Retail brands often sell products across various sales channels such as offline stores, marketplaces, social media, and their own websites. However, managing inventory across these different platforms can be challenging, as each sales channel has its own set of rules and penalties. For instance, marketplaces like Amazon impose charges for delayed fulfillment or rejected orders. To prevent overselling and efficiently manage inventory, many brands allocate separate Available-to-Promise (ATP) inventories for each sales channel.

This section explains how to set up inventory channels, link facilities to those channels, and configure product inventory for each channel.

Create an Inventory Channel

In HotWax Commerce, Inventory Channels combine Facility Groups and Configuration Facilities. Follow these steps to create a new inventory channel:

1. Access the Inventory Channels Page:

   • From the left-side menu bar of the ATP app, go to the Inventory Channels page to view existing channels.

2. Create a New Channel:

   • Click the blue plus button at the bottom-right of the page to open the Create Channel Group window.

   • Enter a name for the new Inventory Channel. The channel ID will automatically populate with the same name.

   • Write a description of the channel to explain its purpose, such as "Inventory channel facility group to publish ATP on Shopify."

Add Inventory Channel Configuration Facility

The Configuration Facility is a virtual facility that plays a critical role when managing product-level ATP configurations at a network-wide scale. Therefore when configuring network-level product ATP rules, you need to add a channel-level configuration facility:

1. Create a New Configuration Facility:

   • Click on the Create New option in the dropdown menu under the group-level configuration to create a new configuration for the channel.

2. Select an Existing Virtual Facility:

   • When you setup HotWax Commerce, you already get one configuration facility by default. If you are adding such an existing virtual facility, you can choose it from the dropdown menu.

Link Facilities to the Inventory Channel

To link facilities to an inventory channel:

1. Open the Facilities Section:

   • Click the Options button in the Facilities section to open the Link Facilities window.

2. Select the Facilities for ATP Computation:

   • Check the boxes for the facilities you want to include in the ATP computation for that channel. This action will add the facilities to the channel facility group as discussed in the concepts.

Example: If a Canadian retailer has two Shopify stores—one in the US and another in Canada—and they want to compute ATP for the US store using only their warehouses, they would link the warehouses to the inventory channel. This would link the facilities to the relevant facility group that includes only the warehouses.

Publishing ATP to a Sales Channel

Retailers managing multiple online sales channels must decide which facility group will publish its inventory to which channel. This setup ensures that only selected facilities' inventory will be made available on the defined sales channels. Follow the steps below to publish inventory to your Shopify store using the Available-to-Promise (ATP) app.

Steps to Publish Inventory:

1. Access the ATP App Navigate to the ATP app within HotWax Commerce and locate the Inventory Channel page.

2. Go to the Publish Tab Once on the Inventory Channel page, click on the Publish tab to proceed. The publish tab has a list of all the Shopify shops connected with the product store. When you download the HotWax Commerce integration App for a Shopify Store, it automatically creates a Shopify shop in HotWax OMS. This Shopify shop is the representative of all the Shopify Stores for that specific brand. For example, since the retailer is selling the NotNaked Brand in both the US and Canada, both the US Shopify Store and Canada Shopify Store will be listed here.

3. Select Run Time and Frequency Here, you can choose the Run Time and the Frequency (daily, weekly, etc.) to push inventory updates to Shopify. This setting helps define when the inventory will be published.

4. Choose the Inventory Channel From the dropdown menu, select the inventory channel from which you want to publish. This corresponds to the facility group whose inventory will be pushed to the Shopify store.

5. Save and Schedule the Job After selecting the appropriate options, click Save Changes to finalize the settings. This will schedule the inventory publishing job as per the selected time and frequency.

Retail brands sell products across various channels such as offline stores, marketplaces, social media, and their own websites. Managing inventory across these platforms can be challenging, as each channel may have different rules and penalties for order fulfillment delays or rejections. For example, platforms like Amazon impose penalties for delayed fulfillment or rejected orders, which makes managing inventory crucial.

To address this, retailers can create threshold rules to maintain a buffer stock for specific channels, reducing the risk of overselling due to inventory inaccuracies. This buffer stock is known as the Inventory Threshold and is applied across the network level rather than individual stores, helping ensure there’s a reserve of stock available before committing to online sales channels.

