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. For example, sort by earliest requestedShipDate to protect Call-Off Orders with the most imminent delivery commitments first.

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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. Toggle the rule Enabled to activate it.
7. Configure Sort Criteria:
   • Under Primary Sort, select a numeric or date field (for example, requestedShipDate) and choose Ascending or Descending.
8. Optionally, add Account / Customer Criteria:
   • Click Add Customer Rule and use the expression editor to define account-level conditions.
9. Optionally, add Product Criteria:
   • Click Add Product Rule and use the expression editor to define product-level conditions.
10. Optionally, add Call-Off Order Criteria:
    • Click Add Call-Off Order Rule and use the expression editor to define order-level conditions.
11. 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.

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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: