Call Off Reservation Rules

Call Off reservation Rules define which Call-Off Orders are eligible for inventory reservation and in what priority order. When the Reservation batch job runs, it evaluates all Call-Off Orders in Hold or Partially Reserved status against your configured rules — ranked by priority — and invokes the Reservation Service to soft-allocate inventory for matched orders. Rules that rank higher receive inventory first; lower-ranked rules only see what remains after higher-priority rules have completed their allocation pass. Call Off reservation Rules follow the same composable rule structure used across Kibo for other rule types such as Purchase Limit Rules and Call-Off Release Rules, using the same expression-based criteria framework for product, customer, and Call off order-level conditions. In addition to the UI detailed here, you can create and manage Call Off reservation Rules with the Reservation Rules API endpoints. The Product Rules , Customer Rules and Call Off Order Rule APIs can also be used to manage supporting product , customer rules and call off order rules.

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Prerequisites

Before configuring Reservation Rules, ensure the following:

• The B2B Wholesale OMS feature is enabled for your tenant. Contact Kibo Support to enable this capability.
• You have the Admin or Super Admin role, or a role with the following behaviors assigned:
  • Product Rule: Read, Create, Update, Delete
  • Customer Rule: Read, Create, Update, Delete
  • Reservation Rule: Read, Create, Update, Delete
• At least one Call-Off Order exists in Hold status as input to the engine.

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How Reservation Rules Work

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Rule Evaluation Order

Call Off reservation Rules are evaluated in ascending rank order — the rule with Rank 1 has the highest priority and runs first. All Call-Off Orders matched by Rank 1 are allocated inventory before Rank 2 runs. Rank 2 only sees inventory remaining after Rank 1 has completed its full pass. A Call-Off Order line matched by a higher-priority rule is excluded from lower-priority rules in the same batch cycle. This prevents double-allocation and ensures deterministic, priority-based inventory distribution.

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Rule Matching Logic

A Call-Off Order must satisfy all criteria types defined on a rule (AND logic across criteria types) to be eligible under that rule. Within a single criteria type — for example, within Product Criteria — conditions can be combined using AND or OR logic as configured in the expression editor. If a rule defines a simple criteria for a particular type which will match all the call off orders (e.g Total Amount ≥ 1$), all orders automatically pass that criterion. This makes it straightforward to configure a catch-all rule at the lowest rank to ensure every Call-Off Order receives an allocation pass.

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Priority Enforcement

The rule engine processes rules as the outer loop. Rule N+1 only receives the inventory left after Rule N has fully completed allocation across all its matched Call-Off Orders. This architecture ensures that high-priority buyers always receive their inventory preference before lower-priority segments are served.

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Rule Criteria

A Call Off reservation Rules is a composite rule made up of up to three criteria types. All types present on a rule must match (AND logic across types) for a Call-Off Order to qualify:

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Time Fence Configuration

Each Reservation Rule includes a Time Fence Days parameter that controls the inventory search window used when performing Order Routing for matched Call-Off Order lines. The time fence is calculated symmetrically around the line’s Requested Ship Date:

• deliveryDateAfter = requestedShipDate − timeFenceDays
• deliveryDateBefore = requestedShipDate + timeFenceDays

Only inventory available within this window is considered during Order Routing. A value of 0 means only inventory available exactly on the requested ship date is considered.

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Rule Attributes

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Configure Call Off Reservation Rules

To create a new Call Off Reservation Rule:

1. Go to Main > Supply> Rules > Call Off Reservation Rules.
2. Select a Site from the site selector.
   
3. Click Create Reservation Rule.
4. Enter a Code. If left blank, the system generates one automatically.
5. Enter a Name and an optional Description.
6. Enter a Rank value. The lower the number, the higher the priority.
7. Enter a Time Fence Days value. Enter 0 to restrict the inventory lookup to the exact requested ship date only.
8. Toggle the rule Enabled to activate it for batch processing.
   
9. Optionally, add Product Criteria:
   • Click Add Product Rule to select an existing product rule or create a new one.
   • Use the expression editor to define product-level conditions. Click Preview to view a list of products that would be matched by the expression.
     
10. Optionally, add Customer / Account Criteria:
    • Click Add Customer Rule to select an existing customer rule or create a new one.
    • Use the expression editor to define account-level conditions such as segment, priority, ID, or custom attributes.
      
11. Optionally, add Call-Off Order Criteria:
    • Click Add Call-Off Order Rule to create a new expression for order-level conditions such as channel, total amount, custom attributes, or requested ship date.
      
    At least one Criteria is mandatory out of Product Criteria , Customer Criteria & Call-Off criteria
12. Click Save.

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Manage Call Off Reservation Rules

The dashboard at Main > Supply> Rules >Reservation Rules displays all existing rules and allows you to manage them with the following actions:

• Toggle the Status icon on a rule to activate or deactivate it without deleting it. Disabled rules are skipped during batch processing.
• Click on the Kebab icon on a rule to Edit or Delete it.
• Check multiple rules and then use the Actions menu in the top right to enable, disable, or delete them in bulk.
• Edit the Rank of a rule directly in the table, or click and drag to reorder. Rules are always evaluated from highest to lowest rank, with Rank 1 running first.

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Example Rule Configurations

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Priority Allocation for Strategic Accounts

Configure two rules to ensure platinum-tier buyers always receive inventory before standard-tier buyers:

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Channel-Based Reservation Priority

Prioritize wholesale channel orders over outlet channel orders: