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Sources

The Sources view shows sources, which reflect the stock locations at warehouses and physical stores, that are available.

Each of the sources display the following information:

  • External ID
  • Name
  • Type
  • Pick UP Location
  • Allocation time (08:00am allocation, 12:00pm allocation, and 15:00pm evening allocation)

The allocation time is configurable and can be selected according to the needs of each of the sources. If a source do not have any time selected then the source automatically becomes inactive.

Sources view

Sources View

You can accomplish several actions within the Sources view.

Sources options

Other options included in this view are:

  • Download CSV—Download a template to be used to upload bulk sources.

    Download CSV

  • Upload CSV—Modify the list of sources by attaching the CSV template file that contains the standard information for each source.

    Upload CSV

  • Add source—Fill out applicable information to add a source:
    • Source—Name, external ID, type, max. orders per day, parent source, and ability to indicate pickup locations
    • Safety stock—Prevent overselling of inventory
    • Contact details—First nam, last name, email, and phone number
    • Address details—Address, city, state, ZIP, country, latitude, and longitude

      Create Sources

  • Save—Save your changes.

Stock aggregates and sales channels

The Stock aggregates and Sales channels view shows a summary of all stock aggregates and sales channels (channel from which to source orders) available.

A stock aggregate reflects the website structure and will provide the aggregated stock to be sold on a specific website. Each stock aggregate can have one or multiple sources associated.

Stock aggregates and sales channels

Stock Aggregates and Sales Channels

You can modify this view by adding new stock aggregates and sales channels via the available options.

Create new options

Add stock aggregates

To add a new stock aggregate:

  1. Navigate to System > Stock aggregates and Sales channels.
  2. Click Add Stock aggregate.
  3. Add info for the External ID, Name, Default Safety Stock, Outlet Safety Stock, and End of Life Safety Stock fields.
  4. Select a set—one or multiple—of applicable sources that will form the aggregate.
  5. Click Create.

    Create new stock aggregate

    Create new Stock Aggregate

Default Safety Stock, Outlet Safety Stock and End of Life Safety Stock are used to define the Safety Stock threshold at the aggregate levels.

Default Safety Stock applies unless the item is tagged with Outlet or End of Life in the catalog, in which the corresponding Safety Stock allows you to fine tune the Safety Stock rules according to the needs of different item types.

Add sales channels

Adding a new sales channel is a bit simpler than adding a stock aggregate. The only information you have to specify is the External ID, Name, Parent and corresponding Stock Aggregate.

To add a new sales channel:

  1. Navigate to System > Stock aggregates and Sales channels.
  2. Click Add Sales channel.
  3. Add info for the External ID, Name fields, and select the applicable Stock aggregate from the list.
  4. Click Create.

    Create new stock aggregate

    Create new sales channel

ISPU configurations

This In Store Pick Up Configurations view allows you to configure the Pick Decline and Customer Decline Reasons that will be utilized during the In Store Pickup process:

  • Pick decline reasons—product damaged, could not find, etc.
  • Customer decline reasons—product recall, damaged, quality issues, wrong product(s), wrong size, etc.

    ISPU configurations

    ISPU Configurations