Prerequisites
Before configuring Backorder Shipment Rules, ensure the following:- The B2B Wholesale OMS feature is enabled for your tenant. Contact Kibo Support to enable this capability.
- You have Admin or SuperAdmin role permissions, or a role with the following behaviors assigned:
- Product Rule: Read, Create, Update, Delete
- Customer Rule: Read, Create, Update, Delete
- Backorder Shipment Rule: Read, Create, Update, Delete
- The Allocation Rebalancer is configured and enabled at the site level. See Allocation Rebalancer.
How Backorder Shipment Rules Work
When They Run
Backorder Shipment Rules run as part of the Allocation Rebalancer’s sequential flow — specifically as the backorder prioritization step (Step 5). They run every time the rebalancer is triggered, regardless of whether the triggering event was a supply decrease (which also processes future shipments) or a demand decrease (which goes directly to backorder processing). The rules run against the entire backorder queue, not just the shipments affected by the triggering event. This ensures all backorders are sequenced correctly against the revised available inventory after every run.Rule Evaluation
All enabled Backorder Shipment Rules run together in ascending rank order. Each backorder shipment is evaluated against each rule in sequence. When a shipment matches a rule’s criteria, that rule assigns a priority rank to the shipment. A shipment is only evaluated once — once it matches a rule, it is not re-evaluated against subsequent rules. Shipments that do not match any enabled rule will be considered by Catch All Rule, which is treated as the lowest possible priority during reallocation.Its up to the Admin to create a Catch All Rule Criteria such that all the shipments get eligible in that rule
Release Processing
After prioritization, the rebalancer releases backorder shipments in priority order — highest-priority shipments are released first. Inventory sourcing during backorder release is governed by the Backorder Inventory Settings configured at the site level (whether to use current inventory, future inventory, or both, and in what order).Sort
Each Backorder Shipment Rule includes a Primary Sort Attribute and an optional Secondary Sort Attribute, each with its own Sort Direction (Ascending or Descending). For Backorder Shipments that match the same rule, the primary sort determines their relative order within that priority tier. The secondary sort is applied only as a tie-breaker, when two or more matched Backorder Shipments share the same primary sort value.Rule Criteria
A Backorder Shipment Rule supports up to three criteria types:Note: Product Rules, Customer Rules and Shipment Rules created for Backorder Shipment Rules are exclusive to Backorder Shipment Rules and cannot be shared with other rule types.
Rule Attributes
Configure Backorder Shipment Rules
To create a new Backorder Shipment Rule:-
Go to Main > Fulfillment > Rules > Backorder Shipment Rules.
- Click Create Backorder Shipment Rule.
- Enter a Code. If left blank, the system generates one automatically.
- Enter a Name and an optional Description.
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Use the optional Start Date and End Date fields to schedule when the rule is eligible for evaluation.
- If both fields are blank, the rule is always eligible — the default behavior.
- The rule is only evaluated when it is Enabled and the current date and time falls within the window.
- Enter a Rank value. The lower the number, the higher the priority.
- Enter a Time Fence Days value. The rebalancer searches for inventory within this symmetric window around the shipment’s requested ship date when releasing the backorder.
- Toggle the rule Enabled to activate it.
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Configure Sort Criteria: Under Primary Sort Attribute, select a sort field and choose a Sort Direction of Ascending or Descending.
Optionally, under Secondary Sort Attribute, select a tie-breaker field and its own Sort Direction. The secondary sort is applied only when matched call off orders have the same primary sort value. -
Optionally, add Account / Customer Criteria:
- Click Add Customer Rule and use the expression editor to define account-level conditions.
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Optionally, add Product Criteria:
- Click Add Product Rule and use the expression editor to define product-level conditions.
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Optionally, add Shipment Criteria:
- Click Add Shipment Rule and use the expression editor to define shipment-level conditions.
- Click Save.
Note: At least one Rule Criteria is needed for the rule to be saved. Only Extensible/Custom attributes marked Available for Rules on their attribute definition appear in this rule’s criteria builders for Product Rules and Shipment Rules(header as well as item level).
Manage Backorder Shipment Rules
Access the Backorder Shipment Rules dashboard at Main > Fulfillment > Rules > Backorder Shipment Rules to manage your configured rules:- Toggle the Status icon on a rule to activate or deactivate it without deleting it.
- Expand the actions menu on a rule to Edit or Delete it.
- Check multiple rules and use the Actions menu to enable, disable, or delete in bulk.
- Edit the Rank of a rule directly in the table, or click and drag to reorder.
- The list displays Start Date and End Date columns. Click either column header to sort the list by that date.
- Use the Search & Filter section to narrow the list by Rule Code, Rule Name, Start Date, End Date, Status (Enabled/Disabled), and Created By.