For instance, if the brand NotNaked sets an Inventory Threshold of 10 units for Blue Shirts across their stores, the Available-to-Promise (ATP) inventory will be adjusted to ensure enough buffer stock is reserved.

Example:

• Times Square Inventory: 100 Units

  • Safety Stock: 10 Units

  • Available Inventory: 100 - 10 = 90 Units

• Brooklyn Inventory: 100 Units

  • Safety Stock: 10 Units

  • Available Inventory: 100 - 10 = 90 Units

• Broadway Inventory: 50 Units

  • Safety Stock: 10 Units

  • Available Inventory: 50 - 10 = 40 Units

Total ATP: 90 (Times Square) + 90 (Brooklyn) + 40 (Broadway) = 220 Units

Then, subtract the Inventory Threshold from the Total ATP to get the total inventory available for online orders: Total Inventory for Online Orders = Total ATP - Threshold = 220 Units - 10 Units = 210 Units available for online orders.

Now, let’s walk through how to set up a threshold rule for one inventory channel, such as Shopify, for a Blue Medium-Sized Shirt from the brand NotNaked.

Step-by-Step Instructions to Set Up a Threshold Rule for One Inventory Channel

Create Rule

To create a new threshold rule, click the Add button located on the Threshold page at the bottom right corner. This will open the Rule Configuration page, allowing you to set a new inventory threshold.

Rule Name

Enter a descriptive and unique name for your threshold rule. For example, you could name it “Shopify Blue Shirt Threshold.” This name will help you easily identify and manage the rule across your sales channels.

Rule Configuration

Set the threshold value in this section. This value defines the amount of inventory buffer you want to maintain for the selected channel. For this example, set a threshold of 10 units, ensuring that the product maintains 10 network-level safety stock units to mitigate the risk of overselling.

Selecting Channel

As we discussed previously, network-level inventory configurations on products are done through the Channel Configuration facility. Therefore, you will see the list of all the channel configuration facilities here. You can choose the relevant configuration facility to ensure the rules are applied network-wide on that channel.

Selecting Products

If you want to create a blanket rule to apply the threshold on all products, no product selection is required. However, if you want to apply the threshold rule to specific products, you can select them either by Product Tag or Product Feature.

Selecting Products by Tags

Use the Include or Exclude options by clicking the add button in the relevant card and selecting product tags synced from your product catalog. For instance, to apply the rule specifically to the Blue Shirt, you would select the “Blue Shirt” tag.

Selecting Products by Features

You can also filter products based on specific attributes such as color, size, or category by using the add button. For example, to target the Blue Shirt in size Medium, select “Color: Blue” and “Size: M” for your threshold rule.

Saving Configuration

Once you’ve configured the threshold value, selected the channels, and chosen the products, click the Save button at the bottom right corner to finalize and save the rule. The system will now apply the threshold, ensuring that the selected product has a 10-unit buffer stock reserved across your chosen channel.

Setting Threshold Rules for Multiple Channels

If you want to create a threshold rule for multiple inventory channels, you will need to create separate channels and select channel config facility as per the requirement. To learn how to create new channels and manage threshold configurations, refer to our Detailed User Manual for further instructions.

Schedule Threshold Rule

Retailers can manage the scheduling of the ATP computation job responsible for the threshold rule from the threshold page. By default, ATP computation jobs are scheduled to run at midnight to ensure ATP calculations occur when store traffic is minimal, making the inventory ATP ready before the start of the day.

However, if you have created a new rule and want to compute ATP immediately, you can run a job once by selecting the relevant option from the job's overflow menu.

Once the threshold rules are created, they will be visible as rule cards on the threshold page as per the created rule. Each rule card provides an overview of configurations and product facility selections. Retailers can click the "Edit rule" button to modify rule configurations. The rule configuration can be adjusted by clicking on the threshold chip and updating the number.

Product Tags

Product tags are labels or keywords that retailers use to categorize and organize their products. These tags can help classify products based on various attributes such as type, season, brand, or other custom criteria. For example, a retailer might use tags like summer collection, new arrivals, or clearance to manage and track specific groups of products easily. Tags simplify inventory management and allow retailers to quickly identify and apply specific rules to products across their catalog.

In HotWax Commerce, product tags play a crucial role in creating Available to Promise (ATP) rules. Instead of manually configuring ATP settings for each product individually, especially for large catalogs, HotWax Commerce leverages product tags to streamline the process. Since retailers typically use product tags in Shopify to manage their product listings, HotWax Commerce syncs these tags from Shopify and uses them to apply ATP rules efficiently.

