBO Retail”. However, the “Tucson Retail Store” can belong to a different “Location Group” for a different “Site”. We’ll check the boxes next to the locations. We want to add to this group. Once selected, they will appear in the selected locations, pane in the right column, Important note, a location can only belong to one location group per site. So in this example, the Tucson retail store can only belong to this new kiosks group on the kibo retail site, and cannot be added to any other location group on keyboard retail. However, the Tucson retail store can belong to a different location group for a different site. We’ll continue adding more “Locations” as needed for this group. When we’re done adding locations, we’ll click “Save.” We’ll continue adding more “Locations” as needed for this group. When we’re done adding locations, we’ll click “Save.” When we’ve saved the new “Location Group”, two new “tabs” will appear at the top of the “Location Groups” configuration menu page: the first will be labeled with the “Name” that was given to the new group, in this example “Kiosks”, and the second will be labeled “Config Settings”. When we’ve saved the new “Location Group”, two new “tabs” will appear at the top of the “Location Groups” configuration menu page: the first will be labeled with the “Name” that was given to the new group, in this example “Kiosks”, and the second will be labeled “Config Settings”. This is the “Config Settings” menu page, where we will configure the “Shared Settings” for all of the “Locations” included in this new “Location Group”. We will discuss each section. Any required sections are denoted with a “star”. This is the “Config Settings” menu page, where we will configure the “Shared Settings” for all of the “Locations” included in this new “Location Group”. We will discuss each section. Any required sections are denoted with a “star”. “Site Name” will contain the names of all “Sites” that we selected on the “Location Groups” configuration menu page. For this example, we selected only one “Site”, which was “KIBO Retail”. Had we selected multiple “Sites”, we could then select between them here.The “Shared Settings” on the “Config Settings” menu page can be configured uniquely for different “Sites”. “Site Name” will contain the names of all “Sites” that we selected on the “Location Groups” configuration menu page. For this example, we selected only one “Site”, which was “KIBO Retail”. Had we selected multiple “Sites”, we could then select between them here. The “Shared Settings” on the “Config Settings” menu page can be configured uniquely for different “Sites”. The first setting we’ll configure is “Package Settings”. This will allow us to select between “Imperial” or “Metric” unit measurement types. The first setting we’ll configure is “Package Settings”. This will allow us to select between “Imperial” or “Metric” unit measurement types. Next, we need to assign the Default “Business Process Management”, or “BPM”, workflow for each “Fulfillment Type”. We can do this by clicking the dropdown on each type and selecting a defined BPM workflow from the resulting list.The “Default” workflows are defined based on industry best practices, however, we can edit the defaults, or create our own “BPM” workflows as needed. Next, we need to assign the Default “Business Process Management”, or “BPM”, workflow for each “Fulfillment Type”. We can do this by clicking the dropdown on each type and selecting a defined BPM workflow from the resulting list. The “Default” workflows are defined based on industry best practices, however, we can edit the defaults, or create our own “BPM” workflows as needed. We’ll select Default workflows for all fulfillment types, as needed. We’ll select Default workflows for all fulfillment types, as needed. Next, we’ll configure the “Buy Online, Pickup In-Store” settings.The first setting determines what happens if the “Customer Fails to Pickup” an order. We can select for the order to be routed to “Customer Care” for follow-up, or we can “Cancel” the order. Next, we’ll configure the buy online. Pick up in-store settings. The first setting determines what happens? If the customer fails to pick up an order, we can select for the order to be routed to customer care for follow-up, or we can cancel the order. Users can configure when the system “Sends a Pickup Reminder After the Order Has Gone Into Waiting”, anywhere from “1” to “5” days. Users can configure when the system “Sends a Pickup Reminder After the Order Has Gone Into Waiting”, anywhere from “1” to “5” days. We can set the “Customer Failed to Pickup Deadline” in days. Once we hit this deadline, the “Customer Failed to Pickup After Action” is engaged.Important Note - Due to payment reauthorization rules, we don’t want to set this limit higher than “7” days unless we are using a test or “non-operational” payment gateway. We can set the customer fail to pick up deadline in days. Once we hit this deadline, the customer fail to pick up after action is engaged. Important note, due to payment reauthorization rules. We don’t want to set this limit higher than seven days unless we are using a test or non-operational payment Gateway. The final “Customer Pickup” setting determines whether to allow customers to reject items on an order during collection, or if they need to initiate a “Return” for any unwanted items. The final “Customer Pickup” setting determines whether to allow customers to reject items on an order during collection, or if they need to initiate a “Return” for any unwanted items. The next section, “Box Types”, allows users to define dimensions for commonly used packaging utilized during order fulfillment.This will allow fulfillers to select these preconfigured package sizes during fulfillment instead of needing to manually enter them in, speeding up the fulfillment process. The next section box types allows users to Define dimensions for commonly used packaging utilized during order fulfillment. This will allow for fillers to select these pre-configured package sizes during fulfillment instead of needing to manually enter them in speeding up the Fulfillment process. Clicking the “Add” button allows users to give the “Box Type” a “Name”, and then define specific measurements based on the units set in the “Package Settings” above.Users