Rule-based order allocation settings

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.

• You will be navigated to the Dashboard page.

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

• 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.

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

• 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.

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

• 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  button. The following section will be opened.

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

• 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  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.

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

• 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  button and proceed as explained above.

Similarly, you can define the And or the Or criteria by toggling the  button.

If you have different combinations of the and/or criteria based rules, you can add another group by clicking the  button as explained above.

• Note: You can also delete a rule or group by clicking its  button.

• 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.
    
    

• 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'.
    
    

• 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'.
    
    

• 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.

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