For example, a retailer may want to ensure that products tagged as clearance are not available for store fulfillment, or that new arrivals have specific safety stock thresholds across all stores. By using tags, retailers can configure these rules once and apply them consistently to all products that share the same tag, saving time and ensuring accurate inventory management across channels.

Facility Groups

Facility groups are collections of multiple facilities organized together for specific business purposes, enabling businesses to manage and utilize their facilities more effectively. A common use of facility groups is to define which facilities participate in online order fulfillment. For instance, warehouses are typically involved in fulfilling online orders, and in an omnichannel setup, stores can also participate in this process. However, not all facilities are involved in store-based fulfillment. By using facility groups, businesses can clearly specify which stores and warehouses handle online order fulfillment. Two types of facility groups are commonly used when syncing inventory with Shopify or other online sales channels.

Pickup Group

Facilities that fulfill BOPIS (Buy Online, Pick Up In Store) orders require a designated staging area for efficient processing, as same-day pickups demand immediate picking and packing. Only facilities capable of handling BOPIS orders should be included in this group.

In HotWax Commerce, each facility group has a type, and business rules are tied to the group type. For BOPIS, a default PICKUP facility group is pre-configured when you start setting up HotWax Commerce and you don't need to create this group. Retailers must add all facilities they want to enable for BOPIS to this group. Once included, these facilities will be available as pickup options for customers on the Shopify product detail page (PDP).

Facilities can be added to this group in multiple ways:

• From the Group page of the Facility App

• You can also add the facilities to this group by turning on the toggle for Allow Pickup in the Fulfillment settings card on the Facility Details page in the Facilities App.

• Alternatively, for a more centralized experience, you can add the facilities to this facility group from the Facilities tab of the Store Pickup page in the ATP App.

Channel Facility Groups

This facility group is created to determine whether a facility will participate in selling its inventory online. If a facility is capable of fulfilling online orders and wants to sell its inventory online, it can be added to a facility group with the CHANNEL FAC GROUP type. If a facility does not want to sell its inventory online, it can be excluded from the group. When calculating the unified online ATP for a Shopify store or any online sales channel, only the inventory of facilities in this group will be considered.

Unlinke PICKUP group, the facility group of type CHANNEL FAC GROUP is not by default available in HotWax Commerce, so it must be created either through the Facilities App on the Facility Group page or via the Inventory Channel page in the ATP App.

Once the Facility Group is created, the facilities can be added to this group in multiple ways:

• From the Group page of the Facilities App

• You can add individual facilities by turning on the Sell Inventory Toggle in the Facility Details page of the Facilities App.

• Alternatively, for a more centralized experience, you can add facilities from the Channels tab on the Inventory Channel page of the ATP App.

Inventory Channels

Suppose a retailer sells inventory across different channels, such as different Shopify Stores and third-party marketplaces. In that case, they need to create separate Inventory Channels in HotWax Commerce to manage the availability and fulfillment of inventory for each channel. Each Inventory Channel is tailored to a specific sales channel, ensuring that inventory is accurately tracked and synchronized to specific sales channel.

Components of an Inventory Channel

In HotWax Commerce, when you create an inventory channel, internally it creates two componenets:

1. Facility Group: This is the Channel facility Group that we previously discussed. This channel defines the inventory of which facilities will be pushed to which inventory channel.

2. Configuration Facility: This virtual facility enables network-level Product ATP (Available-to-Promise) configurations, including setting thresholds and suppressing products from store pickup and shipping.

These components work together to ensure that inventory is allocated and managed according to the specific needs of each sales channel. You will gain a deeper understanding of how these components work when creating safety stock and threshold rules and suppressing products for store pickup and shipping from facilities and channels.

Facility Groups and Online Sales Participation of Facilities

As previously mentioned, the "CHANNEL FAC GROUP" is used to configure which facilities will participate in selling their inventory online. When calculating the unified online ATP for a Shopify store or any other online sales channel, only the inventory from facilities within this specific group is considered. This setup enables retailers to control which facilities are responsible for fulfilling orders for specific channels.

For instance, a Canadian retailer may operate 2 Shopify stores—one for the US and one for Canada. The retailer also has a mix of 3 physical stores and 2 warehouses all located in Canada. Each Shopify store requires different inventory sources for order fulfillment:

• The US Shopify store is fulfilled exclusively from 2 warehouses located in Canada.

