KIBO’s Reverse Logistics solution utilizes a flexible framework for managing returns and product disposition. It relies on “Routing Strategies” that are highly configurable and control the flow of returned goods. These Strategies, which are separate for “Return Location” and “Disposition Location”, are built upon Scenarios and Filters. The Scenarios define the logic for routing, while the Filters consider various data points, including Inventory, Order, Catalog, Location, Customer, and B2B Account information.Most importantly, the system also factors in the condition of the returned item to determine the appropriate destination. The Return Location Strategy is triggered at the initiation of a return, either from the Admin or the customer’s account page, while the Disposition Strategy is invoked later, once the merchant has inspected the product and assessed its condition. This robust, multi-stage approach ensures that every returned item is routed to the correct place, minimizing waste and maximizing efficiency. Keep those reverse Logistics solution, utilizes, a flexible framework for managing returns and product disposition. It relies on routing strategies that are highly configurable and control the flow of returned Goods. These strategies which are separate for return location and disposition location are built upon scenarios and filters the scenarios Define the logic for routing. While the filters consider various data points, including inventory order, catalog location, customer and B2B account information. Most importantly, the system also factors in the condition of the return item to determine the appropriate destination. The return. Location strategy is triggered at the initiation of a return either from the admin or the customers account page, while the disposition strategy is invoked later. Once the merchant has inspected, the product and assess its condition, This robust multi-stage approach ensures that every returned item is routed to the correct Place, minimizing waste and maximizing efficiency. In this video, I will demonstrate how to create a Reverse Logistics Strategy with an associated Scenario within the Strategy. Once created, these Strategies can be used for Returns Routing during the Returns process. In this video, I will demonstrate how to create a Reverse Logistics Strategy with an associated Scenario within the Strategy. Once created, these Strategies can be used for Returns Routing during the Returns process. Reverse Logistics Strategies are created and managed in the “Order Routing” menu. To navigate to the “Order Routing” menu, in the left menu, on the “MAIN” tab, click “Order Routing”. Reverse Logistics Strategies are created and managed in the “Order Routing” menu. To navigate to the “Order Routing” menu, in the left menu, on the “MAIN” tab, click “Order Routing”. This is the Order Routing menu. All Routing and Reverse Logistics Strategies will be listed here. We discussed the Order Routing menu in a previous video. This is the Order Routing menu. All Routing and Reverse Logistics Strategies will be listed here. We discussed the Order Routing menu in a previous video. To create a new Reverse Logistics Strategy, we’ll click the “Add Strategy” button on the top right. This will open a menu where we can define how our Reverse Logistics should work. To create a new Reverse Logistics Strategy, we’ll click the “Add Strategy” button on the top right. This will open a menu where we can define how our Reverse Logistics should work. This is the “Add Strategy” menu. It is the exact same menu we discussed for creating Order Routing Strategies, but we’ll make a few different selections when configuring for Reverse Logistics. All required fields are noted with a red “star”. This is the “Add Strategy” menu. It is the exact same menu we discussed for creating Order Routing Strategies, but we’ll make a few different selections when configuring for Reverse Logistics. All required fields are noted with a red “star”. First, we need to give our Strategy a “Name” and optional “Description”. In this example, we’ll use “New Strategy”, but we would typically make this as descriptive as possible. First, we need to give our Strategy a “Name” and optional “Description”. In this example, we’ll use “New Strategy”, but we would typically make this as descriptive as possible. Next, we’ll need to select the “Type” of Strategy we want to create. As shown here, we have Order Routing “Types”, such as Direct Ship, Transfer, or Delivery. For Reverse Logistics, we can also choose a Return or Disposition “Type”.In this example, we’ll choose a Return “Type”, but the Strategy creation is similar for Disposition. Next, we’ll need to select the “Type” of Strategy we want to create. As shown here, we have Order Routing “Types”, such as Direct Ship, Transfer, or Delivery. For Reverse Logistics, we can also choose a Return or Disposition “Type”. In this example, we’ll choose a Return “Type”, but the Strategy creation is similar for Disposition. Select a “Candidate Sort Strategy”. This will prioritize routing candidates based on a Minimal number of Shipments, Scenario Rank and Quantity, just Quantity, or Distance from the shipping destination.In this example, we’ll select Distance. We can further refine Sort within the Scenario we’ll create shortly. Select a “Candidate Sort Strategy”. This will prioritize routing candidates based on a Minimal number of Shipments, Scenario Rank and Quantity, just Quantity, or Distance from the shipping destination. In this example, we’ll select Distance. We can further refine Sort within the Scenario we’ll create shortly. Next, we’ll need to decide whether we want to toggle on the “Assignment Type” and/or the “Strategy Status”.