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“Locations” enable users to associate product inventory with a physical address. A location can represent any address, such as:A brick and mortar store where a merchant sells products directly to shoppers;Stand-alone kiosks in a mall or airport;A warehouse where online orders are fulfilled and shipped.Both the KIBO eCommerce and Order Management solutions use “Location Types” and “Locations” to define physical addresses from which we can sell products, fulfill orders, or both. Defining “Locations” can be helpful if we use a mixture of warehouses, retail stores, or kiosks to manage inventory.Users can determine whether or not to support inventory management at the “Location” level. We can retrieve details about inventory levels at either the “Location” or “Product” level, and update the level of active product stock for a location.If we have a location that does not manage inventory, such as a boutique store owned by a third-party, we can configure the location to appear in the store locator, but not as an in-store pickup location.We’ll review creating and managing “Location Types” in a separate video. Locations, enable users to associate product inventory with a physical address. a location can represent any address such as a brick and mortar store where a merchant sells products directly to Shoppers. Standalone kiosks in a mall or Airport. A warehouse where online orders are fulfilled in shipped. Both the kibo E Commerce and Order Management Solutions use location types and locations to Define physical addresses, from which we can sell products, fulfill orders, or both. Defining locations can be helpful. If we use a mixture of warehouses, retail stores or kiosks to manage inventory. Users can determine whether or not to support Inventory management at the location level. We can retrieve details about inventory levels at either the location or product level, and update the level of active products, stock for a location. If we have a location that does not manage inventory, such as a boutique store, owned by a third party, we can configure the location to appear in the store, locator but not as an in-store pickup location. We’ll review creating and managing location types in a separate video. In this demo, I’m going to demonstrate how to create and configure a new “Location” within KIBO. We’ll see how to set “Location Types”, “Fulfillment Options”, and “Operational Details” to optimize store management. In this demo, I’m going to demonstrate how to create and configure a new “Location” within KIBO. We’ll see how to set “Location Types”, “Fulfillment Options”, and “Operational Details” to optimize store management. To navigate to the “Locations” menu, in the left menu, on the “MAIN” tab, click on “Orders”, then click “Locations”. To navigate to the “Locations” menu, in the left menu, on the “MAIN” tab, click on “Orders”, then click “Locations”. This is the Locations menu. All existing “Locations” for this tenant will be listed here. This is the Locations menu. All existing “Locations” for this tenant will be listed here. The “Search” bar at the top allows users to “Search” or use “Advanced Filtering” to find existing “Locations”. The “Search” bar at the top allows users to “Search” or use “Advanced Filtering” to find existing “Locations”. Clicking the “Ellipses” button on a “Location” allows users to “Edit” the location, which will open the location details screen, “Duplicate” an existing location, or “Disable” a location. Users are not allowed to delete locations, but can “Disable” them to remove them from the “Active” list.Alternatively, to “Edit” a location, users can click directly on the specific location they wish to edit, and that will also open the location details screen. Clicking the “Ellipses” button on a “Location” allows users to “Edit” the location, which will open the location details screen, “Duplicate” an existing location, or “Disable” a location. Users are not allowed to delete locations, but can “Disable” them to remove them from the “Active” list. Alternatively, to “Edit” a location, users can click directly on the specific location they wish to edit, and that will also open the location details screen. To create a new “Location”, click “Create New Location”. To create a new “Location”, click “Create New Location”. This is the “Locations” Details screen. We will review each section.Important Note - all required entry fields are noted with a “green star”. Also, depending on the implementation, not all features or functions may be available. This is the locations detail screen, we will review each section. Important note, all required entry fields are noted with a green star. Also, depending on the implementation not all features or functions may be available. At the top of the “Locations” Details screen are “Section Links”, which will take users directly to the specified section. For example, if we wanted to edit “Fulfillment Cut Off Times”, we could click that link and the system will automatically scroll to that section. At the top of the locations detail screen. Our section links which will take users directly to the specified section. For example, if we wanted to edit fulfillment cutoff times, we could click that link and the system will automatically scroll to that section. The first section is selecting “Location Types”. “Location Types” act as templates that determine how all locations of a certain type interact with a site. “Location Types” typically represent each distinct type of location we’ll use to sell products, but does not represent a discrete address associated with an individual location. We can associate a “Location” with any number of “Location Types”. In this example, we’ll select “Retail”, but could select more if this location supports it.We’ll discuss creating and managing “Location Types” in a separate video. The first section is selecting “Location Types”. “Location Types” act as templates that determine how all locations of a certain type interact with a site. “Location Types” typically represent each distinct type of location