Review a client's routing policy, mode and location context before allowing it to affect live fulfilment work.

Where to start

Clients → the intended client

What you will see

StoreFulfil client SmartFunnel configuration and routing mode — Open the intended client's Settings → SmartFunnel. Review its mode and rules before changing live behaviour.

Review the client's policy

Open Clients and select the intended client.
Open Settings → SmartFunnel.
Read the current mode, policy and any displayed readiness message.
Check the approved warehouse locations and stock context before changing a rule.
Use the supported save control only for an agreed configuration, then re-open the page to check the stored result.

Off, shadow and live are different

An off policy is not running live routing. Shadow evaluation is for reviewing a policy without treating it as permission to change live assignments. Live mode can affect eligible work, so an administrator should review it deliberately.

A policy does not erase a blocker

Payment, cancellation, holds, stock and approved location checks still matter. Inspect the order's current result rather than assuming a routing rule made it ready.

Check your result

The routing mode and policy are intentional, and the order's current Shopify assignment remains the basis for warehouse work.

Admin details: states, evidence and hand-off

Owner: StoreFulfil. Area: Review SmartFunnel Routing Before Enabling It. Action owner: Warehouse Admin.

What you might see

Before you act

You can administer the intended client and know which warehouses are authorised to handle its work.

Next: Follow the steps below for the current client and warehouse.

Finished

The routing mode and policy are intentional, and the order's current Shopify assignment remains the basis for warehouse work.

Next: Check the result in the original workspace before leaving the task.

Completion evidence

The routing mode and policy are intentional, and the order's current Shopify assignment remains the basis for warehouse work.

When to ask for help

Give the administrator the client, policy mode, order reference, expected warehouse and visible routing result.