Allocation Workflow Steps

Workflow steps for warehouse allocation, order splitting, and reallocation in Omnium OMS.

Allocation workflow steps handle the assignment of orders and order lines to warehouses, splitting orders across multiple fulfillment locations, and reallocating orders when inventory or circumstances change.

Overview

These steps are critical for distributed order management (DOM), enabling:

  • Initial allocation - Assigning orders to warehouses based on inventory and proximity
  • Order splitting - Dividing orders across multiple warehouses when no single location has all items
  • Reallocation - Moving orders to different warehouses when cancellations occur or inventory becomes available
  • Package handling - Breaking down bundled products into components

Available Steps

Warehouse Assignment

StepKeyDescription
Allocate to WarehouseAllocateToWarehouseAssign all shipments to a specific warehouse
Set Warehouse Based on ZipSetWarehouseBasedOnZipAssign warehouse based on delivery zip code
Try Allocate to Current WarehousesTryAllocateOrderToCurrentWarehousesLock shipments where current warehouse has all items

Order Splitting

StepKeyDescription
Try Split Order to WarehouseTrySplitOrderToWarehouseSplit available items to a specific warehouse
Try Split Unreserved Order LinesTrySplitUnreservedOrderLinesSplit unreserved lines using configurable filters
Try Split Unreserved to Closest ZipTrySplitUnreservedOrderLinesToClosestZipSplit to nearest warehouse by zip code
Try Split Unreserved to Nearest CoordinatesTrySplitUnreservedOrderLinesToNearestCoordinatesSplit to nearest warehouse by coordinates
Try Split Unreserved to New ShipmentTrySplitUnreservedOrderLinesToNewShipmentSplit unreserved lines to a new shipment

Reallocation

StepKeyDescription
Try Reallocate Entire OrderTryReallocateEntireOrderMove entire order to warehouse with all items in stock
Try Reallocate Entire Order to Specific WarehouseTryReallocateEntireOrderToSpecificWarehouseMove entire order to a named warehouse
Reallocate Entire Order Based on Zip CodeReallocateEntireOrderBasedOnZipCodeReallocate based on delivery zip code
Try Reallocate to Other WarehouseTryReallocateToOtherWarehouseMove out-of-stock items to another warehouse
Try Reallocate on CancelTryReallocateOnCancelReallocate to nearest warehouse when cancelled
Try Reallocate on Cancel Using Geo LocationTryReallocateOnCancelUsingGeoLocationReallocate using coordinates when cancelled
Try Reallocate by Category IDTryReallocateByCategoryIdReallocate orders containing specific product categories
Try Reallocate by Product IDTryReallocateByProductIdReallocate orders containing specific products
Try Reallocate by Store Category IDTryReallocateByStoreCategoryIdReallocate based on store product categories
Try Reallocate to Purchase OrderTryReallocateToPurchaseOrderAllocate to incoming purchase orders

Deadline Management

StepKeyDescription
Set Try Reallocate DeadlineSetTryReallocateDeadlineSet deadline for automatic reallocation
Remove Try Reallocate DeadlineRemoveTryReallocateDeadlineClear reallocation deadline
Add Reallocation MetadataAddReallocationMetadataUpdate order metadata after reallocation

Package Handling

StepKeyDescription
Product Package BreakdownProductPackageBreakDownBreak bundles/packages into component products
Reset All Package ComponentsResetAllPackageComponentsRestore original package structure
Split Colli Products to Separate ShipmentSplitAllColliProductsToSeparateShipmentMove colli products to separate shipment
Split Order Lines with Colli ProductsSplitOrderLinesWithColliProductsSplit colli lines to quantity 1

Purchase Order Handling

StepKeyDescription
Set All Order Lines Not Reserved to Be PurchasedSetAllOrderLinesNotReservedToBePurchasedMark unreserved lines for purchase order

Common Configuration Properties

Many allocation steps share common properties:

PropertyTypeDescription
warehouseCodestringTarget warehouse code
storeRolesstringFilter warehouses by role (e.g., "central", "store")
ignoreZipCodeRangebooleanSkip zip code range validation
SkipForManualOrderbooleanSkip step for manually created orders
SkipForShipmentstringSkip for specific shipping methods (comma-separated)

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