can define dimensions for as many commonly used packages as needed. Click “Remove” to delete any discontinued or no longer used packages from the list. Clicking the “Add” button allows users to give the “Box Type” a “Name”, and then define specific measurements based on the units set in the “Package Settings” above. Users can define dimensions for as many commonly used packages as needed. Click “Remove” to delete any discontinued or no longer used packages from the list. In the “Shipping” section, we have a list of shipping carriers that we can configure for the group. This is useful when there are multiple accounts for one carrier that are dependent on specific locations. Any carriers configured at the individual “Location” level will override these settings.Check the boxes next to specific carriers to “Enable”, then click “Settings” to further configure. In the “Shipping” section, we have a list of shipping carriers that we can configure for the group. This is useful when there are multiple accounts for one carrier that are dependent on specific locations. Any carriers configured at the individual “Location” level will override these settings. Check the boxes next to specific carriers to “Enable”, then click “Settings” to further configure. This is the “Shipping Settings” modal window. In this example, we’ll configure settings for FedEx. This is the “Shipping Settings” modal window. In this example, we’ll configure settings for FedEx. First, we’ll need to select the appropriate “Carrier Credentials” for this “Locations Group”. First, we’ll need to select the appropriate “Carrier Credentials” for this “Locations Group”. Next, we’ll select the “Default Shipping Types” for each applicable Carrier Shipping Method, including “Standard”, “1 Day”, “2 Day”, “3 Day”, and “Returns”. Next, we’ll select the “Default Shipping Types” for each applicable Carrier Shipping Method, including “Standard”, “1 Day”, “2 Day”, “3 Day”, and “Returns”. Some Shipping Carriers support the ability to require a signature for packages with a value greater than a certain amount. This value is calculated as the sum of all line items in the package. When enabled, the signature requirement and type will be communicated to the carrier while generating the shipping label. Some Shipping Carriers support the ability to require a signature for packages with a value greater than a certain amount. This value is calculated as the sum of all line items in the package. When enabled, the signature requirement and type will be communicated to the carrier while generating the shipping label. When all “Shipping Settings” have been configured as needed, we’ll click “Okay”. When all “Shipping Settings” have been configured as needed, we’ll click “Okay”. Back on the “Shipping Settings” section, we can set the “Default Carrier” for the location group, based on the “Enabled” Shipping Carriers. Back on the “Shipping Settings” section, we can set the “Default Carrier” for the location group, based on the “Enabled” Shipping Carriers. “Print Return Label” defines whether a return label is printed and included with shipments. “Print Return Label” defines whether a return label is printed and included with shipments. Select the “Default Return Carrier” that will handle all return shipments. Select the “Default Return Carrier” that will handle all return shipments. Lastly, in the “Shipping Settings section, we can define the “Default Printer Type” for the shipping and return labels.Important Note - this is the only required entry for the “Config Settings” menu page, and the default is “Laser”. Lastly, in the shipping settings section, we can Define the default printer type for the shipping and return labels. Important note. This is the only required entry for the config settings, menu page and the default is laser In the “Other Settings” section, we’ll configure related fulfillment options such as whether to generate packing lists, whether to allow partial quantity when validating stock, and whether pick waves are enabled. In the “Other Settings” section, we’ll configure related fulfillment options such as whether to generate packing lists, whether to allow partial quantity when validating stock, and whether pick waves are enabled. Enabling “Auto generate packing list” will disable “split packing slip” in the Fulfiller menu. Enabling “Auto generate packing list” will disable “split packing slip” in the Fulfiller menu. Enabling “Show product images in pickwave details” will display images on generate pickwaves, if applicable. Enabling “Show product images in pickwave details” will display images on generate pickwaves, if applicable. Enabling “Do not allow partial quantity on validate stock” will require all inventory to be available on the “Validate Stock” step during the fulfillment process. Otherwise this will cause a “Split Shipment” or “Product Substitution”, if applicable. Enabling “Do not allow partial quantity on validate stock” will require all inventory to be available on the “Validate Stock” step during the fulfillment process. Otherwise this will cause a “Split Shipment” or “Product Substitution”, if applicable. The “Enable Pick and Pack” setting allows creating pickwaves in Fulfiller. The “Enable Pick and Pack” setting allows creating pickwaves in Fulfiller. Here, users can enter the default number of items that will be included in a generated pickwave. Here, users can enter the default number of items that will be included in a generated pickwave. This entry field allows users to enter the maximum number of packing slips that can be generated by group. This entry field allows users to enter the maximum number of packing slips that can be generated by group. Lastly, if “Fulfillment SLAs” are enabled, then the “SLAs” section will be displayed at the bottom of the “Config Settings” page. We can use the checkboxes to “Assign” one or more “SLAs” to this “Location Group”.We’ll discuss creating and managing “SLAs” in a separate video. Lastly, if “Fulfillment SLAs” are enabled, then the “SLAs” section will be displayed at the bottom of the “Config Settings” page. We can use the checkboxes to “Assign” one or more “SLAs” to this “Location Group”. We’ll discuss creating and managing “SLAs” in a separate video.
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