How to Create or Edit Distribution Scenarios in OMS?
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This tutorial provides detailed instructions on how to create or edit distribution scenarios in the OMS screens. Distribution scenarios play a crucial role in efficiently managing order distribution and packaging within your system.
To add a new distribution scenario, navigate to the OMS menu and select the Scenarios tab.
Next, click on Distribution Scenarios.
Click on the +New Scenario button to begin creating a new distribution scenario.
To edit an existing distribution scenario, follow the same steps to access Distribution Scenarios under the Scenarios tab. Select the scenario you want to edit from the list and navigate to its details.
When creating or editing a distribution scenario, you need to provide various details to configure its behavior effectively. These details include:
Scenario Name: Enter a unique name for the scenario. This name will appear in the list and is mandatory.
Description: Optionally, add a description for the scenario.
Status: Manage the scenario's active/passive status. Only active scenarios are used in the planning stage.
Channel Condition Type: Select the type of value to enter in the channel field. Select between Static (select channels from a list) and Dynamic (enable customized queries with a builder).
Channel: Filter the channel(s) on which the scenario will be applied.
Shipping Condition Type: Similar to the channel, select the type of value for shipping.
Shipping: Filter the shipping(s) for this scenario.
Payment Condition Type: Similar to the channel, select the type of value for payment.
Payment: Filter the payment(s) for this scenario.
Default Stock Location: Define the location to be used when the order cannot be planned with any of the relevant scenario rules. Orders without available stock will be assigned to this location as "Out of Stock."
Initial Status: This field should be set only for specific scenarios like Trendyol split packaging and Hepsiburada split packaging.
Customer Type: Use this field for scenarios based on customer types.
The distribution of packages is determined by the set of rules defined within a scenario. These rules run sequentially, and the package assignment process follows the first matching rule. At least one rule must be defined in the scenario.
Packaging rule properties are detailed below.
To run a rule for specific products in the order, select the prerequisite type. You have two options:
According to SKU: Enter the SKU numbers of the specific products to consider. Multiple SKU numbers can be entered.
According to Product Base Code: Enter the base code numbers of the specific products to consider. Multiple base code numbers can be entered.
Multiple prerequisites can be added by clicking the +Add New Prerequisite button. Remove any unwanted prerequisites by clicking the Remove button.
Configure general packaging information:
Suitable for Partial Shipment: Determines whether the order will be dispatched as a single package or as multiple packages. When selected, it distributes the products in the order and creates multiple packages in different stock locations with available stock. If not selected, it creates a single package in a stock location where all products are in stock.
Transferable: When there is no stock available for the products in the order, it looks at the transfer scenario. If selected, a new transfer order is created at one of the locations with available stock pending any transfer scenario matches.
Configure product prerequisites:
All Products: The default value. If selected, the bundled products in the order will not be processed.
Only Bundled Products: The rule will run if there is a bundled product in the order, even if partial packaging is selected.
Except Bundled Products: The rule will run if there is no bundled product in the order, even if partial packaging is selected.
Only Trade-In Items: The rule will run if there is a trade-in product in the order, even if partial packaging is selected.
Determine the stock location for package creation. Multiple conditions can be added:
Distance (km): Creates the package in locations with distances to the order address matching the entered prerequisite value.
Stock Location List: Enter the desired stock locations for package creation. Multiple stock location can be entered as in the example below.
Except Stock Location List: Enter stock locations where packages are not desired. In such cases, packages will be created in locations other than those specified in the condition value.
Location Type: Assigns packages to stock locations in the City, District, Neighborhood or Country at the order address without providing a list of stock locations.
Stock Location Type: Creates packages at stock locations of the selected type; Warehouse or Store.
Multiple conditions can be added by clicking the Add New Location Setting button and remove undesired conditions using the Remove button.
Determine the stock location sorting for package creation. Multiple sorting priorities can be added:
Importance: Sorts stock locations based on the Priority value in ascending or descending order.
Distance: Sorts stock locations based on their distance from the order address in increasing or decreasing order.
Package Density: Sorts the number of packages created in the stock location in increasing or decreasing order.
Rounding City Distance: Prioritizes stock locations in the same city as the order address.
Stock Amount: Sorts stock locations based on the available stock amount.
Multiple sorting priorities can be added by clicking the Add New Ranking Priority and remove undesired sorting priorities using the Remove button.
Once all the rule panels have been filled in, save the rule by clicking the Save Rule button. After adding the rule, adjust rule priorities using the scroll buttons on the rule panels. Higher priority rules are processed first.
Click the Save Scenario button to complete the edit. The scenario order can be changed by dragging and repositioning scenario lines, so the working order also changes.
