Route orders across Canada and the United States

Route Canadian and United States orders through different facility groups with a shared schedule.

Use this template for a Canada-based retailer that ships Canadian orders from a warehouse or stores but restricts United States orders to the central warehouse.

This example uses shipping methods to identify the destination market:

• US Standard for United States orders

• Canada Standard for Canadian orders

Replace these names with the shipping methods configured in your HotWax Commerce Omnichannel Order Management System (OMS).

Prepare the configuration

1. Map the Shopify shipping methods to distinct United States and Canadian methods.

2. Create facility groups for the central warehouse and eligible Canadian stores.

3. Confirm the queues used for new, rejected, and unfillable order items.

4. Decide whether the business permits partial allocation in each market.

Create the routing group

1. Click New routing group.

2. Name the group North America standard routing.

3. Add a description that records the country and facility restrictions.

4. Set the schedule to every 15 minutes, or choose an interval that matches your order volume.

5. Keep the group in Draft while you configure its routings.

Add the United States routing

Place this routing first because United States orders have the narrower facility choice.

1. Click New in the Routings column.

2. Name the routing United States standard orders.

3. Add a Queue filter and select the queues that should be evaluated.

4. Add a Shipping method filter and select US Standard.

5. Sort by Order date.

Add one routing rule:

Setting	Value
Group	Central warehouse
Sort	Proximity
Allow partial allocation	Use the retailer policy for United States orders.
Unavailable items	Select Queue, then choose the unfillable queue.

The group filter prevents retail stores from receiving United States orders.

Add the Canada routing

1. Add a second routing named Canada standard orders.

2. Add the same Queue filters used for eligible Canadian order items.

3. Add a Shipping method filter and select Canada Standard.

4. Sort by Order date.

Add the following routing rules in order:

Sequence	Group	Sort	Allow partial allocation	Unavailable items
Routing rule 1	Central warehouse	Proximity	Off	Next rule
Routing rule 2	Canadian stores	Proximity	Off	Next rule
Routing rule 3	Central warehouse	Proximity	On	Next rule
Routing rule 4	Canadian stores	Proximity	On	Queue

Select the unfillable queue in the last routing rule. This sequence tries a single warehouse shipment, then a single store shipment, before it permits split allocation.

Activate and validate the group

1. Review both routing filters to confirm that an order cannot match the wrong market.

2. Confirm that the United States routing appears before the Canada routing.

3. Confirm the four-rule fallback sequence in the Canada routing.

4. Change the routings and routing rules to Active.

5. Click Save.

6. Change the saved routing group to Active.

7. Run representative United States and Canadian orders through Test drive, if the feature is available.

8. Open History after the first execution and review the result.

This routing configuration controls facility selection. Carrier service, transit time, and customs processing still determine whether an order meets its delivery promise.