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Sign InInventory Rules
Inventory rules determine how Lana selects inventory locations when fulfilling orders. Each rule matches orders based on criteria such as shipping destination and customer group, then assigns one or more inventory locations to fulfill from.
Adding inventory rules
To add an inventory rule, follow these steps:
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In the Settings section, select Inventory > Inventory Rules.
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Select Add Rule.
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Enter a Name for the rule and configure the matching criteria and inventory location.
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Select Save to save the new rule.
Editing inventory rules
To edit an inventory rule, follow these steps:
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In the Settings section, select Inventory > Inventory Rules.
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Select the rule you want to edit.
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Update the rule settings as needed.
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Select Save to save your changes.
Changing rule priority
Rules are evaluated in priority order, from lowest to highest number. When multiple rules match an order, the rule with the lowest priority number takes precedence.
To change the priority of a rule, update the Priority field on the rule and select Save.
Importing inventory rules
To import inventory rules from a CSV file, follow these steps:
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In the Settings section, select Inventory > Inventory Rules.
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Select Import.
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Drag and drop your CSV file into the import area, or select the area to browse for the file.
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Select Next and review the column mappings.
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Select Next to start the import.
The import file must use the following headers:
| Header | Required/Optional | Description | Example |
|---|---|---|---|
| name | Required | Name of the inventory rule | NY Shipping |
| priority | Optional | The priority of the rule | 10 |
| inventory_strategy | Optional | How inventory location should be picked | closest most_available order |
| multiple_locations | Optional | Whether to allow picking multiple locations per order | true false |
| split_line_items | Optional | Whether to allow splitting individual line items across multiple locations | true false |
| split_bundle_items | Optional | Whether to allow splitting bundle line items across multiple locations | true false |
| country | Optional | The two-letter ISO code for the country | US |
| province | Optional | The ISO code for the province or state | NY |
| zip | Optional | The zip or postal code, or a glob pattern for one | 90210 |
| customer_group | Optional | The unique customer group identifier | cg_pLk4a0lP |
| inventory_location | Required | The unique inventory location identifier | il_pLk4a0lP |
| default | Optional | Whether this location is the default one (its address is used for tax calc) | true false |
Exporting inventory rules
To export inventory rules, follow these steps:
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In the Settings section, select Inventory > Inventory Rules.
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Select the rules you want to export, or select Export to export all rules.
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In the confirmation dialog, select Export Inventory Rules.
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When the export is complete, the file downloads automatically. Select the green tick icon to download it manually.
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Select Done to close the window.
The exported CSV file contains the same headers as the import file described above.