we’ll use to sell products, but does not represent a discrete address associated with an individual location. We can associate a “Location” with any number of “Location Types”. In this example, we’ll select “Retail”, but could select more if this location supports it. We’ll discuss creating and managing “Location Types” in a separate video. In the “Fulfillment Types” drop-down menu, select one or more fulfillment types the “Location” supports.In this example, we’ll select “In-Store Pickup”, “Direct Ship”, and “Curbside”. In the “Fulfillment Types” drop-down menu, select one or more fulfillment types the “Location” supports. In this example, we’ll select “In-Store Pickup”, “Direct Ship”, and “Curbside”. Select “Active” to activate this “Location” for operational use. If the “Location” is “Disabled” then it will not be considered for sourcing and other inventory availability calls. Select “Active” to activate this “Location” for operational use. If the “Location” is “Disabled” then it will not be considered for sourcing and other inventory availability calls. Click “Name” to enter this location’s name. This will be used to identify this location in other menus, such as “Inventory”, “Order Routing” or “Fulfiller”. Click “Name” to enter this location’s name. This will be used to identify this location in other menus, such as “Inventory”, “Order Routing” or “Fulfiller”. Users can also add an optional “Description” for this “Location”, if applicable. Users can also add an optional “Description” for this “Location”, if applicable. Enter the location’s “Code”. Similar to “Name”, this entry can also be used as a location’s identifier, especially when using “Locations” with API calls, and cannot be edited once saved. Enter the location’s “Code”. Similar to “Name”, this entry can also be used as a location’s identifier, especially when using “Locations” with API calls, and cannot be edited once saved. Clicking into the “Address” field will open a modal window where we can define the location’s physical address. This required information is especially helpful when using a store finder feature on the storefront. Clicking into the “Address” field will open a modal window where we can define the location’s physical address. This required information is especially helpful when using a store finder feature on the storefront. First, we need to designate our “Address type”, either “Residential” or “Commercial”.In this example, we’ll select “Commercial”. First, we need to designate our “Address type”, either “Residential” or “Commercial”. In this example, we’ll select “Commercial”. Continue to add the physical “Address” information for the location. As before, all required fields are noted with a “green star”. Continue to add the physical “Address” information for the location. As before, all required fields are noted with a “green star”. We can choose to run the “Validate Address” feature on the address we just entered to ensure it is correct. By default, the address validation is done through the US Postal Service, but this can be configured to use alternate validation services, if applicable. We can choose to run the “Validate Address” feature on the address we just entered to ensure it is correct. By default, the address validation is done through the US Postal Service, but this can be configured to use alternate validation services, if applicable. If we chose to validate the address, a modal window with the “Original” and “Validated” addresses will appear. We can click either to use. If we chose to validate the address, a modal window with the “Original” and “Validated” addresses will appear. We can click either to use. Once we’ve input all “Address” information and optionally validated it, we’ll click “Confirm” to save. Once we’ve input all “Address” information and optionally validated it, we’ll click “Confirm” to save. Next, we need to set our “Shipping Origin Contact” for this “Location”. Clicking into this field will open a modal window where we can further configure the contact information. Next, we need to set our “Shipping Origin Contact” for this “Location”. Clicking into this field will open a modal window where we can further configure the contact information. In the “Shipping Origin Contact”, all required fields are noted with a “green star”. We can also enter an optional name for any specified contact. In the “Shipping Origin Contact”, all required fields are noted with a “green star”. We can also enter an optional name for any specified contact. Once we have added all contact information for this “Location”, we’ll click “Save”. Once we have added all contact information for this “Location”, we’ll click “Save”. Next up is setting our “Latitude” and “Longitude”. This is a key step for setting up efficient “Order Routing” distance calculations.The KIBO “Order Routing” service uses these “Latitude” and “Longitude” entries, and compares it against the midpoint of the shipping destination postal code to calculate exact distances between shipping and destination locations. Next up is setting our “Latitude” and “Longitude”. This is a key step for setting up efficient “Order Routing” distance calculations. The KIBO “Order Routing” service uses these “Latitude” and “Longitude” entries, and compares it against the midpoint of the shipping destination postal code to calculate exact distances between shipping and destination locations. The next three entry fields, “Phone”, “Fax”, and “Notes” are all completely optional, and can be configured if applicable. The next three entry fields, “Phone”, “Fax”, and “Notes” are all completely optional, and can be configured if applicable. Moving down the “Locations” Details Screen, if we’re going to stock inventory at this location, then we’ll enable “Location Supports Inventory” by clicking the slider button. We can optionally enable “Allow fulfillment without stock on hand” which will allow order fulfillment even if we have no inventory. Moving down the “Locations” Details Screen, if we’re going to stock inventory at this location, then we’ll enable “Location Supports Inventory” by clicking the slider button. We can optionally enable “Allow fulfillment without stock on hand” which will allow order fulfillment even if we have no inventory. If this “Location” will fulfill “Express Orders”, we can enable that here. If this “Location” will fulfill “Express Orders”, we can enable that here. “Transfer” shipments allow other locations to provide items to a fulfillment “Location” that does not have those items in stock. When this happens, KIBO creates a child shipment that is assigned to a “Transfer Location”. These items will be shipped to the fulfillment location while the parent shipment is put into a “Waiting for Transfer” state.“Transfers” need to be enabled for “Locations” to be eligible to request and fulfill transfers. It also needs to be enabled for the “Site” within its “General Settings”.“Consolidation” works using the same “Transfer” process. If not all of a “Ship to Home” or “Delivery” shipment’s quantity is available at a fulfillment “Location”, then “Transfers” can be used to consolidate its items at a centralized location to be shipped together instead of “Splitting” the shipment. Fulfillers are thus able to save on shipping costs while improving the customer experience by allowing them to receive a single shipment instead of multiple. “Transfer” shipments allow other locations to provide items to a fulfillment “Location” that does not have those items in stock. When this happens, KIBO creates a child shipment that is assigned to a “Transfer Location”. These items will be shipped to the fulfillment location while the parent shipment is put into a “Waiting for Transfer” state. “Transfers” need to be enabled for “Locations” to be eligible to request and fulfill transfers. It also needs to be enabled for the “Site” within its “General Settings”. “Consolidation” works using the same “Transfer” process. If not all of a “Ship to Home” or “Delivery” shipment’s quantity is available at a fulfillment “Location”, then “Transfers” can be used to consolidate its items at a centralized location to be shipped together instead of “Splitting” the shipment. Fulfillers are thus able to save on shipping costs while improving the customer experience by allowing them to receive a single shipment instead of multiple. Here, we can toggle whether we want to include this “Location” in “Aggregate Inventory” levels and “Location Exports”. Here, we can toggle whether we want to include this “Location” in “Aggregate Inventory” levels and “Location Exports”. Select whether this “Location” is a “Warehouse” or not. This tells the system that this location operates as a “Warehouse”, which then sets the requirement to generate “Shipping Manifests” for shipments sent from here. Select whether this “Location” is a “Warehouse” or not. This tells the system that this location operates as a “Warehouse”, which then sets the requirement to generate “Shipping Manifests” for shipments sent from here. Here, we can enable shipping manifests for non-warehouse locations, if applicable. Here, we can enable shipping manifests for non-warehouse locations, if applicable. If we are using the “Estimated Delivery Dates” feature, we can enter the “Processing Time”. The “Processing Time” is the time taken at a location to fulfill shipments, measured in “hours”. This can be set at the “Location” level for “Direct Ship”, “In-Store Pickup”, “Delivery”, and “Transfer” fulfillment types. The “Transfers” time entered here is the processing time only at the transfer location.There is also a separate “Transfer Time” setting that is configured to define the time taken to transfer a shipment from a “Transfer Location” to the “Receiving Location”. We’ll discuss configuring and managing that “Transfer Time” in a separate video. If we are using the “Estimated Delivery Dates” feature, we can enter the “Processing Time”. The “Processing Time” is the time taken at a location to fulfill shipments, measured in “hours”. This can be set at the “Location” level for “Direct Ship”, “In-Store Pickup”, “Delivery”, and “Transfer” fulfillment types. The “Transfers” time entered here is the processing time only at the transfer location. There is also a separate “Transfer Time” setting that is configured to define the time taken to transfer a shipment from a “Transfer Location” to the “Receiving Location”. We’ll discuss configuring and managing that “Transfer Time” in a separate video. “Fulfillment Capacity” allows us to enter a number of shipments and unit of time, either in hours, days, weeks, or months, that “Order Routing” will use as a constraint when assigning shipments to this and other “Locations”.Once the limit is reached, Order Routing will exclude the location from assignment when evaluating orders for the time period. This does not apply to returns. “Fulfillment Capacity” allows us to enter a number of shipments and unit of time, either in hours, days, weeks, or months, that “Order Routing” will use as a constraint when assigning shipments to this and other “Locations”. Once the limit is reached, Order Routing will exclude the location from assignment when evaluating orders for the time period. This does not apply to returns. “Location Attributes” allow users to define special uses for locations, such as if this location “Accepts Returns”, a “Location Priority”, or any “Value Added Services” this location might provide, like “Gift Wrapping” or “Assembly”. We can create any custom “Location Attributes” based on unique business scenarios.We’ll discuss creating “Location Attributes” in a separate video. Location attributes, allow users to Define special uses for locations such as if this location accepts returns a location priority, or any value-added services. This location might provide like gift, wrapping or assembly We can create any custom location attributes based on unique, business scenarios. We’ll discuss creating location attributes in a separate video. In the “Hours of Operation” section, users can define the “Time Zone” that this “Location” operates in, and set its opening and closing hours. This can be helpful when utilizing a “Store Finder” feature on the storefront. In the “Hours of Operation” section, users can define the “Time Zone” that this “Location” operates in, and set its opening and closing hours. This can be helpful when utilizing a “Store Finder” feature on the storefront. “Fulfillment Cut Off Times” define when a “Location” is able to fulfill on each given day of the week, and may or may not be the same as the location’s “Hours of Operations”. We can set daily “Direct Ship”, “Pickup”, “Transfer”, and “Delivery” cut off times with calendar-based overrides.