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Grouping and Prioritizing Facilities

Grouping and Prioritizing Facilities

The facilities will be grouped on the basis of grouping criteria, and sorting will happen first within the group.

Applicability

Version: Enterprise version with Omni Channel Hopping feature.

Configuration: Channel Level Config: “Default Facility Code (Optional)”.

  • By default, the value of this config would be ‘Null’.

Configuration: Tenant Level Config: “Hopping Depth” in General Setting.

  • By default, the value of this config would be ‘0’.
  • To enable this feature, connect with UC Support Team/KAM to mark this config as ‘True‘.

Procedure

1- Path: Main Menu (Settings) > Allocation Methods

There are two types of routing: AUTOMATED ROUTING / RULE BASED ROUTING

2- In AUTOMATED ROUTING tab, Click on the button “Add” and enter the required field details.

Description of Automated Routing Rule:

Column Name (* Mandatory) Value/Example Note/Description
*Channel Channel name To select Channel
*Group Facility Based On None/Zone/ Priority To select Group Facility based on Zone/None or Priority.
*Sort Facility Based On Distance To select Sort Facility based on the distance
*Skip Facilities Which Are
  • Omni Rejected Facilities
  • Not Present in Custom Facility List
  • Not Associated With Channel
To select to skip facilities to use.
*Custom Facility List Facility Name To select one or more facilities as per skip facility check selected along with “Not Present in Custom Facility List”.
*Inventory Check Based On
  • Long Term Inventory
  • Mid Term Inventory
  • Short Term Inventory
To select Inventory check based on provided value.
Default Facility Facility Name To Select one Default Facility
*Automated Routing Yes (default) Yes
* Consolidation Criteria
  • Order Consolidation Matters
  • Order Consolidation doesn’t matters

 

 Select the criteria if consolidation matters/doesn`t matters for orders splitting in multiple shipments. 

Prioritizing Facility Groups

By prioritizing facility groups, the orders will be routed in the 1st Priority group and then 2nd, 3rd and so on.

Procedure

1- Path: Main Menu (Settings) > Facilities > Click on the facility name. 

2- Define the Priority of facility in the Priority column as per your business requirement.

To prioritize facility in bulk, kindly refer the Facility Import in Bulk: Import

Hopping Depth

Hopping Depth means the number of maximum hops that any Sale Order Item should be allowed before it is allocated to default facility.

  • If total hop count is less than hopping depth then next hop would be allowed and if total hop count is equal to hopping depth then next hop would be automatically done to the default facility stored at channel level under the field “Default Facility Code“.

Configuration: Channel Level Config: “Default Facility Code (Optional)”.

  • By default, the value of this config would be ‘Null’.

Configuration: Tenant Level Config: “Hopping Depth” in General Setting.

  • By default, the value of this config would be ‘0’.
  • To enable this feature, connect with UC Support Team/KAM to mark this config as ‘True‘.

Note:-

  • The system will hopping of Sale Order Item on basis of Channel Level configuration.
  • If hopping depth is breached then the default facility will be assigned to SOI which will picked from Channel.

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