• The Canada Shopify store fulfills orders from both 2 warehouses and 3 physical stores in Canada.

If both Shopify stores were using all warehouses and stores for fulfillment, a single facility group would be sufficient. However, since in this case inventory source for both the Shopify stores is different, separate facility groups must be created for each: one for the US Shopify store, including only the 2 warehouses, and another for the Canada Shopify store, including all 5 facilities.

This configuration ensures that the correct inventory from the appropriate facilities is available for each online sales channel, optimizing inventory synchronization and reducing the risk of overselling or inventory discrepancies.

Configuration Facility and Network-Level Product Settings

The Configuration Facility is a virtual facility designed to manage product-level threshold across the network. It is also useful when creating store-pickup and shipping rules, allowing retailers to suppress the fulfillment of certain products from specific channels or locations. Not every product in the catalog should be available for shipping or BOPIS from stores. For example, special product launches or exclusive items may only be sold in-store. Retailers can disable store fulfillment or online inventory for select products from chosen channels and locations, providing granular control. This network-level approach ensures that orders are allocated efficiently and strategically across all relevant sales channels.

HotWax Commerce integrates with ERP, POS, and WMS systems to provide a unified inventory view, ensuring stock levels are synchronized with platforms like Shopify. When calculating Online Available to Promise (ATP) for Shopify, HotWax Commerce considers more than just the quantity on hand (QOH). It also factors in safety stock, thresholds, reserved quantities, brokering queue orders, and excluded facilities` to avoid overselling scenarios.

For example, the product "blue shirt" from the brand NotNaked has a current quantity on hand (QOH) of 100 units. There are 10 orders placed for this product, with inventory allocated to 5 of those sales orders. Additionally, the product has 5 units set aside as safety stock and 5 units as a threshold. One facility, which is unavailable for fulfillment, has 5 units of Available-to-Promise (ATP) inventory. The ATP for this product can be calculated using the following formula:

Online ATP = QOH - (Reserved quantities + Safety stock + Threshold + Orders in brokering queue + Excluded facilities’ ATP)

Here is the given information:

Given:

Hence,

HotWax Commerce will push 75 units as the sellable Online ATP to Shopify, ensuring accurate inventory representation for online sales. However, retailers managing large product assortments and multiple facilities may face challenges in handling individual product settings at scale. Each product can have different configurations for safety stock, thresholds, store pickup, and shipping rules. Modifying product categories or introducing new ones requires uploading large CSV files, which takes time and limits flexibility in adjusting fulfillment rules.

The ATP app simplifies this by allowing retailers to configure multiple rules to manage safety stock, threshold, store pickup, and shipping for bulk products with ease. The ATP app allows retailers to apply rules based on product tags and facility types or groups, reducing manual work. It supports real-time available to promise computation based on all these rules and automates inventory synchronization across multiple channels.

Safety stock allows retailers to reserve inventory for walk-in customers while controlling how much product inventory is committed to online channels. It also helps mitigate the risk of order rejection caused by discrepancies between the system’s inventory and the actual stock available in stores. By maintaining safety stock, retailers can reduce the chances of receiving orders they cannot fulfill. A robust omnichannel order management system makes it easy to track and manage safety stock across all locations. For example, if a retailer has 100 units of a medium-sized Blue shirt from the NotNaked brand at their Times Square store and wants to reserve 10 units for in-store customers, the Available-to-Promise (ATP) inventory for that store would be reduced to 90 units.

Step-by-Step Instructions to Set Up Safety Stock Rule

Create Rule

To create a new safety stock rule, click the Add button on the Safety Stock page, located at the bottom right corner. This will open the rule configuration page where you can define the safety stock levels.

Rule Name

Enter a descriptive and unique name for the rule, such as “Safety Stock- Retail Stores.” This name will help you quickly identify and manage the rule later.

Rule Configuration

Set the product's safety stock level. In this case, the safety stock level will be 10 units per store, meaning you are reserving 10 units of the product at each store location to ensure sufficient stock for walk-in customers.

