In this video, I will be discussing editing and managing “Strategies” in KIBO’s Order Routing menu.This is the “Strategies Dashboard”, where we can view all of the Strategies that have been created. We discussed this dashboard in a separate video. In this video, I will be discussing editing and managing strategies and key bows order routing menu. This is the strategies dashboard where we can view all of the strategies that have been created. We discussed this dashboard in a separate video To edit or manage a Strategy, click the “Pencil” icon in the “Actions” column to the right of the Strategy. To edit or manage a Strategy, click the “Pencil” icon in the “Actions” column to the right of the Strategy. This is the “Edit Strategy” page, where we can view details of the configuration for any existing Strategy. This page acts as the “Control Center” for how Strategies operate. All required entries are noted with a red “star”. This is the “Edit Strategy” page, where we can view details of the configuration for any existing Strategy. This page acts as the “Control Center” for how Strategies operate. All required entries are noted with a red “star”. At the top, we have the “Name” and “Description” fields for this Strategy. As with most menus in the KIBO platform, the “Description” field is optional. At the top, we have the “Name” and “Description” fields for this Strategy. As with most menus in the KIBO platform, the “Description” field is optional. Next, we have the “Type” field, which is disabled. Once a “Type” has been set and the Strategy has been saved, we are unable to change the “Type”. Next, we have the “Type” field, which is disabled. Once a “Type” has been set and the Strategy has been saved, we are unable to change the “Type”. Next is the “Candidate Sort Strategy” field. Currently, it is set to “Minimize Shipments”. This will prioritize Locations that can fulfill the order with the fewest shipments. Next is the “Candidate Sort Strategy” field. Currently, it is set to “Minimize Shipments”. This will prioritize Locations that can fulfill the order with the fewest shipments. To change the “Candidate Sort Strategy”, click the dropdown to display the list. Other options listed are:“Group Rank and Quantity”, which prioritizes based on the manually-assigned Scenario “Rank” combined with available “Quantity”;“Quantity”, which prioritizes Locations based solely on available inventory;And “Distance”, which prioritizes Locations closest to the customer’s shipping address. To change the candidate sort strategy, click the drop-down to display. The list, other options listed are Group Rank and quantity, which prioritizes based on the manually assigned scenario rank combined with available quantity. Quantity. Which prioritizes locations based solely on available inventory? And distance which prioritizes locations closest to the customer’s shipping address. Next is the “Assignment Type”.“Single Assignment” means all of the items in a shipment will be assigned to a single Scenario that can fulfill the entire order, though it still may be split between different locations within that scenario.“Multiple Assignment” means the items can be assigned between locations across different Scenarios.“Single Assignment” is the default option, and may be preferred in cases such as when “Scenario 1” consists of Distribution Centers, and “Scenario 2” is Retail Stores, and orders should only be fulfilled by one type of fulfillment location or the other. Next is the “Assignment Type”. “Single Assignment” means all of the items in a shipment will be assigned to a single Scenario that can fulfill the entire order, though it still may be split between different locations within that scenario. “Multiple Assignment” means the items can be assigned between locations across different Scenarios. “Single Assignment” is the default option, and may be preferred in cases such as when “Scenario 1” consists of Distribution Centers, and “Scenario 2” is Retail Stores, and orders should only be fulfilled by one type of fulfillment location or the other. Next is the “Strategy Status” toggle. This will “Enable” or “Disable” this Strategy.Important Note: the system allows us to have one Strategy per “Type” active at any given point in time. Next is the “Strategy Status” toggle. This will “Enable” or “Disable” this Strategy. Important Note: the system allows us to have one Strategy per “Type” active at any given point in time. In the “Scenarios” section, we have our “Logic Stack”. Currently, there are two Scenarios configured: “DC Fulfillment Locations” and “Retail Stores.” We discussed creating and managing Scenarios in a separate video.The Routing engine evaluates the Scenarios in “top-down” order. Since “DC Fulfillment Locations” is at the top, the system will attempt to fulfill from locations in this Scenario first. In the “Scenarios” section, we have our “Logic Stack”. Currently, there are two Scenarios configured: “DC Fulfillment Locations” and “Retail Stores.” We discussed creating and managing Scenarios in a separate video. The Routing engine evaluates the Scenarios in “top-down” order. Since “DC Fulfillment Locations” is at the top, the system will attempt to fulfill from locations in this Scenario first. If we want to prioritize “Retail Stores” over “DC Fulfillment Locations”, we’ll click the arrow on the left of the Scenario to move “Retail Stores” to the top. If we want to prioritize “Retail Stores” over “DC Fulfillment Locations”, we’ll click the arrow on the left of the Scenario to move “Retail Stores” to the top. We can add new Scenarios to this Strategy by clicking the green “Add Scenario” button. Again, we discussed creating and managing Scenarios in a separate video.KIBO also enables users to “Import” and/or “Export Scenarios”. We can “Import” Scenarios for use in building out this Strategy, or “Export” these Scenarios for use in other Strategies. Scenarios can be edited once imported, if applicable. We can add new scenarios to this strategy by clicking. The green, add scenario button. Again, we discussed creating and managing scenarios in a separate video. Kibo also enables users to import and or export scenarios. We can import scenarios for use in building out this strategy or export, these scenarios for use in other strategies. Scenarios can be edited once imported, if applicable. To save any changes to this Strategy, click the “Update Strategy” button on the bottom right. To save any changes to this Strategy, click the “Update Strategy” button on the bottom right.
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