Configure POS fulfillment station routing

Fulfillment station routing lets you direct POS order items to specific preparation areas based on what was ordered. For example, hot food items can be automatically routed to the kitchen station and drinks to the bar, without staff needing to decide.

Routing is product-driven: products are assigned to fulfillment categories (such as Hot Kitchen or Drinks), and each category is mapped to a station at each outlet.

Prerequisites

• POS is configured and at least one outlet and register are set up
• Products you want to route are available in the POS

Step 1: Create fulfillment categories

Fulfillment categories are named routing buckets. Create one for each preparation type in your operation.

1. In Salesforce, go to the Fulfillment Categories list view.
2. Select New and enter a Name and Display Name for the category (for example, “Hot Kitchen” or “Drinks”).
3. Save the record.

Repeat for each category you need.

Step 2: Assign products to fulfillment categories

Each product that should be routed needs at least one fulfillment category assignment.

1. In Salesforce, go to the Product Fulfillment Categories list view.
2. Select New.
3. Select the Product and the Fulfillment Category to assign it to.
4. Save the record.

A product can belong to multiple categories. When that happens, the system automatically picks one station to route the item to (so it doesn’t end up being prepared twice).

Step 3: Create fulfillment stations

Create a fulfillment station record for each physical preparation area at each outlet.

1. In Salesforce, go to the Fulfillment Stations list view.
2. Select New and complete the following fields:

Field	Description
Name	Internal Salesforce record name
Display Name	Name shown on printed dockets and in the POS interface
Outlet	The outlet this station belongs to
Status	Active, Disabled, or Degraded
Offline behavior	Pass — routes to the next available station when this station is offline. Accept — accepts the order locally and processes it when connectivity returns.
Weight	Used when a parent station has multiple child stations — it spreads work across them, with higher-weight stations taking on more. Default is 100.
Fallback Station	Optional — station to receive orders when this station is unavailable
Parent Station	Optional — groups this station under a parent for load distribution. Parent stations do not appear in the POS; only their child stations are visible to staff.

1. Save the record.

Step 4: Map categories to stations

Map each fulfillment category to the station that should handle it at each outlet.

1. In Salesforce, go to the Fulfillment Category Stations list view.
2. Select New.
3. Select the Fulfillment Category and the Fulfillment Station to route it to.
4. Save the record.

The outlet is determined by the station you select. Create a separate Fulfillment Category Station record for each outlet if you have multiple locations.

Step 5: Set per-register overrides (optional)

If a specific register needs to route a category to a different station than the outlet default, create a register override.

1. In Salesforce, go to the Register Fulfillment Category Stations list view.
2. Select New.
3. Select the Register, the Fulfillment Category, and the Fulfillment Station to override with.
4. Save the record.

Register overrides take precedence over the outlet-level category-to-station mapping for orders placed on that register.

:::note The override station must belong to the same outlet as the order. If the override points to a station in a different outlet, it is ignored and the outlet default is used instead. :::

Docket printing

When an order is placed, StoreConnect records the routed fulfillment station on the shipment. The Shipment object includes fields for the routed station, the register that first printed the docket, and timestamps for the first and most recent prints. See Shipment Object Reference for the full field list.