Selecting Facility

Safety stock rules apply to facility groups. When creating these groups for the first time, it’s recommended to create a group that includes only your retail stores. If a similar group already exists, use the Include card to add that group, enforcing the 10-unit safety stock rule. You can also create custom groups as needed from the Facility Group page. If necessary, use the Exclude card to exclude specific facility groups. Alternatively, you can toggle an option to apply the rule to all stores if the same rule applies across all locations.

Selecting Products

If you want to create a blanket rule to add safety stock on all products, you don’t have to select any products. However, if you want to add safety stock for specific products, you can select the products either by Product Tag or Product Feature.

Selecting Products by Tags

Use the Include or Exclude options by clicking the add button in the relevant card and selecting product tags synced from your product catalog. For example, to apply the rule specifically to the Blue Shirt, you would select the “Blue Shirt” tag.

Selecting Products by Features

You can also filter products based on specific attributes such as color, size, or category by using the add button. For instance, to target the Blue Shirt of Medium size for your safety stock rule, select “Color: Blue” and “Size: M.”

Saving Configuration

Once you’ve set the safety stock level, selected the facilities, and applied the product tags or features, click the Save button at the bottom right corner to apply the rule. The system will now reserve 10 units of the selected products at each selected store location for walk-in customers.

Schedule Safety Stock Rule

Retailers can manage the scheduling of the ATP computation job responsible for the safety stock rule from the safety stock page. By default, ATP computation jobs are scheduled to run at midnight to ensure ATP calculations occur when store traffic is minimal, making the inventory ATP ready before the start of the day.

However, if you have created a new rule and want to compute ATP immediately, you can run a job once by selecting the relevant option from the job's overflow menu.

Once the safety stock rules are created, they will be visible as rule cards on the safety stock page as per the created rule. Each rule card provides an overview of configurations and product facility selections. Retailers can click the "Edit rule" button to modify rule configurations. The rule configuration can be adjusted by clicking on the chip of the safety stock rule and updating the number.

Retailers can manage the scheduling of the job responsible for ATP (Available to Promise) rules from the top of the page. By default, ATP rule jobs are scheduled to run at midnight to ensure ATP calculations occur when store traffic is minimal, making the inventory ATP ready before the start of the day.

Retailers can view the history of job runs, disable a job, or run a job once by selecting the relevant option from the job's overflow menu.

Each rule card provides an overview of configurations and product facility selections. Retailers can click the "Edit rule" button to modify rule configurations. The rule configuration can be adjusted by toggling the store pickup and shipping options on or off, or by setting values for threshold and safety stock by clicking on the number chips.

Understanding the Cascade of Inventory Rule

Each omnichannel configuration, safety stock, threshold, BOPIS, and shipping can have multiple rules to target specific product and facility selections. Since there are multiple rules for each configuration type, products and facilities may overlap among rules. When this occurs, the last rule in the sequence of rules overrides previous rules for a unique combination of products and facilities.

Consider a retailer who wants to set different inventory thresholds for general shirts and blue shirts. The retailer sets a threshold of 5 for all shirts, allowing a minimum of 5 shirts to be available as network-level buffer stock. However, for blue shirts, the retailer wants to increase the threshold to 10 to ensure enough is available for demand.

To achieve this, the retailer would create two rules:

1. General Shirt Rule (Threshold set to 5 shirts)

   • Applies to all shirts, allowing a minimum of 5 shirts to be available as network-level buffer stock.

2. Blue Shirt Rule (Threshold set to 10 shirts)

   • Applies only to blue shirts, requiring a minimum of 10 blue shirts to be available as network-level buffer stock.

These rules should be listed in the correct sequence to ensure that the specific blue shirt rule overrides the general shirt rule for blue shirts while maintaining the broader threshold for all other shirts.

A balloon icon in the bottom right corner allows retailers to collapse or expand the inventory rules. Retailers can collapse the inventory rules to rearrange the sequencing of the inventory rules according to the cascade.

As discussed previously, all facilities included in the CHANNEL_FAC_GRP type will have their inventory available for online sales. With the new shipping feature, retailers can configure inventory availability on a per-product, per-facility basis, allowing them to control which product’s inventory will be suppressed for online sales from specific facilities and for specific channels.

For example, retailers can suppress the availability of a blue shirt for shipping from the US Shopify Store. Similarly, they can suppress a product, such as the blue shirt, to restrict shipping from specific locations, such as retail stores, while keeping all other products available for shipping from these retail stores.

In HotWax Commerce, retailers can create different types of shipping rules:

• Configure the capacity of online orders from a store.