“Assignment Type” allows item assignment across different Scenarios. If we want to keep all item assignments within a single Scenario, we’ll leave “Multiple Assignment” toggled “off”.We’ll toggle the “Strategy Status” to “Active” if we want this to be the active Strategy for the selected fulfillment “Type”. If another strategy of that type is already active, then an error message will be displayed. We must disable the currently-active strategy before creating a new active one. next, we’ll need to decide whether we want to toggle on the assignment type and or the strategy status assignment type allows item assignment across different scenarios. If we want to keep all item, assignments, within a single scenario will leave multiple assignment toggled off. we’ll toggle the strategy, status to active if we want this to be the active strategy for the selected fulfillment type If another strategy of that type is already active, then an error message will be displayed. We must disable the currently active strategy before creating a new active one. Click “Save” to save the new Strategy. Click “Save” to save the new Strategy. The new Strategy has been created, and will display in the “Strategies” list of the Order Routing menu page. Next, we’ll need to edit the Strategy to add a “Scenario”. “Scenarios” are groups of Locations that an order can be routed within, Filters that exclude certain Locations from different routing cases, and After-Actions that control which steps Order Routing takes when determining whether that Scenario is a match for Return items. Fulfillment paths within routing Strategies are usually made up of multiple Scenarios, ranked by priority.We’ll click the “Pencil” icon on the “New Strategy” to open it for editing. The new strategy has been created and will display in the strategies list of the order routing menu page. Next, we’ll need to edit the strategy to add a scenario. Scenarios are groups of locations that in order can be routed within filters that exclude certain locations from different routing cases and after actions that control which steps order routing takes when determining, whether that scenario is a match for returned items. Fulfillment paths, within routing strategies are usually made up of multiple scenarios ranked by priority. We’ll click the pencil icon on the new strategy to open it for editing. Back in the “Edit Strategy” screen, we have a new “Scenarios” section. Any “Scenarios” for this Strategy will be listed here. We can also Add new Scenarios, Import Scenarios from other Strategies, or Export Scenarios listed here for use in other Strategies. Back in the “Edit Strategy” screen, we have a new “Scenarios” section. Any “Scenarios” for this Strategy will be listed here. We can also Add new Scenarios, Import Scenarios from other Strategies, or Export Scenarios listed here for use in other Strategies. We’ll click the “Add Scenario” button to define which Locations to use, how to prioritize them, and what to do if nothing matches our rules. We’ll click the “Add Scenario” button to define which Locations to use, how to prioritize them, and what to do if nothing matches our rules. This is the “Add Scenario” page. As shown at the top of the page, there are 4 steps to defining a Scenario. The first step is Scenario general information, such as a “Name” and optional “Description”, and defining further “Sort Criteria”. As mentioned earlier, all required fields are noted with a red “star”. This is the “Add Scenario” page. As shown at the top of the page, there are 4 steps to defining a Scenario. The first step is Scenario general information, such as a “Name” and optional “Description”, and defining further “Sort Criteria”. As mentioned earlier, all required fields are noted with a red “star”. First, we need to give our Scenario a “Name” and optional “Description”. In this example, we’ll use “New Scenario”, but we would typically make this as descriptive as possible. First, we need to give our Scenario a “Name” and optional “Description”. In this example, we’ll use “New Scenario”, but we would typically make this as descriptive as possible. The “Scenario Type” is inherited from the Strategy where we are creating the Scenario, and is therefore uneditable. Since “New Strategy” was created with the “Type” of “Return”, all Scenarios created for “New Strategy” will share that “Scenario Type”. The “Scenario Type” is inherited from the Strategy where we are creating the Scenario, and is therefore uneditable. Since “New Strategy” was created with the “Type” of “Return”, all Scenarios created for “New Strategy” will share that “Scenario Type”. Next, we’ll need to configure the “Primary” and “Secondary Sorting” options to determine how to prioritize Locations within a Scenario. In the event of a tie using the “Primary Sort”, the “Secondary Sort” will determine which location is preferred. The options available here are:“Rank”, which allows for manually prioritized Locations by numeric rank;“Distance” prioritizes Locations closest to the shipping address;“Velocity” is based on maximum Life to Date inventory values of the order items at each Location candidate. It prioritizes Locations with lower values to improve product turn and reduce markdowns by assigning orders to Locations with the slowest moving inventory;“Load Balanced” distributes order assignments evenly among Locations;“Highest Available Inventory” aggregates available inventory across all requested items and prioritizes the Location with the highest inventory count;“Lowest Available Inventory” aggregates available inventory across all requested items and prioritizes the Location with the lowest inventory count. This is best used with Reverse Logistics routes, as it allows for restocking items at the Locations that need it the most;“Excess Inventory Count” aggregates Excess inventory across all requested items and prioritizes the Location with the highest Excess Inventory count;And “Excess Inventory Percentage”, which aggregates Excess inventory percentages across all requested items and prioritizes the Location with the highest Excess Inventory percentage.In this example, we’ll select “Lowest Available Inventory” for our “Primary Sort”. Next, we’ll need to configure the primary and secondary sorting options to determine how to prioritize locations within a scenario. In the event of a tie. Using the primary sort. The secondary sort will determine which location is preferred. the options available here are Ranked, which allows for manually prioritized locations by numeric rank. Distance. Prioritizes locations, closest to the shipping address. Velocity is based on maximum life-to-date inventory values of the order items at each location. Candidate it prioritizes locations with lower values to improve product turn, and