Intelligent routing

Let's sell the product that can be sold on our own channel without paying commission to the marketplace; if we miss sales, let's also sell on the marketplace. What is Intelligent routing, who uses it, what is done in which tab, and what is the order of initial setup?

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Intelligent routing (Inventory › Intelligent routing; the page title says "Intelligent Stock Routing") works with a single idea:

Let's sell the product that can be sold on our own channel without paying commission to the marketplace; if we miss sales, let's also sell on the marketplace.

Our own channel is our website and mobile application. The system limits the maximum quantity shown on the marketplace for products that sell fast and are more profitable on our own channel. If expected sales do not occur on our own channel, it automatically loosens or removes the limit. It does not affect physical stock, reservations, or safety stock rules.

How the system makes decisions, what security measures exist, and the timing are explained in the How does it work? article. The How does it work? link in the page header also leads there.

Who uses it?

Who What they do Required permission
E-commerce or channel manager Prepares, tests, and publishes rule sets; approves or rejects decisions; stops urgently if needed. Prepare rule set, publish rule set
Commercial or finance team Enters and updates the amounts deducted per sale on each channel and the average purchase rate. View profitability, edit profitability
Operations team Monitors Summary, decisions, and background processes; retries stuck jobs. View Intelligent routing (additional permissions per process for cancel and retry)

Profitability amounts are commercial information: those without View profitability permission see Hidden instead of amounts. Buttons for unauthorized actions are either hidden or disabled; required permissions are stated in each tab's article.

Tabs

Tabs in order on screen:

Tab What is done? Article
Summary Is the system active, what happened today, what is the next step in setup? Emergency stop and restart are here. Summary
Rule sets Select which products to protect, how much, and how the system works; test and publish. Rule sets
Channel profitability Enter amounts deducted per sale on our own channel and each marketplace, and average purchase rates for product groups. Channel profitability
Decisions View the system's decision and reason for each product and marketplace; approve or reject pending decisions; monitor restricted products. Decisions
Processes Monitor background jobs (sales data, testing, applying decisions, Excel upload); cancel or retry if needed. Processes

The status bar at the top shows system status, operation mode, last sales data update, and running background job. The Next step bar tells the single action you need to do now and its button takes you to the correct tab. The What is done in this tab? card above each tab has a More information link opening that tab's article.

Initial setup order

If Intelligent routing is not installed in your store, the page shows "Intelligent routing is not yet installed in this store"; notify your administrator for installation. If installed, follow these five steps in order:

  1. Enter channel profitability and purchase rate. In the Channel profitability tab, enter commission, payment, shipping, and return info for our own channel and each marketplace, plus average purchase rate for "All products." The system does not limit marketplaces or categories missing info. → Channel profitability
  2. Create a rule set. In the Rule sets tab, click Create rule set; the wizard asks in four short steps which products to protect, how much, and security limits. → Rule sets
  3. Test. At the wizard's last step, click Save and test to try the rule set with today's sales and stock data. Testing changes nothing; it shows how many products will be reserved for our own channel and why.
  4. Publish. For the first publish, select the Monitor, do not apply mode: the system makes decisions but sends nothing to the marketplace. Keep this for about two weeks until you see the suggestions make sense, then switch to Apply with my approval.
  5. Monitor decisions. The system makes decisions about every 15 minutes. Read reasons in the Decisions tab; approve or reject pending ones. → Decisions

The Setup steps list and Next step bar in the Summary tab follow the same order. If you have a draft rule set, the next step is to test it; if a successful test exists, the next step is to publish it; the button opens your draft. The sales data status in the bar shows real data freshness even if the system is emergency stopped.

In Channel Stocks

If Intelligent routing is installed and you have view permission, the Inventory › Channel Stocks screen shows a Shown on marketplace column: each stock pool row lists the marketplaces it feeds with limits, showing their names, current visible quantities, and a Limited badge. Details: Summary article's "In Channel Stocks" section.

If a problem occurs

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  • If you see something wrong on the marketplace, the Emergency stop button in the page header removes all limits; marketplaces see normal stock within minutes. → Summary
  • Even if the system crashes or stops, sales are not lost: each limit is refreshed every decision cycle; a limit not refreshed is removed automatically within 45 minutes. → How does it work?
  • To immediately show all quantity of a single product on the marketplace, use Remove restriction in Decisions › Currently restricted products view. → Decisions
  • Common situations and answers: Frequently asked questions.

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