• Configure which products will be suppressed to sell from which sales channel.

• Configure which product will be suppressed for which facility so that the inventory of these facilities for that product is not computed.

In this user manual, we will set up different types of configurations. For the remainder of the setup, we will use the example of a Canadian retailer that has five retail locations, including three retail stores and two warehouses, and sell their inventory across Canada and US. They want to configure shipping rules for a specific product: a Blue Medium-sized shirt from the NotNaked brand. Let’s see how retailers can configure shipping rules for such scenarios.

Setting Maximum Order Capacity of a Facility

Retailers often face operational constraints in their stores, as they must balance serving walk-in customers while fulfilling online orders. To prevent overwhelming the store's capacity, HotWax Commerce allows retailers to set a maximum order capacity for each store. Once this limit is reached, the brokering engine automatically routes additional orders to alternative facilities with available capacity.

The maximum order limit does not impact the ATP (Available-to-Promise) of the facility. This configuration is purely for controlling the number of orders that can be shipped from the store and helps users manage shipping rules without having to navigate multiple apps.

Let’s suppose a retailer wants to limit the capacity of their retail stores to handle only 10 orders per day while keeping the warehouse order capacity unlimited. Here’s how they can set up the maximum order capacity:

Navigate to the Shipping Page: Go to the Shipping section in the ATP App.

Access the Facilities Tab: Click on the Facilities tab to view the complete list of all facilities (stores and warehouses).

Set Maximum Order Capacity: For each store, click on the capacity chip next to the store’s card. You will see three options: - Unlimited Capacity - No Capacity - Custom Capacity

Configure Custom Capacity: Select Custom Capacity and set the maximum limit to 10 orders per day for each store.

Unlimited Capacity for Warehouses: For the warehouses, leave the setting as Unlimited Capacity, ensuring they can fulfill as many orders as needed.

Once this setup is complete, the system will automatically redirect any additional orders beyond the store's daily capacity to other facilities with available capacity.

Suppressing Shipping for Channel/ Configuration Facility

In this scenario, the retailer wants to suppress shipping for the Blue Shirt (Size M) across the Shopify channel, making it available exclusively for walk-in customers. This could be due to high demand in-store or a strategic decision to drive in-store traffic.

Here’s how to set up the rule to suppress shipping for this specific product on the Shopify channel:

Create Rule Navigate to the Shipping page within the ATP App and select the Product and Channel tab. Click the Add button to create a new rule.

Rule Name Enter a descriptive name for the rule, such as “Suppress Shipping on Shopify.” This name should clearly reflect the rule’s purpose.

Rule Configuration After naming the rule, configure it by turning off the toggle for Shipping. This action ensures that the Blue Shirt (Size M) will be suppressed from the selected channel.

Selecting Channel / configuration facility Choose the relevant channel configuration facility, as all network rules for the products are governed by these configuration facilities. Since we are suppressing shipping of the Blue Shirt from all the channels, turn on the toggle to select all channels. If you want to suppress shipping for specific channels, such as the US Shopify store, select the relevant US Config Facility from the list of all available config facilities.

Selecting Products To apply this rule to the Blue Shirt (Size M), you can use the Tag or Feature filters:

• Tags: Add the “Blue Shirt” tag from your product catalog using the Include card.

• Features: Alternatively, use the product feature filters to select “Color: Blue” and “Size: M,” ensuring the rule applies only to this specific variant of the Blue Shirt. You can also use the Exclude card to exclude specific products before suppressing shipping. If you want to configure this setting for all the products, you don't have to include/exclude any of the products either by the tag or the feature.

Saving Configuration Once you have selected the relevant product and configured the rule, click the Save button to apply the settings. This will finalize the rule, ensuring that the Blue Shirt (Size M) is suppressed for shipping on the Shopify channel, making it exclusive to walk-in customers at physical stores.

Suppressing Shipping from Facility

In this scenario, the retailer wants to suppress shipping for the Blue Shirt (Size M) from their retail stores due to higher demand from walk-in customers. Shipping for this product will remain available at other locations, ensuring that online orders can still be fulfilled from other facilities.

Here’s how to set up this rule:

Create Rule Navigate to the Shipping page within the ATP App and select the Product and Facility tab. Click the Add button to create a new rule. This rule will allow the retailer to suppress shipping for specific products at certain facilities.

Rule Name Enter a descriptive name for the rule, such as “Suppress Shipping for Blue Shirt (Size M) from stores” to easily identify it later.

Rule Configuration To suppress shipping for this product at the specific facilities, turn off the toggle for Shipping. This ensures that the Blue Shirt (Size M) will be suppressed from selected stores.

Selecting Facilities Shipping rules apply to facility groups since retailers can have numerous facilities, and managing shipping for all the facilities can be a time-consuming process. To make this easier, it is recommended to create a facility group for the stores when setting up HotWax Commerce. If such a facility group does not exist, you can create a custom facility group through the Facility App. Once the facility group is created, navigate to the ATP rule configuration page. Click the Add button in the Include section of the facilities and add the relevant facility group. You can also use the Exclude feature to exclude specific facilities or select All Facilities if you want to suppress fulfillment of the product from all locations.

1. Selecting Products To specify the Blue Shirt (Size M), you can either use Tags or Features:

   • Tags: Add the “Blue Shirt” tag to include this product in the rule.

   • Features: Filter products by selecting “Color: Blue” and “Size: M” to target only this specific variant of the product.

2. Saving Configuration After configuring the rule, selecting the facilities, and choosing the product, click the Save button at the bottom right of the page. This finalizes the rule, ensuring that the Blue Shirt (Size M) is suppressed for shipping from the stores while keeping shipping available for other products from these stores.

Schedule Shipping Rule

Retailers can manage the scheduling of the ATP computation job responsible for the shipping rule from the shipping page. By default, ATP computation jobs are scheduled to run at midnight to ensure ATP calculations occur when store traffic is minimal, making the inventory ATP ready before the start of the day.

However, if you have created a new rule and want to compute ATP immediately, you can run a job once by selecting the relevant option from the job's overflow menu.

Once the shipping rules are created, they will be visible as rule cards on the Product and Channel or Product and Facility page as per the created rule. Each rule card provides an overview of configurations and product facility selections. Retailers can click the "Edit rule" button to modify rule configurations. The rule configuration can be adjusted by toggling the store pickup on or off.

As discussed in previous sections, to enable store pickup for a facility, it is essential that the facility is added to the PICKUP facility group. By default, store pickup is enabled for all products at facilities that are part of this group. If a facility is already included in the PICKUP group, rules only need to be created if the retailer wishes to suppress specific products from being available for in-store pickup.

In HotWax Commerce, retailers can create different types of store pickup rules:

• Configure which facilities will participate in in-store pickup.

• Configure which products will be suppressed for store pickup from which inventory channel.

• Configure which products will be suppressed for store pickup from which facility.

In this user manual, we will set up different types of configurations. For the remainder of the setup, we will use the example of a Canadian retailer that has five retail locations, including three retail stores and two warehouses. They want to suppress store pickup for a specific product: a Blue Medium-sized shirt from the NotNaked brand. Let’s see how retailers can configure store pickup rules for this scenario.

Add Facility to Pickup Group

As previously discussed, retailers must add facilities that can offer store pickup to the PICKUP group in HotWax Commerce. Retailers can do this through the Facilities App, though the ATP app provides centralized control to add store pickup facilities.

For example, let’s assume the retailer wants to enable store pickup at their three stores, but not at their warehouses.

Here's how you can set up the Store Pickup rule Using the ATP App:

Navigate to the Store Pickup Page: Go to the Store Pickup page within the ATP App.

Access the Facilities Tab: Click on the Facilities Tab to view the complete list of all your facilities (both warehouses and stores).

Toggle Store Pickup for Stores: For the three stores where you want to enable store pickup, turn on the toggle next to each store's name.

Finalize Setup: Once toggled on, these stores will automatically be added to the PICKUP facility group. All products available at these stores will now be eligible for in-store pickup.

Suppress Store Pickup from Channel/ Configuration Facility

In this scenario, let’s assume the retailer wants to suppress store pickup from their US stores channel, allowing only customers in canada to pickup their orders from stores. Here’s how the retailer can set up this rule through the ATP app:

Here's how you can suppress store pickup from Channel:

Create Rule: Navigate to the Pickup page within the ATP App and go to the Product by Channel tab. Click on the Add button to create a new rule.

Rule Name: Enter a descriptive name for the rule, such as "Suppress Store Pickup for US Stores," to easily identify its purpose later.

