Re-sourcing flow

Overview

The purpose of this section aims to explain the different options, and flows, for orders that can be re-sourced.

Re-sourcing refers to an allocated source that is not able to complete the fulfillment process, therefore the system has to find another option to re-source a specific order, rather than cancelling it.

You can find two type of orders in a re-sourcing flow:

  • Home Delivery orders
  • In Store PickUp (ISPU) orders

Re-sourcing flow for Home Delivery orders

The re-sourcing flow for Home Delivery orders changes based on several factors. First, the source of the order:

  • Warehouse orders
  • SFS orders

Then, depending on the settings of your configuration portal or the messages from your OMS, such as Events or Commands. For example, a warehouse order can have two possible flows:

  • Not re-sourceable, where an order pick declined is not re-sourced but cancelled. This happens in real time.
  • Using a Batch (wave) configuration, if the configuration rule is enabled, an order pick declined is re-sourced through a message. This is not a real time process, depends entirely on your batch (wave) configuration.
    For more information, check the specification magento.logistics.warehouse_management

For a SFS order, normally you find that it is based on a Batch (wave) configuration. The type of source for this type of order needs to be STORE in order to allow for re-sourcing. Therefore, re-sourcing an SFS order not yet picked is a configurable setting to re-source orders already sourced to a physical store which have not been picked yet.

This configuration is available through the configuration portal, which is not accessible externally yet. Please contact Magento to change this configuration.

As mentioned, you can find this rule under the Stock setting in the configuration portal:

In the Stock section, you select Source Engine. If this configuration rule is enabled, allows to define several settings, like:

  • If allOption is selected the order can be re-sourced to the same source in case stock is still available and the source continues to be the best option
  • discardPreviousSource will maintain track of all the sources that got hard allocated but didn’t initiate the pick and will filter them out in the next wave The logic is applied 30 minutes before the wave is scheduled, so all orders that are flagged as re-source (and the shipment-request cancelled) are added to the queue for the next scheduled wave.

This rule applies both to sourcing in direct mode or batch and will always be triggered before the configured wave even if the default sourcing is defined in direct mode.

An additional setting allows you to specify the minimum time that the order should have been hard allocated to the store before getting re-sourced (ReSourceNotPickedforXhours).

All home delivery orders pick declined from a source are re-sourced rather than cancelled (no configuration needed for this behaviour). By default they can be resourced to any source with available stock. If the source that pick-declined the order should be excluded from the following sourcing attempts the config UseDifferentSourceForPickDeclinedItems should be enabled.

Click when you finished configuring your re-sourcing flow. A confirmation message appears.

You can see other options in this configuration rule, such as:

View history Shows the change history of this configuration rule over time
Unset Resets the configuration rule to the default value

Re-sourcing flow for In Store PickUp (ISPU) orders

As mentioned, you can find this rule under the Omnichannel option, in the configuration portal:

Then, simply enable the rule ISPU pick decline and click . A confirmation message appears.

You can see other options in this configuration rule, such as:

View history Shows the change history of this configuration rule over time
Unset Resets the configuration rule to the default value

ISPU orders pick declined are not re-sourced but cancelled.

Re-sourcing for ISPU when STS is disabled

Configurable rule to allow ISPU orders that are pick declined to remain in the Exception queue rather than being cancelled, so that a customer service agent can decide to manually source it to a different source with stock available and inform the customer of the new pickup point, or to cancel them manually.

Re-sourcing for ISPU when STS is enabled

When the Ship to Store flow is enabled, the ISPU orders that are pick declined will be re-sourced right after the pick decline. The sorcerer will search for all sources enabled to ship stock to another source and define the best option based on the standard configured sourcing rules.