Order Routing Rule
Introduction
When selecting a selling location based on your order, a sorting process is initiated for all available selling locations. The order is assigned to the top-ranked selling location in the sorted list. This sorting of selling locations is facilitated by the use of basic prioritization feature or by custom rules created by the seller.
Basic Prioritization
This tab consists of a comprehensive range of criteria determining how delivery services are sorted. Sellers can easily set the sequence of these criteria based on their preferences. The following priority cards are present for sorting:
- Location Processing Time: The sorting of selling locations is determined by the shortest processing time required for delivery, taking into account both the source and destination.“
- Distance: The selling location sorting is based on the distance between customer location to store location
- Location Types: Selling locations are organized according to their location types, such as warehouses, high street, mall, etc. You have the ability to adjust the priority of these location types by rearranging them.
- Inventory Depth: Selling locations will be organized based on the location that has the highest availability of inventory.
- Price: The selling location sorting is based on the most affordable rate considering both the source and the destination.
- Location Tags: When tags are associated with selling locations, they will appear here, and you can assign priority levels among these tags
Sellers have the flexibility to rearrange these priority cards, determining the sequence for sorting selling locations.
Custom Rule
This tab allows the sellers to set up selling location assignments using personalized conditions and rules of seller choice.
Rule Details
- Click on Create Custom Rule and add Rule Name and Conditions.
Select the precise parameter from the dropdown to establish your rule:
To Location: Define a specific destination location for rule implementation.
Depending on the previously chosen parameter, you will then proceed to select the corresponding subparameter. For instance, if the seller opts for 'To Location' as the parameter for the condition, the associated subparameters will include 'Limit by Country/State/City/Area' and 'Limit by Pincodes'. If the seller instead chooses 'Limit by Country/State/City/Area', the subsequent selection will be contingent upon the specific country/state/city/area.
Figure 2b: Add Parameter Department: Specify the department of products to apply this rule to.
Category: Select the product category for which this rule applies.
Brands: Choose specific brands to apply this rule to.
Product Tags: Select relevant product tags for orders to which this rule should be applied.
Product: Choose specific products to which this rule is applicable.
Location Type: It serves as a filter, meaning that if you select any location type for a rule, only that specific location type will be considered. Also, in the subsequent screen, which is the priorities screen, you will only see the location types that have been selected for this rule.
Location Tags: It serves as a filter, meaning that if you select any location tag for a rule, only that particular location tag will be applied. In the next screen (priorities screen), you will see only those location tags that have been selected for this rule. 9. Within Customer’s Radius: Define the radius in km so that the store assignment will be restricted to locations within that defined geographical distance.
Order Placing Date: Choose the date to ensure that orders placed on that specific date adhere to the rules established for delivery to the store.
A seller has the option to establish multiple conditions within a single rule. If you wish to include additional conditions in the rule, simply click on Add Condition.
- After you've added all the conditions to the rule, you'll see a summary of the conditions on the right-hand side. Click Next to proceed to the next step, which involves prioritizing locations for this rule, considering of the conditions created.
You have the ability to enable or disable a rule according to your needs simply by toggling the Active button.
Priority
After a seller establishes the conditions, the next step involves determining how to assign selling location when these conditions are met. This assignment can be done either by manually selecting the locations or by using functional properties, similar to the ones available in the basic prioritization section.
The selling location priority can be either by functional properties or can be selected manually.
- Selling locations based on functional properties involves sorting the custom rules created by the seller. If multiple rules exist, then you can choose the order in which the criteria for selecting selling locations are applied.
Figure 3a: Priority by Functional Properties - Opting for manual selection of selling locations allows the seller to personally include and arrange specific locations in accordance with their business requirements. Upon clicking the Add Locations button, a list of available selling locations is presented.
Figure 3b: Priority by Manual Selection
In the absence of any custom rules created the priority of selling locations must be manually selected.
- You have the option to choose and relocate the selling locations to the desired position to establish their priority.
Sellers have the flexibility to generate multiple rules, all of which will be displayed on the Custom Rules page, organized into either active or inactive tabs depending on their status. Sellers can also determine the sequence in which these rules are employed to select selling locations, allowing them to adjust the priority by reordering the rules as needed.
If there are no custom rules that meet the criteria, selling location assignment will default to a basic prioritization system.
Modifying stores, products, or delivery zones, such as removing product tags, store tags, or deleting delivery zones, will affect the rules creates in the order routing rules section. Proceed with caution while making such changes.