Rule Configuration: After naming the rule, configure it by turning off the toggle for Store Pickup. This ensures that the selected products will be suppressed for store pickup from the designated channel.

Selecting Channel/ Configuration facility: Next, choose the relevant channel configuration facility, as all network rules for the products are governed by these configuration facilities. Since we are suppressing store pickup for the US Shopify store, select the US Config Facility from the channel options. This ensures the rule applies specifically to this channel. If you want to suppress store pickup for all channels, turn on the toggle to select all channels.

Selecting Products: If you want to suppress store pickup for all products, there is no need to change any settings for including or excluding products. However, if you want to suppress store pickup for a specific product while keeping other products available for pickup, you can select products by tags or features. For example, let’s assume you want to suppress store pickup for the Blue Shirt (Size M), which has the product tags "Shirt" and "Blue Shirt."

• Tags: Click the Add button in the Include section and select the "Shirt" or "Blue Shirt" tag from your product catalog.

• Features: Alternatively, use product filters to include "Color: Blue" and "Size: M" to narrow the rule to this specific product variant.

Similarly, you can also exclude products by using the Exclude section with tags and features.

Saving Configuration: Once you’ve completed the product selection, click the Save button at the bottom-right of the screen. This will finalize the rule and ensure that the Blue Shirt (Size M) is no longer available for store pickup on the Shopify channel.

Suppress Store Pickup from Facility Rule

In this scenario, the retailer wants to suppress store pickup for the Blue Shirt (Size M) from their warehouse facilities while allowing store pickup for the Blue Shirt from their retail stores.

Here's how you can suppress Store Pickup from a Facility:

Create Rule: Navigate to the Pickup page within the ATP App and select the Product and Facility tab. Click the Add button to create a new rule. This rule will allow the retailer to suppress store pickup for specific products at certain facilities while maintaining availability at other locations.

Rule Name: Enter a descriptive name for the rule, such as "Suppress Store Pickup for Blue Shirt (Size M) from Warehouses," so it’s easy to identify later.

Rule Configuration: To suppress store pickup for this product at the specified facilities, turn off the toggle for Store Pickup. This ensures that the Blue Shirt (Size M) will no longer be available for in-store pickup at the selected locations.

Selecting Facilities: Pickup rules apply to facility groups since retailers can have numerous facilities, and managing store pickup can be a dynamic process. To make this easier, it is recommended to create a facility group for the warehouses when setting up HotWax Commerce. Creating different facility groups based on Facility Types (e.g., warehouses vs. retail stores) is useful not only for store pickup but also for order routing.

If you want to create a custom facility group, you can do so through the Facility App. Once the facility group is created, navigate to the ATP rule configuration page. Click the Add button in the Include section of the facilities and add the relevant facility group. You can also use the Exclude feature to exclude specific facilities or select All Facilities if you want to suppress fulfillment of the product from all locations.

Selecting Products: If you want to suppress store pickup for all products at this facility, there is no need to include specific products. However, since we want to suppress pickup for only the Blue Shirt (Size M), you can do this using tags or features.

• Tags: Click the Add button in the Include section and select the "Shirt" or "Blue Shirt" tag from your product catalog.

• Features: Alternatively, use product filters to include "Color: Blue" and "Size: M" to narrow the rule to this specific product variant.

Similarly, you can exclude products by using the Exclude section with tags and features.

Saving Configuration: Once you have configured the rule, selected the facilities, and chosen the product, click the Save button at the bottom-right of the page. This finalizes the rule, ensuring that the Blue Shirt (Size M) is suppressed for pickup from warehouse locations, while keeping store pickup available for other products and at other locations.

Schedule Store Pickup Rule

Retailers can manage the scheduling of the ATP computation job responsible for the store pickup rule from the store pickup page. By default, ATP computation jobs are scheduled to run at midnight to ensure ATP calculations occur when store traffic is minimal, making the inventory ATP ready before the start of the day.

However, if you have created a new rule and want to compute ATP immediately, you can run a job once by selecting the relevant option from the job's overflow menu.

Once the Store Pickup rules are create, they will be visible as rule cards in the Product and Channel or Product and Facility page as per the created rule. Each rule card provides an overview of configurations and product facility selections. Retailers can click the "Edit rule" button to modify rule configurations. The rule configuration can be adjusted by toggling the store pickup on or off.