Steal-For Rules

Steal-For Rules define which still-short Call-Off Orders are eligible to attempt a supply steal and their priority order when competing for the same supply. When the Reservation Rebalancer determines that free supply cannot fully re-secure a short Call-Off Order, it enters the steal phase. Call-Off Orders matched by a Steal-For Rule become Seekers — they are permitted to take reserved supply from eligible Givers, subject to the Ship Date Buffer and the rules configured in Steal-From Rules. Seekers are processed in priority order: a Seeker matched by a higher-ranked rule (lower rank number) attempts to recover supply before lower-ranked Seekers. Within a priority tier, the sort configured on the rule determines the order — for example, earliest ship date first. Steal-For Rules follow the same composable rule structure used across Kibo for other rule types, using expression-based conditions across Account/Customer, Product, and Call-Off Order criteria dimensions. In addition to the UI detailed here, you can create and manage Steal-For Rules using the Steal-For Rules API endpoints. The Product Rules , Customer Rules and Call Off Order Rule APIs can also be used to manage supporting product and customer rules.

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Prerequisites

Before configuring Steal-For Rules, ensure the following:

• The B2B Wholesale OMS feature is enabled for your tenant. Contact Kibo Support to enable this capability.
• The Reservation Rebalancer is enabled within the Inventory Balancing & Reservations B2B settings under general settings.
• You have Admin or Super Admin role permissions, or a role with the following behaviors assigned:
  • Product Rule: Read, Create, Update, Delete
  • Customer Rule: Read, Create, Update, Delete
  • Steal-For Rule: Read, Create, Update, Delete

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How Steal-For Rules Work

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Rule Evaluation

All enabled Steal-For Rules run together when the Reservation Rebalancer enters the steal phase. Short Call-Off Orders are evaluated against each rule in ascending rank order — Rank 1 is evaluated first. When a Call-Off Order matches a rule’s criteria, that rule assigns it a Seeker priority. A Call-Off Order is only matched once — once it qualifies under a rule, it is not re-evaluated against subsequent rules. Call-Off Orders that do not match any enabled Steal-For Rule are not eligible to steal supply and fall through to the regular Reservations Job.

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Seeker vs. Giver Partition

At the start of the steal phase, the engine determines a fixed partition of all short Call-Off Orders into potential Seekers and potential Givers. A Call-Off Order is either a Seeker or a Giver in a given run — never both. If a Call-Off Order matches both a Steal-For Rule and a Steal-From Rule, it is treated as a Seeker only and removed from the Giver pool.

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Sort and Tiebreaking

Each Steal-For Rule includes a primary and optional secondary sort. For Call-Off Orders that match the same rule, the sort determines their relative processing order within that priority tier.

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Criteria Matching

A Call-Off Order must satisfy all defined criteria types on a rule (AND logic across types) to match. Within a single criteria type, conditions can be combined using AND or OR logic 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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Rule Criteria

A Steal-For Rule supports up to three criteria types:

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Rule Attributes

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Configure Steal-For Rules

To create a new Steal-For Rule:

1. Go to Main > Supply > Rules > Steal-For Rules.
2. Select a Site from the site selector.
3. Click Create Steal-For Rule.
4. Enter a Code. If left blank, the system generates one automatically.
5. Enter a Name and an optional Description.
6. 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.
7. Toggle the rule Enabled to activate it.
8. 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.
9. Optionally, add Account / Customer Criteria:
   • Click Add Customer Rule and use the expression editor to define account-level conditions.
10. Optionally, add Product Criteria:
    • Click Add Product Rule and use the expression editor to define product-level conditions.
11. Optionally, add Call-Off Order Criteria:
    • Click Add Call-Off Order Rule and use the expression editor to define order-level conditions.
12. Click Save.

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Manage Steal-For Rules

Access the Steal-For Rules dashboard at Main > Supply> Rules> Steal-For Rules to manage your configured rules:

• 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.
• 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.

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Example Rule Configurations

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Prioritize Strategic Accounts for Supply Recovery

Ensure strategic-account Call-Off Orders are the first to attempt stealing supply when they go short:

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Prioritize by Call off Order Value

Allow high-value Call-Off Orders to attempt supply recovery before standard orders:

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Combined Account and Product Priority

Target strategic accounts placing orders for premium products with the highest Seeker priority: