“General Settings” allow users to configure tenant and site-wide settings for each individual tenant or sandbox available. This can include settings for things like Emails, SMS, Storefront, Analytics, Site, and Subscriptions. It’s important to note, however, that not all settings are going to exist in “General Settings”. There may be settings that are set in other menus, or may rely on enablement of a particular feature or function within the tenant. “General Settings” allow users to configure tenant and site-wide settings for each individual tenant or sandbox available. This can include settings for things like Emails, SMS, Storefront, Analytics, Site, and Subscriptions. It’s important to note, however, that not all settings are going to exist in “General Settings”. There may be settings that are set in other menus, or may rely on enablement of a particular feature or function within the tenant. In this video, I’m going to demonstrate the “Site” settings section of the “General Settings”.Important Note - not every setting shown may be available, as some settings depend on optional feature enablement, like Subscriptions. In this video, I’m going to demonstrate the site settings section of the general settings. Important note, not every setting shown may be available as some settings depend on optional feature enablement like subscriptions. To navigate to “General Settings”, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. To navigate to “General Settings”, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. This will bring us to the “General Settings” menu page. We discussed the “General”, “Email”, “SMS”, “Storefront” and “Analytics Tools” sections in separate videos, and will do the same for “Subscriptions”.In this video, we’ll discuss the “Site” settings section, which is available beneath the “General” section. This will bring us to the “General Settings” menu page. We discussed the “General”, “Email”, “SMS”, “Storefront” and “Analytics Tools” sections in separate videos, and will do the same for “Subscriptions”. In this video, we’ll discuss the “Site” settings section, which is available beneath the “General” section. “General Settings” are based on a Parent Catalog and Site combination, as seen here. When Sites are created, they are tied to Child Catalogs, but we can have multiple Sites using the same Catalog. “General Settings” are based on a Parent Catalog and Site combination, as seen here. When Sites are created, they are tied to Child Catalogs, but we can have multiple Sites using the same Catalog. The “Site” tab is located beneath the “General” section, between the “Analytics Tools” and “Subscriptions” tabs. Clicking it will bring up the “Site” settings section. The “Site” tab is located beneath the “General” section, between the “Analytics Tools” and “Subscriptions” tabs. Clicking it will bring up the “Site” settings section. The “Site” section has a number of fulfillment configurations that will be applied across our entire site and its fulfillment locations. Those sections include “Payment Capture Settings”, “Backorder Settings”, “Return Settings”, “Fulfillment Settings”, “Transfer Settings”, “Inventory Settings”, “Tax Settings”, and “Other Settings”. The “Site” section has a number of fulfillment configurations that will be applied across our entire site and its fulfillment locations. Those sections include “Payment Capture Settings”, “Backorder Settings”, “Return Settings”, “Fulfillment Settings”, “Transfer Settings”, “Inventory Settings”, “Tax Settings”, and “Other Settings”. As with other sections, to enable or disable settings, we’ll click the slider button. In the “Site” settings section, we’ll also have value entry fields, dropdowns, and multi-selection fields. As with other sections to enable or disable settings, we’ll click the slider button. In the site settings section, we’ll also have value entry Fields, drop downs, and multi selection fields. Some settings have “Tooltips” that a user can hover over, that provide more contextual information about the feature. Some settings have “Tooltips” that a user can hover over, that provide more contextual information about the feature. Now that we understand how to enable and disable settings, let’s dive into what the settings control. We’ll start with the “Payment Capture Settings” section. Now that we understand how to enable and disable settings, let’s dive into what the settings control. We’ll start with the “Payment Capture Settings” section. First up, we have “Auto Capture”. The KIBO Platform can capture payments automatically, which is particularly helpful for clients integrated with Order Management. The auto capture amount is calculated by subtracting the already captured amount, if any, from the shipment total. Here we can toggle “Auto Capture” on or off, as well as set the “Auto capture interval” value in minutes. “Force capture on first capture” allows us to forcibly capture payments on all shipments on an order, except for “Backorder”, “Future”, and “Hold” shipments, if any one shipment is ready for capture. In other words, capturing the first shipment of an order will trigger capturing the entire order amount. First up, we have “Auto Capture”. The KIBO Platform can capture payments automatically, which is particularly helpful for clients integrated with Order Management. The auto capture amount is calculated by subtracting the already captured amount, if any, from the shipment total. Here we can toggle “Auto Capture” on or off, as well as set the “Auto capture interval” value in minutes. “Force capture on first capture” allows us to forcibly capture payments on all shipments on an order, except for “Backorder”, “Future”, and “Hold” shipments, if any one shipment is ready for capture. In other words, capturing the first shipment of an order will trigger capturing the entire order amount. Next is “Flexible auto capture settings”. With “Flexible auto capture”, a shipment status or Business Process Manager, otherwise known as BPM, step can be chosen as the point at which a shipment’s payment becomes eligible for capture, instead of the default fulfillment step. This is useful if we only need a simple change to our payment process, as it does not require creating a custom BPM for more complex payment cases. For example, payment could be set to capture at the “Validate Stock” step so that an order is not charged until a fulfiller has confirmed that they can fulfill it.This can be configured for Ship to Home and Pickup fulfillment flows, which also includes Delivery shipments. This allows us to capture on “Future”, “Backorder” and “Hold” shipment statuses, which are otherwise not included in forced auto capture, as stated earlier. Payment for any items in “Transfer” shipments would be captured as part of the parent pickup shipment. Here, we can set the “Ship to Home capture by” based on “Shipment State” or the “Shipment Workflow”, and then select the “State” or “Workflow” step at which to perform the capture. If “Auto Capture” is enabled but no other configurations are set, then shipments will be captured upon Order Fulfillment. Next is flexible Auto capture settings with flexible Auto capture a shipment status or business process manager. Otherwise known as BPM step can be chosen as the point at which a shipments payment becomes eligible for capture instead of the default fulfillment step. This is useful. If we only need a simple change to our payment process as it does not require creating a custom BPM for more complex payment cases. For example, payment could be set to capture at the validate stock step so that an order is not charged until a fulfiller has confirmed that they can fulfill it. This can be configured for ship to home and pick up fulfillment flows which also includes delivery shipments. This allows us to capture on future backorder and hold shipment statuses, which are otherwise not included in forced Auto capture has stated early. Payment for any items and transfer shipments would be captured as part of the parent pick-up shipment. Here we can set the ship to home capture by based on shipment State or the shipment workflow, and then select the state or workflow Step At which to perform the capture. If Auto capture is enabled but no other configurations are set. Then shipments will be captured upon order fulfillment. Selecting “Shipment State” allows us to choose the specific “State” on which to capture, as shown here, based on a predetermined shipment status. We can select multiple steps, if applicable. Selecting “Shipment State” allows us to choose the specific “State” on which to capture, as shown here, based on a predetermined shipment status. We can select multiple steps, if applicable. Selecting “Shipment Workflow” allows us to choose the specific “BPM Workflow” step on which to capture, as shown here. Again, we can select multiple steps, if applicable. Selecting “Shipment Workflow” allows us to choose the specific “BPM Workflow” step on which to capture, as shown here. Again, we can select multiple steps, if applicable. The “Force auto capture” setting is an alternate version of “Auto Capture”, that will capture the entire order irrespective of the fulfillment status, except for “Backorder”, “Hold” or “Future” shipments.“Force auto capture after” determines when a capture is attempted based on how many days ago the order was submitted.“Force auto capture interval every” determines how frequently KIBO checks for shipments that are fulfilled and thus ready for their payment to be captured. The “Force auto capture” setting is an alternate version of “Auto Capture”, that will capture the entire order irrespective of the fulfillment status, except for “Backorder”, “Hold” or “Future” shipments. “Force auto capture after” determines when a capture is attempted based on how many days ago the order was submitted. “Force auto capture interval every” determines how frequently KIBO checks for shipments that are fulfilled and thus ready for their payment to be captured. “Payment Rankings” determine the sequence in which payments get captured as shipments are fulfilled. These rankings are used by “Automatic Payment Capture” to determine which payment methods to use first.For example, suppose we have a 25 in “Store Credit”. Then a shipment worth $40 is fulfilled.If the payment ranking is “VISA, then StoreCredit,” then KIBO will capture 35.If the payment ranking is “StoreCredit, then VISA,” then KIBO will capture 15 from the credit card and reauthorize for $60.“Refund Rankings” work similarly to “Payment Rankings”, except for refunding and crediting payments instead of capturing them. When creating a refund, the system will set default payment amounts based on the rankings starting from the one given highest rank. This is supported for both the one-click “Initiate Refund” and the manual “Issue Refund” options in the Order Admin.Auto crediting will refer to “Refund Ranking” when it determines which payment methods to credit. If no “Refund Ranking” is set, then refunds and credit will be processed in the reverse order of payment ranking. If a payment type that exists for the order is not specified, then it will be processed last. Payment rankings determine the sequence in which payments get captured as shipments are fulfilled. These rankings are used by automatic payment capture to determine which payment methods to use First. For example suppose we have a 100.00 order that’s paid for using 25 dollars in store credit. Then a shipment worth 40 dollars is fulfilled. If the payment ranking is Visa then store credit then Kiba will capture 40 dollars from the credit card and reauthorized for 35. If the payment ranking is store credit, then Visa then kibo will capture 25 dollars from the store credit. Then 15 dollars from the credit card and reauthorized for 60 dollars. Refund ranking’s work. Similarly to payment rankings, except for refunding, and crediting payments, in stead of capturing them. When creating a refund, the system will set default payment amounts based on the ranking, starting from the one given highest rank. This is supported for both the one, click initiate refund and the manual issue refund options in the order admin. Auto, crediting will refer to refund ranking when it determines, which payment methods to credit. If no refund ranking is set, then refunds and credit will be processed in the reverse order of payment ranking. If a payment type that exists for the order is not specified, then it will be processed last. The next section we’ll look at is the “Backorder Settings” section. This section configures “Backorder jobs” and defaults, “Partial Order Releases”, “Payment Voids and ReAuths”, and “Default backorder days”. The next section we’ll look at is the “Backorder Settings” section. This section configures “Backorder jobs” and defaults, “Partial Order Releases”, “Payment Voids and ReAuths”, and “Default backorder days”. “Backorder job” enables and sets the “job” intervals for processing backorders. “Backorder job” enables and sets the “job” intervals for processing backorders. “Enable Partial Release” enables partial release of backordered shipments by moving some items or quantities into a “Ready” shipment once any inventory is available. This allows users to then select either “Release by Line Item” or “Release by Quantity”.This setting is “Disabled” by default. “Enable Partial Release” enables partial release of backordered shipments by moving some items or quantities into a “Ready” shipment once any inventory is available. This allows users to then select either “Release by Line Item” or “Release by Quantity”. This setting is “Disabled” by default. “Enable Payment Void and ReAuth” allows for “Voiding and ReAuthorizing” the payment when a backordered shipment is released. This is only available when releasing backordered shipments in full. Enable payment void and reauth allows for voiding and reauthorized. This is only available when releasing backordered shipments in full. “Backorder job interval” is the frequency at which the “job” runs to release backorders, in minutes. “Backorder job interval” is the frequency at which the “job” runs to release backorders, in minutes. “Default Backorder Days” is the default amount of days that an order or shipment is expected to be in backorder. “Default Backorder Days” is the default amount of days that an order or shipment is expected to be in backorder. The next section we’ll look at is the “Return Settings” section. This section configures return defaults and preferences, such as “Default return processing fee”, “Return shipping address”, various “Refund” preferences, and “Update On Hand Inventory on Return Restock”. The next section we’ll look at is the “Return Settings” section. This section configures return defaults and preferences, such as “Default return processing fee”, “Return shipping address”, various “Refund” preferences, and “Update On Hand Inventory on Return Restock”. “Default Return Processing Fee” sets the default processing fee for returns shipped back by customers. “Default Return Processing Fee” sets the default processing fee for returns shipped back by customers. “Return Shipping Address” is where users can select the default fulfillment location to process returns shipped back by customers. Multiple locations can be selected.Important note - this does not affect any “Reverse Logistics” location workflows. Those locations are selected in a separate menu. We’ll discuss “Reverse Logistics” in a subsequent video. Return. Shipping address is where users can select the default fulfillment location to process returns shipped back by customers. Multiple locations can be selected. Important note. This does not affect any reverse Logistics location. Workflows those locations are selected in a separate menu. We’ll discuss reverse Logistics in a subsequent video. “Display refund to new gift card selection” allows a customer service representative to select the option to refund a full amount to a new gift card. “Display refund to new gift card selection” allows a customer service representative to select the option to refund a full amount to a new gift card. “Refund/credit on imported orders” allows returns, refunds, and credits to be processed on orders that were imported in a completed state. Refund flash credit on imported orders allows returns refunds and credits to be processed on orders that were imported in a completed state. “Refund Shipping and Handling” determines whether shipping and handling fees are refunded with a return refund. If enabled, the option to refund shipping and handling will be checked by default when initiating the “Refund” in the Admin and Fulfiller UIs. If disabled, the option will be unchecked by default in both UIs. “Refund Shipping and Handling” determines whether shipping and handling fees are refunded with a return refund. If enabled, the option to refund shipping and handling will be checked by default when initiating the “Refund” in the Admin and Fulfiller UIs. If disabled, the option will be unchecked by default in both UIs. “Update On Hand Inventory on Return Restock” determines whether the available inventory at a location is incremented when a returned item is restocked. If disabled, the restock action can be initiated but inventory will not be updated. “Update On Hand Inventory on Return Restock” determines whether the available inventory at a location is incremented when a returned item is restocked. If disabled, the restock action can be initiated but inventory will not be updated. The next section we’ll look at is the “Fulfillment Settings” section. This section determines default rejection actions, product “Substitution reprice”, whether to enable “Shipment edits”, “Pickup reminder jobs”, “Configurable Shipment Release”, and “Custom shipping rates”. The next section we’ll look at is the “Fulfillment Settings” section. This section determines default rejection actions, product “Substitution reprice”, whether to enable “Shipment edits”, “Pickup reminder jobs”, “Configurable Shipment Release”, and “Custom shipping rates”. “Action on BOPIS/Ship To Home Consolidation reject” selects whether items rejected during Customer Pickup or Ship To Home Consolidation should be “Cancelled” or sent to “Customer Care”. The default is “Cancelled”. Action on bopis ship to home, consolidation. Reject selects, whether items rejected during customer pickup or ship to home. Consolidation should be canceled or sent to customer care. The default is canceled. “Reprice on Substitution” enables repricing when a product is substituted during fulfillment. “Reprice on Substitution” enables repricing when a product is substituted during fulfillment. “Edit Data on Shipment” allows users to edit “Unit Pricing” on shipment items in the Fulfiller UI. “Edit Data on Shipment” allows users to edit “Unit Pricing” on shipment items in the Fulfiller UI. “Shipments on hold” releases shipments with a “Hold Status”. Held shipments can be released in two ways. “Shipments on hold” releases shipments with a “Hold Status”. Held shipments can be released in two ways. With “Manual Release” enabled, the “Release & Fulfill” button appears on the “Shipment” tab of the “Order Admin UI” , allowing users to manually release a held shipment. With manual release enabled, the release and fulfill button appears on the shipment table of the order, admin UI allowing users to manually release a held shipment. With “Auto Release” enabled and configured with a “job interval”, KIBO jobs run in the background at the specified frequency. During each run, the system checks for held shipments where the release date is equal to or earlier than the current date and automatically releases them. With “Auto Release” enabled and configured with a “job interval”, KIBO jobs run in the background at the specified frequency. During each run, the system checks for held shipments where the release date is equal to or earlier than the current date and automatically releases them. “Pickup reminder job” enables and sets the job intervals for sending pickup reminders. “Pickup reminder job” enables and sets the job intervals for sending pickup reminders. In KIBO, shipments are created immediately upon order submission by default, which means we must make edits to order items and pricing at the “Shipment” level. We can change this behavior to delay shipment creation and inventory allocation to a preset time after submission.Delaying shipment creation gives customer service representatives more flexibility to edit orders after submission. This allows us to offer a remorse period, in which orders can be “Cancelled” within a certain time frame with minimal downstream effects. This reduces the rate of item returns and cancellations after shipments are already fulfilled or in the process of being fulfilled. In KIBO, shipments are created immediately upon order submission by default, which means we must make edits to order items and pricing at the “Shipment” level. We can change this behavior to delay shipment creation and inventory allocation to a preset time after submission. Delaying shipment creation gives customer service representatives more flexibility to edit orders after submission. This allows us to offer a remorse period, in which orders can be “Cancelled” within a certain time frame with minimal downstream effects. This reduces the rate of item returns and cancellations after shipments are already fulfilled or in the process of being fulfilled. “Enable configurable shipment release” enables the delaying of shipment creation. “Enable configurable shipment release” enables the delaying of shipment creation. “Release orders ‘X’ Minutes after order submit” determines how long after order submission