Reduce markdowns, by assigning orders, to locations with the slowest moving inventory. Load balanced distributes order. Assignments evenly among locations. Highest available inventory Aggregates, available inventory across all requested items and prioritizes the location with the highest inventory count. Lowest available inventory Aggregates, available inventory, across all requested items and prioritizes the location with the lowest inventory count. this is best used with reverse Logistics routes as it allows for restocking items at the locations that need at the most Excess inventory, count Aggregates excess inventory, across all requested items and prioritizes the location with the highest access inventory, count. And excess inventory percentage which Aggregates excess inventory percentages across all requested items and prioritizes the location with the highest excess inventory percentage. In this example, we’ll select lowest available inventory for our primary sort. For the “Secondary “Sort”, we’ll select “Distance”. This means if two Locations have the same inventory, the system will choose the one closest to the customer. For the “Secondary “Sort”, we’ll select “Distance”. This means if two Locations have the same inventory, the system will choose the one closest to the customer. Next, we’ll need to decide whether we want to toggle on the “Scenario Status” or to “Automatically add all active locations to Scenario”.We’ll toggle the “Scenario Status” to “Active” if we want this to be an active Scenario for this Strategy.We can also Indicate whether we want to “Automatically add all active locations to Scenario” using the checkbox. If enabled, all Locations that are active in the Admin UI will be applied to this Scenario, including any new Locations created going forward, and we will not be able to manually add or remove specific Locations. Next, we’ll need to decide whether we want to toggle on the “Scenario Status” or to “Automatically add all active locations to Scenario”. We’ll toggle the “Scenario Status” to “Active” if we want this to be an active Scenario for this Strategy. We can also Indicate whether we want to “Automatically add all active locations to Scenario” using the checkbox. If enabled, all Locations that are active in the Admin UI will be applied to this Scenario, including any new Locations created going forward, and we will not be able to manually add or remove specific Locations. Click “Next” to move to the next step, which will be to select which Locations should be included in this Scenario. Click “Next” to move to the next step, which will be to select which Locations should be included in this Scenario. We’ll select the Locations we want to use to receive Returns by clicking the checkbox on the far left. This may require users to navigate several pages to find all desired Locations.While creating a new Scenario, we can only add Locations to it. Once created, we can manage Locations and assign rankings to them by editing the Scenario. We’ll select the Locations we want to use to receive Returns by clicking the checkbox on the far left. This may require users to navigate several pages to find all desired Locations. While creating a new Scenario, we can only add Locations to it. Once created, we can manage Locations and assign rankings to them by editing the Scenario. When we’ve selected all desired Locations for this Returns Scenario, we’ll click “Next” to move to Step 3. When we’ve selected all desired Locations for this Returns Scenario, we’ll click “Next” to move to Step 3. In Step 3, we can fine-tune routing by Filtering available Locations according to logical conditions. This step is completely optional, so if no Filters are desired, we can click “Next”. In Step 3, we can fine-tune routing by Filtering available Locations according to logical conditions. This step is completely optional, so if no Filters are desired, we can click “Next”. We discussed “Filter” creation and management in a separate video, so we’ll click “Next” here to move on to the last Scenario creation step. We discussed “Filter” creation and management in a separate video, so we’ll click “Next” here to move on to the last Scenario creation step. The final Scenario configuration step is “Split Shipment Behavior”. Here, we’ll define what happens if there is a “Partial” or “No Match” found for Returns. Some After-Actions related to “Cancel”, “Backorder”, and “Split by Quantity” that appear for Shipment Routing will not be available. Using the “Lowest Available Inventory” Sorting option in Step 1 aggregates available inventory and prioritizes Locations with the lowest inventory count to restock items efficiently. The final scenario configuration step is split shipment Behavior here. We’ll Define what happens if there is a partial or no match found for returns. Some after actions related to cancel back order and split by quantity that appear for shipment routing will not be available. Using the lowest available inventory. Sorting option in Step 1 Aggregates, available inventory. And prioritizes locations with the lowest inventory account to restock items efficiently. When we have selected the appropriate “Split Shipment Behavior”, we’ll click “Save” to save the new Scenario. When we have selected the appropriate “Split Shipment Behavior”, we’ll click “Save” to save the new Scenario. This adds the “New Scenario” to our Reverse Logistics Return Type Strategy. From here, we can continue adding Scenarios as needed, or edit any existing Scenarios listed here.Now that we have a Reverse Logistics Strategy for Returns set up, any Returns initiated will go through this Reverse Logistics Strategy. We discussed Reverse Logistics for Returns in the “Returns for Refund” video. This adds the new scenario to our reverse Logistics return type strategy. From here, we can continue adding scenarios as needed or edit any existing scenarios listed here. Now that we have a reverse Logistics strategy for return setup, any returns initiated will go through this reverse Logistics strategy, we discussed reverse logistics for returns in the returns for refund video.
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Returns And Reverse Logistics
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