This view shows the different sources that are available. A source reflects the physical stock locations. Sources are for example warehouses and physical stores that provide the stock to be sold.
Each of the sources display the following information:
- External ID
- Pick UP Location
- Allocation time: AM Allocation (08:00), PM Allocation (12:00) and Evening Allocation (15:00)
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 automatically becomes inactive.
Other functionalities of this view are:
Download CSV: you are able to download a template to be used for updloading sources in bulk so you can add required information to it and upload it later on.
Upload CSV: you can also modify the list of the different sources by attaching a CSV file with the standard information of each one of them.
Add source: you can add a new source by clicking on the “add source” button at the top of the screen. Once inside, you have to fill in a form with the following information:
- Source: name, external id, type, max. orders per day and parent source. Additionally, indicate if it is a pickup location by clicking this field.
- Safety Stock to prevent overselling of inventory.
- Contact details: first and last name, email and phone number
- Address details: address, city, state, ZIP, country, latitude and longitude.
Stock aggregates and Sales Channels
This view shows a summary of the Stock Aggregates and Sales Channels (place where take order from) available. A stock aggregate reflects the website structure as 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
You can modify this summary, adding new stock aggregates and sales channels by clicking the following buttons at the top of the page.:
Create new options
Add Stock Aggregates
When you create a Stock Aggregate, you select the set of different sources that will add this new aggregate. It can be one or multiple sources. You also indicate information such as:
- External ID
- Default Safety Stock
- Outlet Safety Stock
- End of Life Safety Stock.
These last three fields are used to define a Safety Stock threshold at the aggregate levels. Default Safety Stock applies unless, in the catalog the item is tagged with “Outlet” or “End of Life”. It that case the corresponding Safety Stock allows to fine tune the Safety stock rules according to the needs of different item types.
Create new Stock Aggregate
Add Sales Channel
When you create a Sales Channel, it will be simpler because the only information you have to fill in is External ID, Name, Parent and the corresponding Stock Aggregate.
Create new sales channel
This view allows you to configure the Pick Decline Reasons as well as the Customer Decline Reasons that will be taken into account during the In Store Pickup process.
Some of examples are:
- Pick decline reasons: product damaged, could not find.
- Customer decline reasons: product recall, damaged, quality issues, wrong product(s), wrong size, etc.
Consult the In Store Pick Up User guide for more information.