{"id":7838,"date":"2022-12-23T16:42:34","date_gmt":"2022-12-23T11:12:34","guid":{"rendered":"https:\/\/support.unicommerce.com\/?post_type=ht_kb&#038;p=7838"},"modified":"2024-09-26T13:07:03","modified_gmt":"2024-09-26T07:37:03","slug":"proximity-based-facility-allocation","status":"publish","type":"ht_kb","link":"https:\/\/support.unicommerce.com\/index.php\/knowledge-base\/proximity-based-facility-allocation\/","title":{"rendered":"Proximity based facility allocation"},"content":{"rendered":"<p data-renderer-start-pos=\"110\">Facility allocation in Uniware can be handled in the below-mentioned order<\/p>\n<ol class=\"ak-ol\" data-indent-level=\"1\">\n<li>\n<p data-renderer-start-pos=\"180\">Allocation Rules<\/p>\n<\/li>\n<li>Proximity<\/li>\n<\/ol>\n<p data-renderer-start-pos=\"231\">This article is more around an explanation of how users can use proximity-based facility allocation in Uniware.<\/p>\n<p data-renderer-start-pos=\"122\">With Omni sellers use cases we can assign orders to the nearest facility to the customer based on<\/p>\n<p><strong>1. Serviceability\u00a0 <\/strong><\/p>\n<p><strong>2.Available Inventory\u00a0 \u00a0<\/strong><\/p>\n<p><strong>3. Distance<\/strong><\/p>\n<p data-renderer-start-pos=\"491\">We have enhanced our facility allocation workflow by introducding a channel-based configuration that helps clients enable proximity-based facility allocation.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<div class=\"ez-toc-title\" style=\"cursor:inherit\">Contents<\/div>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/support.unicommerce.com\/index.php\/knowledge-base\/proximity-based-facility-allocation\/#Applicability\" >Applicability<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/support.unicommerce.com\/index.php\/knowledge-base\/proximity-based-facility-allocation\/#Procedure\" >Procedure<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/support.unicommerce.com\/index.php\/knowledge-base\/proximity-based-facility-allocation\/#Procedure-2\" >Procedure<\/a><\/li><\/ul><\/nav><\/div>\n<h3 id=\"applicability\"><span class=\"ez-toc-section\" id=\"Applicability\"><\/span><strong>Applicability<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p data-renderer-start-pos=\"909\"><strong data-renderer-mark=\"true\">Version<\/strong>: Professional and Enterprise (with Multi Warehouses)<\/p>\n<p data-renderer-start-pos=\"909\"><strong>Configuration:\u00a0<\/strong>Tenant Level Config: \u201c<em><strong>Enable proximity based facility allocation<\/strong>\u201d<\/em><\/p>\n<ul>\n<li data-renderer-start-pos=\"909\"><strong>By default,<\/strong>\u00a0the value of this config would be \u2018<strong>False<\/strong>\u2019.<\/li>\n<li><strong>To enable<\/strong> this feature, connect with UC Support Team\/KAM to mark this config as \u2018<strong>True<\/strong>\u2018.<\/li>\n<\/ul>\n<h3 id=\"procedure\"><span class=\"ez-toc-section\" id=\"Procedure\"><\/span>Procedure<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>1- <strong data-renderer-mark=\"true\">Path: Main Menu (Settings) &gt; Allocation Methods <\/strong><\/p>\n<p>There are two types of routing: AUTOMATED ROUTING \/ RULE BASED ROUTING<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-7840\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_1.png\" alt=\"\" width=\"1366\" height=\"271\" \/><\/p>\n<p>2- In AUTOMATED ROUTING tab, Click on the button \u201cAdd\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12437\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1.png\" alt=\"\" width=\"1173\" height=\"551\" srcset=\"https:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1.png 1173w, https:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1-300x141.png 300w, https:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1-1024x481.png 1024w, https:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1-768x361.png 768w, https:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1-50x23.png 50w, https:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1-60x28.png 60w, https:\/\/support.unicommerce.com\/wp-content\/uploads\/2024\/05\/proximity_14052024_1-100x47.png 100w\" sizes=\"(max-width: 1173px) 100vw, 1173px\" \/><\/p>\n<p><strong>Description of Automated Routing Rule:<\/strong><\/p>\n<table style=\"width: 100.155%; height: 602px;\" width=\"641\">\n<tbody>\n<tr style=\"height: 23px;\">\n<td style=\"width: 32.1981%; height: 23px;\" width=\"165\"><strong>Column Name <span style=\"font-size: 10pt;\">(*Mandatory)<\/span><\/strong><\/td>\n<td style=\"width: 33.2818%; height: 23px;\" width=\"312\"><strong>Value\/Example<\/strong><\/td>\n<td style=\"width: 34.3653%; height: 23px;\" width=\"164\"><strong>Note\/Description<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 23px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 23px;\" data-th=\"Column Name\">*Channel<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 23px;\" width=\"312\" data-th=\"Description\">Channel name<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 23px;\" width=\"312\" data-th=\"Description\">To select Channel<\/td>\n<\/tr>\n<tr style=\"height: 47px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 47px;\">*Group Facility Based On<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 47px;\">None\/Zone<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 47px;\">To select Group Facility based on Zone, else None.