shipments are created. If the Enable Configurable Shipment Release toggle is enabled, then this option is required. “Release orders ‘X’ Minutes after order submit” determines how long after order submission shipments are created. If the Enable Configurable Shipment Release toggle is enabled, then this option is required. “Reserve inventory when order status is PendingShipment” reserves inventory when the order is in the “Pending Shipment” status. If disabled, then inventory will not be reserved until the order’s shipments are created. Reserve inventory. When order status is pending shipment reserves inventory. When the order is in the pending shipment status, if disabled, then inventory will not be reserved until the orders shipments are created. If we want to prioritize fulfilling certain B2B account’s orders over other B2B or B2C orders with the same items, we can enable “order release.” When there are orders in the Pending Shipment status for multiple customers or accounts, orders will move out of this state and proceed to fulfillment based on the account priorities that we set. If we want to prioritize fulfilling certain B2B account’s orders over other B2B or B2C orders with the same items, we can enable “order release.” When there are orders in the Pending Shipment status for multiple customers or accounts, orders will move out of this state and proceed to fulfillment based on the account priorities that we set. “B2B order rules” allows us to release B2B orders based on account priority and enforce purchase limits on them. “B2B order rules” allows us to release B2B orders based on account priority and enforce purchase limits on them. “Manually release orders” allows us to manually release B2B orders. This is the default behavior. “Manually release orders” allows us to manually release B2B orders. This is the default behavior. “Automatically release orders every ‘X’ Minutes” allows the system to automatically release B2B orders at a given frequency instead of manually. “Automatically release orders every ‘X’ Minutes” allows the system to automatically release B2B orders at a given frequency instead of manually. “Retain flat rate per order” allows for charging shoppers a custom “Flat Rate” shipping fee. This is disabled by default. The custom rate amount is configured as part of “Shipping Carrier” settings. We’ll discuss “Shipping Carrier” settings in a separate video. Retain flat rate, per order allows for charging Shoppers accustomed, flat rate shipping fee, This is disabled by default. The custom rate amount is configured, as part of shipping carrier settings, we’ll discuss shipping carrier settings in a separate video. The next section we’ll look at is the “Transfer Settings” section. This section allows us to enable “BOPIS transfers” and “Shipment Consolidation” for both “Ship To Home” and “Delivery” orders. The next section we’ll look at is the “Transfer Settings” section. This section allows us to enable “BOPIS transfers” and “Shipment Consolidation” for both “Ship To Home” and “Delivery” orders. 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 can be used with either Buy Online Pickup in Store, otherwise known as “BOPIS”, or “Consolidation” shipments. “BOPIS transfers” provide items to a customer pickup location when it doesn’t have those items in stock. 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 can be used with either Buy Online Pickup in Store, otherwise known as “BOPIS”, or “Consolidation” shipments. “BOPIS transfers” provide items to a customer pickup location when it doesn’t have those items in stock. Enable “BOPIS transfer” to allow locations to provide each other with missing inventory for customer pickup. Enable “BOPIS transfer” to allow locations to provide each other with missing inventory for customer pickup. “Always create BOPIS transfer shipments” allows for the creation of a transfer shipment regardless of inventory availability. Always create bow, piss transfer shipments allows for the creation of a transfer shipment, regardless of inventory, availability. Select the “Default shipping method” for “BOPIS transfers”. The selections available are “Standard” and “1”, “2”, or “3 day”. These methods are defined in the “Shipping Carrier” settings. We’ll discuss “Shipping Carriers” in a separate video. Select the “Default shipping method” for “BOPIS transfers”. The selections available are “Standard” and “1”, “2”, or “3 day”. These methods are defined in the “Shipping Carrier” settings. We’ll discuss “Shipping Carriers” in a separate video. “Cancel transfer/shipment item” will cancel transfer shipments or items when a cancellation occurs on the “Parent BOPIS shipment” or “Item”. We can also restrict selected cancellation steps for the fulfillment process. Cancel, transfer slash shipment, item will cancel transfer, shipments or items. When a cancellation occurs on the parent. Bow piss, shipment or item. We can also restrict selected cancellation steps for the Fulfillment process. We can select the shipment step where cancellation of the “Child” shipment will no longer be allowed, as seen here. We can select the shipment step where cancellation of the “Child” shipment will no longer be allowed, as seen here. 