How to Create Procedures

Procedures are rules you create to help automate a number of process including automatic charges, custom packaging, and promotional inserts. Because of their many flexible uses, they can be configured in either the OMS or the WMS, both through the Inventory Tab, but only the WMS is able to add custom charges to a procedure. Likewise, to avoid oversight, only the WMS can enable or disabled procedures.

Step 1.

Go to the Procedures view in the Inventory tab and click Add.

How to Create Procedures

Step 2.

Name and describe your procedure. Note that this view is in the WMS as it gives the option to enable this procedure. There is also a check box for “All SKUs by Default.” If you want a procedure to apply to every order from this OMS, this box should be checked to allow the procedure to be updated should any new SKUs reach Inventory.

How to Create Procedures

Step 3.

After the procedure is added, the system will ask which SKUs it applies to. In this case we will be adding a red beanie to all orders with a red jacket, so we will add all red jacket SKUs. After selecting products, hit Save and Continue at the bottom.

How to Create Procedures

Step 4.

This screen is where you can configure what the procedure will actually do, and it is divided into sections.

Procedures: This section is largely descriptive. Here you can categorize the SKUs in the order, put notes to the warehouse, and provide additional info.

Receiving & Return: This section gives the option to add charges to relevant SKUs based on a variety of actions. The numerical values of the charges are added later.

How to Create Procedures

Special Handling: This section lets the warehouse know if the order needs to be treated differently. In this case we are configuring a promotion, meaning that a SKU/SKUs will be added to any order with relevant SKUs. We will add FRedBeanie to any order with Red Jackets. Note: Promotions are perhaps the most common kind of procedure. It is through this same configuration that you would add a sample or a promotional insert.

Special Packing: Here are the options for any custom packaging rules. Should there be any additional charges associated with these options, they will be configured in the next screen.

How to Create Procedures

Step 5.

Here prices are set for individual options. Should you want to charge extra for any particular packaging or discount the entered value of a SKU added to orders that trigger this procedure, it can be done in this view. When you have completed the Procedure, click Save & Finish.

How to Create Procedures


Last updated byChris Grigsby on July 2, 2019