<\/td>\n<\/tr>\n<tr style=\"height: 47px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 47px;\">*Sort Facility Based On<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 47px;\">Distance<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 47px;\">To select Sort Facility based on the distance<\/td>\n<\/tr>\n<tr style=\"height: 161px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 161px;\">*Skip Facilities Which Are<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 161px;\">\n<div class=\"datatable-body-cell-label\">\n<ul>\n<li>Omni Rejected Facilities<\/li>\n<li>Not Present in Custom Facility List<\/li>\n<li>Not Associated With Channel<\/li>\n<\/ul>\n<\/div>\n<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 161px;\">To select to skip facilities to use.<\/td>\n<\/tr>\n<tr style=\"height: 119px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 119px;\">*Custom Facility List<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 119px;\">Facility Name<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 119px;\">To select one or more facilities as per skip facility check selected along with &#8220;Not Present in Custom Facility List&#8221;.<\/td>\n<\/tr>\n<tr style=\"height: 113px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 113px;\"><span class=\"required\">*<\/span>Inventory Check Based On<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 113px;\">\n<ul>\n<li>Long Term Inventory<\/li>\n<li>Mid Term Inventory<\/li>\n<li>Short Term Inventory<\/li>\n<\/ul>\n<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 113px;\">To select Inventory check based on provided value.<\/td>\n<\/tr>\n<tr style=\"height: 23px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 23px;\">Default Facility<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 23px;\">Facility Name<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 23px;\">To Select one Default Facility<\/td>\n<\/tr>\n<tr style=\"height: 23px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 23px;\">*Automated Routing<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 23px;\">Yes (default)<\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 23px;\"><span class=\"ng-value-label\">Yes<\/span><\/td>\n<\/tr>\n<tr style=\"height: 23px;\">\n<td style=\"width: 32.1981%; text-align: center; height: 23px;\">*Consolidation criteria<\/td>\n<td style=\"width: 33.2818%; text-align: center; height: 23px;\"><span class=\"ng-value-label\">Order Consolidation Matters\/<br \/>\nOrder Consolidation Dosn&#8217;t Matters<br \/>\n<\/span><\/td>\n<td style=\"width: 34.3653%; text-align: center; height: 23px;\"><span class=\"ng-value-label\">Consolidation Criteria is set to &#8220;Order Consolidation Matters&#8221; in Proximity, system will try to minimize the splitting of order into multiple shipments, else vice-versa. In simple words, system will try to allocate the sale order items in one facility.\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div><\/div>\n<div>\n<p><span style=\"color: #ff0000;\"><strong>Note<\/strong>: Consolidation criteria only works when Facility Grouping is enabled.<\/span><\/p>\n<\/div>\n<div>\n<p><strong>Points:<\/strong><\/p>\n<ul>\n<li>For proximity to work on orders, default rules at allocation rules should be avoided.<\/li>\n<li>As allocation rules execute before proximity logic at the backend. So, if there will a default allocation rule it will allocate orders to the facility before the execution of proximity logic.<\/li>\n<li>Hence rules like \u201c <strong data-renderer-mark=\"true\">not in<\/strong> \u201c can be used to ignore channels for which we want proximity execution.<\/li>\n<li>There should be atleast\u00a0one shipping\u00a0provider available in that facility i.e. order should be serviceable\u00a0from that facility for proximity allocation rule to work properly.<\/li>\n<li>\n<p data-renderer-start-pos=\"911\">For proximity to work for a channel, there should be a channel level enabled with proximity configuration.<\/p>\n<p data-pm-slice=\"1 1 [&quot;panel&quot;,{&quot;panelType&quot;:&quot;success&quot;,&quot;panelIcon&quot;:null,&quot;panelIconId&quot;:null,&quot;panelIconText&quot;:null,&quot;panelColor&quot;:null},&quot;bulletList&quot;,null,&quot;listItem&quot;,null]\"><strong>Ref below:<\/strong><\/p>\n<p data-renderer-start-pos=\"911\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7840\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_1.png\" alt=\"\" width=\"687\" height=\"136\" \/><\/p>\n<div class=\"css-pnw7kh\"><\/div>\n<\/li>\n<\/ul>\n<p><span style=\"font-size: 14pt;\"><strong>Use cases:<\/strong><\/span><\/p>\n<\/div>\n<p><strong><em>Case 1<\/em>&#8211;<\/strong> Allocate facility to an order based on distance, with short-term inventory. Try full order allocation to the facility, incase of inventory unavailability break orders and allocate to the nearest facility. keep PP102 as the default facility for a channel. To enable the above criteria, add a configuration like below.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7842\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_2.png\" alt=\"\" width=\"559\" height=\"569\" \/><\/p>\n<p><em data-renderer-mark=\"true\"><strong data-renderer-mark=\"true\">Case 2- <\/strong><\/em>Allocate facility to an order based on distance, with short-term inventory. Try full order allocation to the facility, incase of inventory unavailability break orders and allocate to the nearest facility. The list of the eligible facilities should be only facilities that are mapped to the channel on the channel page.