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SmartFulfill Help Center
🚀 Getting Started
What is SmartFulfill?
SmartFulfill automatically routes your Shopify orders to the optimal fulfillment location based on shipping distance, inventory availability, and custom rules you define. Save up to 30% on shipping costs while improving delivery times.
Key Features
- Automatic Order Routing: Orders are assigned to locations instantly when created
- Smart Rules Engine: Create custom routing logic based on your business needs
- Analytics Dashboard: Track performance and cost savings
- Review Queue: Manually handle edge cases and exceptions
- 7-Day Free Trial: Test all features before subscribing
⚙️ Initial Setup
Step 1: Install the App
- Find SmartFulfill in the Shopify App Store
- Click "Add app" and approve permissions
- You'll be redirected to the SmartFulfill dashboard
Step 2: Configure Locations
Note: SmartFulfill automatically imports your Shopify locations. No manual setup required!
- Navigate to Settings → Locations
- Verify all your fulfillment locations are listed
- Set priority scores for each location (1-10)
- Enable/disable locations as needed
Step 3: Create Your First Rule
- Go to Rules → Add New Rule
- Name your rule (e.g., "West Coast Orders")
- Set conditions (e.g., shipping state = CA, OR, WA)
- Choose action (e.g., route to Los Angeles warehouse)
- Set priority (lower numbers = higher priority)
- Save and enable the rule
🎯 Creating Routing Rules
Rule Types
- Location-based: Route by shipping address (state, city, ZIP)
- Product-based: Route by product tags or SKUs
- Order value: Route high-value orders differently
- Inventory-based: Route to locations with stock available
- Distance-based: Route to nearest location
Rule Priority
Rules are evaluated in priority order (1 = highest). The first matching rule wins. Orders that don't match any rule go to the review queue.
Best Practices
- Start with broad rules, then add specific exceptions
- Use fallback rules to catch edge cases
- Test rules in simulation mode before enabling
- Review analytics weekly to optimize rules
📊 Understanding the Dashboard
Key Metrics
- Orders Routed Today: Total orders processed
- Auto-Assignment Rate: Percentage routed automatically (target: >85%)
- Average Confidence: Routing decision confidence (higher is better)
- Estimated Savings: Shipping cost reduction this month
- Review Queue: Orders awaiting manual assignment
Location Performance
View orders distributed across locations, average fulfillment time, and cost per location.
Time Filters
Toggle between 7-day, 30-day, and 90-day views to analyze trends.
✋ Managing Review Queue
When Orders Enter Review Queue
- No routing rules match the order
- Confidence score is below 85%
- Multiple locations have equal priority
- Inventory constraints prevent automatic routing
Processing Review Queue
- Click on an order to view details
- Review suggested location and alternatives
- Select the best location or create a new rule
- Click "Assign Location" to route the order
Important: Orders stay in review queue for 7 days. Process them promptly to avoid delays.
💰 Billing & Subscription
Pricing
- Monthly Plan: $49/month
- Free Trial: 7 days (no credit card required)
- Billing: Through Shopify (appears on your Shopify invoice)
Managing Your Subscription
- Go to Settings → Billing
- View current plan and usage
- Upgrade/downgrade as needed
- Cancel anytime (takes effect at period end)
Usage Limits
- Starter Plan: Up to 1,000 orders/month
- Additional orders: Contact support for volume pricing
🔧 Troubleshooting
Orders not routing automatically
- Check if rules are enabled
- Verify rule conditions match your orders
- Ensure locations have inventory
- Check Settings → make sure auto-routing is ON
Dashboard not loading
- Clear browser cache
- Try a different browser
- Check your internet connection
- Contact support if issue persists
Incorrect location assignments
- Review rule priority (lower number = higher priority)
- Check for conflicting rules
- Verify location addresses are correct
- Use simulation mode to test rules
❓ Frequently Asked Questions
Q: How quickly are orders routed?
A: Orders are typically routed within 2-5 seconds of creation in Shopify.
Q: Can I override automatic routing decisions?
A: Yes! You can manually change assignments through the review queue or directly in Shopify.
Q: Does SmartFulfill work with 3PL providers?
A: Yes, as long as your 3PL locations are configured in Shopify, SmartFulfill can route to them.
Q: What happens when I uninstall the app?
A: Your Shopify data remains unchanged. Our routing data is deleted within 30 days per our privacy policy.
Q: Can I export my routing data?
A: Yes! Go to Analytics → Export to download your data as CSV.
Q: How are shipping costs calculated?
A: We estimate costs based on distance and typical carrier rates. Actual costs depend on your shipping contracts.
Additional Resources
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SmartFulfill Version 1.0
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