> ## Documentation Index > Fetch the complete documentation index at: https://docs.kibocommerce.com/llms.txt > Use this file to discover all available pages before exploring further. # 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](/pages/purchase-limit-rules) and [Call-Off Release Rules](/pages/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](https://docs.kibocommerce.com/api-reference/productrules/create-product-rule) , [Customer Rules](https://docs.kibocommerce.com/api-reference/accountrankingrule/create-customer-rule) and [**Call Off Order Rule**](https://docs.kibocommerce.com/api-reference/calloffreleaserules/create-call-off-release-rule) APIs can also be used to manage supporting product , customer rules and call off order rules. ## **Prerequisites** Before configuring Reservation Rules, ensure the following: * The **B2B Wholesale OMS** feature is enabled for your tenant. Contact [Kibo Support](https://help.kibocommerce.com/) 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**](/pages/call-off-orders) exists in **Hold** status as input to the engine. ## **How Reservation Rules Work** ### **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. **Note:** All enabled Call Off reservation Rules run as a group in each batch cycle. There is no option to trigger an individual rule in isolation. ### **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. ### **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. Priority Rule By Rank

## **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: | **Criteria Type** | **What It Filters** | **Notes** | | :------------------------------ | :--------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Product Criteria** | Which products the rule applies to | Uses the existing Product Rule infrastructure . Supports first-class fields(like-Product Code, Variant Product Code, UPC, Mfg Part Number ,Product Type, Category Code, Category List Price, Fulfilment Types Supported, Height, Length, Weight, Width), attributes properties | | **Customer / Account Criteria** | Which B2B buyer accounts qualify | Uses the existing Customer Rule infrastructure. Supports Customer & Customer Segment. | | **Call-Off Order Criteria** | Call-Off Order header and line-level attributes such as channel, order type, total amount, and custom attributes | Expression-based criteria type specific to B2B Wholesale OMS. Like Call-Off Order Total Amount, Account ID, Channel Code, Item Product Code, and Item Requested Ship Date, as well as custom Order Attributes (header level) and Item Attributes (line level). | **Note:** Product Rules , Customer Rules and call off order rules created for Call Off reservation Rules are exclusive to Call Off reservation Rules and cannot be shared with other rule types such as [Purchase Limit Rules](/pages/purchase-limit-rules) or [Return Rules](/pages/return-rules). ## **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. **Note:** Requested Ship Date is mandatory on every Call-Off Order line. The time fence has no site-level fallback default. Time Fence On Reservation Rules

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. Call Off Reservation Rules Form

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. Product Selection Criteria

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. Customer Selection Criteria

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. Call Off Order Rule Criteria

At least one Criteria is mandatory out of Product Criteria , Customer Criteria & Call-Off criteria 12. Click **Save**. **Note:** Rules are scoped to the site level. A rule configured for one site applies only to Call-Off Orders processed under that site. ## **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. Reservation Rules List