• This interface facilitates you to define the rules for allocating the orders automatically to a specific location/warehouse as per the rule criteria. You can define the rules based on the order attributes or attributes of the order items or both.

  • You have the multiple criteria to apply such as transfer to - a store having more stock, nearest common store, common store, nearest store, or a specific store, and so on.

  • Once the order is allocated to a location/warehouse, the stock will be reduced from that store location/warehouse.

  • If an order is having multiple products and all are meeting different order allocation rules, then product wise partial orders will be allocated to respective locations.

How do I define rules to allocate the orders automatically to a store/warehouse as per the rule criteria?


To define rules for allocating the orders automatically to a store/warehouse as per the rule criteria, do the following:

  • Log in to the 'Anywhere Commerce Control Panel' by using your User Name (Email Address) and Password.


 Rule-based Order Allocation Settings

  • You will be navigated to the Dashboard page.


 Rule-based Order Allocation Settings

  • Click the  Checkout Options icon. The Orders & Leads section will be displayed as shown in the figure.


 Rule-based Order Allocation Settings

  • Click Order Allocation. You will be navigated to the Rule-based Order Allocation Settings page. You can find the previously defined rules (if any) under the Rule-based Order Allocation Settings section.


 Rule-based Order Allocation Settings

  • To create a new rule, click Create Rule. You will be displayed a Create Rule dialog box.


 Rule-based Order Allocation Settings

  • There are two groups (sections) for defining the rules. In the top group you can define order-based rules and in the bottom group you can define the rules based on the order items.
  • To create a rule based on the order parameter, click the drop-down in the top group. The following options will be displayed.


 Rule-based Order Allocation Settings

  • Select the required order-based rule (Say, Delivery Area). The following section will be opened.


 Rule-based Order Allocation

  • Select the required option (say, contains or doesn't contain) from the corresponding drop-down.
  • Select the respective option (Say, the required 'Delivery Area') from the corresponding drop-down.
    • Note: This will allocate the orders of the selected delivery area as per the rule-based order allocation.
      • Example: You can create the Delivery Area as International and map it with the countries which need to be added to this delivery area, thereby the international orders can be allocated to the specific location.
  • To add another rule (if required), click the  Rule-based Order Allocation button. The following section will be opened.


 Rule-based Order Allocation

  • Similarly, you can define another rule (if any) as discussed above.
  • You can define the And or the Or criteria by toggling the  Rule-based Order Allocation button.
  • If you have different combinations of the and/or criteria based rules, you can add another group by clicking the  Rule-based Order Allocation button. The following section will be displayed.


 Rule-based Order Allocation

  • Similarly, you can add more rules (if any) and apply the and/or criteria between the rules or between the groups.
    • Note: You can also delete a rule or group by clicking its  Rule-based Order Allocation button.
  • You can also define the rules based on the order item parameters. To do so, click the drop-down in the bottom group. The following options will be displayed.


 Rule-based Order Allocation

  • Select the required order item-based rule (Say, Product Tag). The following section will be opened.


 Rule-based Order Allocation

Select the required option (say, contains or doesn't contain) from the corresponding drop-down.
Select the respective option (Say, the required 'Product Tag') from the corresponding drop-down.
  • Note: This will apply the rules for the group of products of the selected product tag.
    • Example: If you want to allocate the orders containing Electronics products to Bangalore, select the respective product tag.
  • Prerequisite: You should have assigned a specific product tag to all those electronics products
To add another rule (if required), click the  Rule-based Order Allocation button and proceed as explained above.
Similarly, you can define the And or the Or criteria by toggling the  Rule-based Order Allocation button.
If you have different combinations of the and/or criteria based rules, you can add another group by clicking the  Rule-based Order Allocation button as explained above.
Similarly, you can add more rules (if any) and apply the and/or criteria between the rules or between the groups as explained above.
  • Note: You can also delete a rule or group by clicking its  Rule-based Order Allocation button.
Enter the order of applicability of a rule in the Sequence text box.
Select the action to be done from the following options:
Transfer to store which has more stock: When this option is selected, the order will be automatically allocated to a location/warehouse that is having more stock.
  • Note:
    • If the locations other than the 'default location' are having stock, the stock will be verified at those locations and order will be allocated to the highest stock location.
    • If all locations other than the 'default location' are having equal stock, the order will be moved to any one of those locations randomly (i.e. excluding 'default location').
    • If no location is having any stock or having insufficient stock, the stock will be verified at 'default location'. If the default location is having sufficient stock, the order will be allocated to the 'default location'. If the 'default location' also not have sufficient stock, the stock pending order will be created under the default location.

