This is a “set it and forget it” rule. Once enabled, it automatically ranks locations by available stock—no configuration needed.
How inventory rules work
When a customer places an order, Charlie checks the sellable inventory at each location for the ordered products. Locations with more stock get higher priority.What is sellable inventory?
Sellable inventory is the stock actually available for sale, calculated as:Why use inventory rules
Reduce split shipments
By preferring locations with more stock, orders are more likely to be fulfilled from a single location.
Balance inventory
Naturally draws down high-stock locations first, helping balance inventory across your network.
Improve fulfillment speed
Locations with more stock can typically fulfill faster without waiting for replenishment.
No maintenance required
Rankings update automatically as inventory levels change—no manual configuration needed.
Enable inventory rules
Access order routing settings
Go to Charlie → Settings → Order routing or Shopify → Settings → Shipping and delivery → Order routing.
Inventory rules require Charlie’s inventory sync to be active. Make sure you’ve configured inventory settings in the Charlie app.
How ranking works
Single product orders
For orders with one product, locations are ranked by their sellable quantity for that specific variant:| Location | Sellable inventory | Rank |
|---|---|---|
| Warehouse A | 150 units | 1 (highest) |
| Warehouse B | 80 units | 2 |
| Store Paris | 25 units | 3 |
| Store Lyon | 10 units | 4 (lowest) |
Multi-product orders
For orders with multiple products, Charlie calculates the total sellable inventory across all ordered items at each location: Example order: 2x Product A + 1x Product B| Location | Product A | Product B | Total | Rank |
|---|---|---|---|---|
| Warehouse A | 100 | 50 | 150 | 1 |
| Warehouse B | 60 | 40 | 100 | 2 |
| Store Paris | 20 | 10 | 30 | 3 |
Tie-breaking
When multiple locations have the same total inventory, they receive the same rank. Shopify then uses its default logic to choose between them.Combining with other rules
Inventory rules work best when combined with other routing rules:With Ranked Location Groups
Use Ranked Groups as a primary filter, then Inventory Rules to optimize within groups:- Ranked Location Groups: Warehouses (Group 1) → Stores (Group 2)
- Inventory Rules: Among warehouses, prefer those with most stock
With Customer Rules
Route customer segments to specific location types, then optimize by inventory:- Customer Rules: B2B customers → Prefer warehouses
- Inventory Rules: Among preferred locations, use the one with most stock
With Capacity Rules
Balance inventory optimization with operational capacity:- Inventory Rules: Prefer locations with most stock
- Capacity Rules: Deprioritize locations at capacity
Example scenarios
Reduce split shipments
Problem: Orders frequently ship from multiple locations, increasing shipping costs. Solution: Enable Inventory Rules to prefer locations that can fulfill the complete order. How it helps: A location with 50 units of Product A and 30 units of Product B ranks higher than one with 100 units of A but 0 units of B—making complete fulfillment more likely.Balance warehouse stock
Problem: One warehouse always runs low while another accumulates excess inventory. Solution: Enable Inventory Rules to naturally draw down high-stock locations first. How it helps: The warehouse with 500 units gets orders until it drops below the other warehouse’s 300 units. Stock levels naturally balance over time.Optimize for fulfillment speed
Problem: Some locations frequently go out of stock mid-fulfillment, causing delays. Solution: Enable Inventory Rules to prefer locations with comfortable stock levels. How it helps: Locations with more inventory can fulfill without risk of stockouts during the fulfillment process.Best practices
Combine with location groups
Use Ranked Groups to define location preferences, then Inventory Rules to optimize within those groups.
Configure safety stock
Set up safety stock rules to ensure the sellable inventory calculation respects your minimum reserves.
Keep inventory synced
Ensure Charlie’s inventory sync is running to maintain accurate stock data for ranking.
Monitor balance over time
Check if inventory is balancing as expected across locations after enabling the rule.
Troubleshooting
Orders not going to highest-stock location
Orders not going to highest-stock location
Check:
- Is the rule enabled?
- Is Charlie’s inventory sync active and up to date?
- Are there other routing rules with higher priority overriding inventory rankings?
- Are there constraint rules blocking the high-stock location?
- Is safety stock reducing the sellable quantity below other locations?
Inventory data seems outdated
Inventory data seems outdated
Check:
- Go to Charlie → Settings → Inventory and verify sync status
- Check when the last sync occurred
- Trigger a manual sync if needed
Split shipments still occurring
Split shipments still occurring
Inventory Rules prefer locations with more stock, but can’t guarantee single-location fulfillment if:
- No single location has all products in stock
- Other rules override inventory-based ranking
- Constraint rules limit eligible locations