Sourcing rules
A sourcing rule states what an order requires of the warehouse that handles it. It does not name a building directly, which is what priorities do; it states the required capability, and the module selects among the buildings that have it.
Stockly → Warehouses → Rules → Sourcing.
How a rule is chosen
Section titled “How a rule is chosen”The first active rule whose conditions all match wins, by priority. Where nothing matches, the order is treated as a shipment to the customer.
Priority — a lower number wins. Give the more specific rule the lower number, otherwise a broad rule set earlier makes it unreachable.
The system default, dispatch to the customer, cannot be deleted and also covers shipping methods added later.
The required capability
Section titled “The required capability”The The order requires field:
- Dispatch to the customer — the building must be able to send parcels,
- Hand over on site — the building must be able to hand goods over in person.
Orders matching no rule require dispatch, which is why rules are written for the exceptions only.
Pickup point
Section titled “Pickup point”Pickup point sends the order to a specific building rather than to any that can hand goods over. Only warehouses that can hand over on site are offered. Leave it empty when the counter is not fixed.
Conditions
Section titled “Conditions”In the Conditions section an empty field matches any value, and a rule with no conditions at all matches every order:
- Shipping method — the method on the order’s delivery. An order without a delivery matches only rules that leave this empty.
- Sales channel — click & collect and a courier parcel usually share one channel, so this rarely stands alone; it narrows a method rule.
- Country — the country of the delivery address. An order without one matches only rules that leave this empty.
The preview of the winning rule
Section titled “The preview of the winning rule”Stockly → Warehouses → Rules → Sourcing → Preview asks the server for exactly the same resolution the allocation performs. A combination of method, channel and country is entered, and the module states which rule answers it and why.
This is the tool for checking rules before they go live, instead of placing a test order.
When something is off
Section titled “When something is off”- An order went to the wrong place → Sourcing decision log.
- A rule points at a building that cannot do the job, or can never match because another always wins → the integrity check detects both.
- Whether a building can dispatch or hand over at all is decided by its settings. → Warehouse settings