Dispatch rule details

View dispatch rule details

You can view dispatch rule details by double-clicking at the line for the wanted profile, or click on the orange arrow.

The view for configuring dispatch rule details for the web shop opens. The view has 4 tabs; Overview, Delivery rules, Item availability and Confirmation messages.

Overview tab

In the Overview tab you configure general dispatch rules for the web shop. The tab contains the fields Overview, Orders and freight, Maximum number of open order per store, Delivery methods and Reassign order.

Edit store type

In top of the view of the Overview tab, you see an overview over number of stores that is a part of the different store types.

Click on the Edit button. An new view with a list of stores opens, there are one line per store.

In this view you see an overview of which store types that is configured for each store, and you can select the store types that the stores should be a part of.

Select/remove store types for one store

You can select store types for one store by marking the line for the relevant store, and click on the "pencil icon".

A dialog displaying the stores store types opens.

Select store types for the store by ticking the relevant store types. You can also remove store types by unticking store types.

Click on Save to save the changes.

Select store types for several stores

Tick the stores you want to select store types for. At the bottom of the view you have buttons to set the different store types.

Click on the buttons for the relevant store types. The selected store types is added to the ticked stores, and displayed in the overview.

Delivery rules tab

In the Delivery rules tab, you can configure delivery rules for the web shop.

Delivery rules that can be configured:

• Items that must be sent from central warehouse

• Items that must be sent from store

• Items unavailable in web shop

• Items that must be sent from specific stores - Override the Preferred stock location value by requiring the item to be sent from specific stores. If not, it is not available for HomeDelivery but only for ReserveInStore

• Items that are preferred to be sent from specific stores - override the Preferred stock location value by preferring the item to be sent from specific stores. The given stores will be prioritized if they have enough stock.

• Preferred stores - Limits preferred stores to given postal codes.

Some of the rules are configured by selecting item lists or item group lists containing the wanted items.

Add item list/item group list

Click on Edit to add item lists/item group lists. A dialog to select item list/item group list opens (heading in the dialog show the selected rule).

Items is added by searching for item lists or item group lists. Search the list by starting to type the name of the list. Click on the wanted list in the search result to add the list.

Click Update - the items in the lists is added to the rule.

Selected Item lists/item group lists is displayed in the delivery rules screen.

Delete item list/item group list

Item lists/item group lists can be deleted. Click on the Edit button, the dialog opens. Click on the list you want to delete, and click on the “bin icon” to delete the list.

Click on the Update button to delete the list from the rule.

Items that must be sent from specific store

You can select items that must be sent from specific store.

To define a new rule for items that must be sent from specific stores, you click on the Add rule button.

The "Add new rule" dialog opens.

Enter rule name, select stores that the rule will apply to, and select Item list or Item group list with the relevant items.

Click on Add to create the rule.

Items that are preferred to be sent from specific store

You can select items that are preferred to be sent from specific stores.

To define a new rule for items that are preferred to be sent form specific stores, you click on the Add rule button.

The "Add new rule" dialog opens.

Enter rule name, select stores that the rule will apply to, and select Item list or Item group list with the relevant items.

Click on Add to create the rule.

Item availability tab

In the Item availability tab you can configure rules that determine whether an item is available in the web shop, and reduce the quantity of available items in the web shop.

The screen is divided in two parts; Stock adjustment rules and Minimum number of stores with the item in stock. You can define rules for stock adjustment, and minimum number of stores that has the item in stock for the item to be available in the web shop.

Stock adjustment rules

These rules will reduce the quantity of items available. Item with reduced quantity less than or equal to zero will not be available in the web shop. If an item is added to several rules, the rule with the biggest reduction will be used.

Add new rule

Click on Add new rule, the "Update stock adjustment rule" dialog opens.

Reduce storage with: Enter the quantity that the stock should be reduced with when selling an item.
Include warehouse: Tick this if the rule also should include warehouse.

Applies to: Select if the rule should apply to all items or selected items.

If you select "Selected items", fields to select item lists or item group lists opens.

Select item list or item group lists with items which the rule should be applied by searching lists, and selecting relevant lists. The rule will be applied to the items in the selected lists.

Change rule

You can change the conditions to the rules. Click on the relevant rule, and click on the "pencil icon".

The “Update stock adjustment rule” dialog opens.

Change the rule and click on Update to update the changes. The rule is updated in the Item availability screen.

Minimum number of stores with the item in stock

These rules define how many stores that must have the item in stock in order for the item to be available in the webshop. If an item is added to several rules, the rule with the fewest stores in "Min.no. of stores" will be used.

Add new rule

Click on Add new rule, the "Update minimum number of stores with the item in stock" dialog opens.

Minimum number of stores: Enter the minimum number of stores that must have the item in stock, for the item to be available in stock in the web shop.

Applies to: Select if the rule should be applied to all items or selected items.

If you select "Selected items", fields to select item lists or item group lists opens.

Select item list or item group lists with items which the rule should be applied by searching lists, and selecting relevant lists. The rule will be applied to the items in the selected lists.

Click on Update to update the configuration. The rule is added to the list of rules for stock adjustment. Or click on Cancel to cancel registration.

Click on Save to save the configuration.

Confirmation messages tab

Setting CommunicationChannel in the order determines if there should be sent SMS or Email or both.

Email

Automatic emails templates are stored in code. We have a basic structure with what information that can be showed. Changes in the content is handled as COs.

Automatic emails are sent with MessageDistributionService.

Manual emails are stored in code. And are sent via Pos Services.

SMS

In the Confirmation messages tab you can define confirmation messages to customers. You can define different messages. For each confirmation message type you add the message that should be used. Max length on the message is 612 letters.

It is possible to customize messages by adding SMS variables. Click on Show SMS variables to show the variables you can use in the SMS message to send more customized messages. The SMS variables is used in the "Messages" field.

The use of variables in the text is validated. If a variable is written correct, the text is marked green. If the variable is written wrong, the text is marked red.

Confirmation messages will be sent to customer in following use cases:

• Pay & Collect – When the Pay & Collect order is ready to be collected at Store A.

• Shipping confirmation - When the order is picked (but not split), meaning the whole order is shipped as one package, the customer will be receive this message as a confirmation that the package is on its way.

• Split order shipping confirmation - When Order is split and picked, this SMS will be sent to customer notifying them that package A or B is ready for shipment.

• Split order message - When order is split and the items are dispatched in separate packages from e.g. Store A & B. The customer is notified via SMS that they should expect more than one package with different delivery dates.

• Order confirmation

• Credit note

• Receipt

Confirmation message matrix

Shipping orders

Pay&Collect Orders

Reserve & Collect Orders

Both emails and SMS is sent with POS Services and configured in POS Config.

Delete dispatch rule

It is possible to delete Dispatch rules. This is done in the “Dispatch rules” view. Mark the line for the dispatch rule to be deleted, and click on the "bin icon".

The "Delete dispatch rule" dialog opens. You will be asked if you are sure you want to delete dispatch rules for the selected profile.

Click Delete to delete the dispatch rule, or Cancel to cancel.