Scenarios

Scenarios are groups of locations that an order can be routed within, filters that exclude certain locations from different routing cases, and after-actions that control which steps Order Routing takes when determining whether that scenario is a match for shipment items. Fulfillment paths within routing strategies are usually made up of multiple scenarios, ranked by priority.

The Order Routing UI has been overhauled in August 2025 with an updated look and feel, as well as some functional changes. This new UI is now available to be enabled in your sandboxes. Contact Kibo Support to opt in and begin using it. All sandbox tenants will receive the new UI on September 3, unless you have specified to opt out by notifying Kibo Support. The UI will also be available for production tenants on September 3. Coordinate with Kibo to migrate your production tenants at any point between September and end of January 2026.

Expand the below sections to view the scenario details for the appropriate UI version.

Classic Order Routing UI


If you have not yet upgraded to the new Order Routing UI, then you are using the Classic UI. Here, a single scenario can be used across multiple routes (e.g. Direct Ship, Transfer, and Return).

View All Scenarios

Scenarios are displayed as part of each fulfillment path summary in the routing strategy details. To view more detailed information, click View Scenarios on that page. This will display a list of all scenarios assigned to that path the following information and actions.

  • Scenario Details: Click the scenario name to view more details and a list of the locations within the scenario.
  • Status: Click the status toggle to activate or deactivate this scenario as needed. If disabled, it will be skipped during assignment.
  • Filters: Each of the filters applied to the scenario are listed, with the ability to create a new filter or add/remove existing ones.
  • After-Actions: Click the icon in the corner of a table column to change the after-actions that should be taken when the scenario is determined to be a match for the order (can fulfill entire order), a partial match (can fulfill some of the order items), or no match (cannot fulfill any items in the order). See the After-Action Logic section for an explanation of these options.
  • Use the icons in the top right corner to delete, duplicate, or change the current rank of a scenario.

The Direct Ship route details page

Create a New Scenario

Begin creating a new scenario from the routing strategy details page by clicking Add Scenario in the top right of the desired fulfillment path.

An example route with a callout for the Add Group button

This will direct you through four pages of the scenario creation flow.  On the first page:

  1. Enter the scenario's Name and Description.The first page of the group creation process where general settings are selected
  2. Configure the primary and secondary sorting options to determine how to prioritize locations within a scenario. In the event of a tie using the primary sort, the secondary sort will determine which location is preferred.
    • Rank: Allows manually prioritized locations by numeric rank.
    • Distance: Prioritizes locations closest to the shipping address.
    • Velocity: Based on maximum LTD (Life to Date) inventory values of the order items at each location candidate. Prioritizes locations with lower values to improve product turn and reduce markdowns by assigning orders to locations with the slowest moving inventory.
    • Carrier Cost: Queries FedEx to get the actual shipping cost and prioritize locations with the lowest costs. Note that this does not calculate based on the rates of any other carriers.
    • Load Balanced: Distributes order assignments evenly among locations.
    • Highest Available Inventory: Aggregates available inventory across all requested items and prioritizes the location with the highest inventory count. 
    • Lowest Available Inventory: Aggregates available inventory across all requested items and prioritizes the location with the lowest inventory count. This is best used with Reverse Logistics routes, as it allows you to restock items at the locations that need it the most.

      Close-up of group sorting settings and the drop-down options

  3. Indicate whether this should be the default scenario that new locations are automatically added to or not.
  4. Select which route the scenario should be applied to. Selecting multiple routes will copy the scenario to each.
  5. Click Continue.

If locations were not already selected before initiating scenario creation, you are able to add locations on the next page.

  1. Select one or multiple locations by selecting the checkbox.
  2. Click Continue.The second page of the group creation process where locations are added

The next page allows you to add filters. If no filters are desired, just click Continue. To select and/or create filter(s), complete the following steps.

  1. Select existing filter(s) if applicable, or click New Filter. 
  2. If creating a new filter:
    • Enter new Filter Name.
    • Select Type: Set up a custom value or choose an existing data point.
    • Select Filter Attribute: The parameter to base the filter on.
    • Select Logic.
    • Select Comparison Property or Custom Value.
  3. Click Continue.The third page of the group creation process where filters are applied

Finally, you must configure the scenario's after-actions. For more information about after-action behavior and what these options mean, see the After-Action Logic section of this guide. 

  1. Select the preferred behavior that Order Routing should take in the event of only finding partial inventory for an order available in this scenario. 
  2. Select the behavior that Order Routing should take if there is no available inventory for an order in this scenario.The final page of the group creation process where after-actions are configured
  3. Click Save Scenario.

