Try Reallocate by Category ID

Reallocate orders to a different warehouse based on whether they contain products from a specific category.

Overview

The Try Reallocate by Category ID step reallocates orders to a specified warehouse if they contain (or don't contain, based on configuration) products from a given category. This enables category-specific fulfillment routing, such as routing hazardous materials or refrigerated items to specialized facilities.

Identifier

PropertyValue
KeyTryReallocateByCategoryId
GroupReallocate
Applicable StatusesNew

Configuration Properties

PropertyTypeRequiredDescription
categoryIdstringYesThe product category ID to match
warehouseCodestringNoTarget warehouse for matching orders
reallocateIfMissingbooleanNoIf true, reallocate orders that do NOT contain the category

Behavior

What It Does

  1. Validates that categoryId is configured
  2. Checks if order contains products from the specified category
  3. If reallocateIfMissing is true, inverts the logic (reallocates orders without the category)
  4. Reallocates matching orders to the specified warehouse

Prerequisites

  • categoryId property must be configured
  • Products must have category assignments

Side Effects

  • Changes warehouse assignment for matching orders
  • Does not validate inventory at destination warehouse

Business Cases

When to Use

  • Hazardous materials: Route orders with hazmat items to certified facilities
  • Temperature-controlled: Route refrigerated items to warehouses with cold storage
  • Fragile items: Route glass or electronics to facilities with special handling
  • Exclusion routing: Route orders WITHOUT certain categories to standard warehouses

Example Scenarios

Scenario 1: Hazmat Routing Configure categoryId = "hazmat", warehouseCode = "HAZ-CERTIFIED" to route all orders containing hazardous materials to the certified facility.

Scenario 2: Exclusion Routing Configure categoryId = "fragile", warehouseCode = "STANDARD", reallocateIfMissing = true to route orders WITHOUT fragile items to standard handling.

Error Handling

ConditionResultContinues Workflow?
Missing categoryIdErrorDepends on StopOnError
Order reallocatedSuccessYes
No reallocation neededSuccessYes
ExceptionErrorDepends on StopOnError

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