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7852\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_3.png\" alt=\"\" width=\"567\" height=\"580\" \/><\/p>\n<p><em data-renderer-mark=\"true\"><strong data-renderer-mark=\"true\">Case 3- <\/strong><\/em>Allocate facility to order, based on the custom list of facilities provided by the user.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7853\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_4.png\" alt=\"\" width=\"569\" height=\"578\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7854\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_5.png\" alt=\"\" width=\"543\" height=\"552\" \/><\/p>\n<div><\/div>\n<div>The list of channel criteria will be something like the<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-7855\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_6.png\" alt=\"\" width=\"1366\" height=\"513\" \/><\/div>\n<div><\/div>\n<div>\n<div><strong>Defining Order Processing Limit<\/strong><\/div>\n<div>\n<p><mark class=\"wordtune-highlight pt-[2px] pb-[3px] text-inherit bg-bg-brand-light-default\" data-color=\"primary-lighter\">The Order <\/mark>Processing Limit is the number of sale order items that can be processed for that particular date. In the case where the field value isn&#8217;t defined, the capacity will always be infinite.<\/p>\n<h3 id=\"procedure\"><span class=\"ez-toc-section\" id=\"Procedure-2\"><\/span>Procedure<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>1- <strong data-renderer-mark=\"true\">Path: Main Menu (Settings) &gt; Facilities &gt; Click on the facility name.\u00a0<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10846\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2023\/10\/Proximity_03102023_01-1.png\" alt=\"\" width=\"401\" height=\"400\" \/><\/p>\n<\/div>\n<\/div>\n<p>2- To allow the unlimited SOIs, you need to uncheck the &#8220;<strong>Allow Maximum Limit<\/strong>&#8221; checkbox.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10847\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2023\/10\/Proximity_03102023_02.png\" alt=\"\" width=\"1327\" height=\"326\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3- Once you uncheck the checkbox, the <strong>Processing Capacity<\/strong> field will became mandatory, now you need to enter the Processing Capacity as per your business requirements and click on the <strong>Save Details<\/strong> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10848\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2023\/10\/Proximity_03102023_03.png\" alt=\"\" width=\"1325\" height=\"366\" \/><\/p>\n<div><\/div>\n<div><\/div>\n<div>\n<div>\n<p><strong>Imp Points:<\/strong><\/p>\n<ul>\n<li>For proximity to work on orders, default rules at allocation rules should be avoided.<\/li>\n<li>As allocation rules execute before proximity logic at the backend. So, if there will a default allocation rule it will allocate orders to the facility before the execution of proximity logic.<\/li>\n<li>Hence rules like \u201c <strong data-renderer-mark=\"true\">not in<\/strong> \u201c can be used to ignore channels for which we want proximity execution.<\/li>\n<li>There should be atleast\u00a0one shipping\u00a0provider available in that facility i.e. order should be serviceable\u00a0from that facility for proximity allocation rule to work properly.<\/li>\n<li>\n<p data-renderer-start-pos=\"911\">For proximity to work for a channel, there should be a channel level enabled with proximity configuration.<\/p>\n<p data-pm-slice=\"1 1 [&quot;panel&quot;,{&quot;panelType&quot;:&quot;success&quot;,&quot;panelIcon&quot;:null,&quot;panelIconId&quot;:null,&quot;panelIconText&quot;:null,&quot;panelColor&quot;:null},&quot;bulletList&quot;,null,&quot;listItem&quot;,null]\"><strong>Ref below:<\/strong><\/p>\n<p data-renderer-start-pos=\"911\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7840\" src=\"http:\/\/support.unicommerce.com\/wp-content\/uploads\/2022\/12\/proximity_23122022_1.png\" alt=\"\" width=\"687\" height=\"136\" \/><\/p>\n<div class=\"css-pnw7kh\"><\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div><\/div>\n<div><\/div>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Facility allocation in Uniware can be handled in the below-mentioned order Allocation Rules Proximity This article is more around an explanation of how users can use proximity-based facility allocation in Uniware. With Omni sellers use cases we can assign orders to the nearest facility to the customer based on 1&#8230;.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":""},"ht-kb-category":[21],"ht-kb-tag":[43],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Proximity based facility allocation - Unicommerce Support Portal<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/support.unicommerce.com\/index.php\/knowledge-base\/proximity-based-facility-allocation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Proximity based facility allocation - Unicommerce Support Portal\" \/>\n<meta property=\"og:description\" content=\"Facility allocation in Uniware can be handled in the below-mentioned order Allocation Rules Proximity This article is more around an explanation of how users can use proximity-based facility allocation in Uniware. 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