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Overview

With task routing, new or imported suppliers are automatically assigned to a team member based on their country. This way every supplier lands directly with the responsible owner, without you having to assign them manually. You’ll find the feature under Settings → Task Routing. It is only visible to company administrators.

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Enable Auto-Routing

Use the “Enable auto-routing” toggle to switch the automatic assignment on or off. When it is disabled, new suppliers are not assigned automatically, and the “Apply to unassigned suppliers” button is locked.

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Country Rules

A rule maps one or more countries to one or more team members.
1

Add a rule

Click “Add rule”.
2

Select countries

In the “Countries” field, select the countries you want. Using “Add continent”, you can add all countries of a continent (Africa, Asia, Europe, North America, South America, Oceania) at once.
3

Assign team members

Under “Assign to”, select one or more team members.
4

Save

Click “Save rules”.
If several team members are assigned to a rule, suppliers from those countries are spread evenly using round-robin distribution.

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Rule Order and Conflicts

Rules are evaluated top to bottom — the first matching rule wins. If a country is already claimed by an earlier rule, Polygon One shows a hint and ignores the country in the later rule:
Already routed by an earlier rule and ignored here:
Place specific rules near the top and more general ones (e.g. whole continents) near the bottom to avoid conflicts.

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Apply to Existing Suppliers

Using “Apply to unassigned suppliers”, you apply the saved rules retroactively. Note that:
  • Only suppliers that are not yet assigned are considered.
  • Already assigned suppliers remain unchanged.
  • A message afterwards shows how many suppliers were assigned.
The button is only active when auto-routing is enabled and there are no unsaved changes. Save your changes before applying them.