Transfer to the nearest common store: The complete order will be allocated to the nearest store based on the on the selection status of the 'If stock is there' checkbox. The complete order-wise checking will be done in this scenario. The order will not be divided, and complete order will be allocated to a single location in this case.
  • When the 'If stock is there' checkbox is not selected, and if the 'nearest location' is having sufficient stock, the complete order will be allocated to the 'nearest location'. If the 'nearest location' location is not having sufficient stock, a stock pending order will be raised to the 'nearest location' location without verifying the stock at other locations.
  • When the 'If stock is there' checkbox is selected, and if the 'nearest location' is having sufficient stock, the complete order will be allocated to 'nearest location'. If the 'nearest location' is not having sufficient stock, the stock will be verified at all other nearby locations (say L2, L3, L4,…).
    • If any of the other nearby locations (say L2, L3, L4,…) is having sufficient stock, the order will be allocated to that location.
    • If any of the other nearby locations (say L2, L3, L4,…) is not having sufficient stock, the next rule will be considered.
    • If all the rules are failed, the stock will be verified at the 'default location'. If the default location is having sufficient stock, the complete order will be allocated to the default location, else, a stock pending order will be raised against the 'default location'.

Transfer to common store: The complete order will be allocated to a store at which all the order items are having sufficient stock. The complete order-wise checking will be done in this scenario. The order will not be divided, and complete order will be allocated to a single location in this case.
Transfer to the Nearest Warehouse: The order will be allocated to the nearest store based on the selection status of the 'If stock is there' checkbox. The order item-wise checking will be done in this scenario. The order can be divided and allocated to multiple locations in this case.
  • Note: You need to map the required locations with respective delivery areas. The 'State' in the shipping address will be matched with the 'State' of delivery area to find the applicable delivery area. If few locations are mapped to that respective delivery area, the first priority will be given to a location (for example, say it as 'L1' location) having the same 'City' of the shipping address. All other locations mapped to that delivery area are given equal importance.
  • When the 'If stock is there' checkbox is not selected, and if the 'L1' location is having sufficient stock, the order will be allocated to the 'L1' location. If the 'L1' location is not having sufficient stock, a stock pending order will be raised against the 'L1' location without verifying the stock at other locations.
  • When the 'If stock is there' checkbox is selected, and if the 'L1' location is having sufficient stock, the order will be allocated to 'L1' location. If the 'L1' location is not having sufficient stock, the stock will be verified at all other nearby locations (say L2, L3, L4,…).
    • If any of the nearby locations (say L2, L3, L4,…) is having sufficient stock, the order will be allocated to that location.
    • If the nearby locations (say L2, L3, L4,…) are also not having sufficient stock, the next rule will be considered.
    • If all the rules are failed, the stock will be verified at the 'default location'. If the default location is having sufficient stock, the order will be allocated to the default location, else, a stock pending order will be raised against the 'default location'.

Transfer to Specific Store: When this option is selected, the order will be automatically allocated to a location/warehouse that is selected from the following drop-down as per the following scenarios:
  • When the 'If stock is there' checkbox is not selected, and if the selected location is having sufficient stock, the order will be allocated to that selected location.
    • If the selected location is not having sufficient stock, a stock pending order will be raised against the specified location.
  • When the 'If stock is there' checkbox is selected, and if the selected location is having sufficient stock, the order will be allocated to that selected location.
    • If the selected location is not having sufficient stock, the next rule will be considered.
    • If all the rules are failed, the stock will be verified at the 'default location' and if the stock is found there, the order will be allocated to the default location.
    • If there is no stock at the 'default location', a stock pending order will be raised against the 'default location'.

  • To save the rule, click Save. The rule will be saved and listed under the Rule-based Order Allocation Settings section.


 Rule-based Order Allocation

  • You can edit or delete a rule by clicking  Rule-based Order Allocation or  Rule-based Order Allocation icon of that rule under the Actions section respectively and proceed further.