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Channel rules and ring-fences
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Channel rules and ring-fences

Decide how much of your stock each channel is allowed to show.

Overview

Channel rules let a channel show fewer units than you have, on purpose: safety stock, a share of stock, a maximum listed quantity, or zero below a level. Ring-fences keep units for one channel only.

Why use it

  • Protect against overselling when channels update slowly.
  • Split stock between channels.
  • Keep stock for your own website.

Before you begin

  • Channel locations are set up and linked to warehouses.

Channel stock rules

Rules let a channel show less than you actually have, on purpose. Open Settings → Stock → Channel rules. A rule can apply to the whole company, a channel, a channel location, a product category, a product tag, or a single item, optionally on one channel only. The most specific rule wins.

Figure 10.1  Settings → Stock → Channel rules
  • Safety stock: a number of units and/or a percentage kept back from the channel.
  • Share: the percentage of the remaining stock the channel may sell.
  • Max listed: the most units the channel will ever be shown.
  • End when: show zero once total stock falls to this number or below.
  • Sync on/off: stop sending stock to this channel for the items the rule covers.

How a channel's number is worked out

The calculation always follows the same order:

Step 1

Available stock

of the warehouses that feed this location

Step 2

− Safety stock

units or % kept back

Step 3

− Ring-fences

units kept for other channels

Step 4

× Share

the channel's percentage

Step 5

Cap at max listed

never show more than this

Step 6

End when

show 0 at or below this

Example: 100 available − 10% safety stock (10) − 20 ring-fenced for Shopify = 70 × 50% share = 35 shown on Flipkart

Figure 10.2  How the number a channel shows is worked out, always in this order.

Ring-fences

A ring-fence keeps a fixed number of an item's units in a warehouse for one channel only. Every other channel fed by that warehouse sees that many fewer. Use it to protect stock for your own website, for example. Set ring-fences from the item page's What each channel shows card.

Why does a channel show this number?

On the item page, What each channel shows lists each channel location with its number and the steps that produced it: which warehouses fed it, which rule applied, and what was taken off and why.

Changes made directly on a channel

If someone edits a quantity in Shopify admin, Seller Central, the Flipkart panel or WooCommerce, O2M picks up the change (or click Read now in Channel locations), records it, for example "Changed on Amazon: 10 → 15", and passes it on to your other channels.

Important  A change of 10 units or more made on a channel raises an alert, so unexpected edits do not go unnoticed.