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” items at a centralized location to be shipped together instead of splitting the shipment. Fulfillers are able to save on shipping costs while improving the customer experience by allowing shoppers to receive a single shipment instead of multiple. If not all of a ship to home or delivery shipments quantity is available at a fulfillment location then transfers can be used to consolidate items at a centralized location to be shipped together. Instead of splitting the shipment for fillers, are able to save on shipping costs, while improving the customer experience by allowing Shoppers to receive a single shipment instead of multiple. Enabling “Ship to Home Consolidation” will allow consolidation of Ship To Home shipments via transfers. Enabling “Ship to Home Consolidation” will allow consolidation of Ship To Home shipments via transfers. With “Multiple Consolidation” enabled, Order Routing will use multiple consolidation locations if there are no single consolidation locations appropriate for an order and “Force Consolidation” is not enabled to handle the scenario. This is disabled by default.We’ll review “Force Consolidation” shortly. With “Multiple Consolidation” enabled, Order Routing will use multiple consolidation locations if there are no single consolidation locations appropriate for an order and “Force Consolidation” is not enabled to handle the scenario. This is disabled by default. We’ll review “Force Consolidation” shortly. Similar to “BOPIS transfer”, we can select the “Default shipping method” for “Ship To Home Consolidation”. The selections available are “Standard” and “1”, “2”, or “3 day”. These methods are defined in the “Shipping Carrier” settings. We’ll discuss “Shipping Carriers” in a separate video. Similar to “BOPIS transfer”, we can select the “Default shipping method” for “Ship To Home Consolidation”. The selections available are “Standard” and “1”, “2”, or “3 day”. These methods are defined in the “Shipping Carrier” settings. We’ll discuss “Shipping Carriers” in a separate video. Also similar to “BOPIS transfer”, “Cancel transfer/shipment item” will cancel transfer shipments or items when a cancellation occurs on the “Parent Consolidation shipment” or “Item”. We can also restrict selected cancellation steps for the fulfillment process. Also similar to bowe’s transfer, cancel transfer, slash shipment item will cancel transfer, shipments or items when a cancellation occurs on the parent consolidation, shipment or item. We can also restrict selected cancellation steps for the Fulfillment process. Again, we can select the shipment step where cancellation of the “Child” shipment will no longer be allowed, as seen here. Again, we can select the shipment step where cancellation of the “Child” shipment will no longer be allowed, as seen here. Enabling “Allow Partial Fulfillment” will allow us to ship items separately when some of the quantity in a shipment is available at the consolidation location, while the remaining quantity is “Pending Transfer” to the location. In this case, available items will be moved to a new shipment that can immediately proceed with fulfillment. The transfer items will remain in the original “Waiting for Transfer” shipment until they arrive. Enabling “Allow Partial Fulfillment” will allow us to ship items separately when some of the quantity in a shipment is available at the consolidation location, while the remaining quantity is “Pending Transfer” to the location. In this case, available items will be moved to a new shipment that can immediately proceed with fulfillment. The transfer items will remain in the original “Waiting for Transfer” shipment until they arrive. Enabling “Force consolidation” will consolidate shipments even when there is no inventory at any consolidation-enabled location. If enabled and there is inventory at transfer locations, then transfers will be created to be consolidated at a location with no inventory, either a specified location or the location determined to have the shortest distance from the customer. Enabling Force, consolidation will consolidate shipments, even when there is no inventory at any consolidation enabled location if enabled. And there is inventory at transfer locations, then transfers will be created to be Consolidated at a location with no inventory. Either a specified location or the location determined to have the shortest distance from the customer. “Delivery Consolidation” has all of the same settings that “Ship to Home Consolidation” does, so we will not review them. KIBO has two instances of “Consolidation” settings allowing users to configure separate behavior for each of the fulfillment methods. For example, we could want to “Allow Partial Fulfillment” for “Ship To Home” orders, but not for “Delivery” orders. “Delivery Consolidation” has all of the same settings that “Ship to Home Consolidation” does, so we will not review them. KIBO has two instances of “Consolidation” settings allowing users to configure separate behavior for each of the fulfillment methods. For example, we could want to “Allow Partial Fulfillment” for “Ship To Home” orders, but not for “Delivery” orders. The next section we’ll look at is the “Inventory Settings” section. This section allows us to enable how inventory is managed, with settings like “Reserve inventory in Cart interval”, “Allocate inventory for orders in pending review status”, “Future Inventory”, and “Location Fulfillment Types” The next section we’ll look at is the “Inventory Settings” section. This section allows us to enable how inventory is managed, with settings like “Reserve inventory