Edit an Existing Scenario

To edit a scenario's basic information from the routing strategy details:

  1. Either click Edit on a scenario (shown below) or click View Scenarios and then a scenario's name.A list of example scenarios with the Edit button called out
  2. This will display the scenario details. Click the Edit icon in the top right.
  3. Enter the scenario's Name and Description.The Edit screen of a scenario
  4. Indicate whether the scenario is the Default scenario for new locations to be added to.
  5. Select a Sort for this scenario, such as rank or distance.
  6. Click Save.

Manage Scenario Filters

While viewing scenario details, click either Create Filter (which will take you to the filter configuration flow) or follow the below steps to update the filters currently assigned to the scenario:

  1. Click Add/Remove Filter.A scenario with a callout for the Add/Remove Filter button
  2. This will open a pop-up with all existing filters in your routing strategy. Click the checkboxes as needed to select filters you want to add and unselect filters you want to remove.The add/remove filters popup with example filters
  3. Click Save.

Manage Scenario Locations

You can both add new locations and edit existing locations while viewing a scenario's details.

Add New Locations

To add new locations to a scenario from the routing strategy details::

  1. Either click Edit on a scenario (shown below) or click View Scenarios and then a scenario's name.A list of example scenarios with the Edit button called out
  2. Click Add Locations in the top right. A Direct Ship scenario with an arrow pointing to the Add Locations button
  3. Select locations from the list by clicking their checkboxes.Example of adding locations from the Routes page
  4. Click Add Location to Scenario.

Edit Existing Locations

To edit or perform other actions on scenario locations from the routing strategy details:

  1. Either click Edit on a scenario (shown below) or click View Scenarios and then a scenario's name.A list of example scenarios with the Edit button called out
  2. Select at least one location using the checkbox in the table.An example of a Direct Ship scenario with locations selected
  3. Expand the Edit locations dropdown and select the action you want to perform on the selected location(s). A common use of this is to place a location on hold (and then remove it from the hold). This will temporarily prevent any shipments from being assigned to that location, without fully deactivating the location.The expanded menu of location actions

New Order Routing UI


In the new UI, scenarios are independently associated with each strategy and added directly to that strategy.

Configure a Scenario

To begin configuring a new scenario:

  1. Go to the List Strategies page.
  2. Click the Edit icon on a strategy in the table.
  3. Scroll down to the Scenarios section and click Add Scenario.

There are four steps in the scenario creation flow, detailed below.

Add Scenario

In Step 1, set the scenario's basic configurations.

  1. Enter the scenario's Name.
  2. Enter an optional Description.A new scenario being configured
  3. Configure the primary and secondary sorting options to determine how to prioritize locations within a scenario. In the event of a tie using the primary sort, the secondary sort will determine which location is preferred.
    • Rank: Allows manually prioritized locations by numeric rank.
    • Distance: Prioritizes locations closest to the shipping address.
    • Velocity: Based on maximum LTD (Life to Date) inventory values of the order items at each location candidate. Prioritizes locations with lower values to improve product turn and reduce markdowns by assigning orders to locations with the slowest moving inventory.
    • Carrier Cost: Queries FedEx to get the actual shipping cost and prioritize locations with the lowest costs. Note that this does not calculate based on the rates of any other carriers.
    • Load Balanced: Distributes order assignments evenly among locations.
    • Highest Available Inventory: Aggregates available inventory across all requested items and prioritizes the location with the highest inventory count. 
    • Lowest Available Inventory: Aggregates available inventory across all requested items and prioritizes the location with the lowest inventory count. This is best used with Reverse Logistics routes, as it allows you to restock items at the locations that need it the most.
  4. Indicate whether you want to Automatically add all active locations to Scenario or not using the checkbox. If enabled, all locations that are active in the Admin UI will be applied to this scenario (including any new locations created going forward) and you will not be able to manually add or remove specific locations.
  5. Click Next.

Select Locations

In Step 2, add active fulfillment locations to the scenario to indicate where shipments in this scenario can be assigned. If you enabled Automatically add all active locations to Scenario in the previous step, you will not be able to add any further locations here and can immediately progress to Step 3 instead. For more details about managing routing locations, see the Locations guide.

  1. Select locations from the list by clicking their checkboxes. Use the search bar in the top right to quickly find specific locations if needed. The Select Locations tab with a callout for the Add New button
  2. Click Next.

While creating a new scenario, you can only add locations to it. Once created, you can manage its locations and assign rankings to them by editing the scenario.

