Order Routing Rule

How to access

1. Fynd Platform
2. Sales Channel (select application)
3. Settings
4. Logistics & Support
5. Order Routing Rules

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 these feature:

1. Basic prioritization
2. Custom rules

The priority and custom rules are set by the merchant.

Basic Prioritization

This tab consists of a comprehensive range of criteria determining how delivery services are sorted. Merchants can easily set the sequence of these criteria based on their preferences. The following priority cards are present for sorting:

Figure 1: Basic Prioritization

1. 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.
2. Distance: The selling location sorting is based on the distance between the customer location and the store location
3. Selling Location Type: Selling locations are organized according to location types, such as warehouses, high streets, malls, etc. You can adjust the priority of these location types by rearranging them.
4. Inventory Depth: Selling locations will be organized based on the location with the highest inventory availability.
5. Price: The selling location sorting is based on the most affordable rate considering both the source and the destination.
6. Selling Location Tags: When tags are associated with selling locations, they will appear here, and you can assign priority levels among these tags.
7. Fastest Available Delivery (Promise): The selling location is sorted based on the fastest delivery possible to the customer. For example, Store-1 is located 1 km from the customer and can deliver in five days. On the other hand, Store-2, which is 5 km away, can deliver in just one day, making Store-2 an ideal choice.
8. Manual Priority: Sellers can manually assign priority to selling locations based on their business needs. This allows them to override automated sorting and ensure specific locations are selected first, regardless of other factors like distance or inventory depth.

Merchants have the flexibility to rearrange these priority cards, determining the sequence for sorting selling locations.

In the Basic Prioritization window, merchants can customize the order fulfillment process by adjusting priority rules. The More Actions button provides additional options for refining prioritization criteria.

Figure 2: Clicking More Action

Figure 3: Additional Options

1. Add Custom Parameter: Merchants can add custom parameters to tailor their prioritization settings.

   

   Figure 4: Creating Custom Rule
   
   • Click on Add Custom Parameter from the More Actions button.
   • A window will appear with the title "Add Custom Parameter."
   • Select the required type from the Type of Custom Fields dropdown.
   • Available option: Store (custom field added for stores).
   • After selecting Store, another dropdown appears prompting you to "Select Custom Field for Custom Parameter Addition."
   • Choose the required Custom Field and click Save to apply the changes.

   

   Figure 5: Custom Rule Created
   

   Once added, custom parameters can be:

   • Reordered by dragging them up or down in the Basic Prioritization list.
   • Deleted by hovering over the parameter and clicking the delete button (bin icon) on the right.

2. Add Minimal Split Shipment: Merchants can prioritize minimising the split of shipments to optimize delivery efficiency.

   1. Click on "Add Minimal Split Shipment" from the More Actions button.

   

   Figure 6: Creating Minimal Split Shipment
   
   2. A confirmation prompt. Click "Yes" to enable the rule.

   

   Figure 7: Creating Minimal Split Shipment
   
   3. The Minimal Split of Shipments rule is pinned at the top of the priority list in Basic Prioritization and takes precedence over other properties.

   

   Figure 8: Minimal Split Shipment Added
   

   To remove it, hover over the rule and click the remove button (cross icon).

Custom Rule

This tab allows merchants to set up selling location assignments using personalized conditions and merchant choice rules.

Rule Details

Do the following steps to create custom rules:

1. Click Create Custom Rule.

Figure 9: Create Custom Rule

2. Enter a name in the Rule Name box.

3. Select the precise parameter from the Conditions dropdown to establish your rule:

   1. To Customer Location: Define a specific destination location for rule implementation.
   2. Zone: Select specific zones for rule implementation.
   3. Department: Specify the department of products to which this rule should be applied.
   4. Category: Select the product category for which this rule applies.
   5. Brands: Choose specific brands to apply this rule.
   6. Product Tag: Select relevant product tags for orders to which this rule should be applied.
   7. Product: Choose specific products to which this rule is applicable.
   8. Selling 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.
   9. Selling 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 (priorities) screen, you will see only those location selected for this rule.
   10. Within Customer’s Radius: Define the radius in km so that the store assignment will be restricted to locations within that defined geographical distance.
   11. 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.
   12. Product Attributes – Select product attributes (e.g., size, color, brand) to apply the rule based on specific product characteristics.
   13. Companies: Selling locations are sorted based on the associated company, allowing you to prioritize fulfillment from specific companies as per business requirements.

   Depending on the previously chosen parameter, you will select the corresponding sub-parameter. For example, if the merchant selects To Location as the parameter for the condition, the associated sub-parameters will have: Limit by Country/State/City/Area and Limit by Pincodes. If the merchant chooses Limit by Country/State/City/Area, the subsequent selection have a specific country/state/city/area.

Figure 10: Add Parameter

4. If required, click Add Condition to include additional conditions in the rule. A merchant has the option to establish multiple conditions within a single rule.

Figure 11: Add Condition

5. 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 the conditions created.

Figure 12: Custom Rule: Proceed to Priority

note

You can enable/disable a rule according to your needs by toggling the Active button.

Priority

After a merchant establishes the conditions, the next step involves determining how to assign a selling location when these conditions are met. This assignment can be done by manually selecting the locations or using functional properties similar to those available in the basic prioritization section.

1. Selling Locations - Designate selling locations for this shipping rule based on your selected criteria.

   • Select Selling Locations
     • Click the dropdown "Filter Selling Locations by" to choose between:
       • All Selling Locations: Selects all available selling locations.
       • Specific Selling Locations: Opens a side panel where you can manually select specific selling locations. Click Add, review the selection, and click Save.
   • When you selected Specific Selling Locations:
     • To refine the selection, the seller can use the "Filter Applied" button to apply filters such as:
       • Selling Location Type – Filter locations based on type, such as warehouses, highstreet, or mall.
       • Selling Location Tag – Select locations based on predefined tags, such as high-priority or region-specific locations.
   • Select the desired Selling Locations by checking the checkboxes and clicking "Add".
   • The chosen Selling Locations will then appear under the "Selected" tab on the same screen. Click Save to add Selling Locations.
   • To edit your selection later, click Manage button on the selection bar and update your choices before saving.

2. Selling Locations Priority - The selling location priority can be set either by functional properties or can be selected manually.

   1. Selling locations based on functional properties involves sorting the custom rules created by the merchant. If multiple rules exist, then you can choose the order in which the criteria for selecting selling locations are applied.

   2. Choosing manual selection for selling locations allows the merchant to personally select and prioritize specific locations based on their business needs. Clicking Add Selling Locations button displays a list of available locations. The merchant can select the desired selling locations and click Save to confirm the selection.

   The chosen locations will then appear under the Selected tab on the same screen.

   

   Figure 13a: Priority by Manual Selection [Selling Location]
   

   

   Figure 13b: Applying Filters on Selling Locations
   

   

   Figure 13c: Adding Selling Locations
   

   

   Figure 13d: Viewing and Saving Selling Locations
   

note

In the absence of any custom rules created, the priority of selling locations must be manually selected.

2. You can choose and relocate the selling locations to the desired position to establish their priority.
   Merchant can generate multiple rules, which will be displayed on the Custom Rules page and organized into active or inactive tabs depending on their status. Merchants 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.

note

If no custom rules meet the criteria, the selling location assignment will default to a basic prioritization system.

caution

Modifying stores, products, or delivery zones, such as removing product tags, store tags, or deleting delivery zones, will affect the rules created in the order routing rules section. Proceed with caution while making such changes.