“Fulfillment Date” and “Estimated Delivery Date” calculations factor in these “Cut Off” times. If the “Current” time or “Processing” time is past the “Cut Off” time for the location, the item’s processing time will start the next day that the location is open. Once processing starts on a day, the system assumes that it will complete on that day.Additionally, the system will use this information to calculate an “Order Cut Off Date”. This indicates the latest time at which the order can be placed and still meet the “Estimated Delivery Date”, allowing you to display messaging such as “Receive by February 28th if order is placed by 3:00 PM today” on the storefront. Fulfillment cutoff. Times Define. When a location is able to fulfill on each given day of the week in may, or may not be the same as the locations hours of operations, we can set daily Direct ship pickup transfer and delivery cut off times with calendar-based overrides. Fulfillment date and estimated delivery date calculations factor in these cutoff times. If the current time or processing time is passed the cutoff time for the location. The items processing time. Will start the next day that the location is open. Once processing starts on a day, the system assumes that it will complete on that day. Additionally, the system will use this information to calculate and Order. Cut off date, this indicates the latest time at which the order can be placed, and still meet the estimated delivery date. Allowing you to display messaging such as receive by February 28th. If order is placed by 3 p.m. today on the storefront, Similar to “Hours of Operation”, we’ll set the reference “Time Zone” for the “Cut Off” time, typically matching the time zone where the location is physically located. Similar to “Hours of Operation”, we’ll set the reference “Time Zone” for the “Cut Off” time, typically matching the time zone where the location is physically located. Next, we’ll click the tab of the “Fulfillment Type” we want to configure hours for.If we want our settings here to apply to any other “Fulfillment Types” as well, such as “Transfers”, then we’ll check the appropriate options in the “Apply Cut Off Times to” setting. This will copy our selections to the checked fulfillment type. Next, we’ll click the tab of the Fulfillment type. We want to configure hours for If we want our settings here to apply to any other fulfillment types as well, such as transfers, then we’ll check the appropriate options in the apply cutoff times to setting. This will copy our selections to the checked, fulfillment type. For at least one day of the week, we’ll set the “from” and “to” times to indicate when the “Location” is actively fulfilling orders. If any days are left blank, that means that there is no “Cut Off” for that day. There is also an entry for “Closed” if a “Location” is closed on specific days.If we want to set the same times across multiple days, we can set the times for one day, then check the others we want to copy to using the boxes on the right. We’ll click “Apply hours to all checked” to copy the time to the selected days. For at least one day of the week. We’ll set the from in two times to indicate when the location is actively fulfilling orders. If any days are left blank, that means that there is no cutoff for that day. There is also an entry for closed. If a location is closed on specific days, If we want to set the same times across multiple days, we can set the times for one day, then check the others we want to copy to using the boxes on the right. We’ll click apply hours to all checked copy the time to the selected days. In the “Carrier Accounts” section, we can identify which account credentials should be used when this location is fulfilling a shipment with a specific carrier. We can type the account name for each listed carrier and select it from the results that appear.This is useful when there are multiple accounts for one carrier that are dependent on location. However, note that more extensive carrier settings such as a default carrier and supported shipping methods are configured at the “Location Group” level. We’ll discuss “Location Groups” in a separate video. In the “Carrier Accounts” section, we can identify which account credentials should be used when this location is fulfilling a shipment with a specific carrier. We can type the account name for each listed carrier and select it from the results that appear. This is useful when there are multiple accounts for one carrier that are dependent on location. However, note that more extensive carrier settings such as a default carrier and supported shipping methods are configured at the “Location Group” level. We’ll discuss “Location Groups” in a separate video. Lastly, if “Fulfillment SLAs” are enabled, then the “SLAs” section will be displayed at the bottom of the page. We can use the checkboxes to “Assign” one or more “SLAs” to this “Location”, and use the up and down arrows to adjust the target percentage for each assigned “SLA”.We’ll discuss creating and managing “SLAs” in a separate video. Lastly, if “Fulfillment SLAs” are enabled, then the “SLAs” section will be displayed at the bottom of the page. We can use the checkboxes to “Assign” one or more “SLAs” to this “Location”, and use the up and down arrows to adjust the target percentage for each assigned “SLA”. We’ll discuss creating and managing “SLAs” in a separate video.

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Locations Overview

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Manage Locations

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