Filter Criteria

In Step 3, fine-tune routing by filtering available locations according to logical conditions. If no filters are desired, just click Continue. For more details about filter logic, see the Filters guide.

  1. Enter a Filter Name.
  2. Select the Filter Type. This is the type of data that the filter will be based off of, such as a custom value or existing data point.
  3. Select the Attribute. This is the property that will determine whether the order should be assigned to a scenario with this filter.An example filter being created
  4. Select the logical operator that should be applied when comparing the attribute. The possible conditions will change depending on the data type of the attribute you selected.
  5. A field for a Custom Value, Data List, or Second Attribute will be displayed depending on the filter type you selected. Select or enter the appropriate value that the first attribute will be compared against.
  6. Click Add Condition. This will display the filter in a new table, allowing you to create additional filters as needed.
  7. Click Next.

Split Shipment Behavior

In Step 4, configure the scenario's after-actions. For more information about after-action behavior and what these options mean, see the After-Action Logic section of this guide. 

  1. Select the preferred behavior that Order Routing should take in the event of only finding partial inventory for an order available in this scenario. 
  2. Select the behavior that Order Routing should take if there is no available inventory for an order in this scenario.
  3. Click Save. 

This will complete the scenario creation and add the scenario to the strategy details page.

Manage Existing Scenarios

Once a scenario has been created, you can edit its configurations again at any point by clicking the Edit icon from the strategy details page. You can also remove existing scenarios using the Delete icon, and reorder their rankings with the arrow icons.

A callout for the Edit button on a scenario

After-Action Logic

When a scenario is being considered for assignment, order routing considers the locations within the scenario, the available inventory in each of those locations, and any filters set in the scenario. Then it will determine whether the scenario is a match (can fulfill entire shipment), a partial match (can fulfill some of the items), or no match (cannot fulfill any items). If a full match is found, the shipment will be fully assigned within that scenario. This cannot be reconfigured. 

In the event of a partial match, in which some inventory is available within the scenario but not the entire shipment, the most common behavior is splitting the shipment. If you don't want to split shipments, you can choose to try the next scenario, cancel the entire order, assign the entire order to Customer Care, or assign the entire order to Backorder instead.

Split Shipment Behavior

Shipments can be split based on line item or quantity by assigning available items to a location, and the remaining quantity either assigned to another location, cancelled, sent to Customer Care, or sent to Backorder. If split by line item, the entire quantity of a line item will always be assigned to another location. Splitting by quantity would allow some inventory of one line item to be assigned to one location.

The following screenshot is from the new UI, but is very similar to the Classic version.

The dropdown list of options for partial match after-actions

If a shipment will be split, then an additional setting for Restart attempt for partial assignment will appear. This determines where Order Routing will attempt to assign the remaining items. These options are:

  • Start Over at Beginning: Go back to the highest priority scenario and try to assign the remaining items to a location in that scenario.
  • Current Scenario: Try to assign the remaining items to any location within the current scenario that the split occurred in. If no location can fulfill the items, then move on to the next scenario.
  • Scenario Rank: Try to assign the items to locations in the next scenario of the ranking order.

The following screenshot is from the new UI, but is very similar to the Classic version.

An example of a split partial match with assignment options

Kibo Engineering can configure a limit that specifies the allowed number of order splits in the back-end. Contact Engineering or Kibo Support if you would like to enable this.

Ship-to-Home and Delivery Consolidation

If you have locations enabled for STH or Delivery Consolidation, then specific logic determines how to consolidate shipments:

  • If a full match is not available, Order Routing will check whether any of the suggested routing locations are enabled for consolidation as a partial match. If so, then it will assign the parent shipment to the first consolidation location it finds instead of performing the usual after-action (such as splitting). It will then create transfers to fulfill all of the missing items from transfer-enabled locations. Thus, one single shipment will be sent to the customer from the consolidated location.
  • If no locations have consolidation enabled, or there are not locations enabled to provide transfers, then it will proceed with the standard process of splitting the shipment.
  • If an item is unavailable or on backorder, then a separate shipment will be created and reassigned for future delivery so that it does not block the available items from being consolidated and shipped. Likewise, any items that can't be successfully routed or is rejected from the parent location will follow the configured after-action logic such as being canceled or sent to Customer Care as a separate shipment.

When a shipment is being consolidated at a single location, it cannot be manually reassigned. If using Multiple Location Consolidation, you must create a filter that compares location relationships based on an extensible attribute and apply it to your transfer scenario(s). In this case, shipment reassignment will be allowed since consolidation can occur at more than one location.

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