in Cart interval”, “Allocate inventory for orders in pending review status”, “Future Inventory”, and “Location Fulfillment Types” We can “reserve inventory” for products in a shopper’s cart for a specified amount of time, set in minutes, during which the inventory will be allocated for that customer even if the order is not yet placed. This allows us to guarantee inventory for potential low inventory items, such as concert tickets or other popular items. We can “reserve inventory” for products in a shopper’s cart for a specified amount of time, set in minutes, during which the inventory will be allocated for that customer even if the order is not yet placed. This allows us to guarantee inventory for potential low inventory items, such as concert tickets or other popular items. By default, “Allocate inventory for orders in pending review status” is disabled and shipments are not created until an order is accepted. However, enabling this setting will create shipments for “Pending Review” orders and reserve inventory for them. These will be blocked from fulfillment in the Fulfiller UI until the order is accepted. If the order or shipments are cancelled, the inventory will be deallocated. By default allocate inventory for order’s. Impending review, status is disabled and shipments are not created until an order is accepted. However, enabling this setting will create shipments for pending review orders and reserved inventory for them. These will be blocked from thin LOL. Fulfillment. In the fulfiller UI until the order is accepted. If the order or shipments are canceled, the inventory will be deallocated. When enabled, “Future Inventory” is used to calculate the total amount that is “Available To Promise.” This allows us to allocate against “Future Inventory” at the location level.Current inventory is always prioritized before “Future Inventory” is allocated. For example, if we have 5 quantity of a product “on hand”, 3 “allocated”, and 5 “future”, then we have a total of 7 “Available To Promise”. When all of the “on hand” inventory has been “allocated”, then the 5 “Future Inventory” will begin to be “allocated”, which can then be deallocated if needed. When enabled future inventory is used to calculate. The total amount that is available to promise. This allows us to allocate against future inventory at the location level. Current inventory is always prioritized before. Future inventory is allocated, for example, if we have five quantity of a product on hand three allocated and 5 future, then we have a total of seven available to promise. When all of the on-hand inventory has been allocated, then the five future inventory will begin to be allocated, which can then be deallocated if needed. We can set the “Future date limit” we want to consider future inventory for. Only the amount within this date limit will be calculated into the quantity “Available To Promise”.For example, if we have a view of inventory for 12 weeks from the current time, then we can choose to allocate future inventory for just the next 4 weeks. We can set the future date limit. We want to consider future inventory for only the amount within this state limit will be calculated into the quantity of available to promise. For example, if we have a view of inventory for 12 weeks from the current time, then we can choose to allocate future inventory for just the next four weeks. “Location Fulfillment Types” allows users to select “In Store Pick Up” or “Direct Ship” to look for “BOPIS” and Ship To Home” fulfillment types when checking inventory availability on the location filter in the Search and Category pages with the Real-Time Inventory Service. If nothing is selected, these pages will reference “In Store Pick Up” inventory levels by default. Location, fulfillment types. Allows users to select in-store pickup or Direct ship to look for bopis and ship to home fulfillment types when checking inventory availability on the location filter in the search and category pages with the real-time inventory service. If nothing is selected, these pages will reference in store pickup, inventory Levels by default. The next section, “Tax Settings”, has only one setting - “Disable Tax and Duty Adjustments”.This setting restricts users from making tax and duty adjustments, including item, handling, and shipping tax, on all orders across all sites. The next section tax settings has only one setting disabled tax and Duty adjustments. This setting restricts users from making tax and Duty adjustments, including item handling and shipping tax on all orders across all Sites. The last section we’ll review in the “Site” settings section is “Other Settings”. This section also has only one setting - “Apply line item discounts on external pricing”.This setting determines whether or not to apply line item discounts to order items using external pricing, or when a CSR manually overrides the unit price. This is disabled by default. The last section will review in the site. Settings section, is other settings. This section also has only one setting, apply line item discounts on external pricing. This setting determines whether or not to apply line item discounts to order items using external pricing or when a CSR manually overrides the unit price. This is disabled by default. When we’ve completed all of our required updates, we’ll click the “Save” button on the top right.
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