​

Channel Policies

Configure policies that apply to specific sales channels. Channel policies control inventory allocation, ATP calculations, replenishment rules, and alert thresholds.

​

Understanding Channel Policies

​

What Channel Policies Control

Channel policies define:

• ATP (Available to Promise): How inventory is allocated and promised
• Replenishment: When and how much to reorder
• Alerts: When to trigger alerts
• Fulfillment: Fulfillment location preferences
• SLA: Service level agreements
• Backorder: Backorder handling rules
• Partial Shipment: Partial shipment rules

Customization Tier: TENANT_DEFINED (fully tenant-defined, no pack defaults)

​

Policy Scope

Policies can be scoped to:

• Channel: Policy applies to specific channel
• Product: Policy applies to specific products
• Location: Policy applies to specific locations
• Combination: Policy applies to channel + product + location combination

​

Creating a Channel Policy

​

Step 1: Basic Configuration

1. Navigate to Admin → Channel Policies
2. Click Create Policy
3. Configure basic information:
   • Name: Policy name
   • Description: Policy description
   • Channel: Select channel
   • Scope: Product, location, or combination

​

Step 2: Channel Priority

Configure channel priority:

• Priority Tier: HIGH, MEDIUM, LOW
• Numeric Priority: 0-1000 (higher = more important)
• Allocation Weight: 0-100% (weight for allocation when inventory is scarce)
• Can Preempt: Can this channel “steal” from lower priority channels?
• Minimum ATP: Minimum ATP to accept orders
• Max Inventory Percent: Maximum % of inventory this channel can reserve

​

Step 3: ATP Configuration

Configure ATP (Available to Promise) rules:

• Minimum Stock: Minimum stock level
• Safety Stock: Safety stock level
• Reserve Stock: Reserve stock for commitments
• Inbound Inclusion: Include inbound inventory in ATP

​

Step 4: Replenishment Configuration

Configure replenishment rules:

• Reorder Point: When to reorder
• Order Quantity: How much to order
• Lead Time: Expected lead time
• Replenishment Strategy: FIFO, FEFO, LIFO, PRIORITY

​

Step 5: Alert Configuration

Configure alert thresholds:

• Low Stock Alert: Threshold for low stock alerts
• Stockout Alert: Threshold for stockout alerts
• Overstock Alert: Threshold for overstock alerts
• Forecast Deviation Alert: Threshold for forecast deviation alerts

​

Step 6: Fulfillment Configuration

Configure fulfillment preferences:

• Preferred Locations: Locations preferred for fulfillment
• Prohibited Locations: Locations not allowed for fulfillment
• Location Priority: Priority order for locations

​

Step 7: SLA Configuration

Configure SLA (Service Level Agreement) rules:

• Target Fill Rate: Target fill rate percentage
• Target Cycle Time: Target order cycle time
• Max Cycle Time: Maximum acceptable cycle time

​

Step 8: Backorder Configuration

Configure backorder handling:

• Allow Backorders: Whether to allow backorders
• Backorder Priority: Priority for backorder fulfillment
• Backorder Timeout: Timeout for backorder fulfillment

​

Step 9: Partial Shipment Configuration

Configure partial shipment rules:

• Allow Partial Shipments: Whether to allow partial shipments
• Minimum Shipment Percent: Minimum % to ship
• Partial Shipment Priority: Priority for partial shipments

​

Policy Types Explained

​

ATP Policies

ATP policies define how inventory is allocated and promised: Key Settings:

• Minimum Stock: Minimum stock to maintain
• Safety Stock: Safety stock level
• Reserve Stock: Reserve stock for commitments
• Inbound Inclusion: Include inbound inventory in ATP calculation

Impact:

• Affects inventory availability for channel
• Affects customer promises
• Affects replenishment recommendations

​

Replenishment Policies

Replenishment policies define when and how much to reorder: Key Settings:

• Reorder Point: When to trigger reorder
• Order Quantity: How much to order
• Lead Time: Expected supplier lead time
• Replenishment Strategy: FIFO, FEFO, LIFO, PRIORITY

Impact:

• Affects when replenishment recommendations are generated
• Affects order quantities
• Affects replenishment timing

​

Alert Policies

Alert policies define when to trigger alerts: Key Settings:

• Low Stock Alert: Threshold for low stock
• Stockout Alert: Threshold for stockout
• Overstock Alert: Threshold for overstock
• Forecast Deviation Alert: Threshold for forecast deviation

Impact:

• Affects when alerts are triggered
• Affects alert frequency
• Affects proactive management

​

Understanding Channel Policy Effects

​

At a Conceptual Level

Channel policies affect:

1. Inventory Allocation: How inventory is allocated to channels
2. ATP Calculations: How ATP is calculated per channel
3. Replenishment Decisions: When and how much to reorder
4. Alert Triggers: When alerts are triggered
5. Fulfillment Routing: Where orders are fulfilled from

​

Policy Precedence

When multiple policies apply:

1. Most Specific: Channel + Product + Location
2. Channel + Product: Channel + Product
3. Channel + Location: Channel + Location
4. Channel Only: Channel-level policy
5. Default: System defaults

​

What Success Looks Like

​

Policy Configuration Success

• ✅ Policies align with business requirements
• ✅ Channel priorities properly set
• ✅ ATP calculations accurate
• ✅ Replenishment rules effective
• ✅ Alerts triggering appropriately

​

Policy Management Success

• ✅ Policies documented
• ✅ Policy changes tested
• ✅ Policy conflicts resolved
• ✅ Policy effectiveness measured
• ✅ Policies updated as needed

​

Common Pitfalls

​

1. Not Understanding Policy Precedence

Problem: Creating conflicting policies without understanding precedence. Solution: Understand policy precedence:

• Most specific policy wins
• Review all applicable policies
• Resolve conflicts explicitly

How to avoid: Review policy precedence before creating policies.

​

2. Setting Inconsistent Priorities

Problem: Channel priorities not aligned with business priorities. Solution: Align priorities with business:

• Review business priorities
• Set channel priorities accordingly
• Document priority rationale

How to avoid: Make priority review part of policy setup.

​

3. Not Testing Policy Changes

Problem: Making policy changes without testing impact. Solution: Test policy changes:

• Test in non-production first
• Verify ATP calculations
• Verify replenishment recommendations
• Verify alert triggers

How to avoid: Make testing part of policy change workflow.

​

4. Not Monitoring Policy Effectiveness

Problem: Setting policies but not monitoring effectiveness. Solution: Monitor policy effectiveness:

• Track ATP accuracy
• Monitor replenishment performance
• Review alert frequency
• Measure service levels

How to avoid: Make monitoring part of policy management.

​

Troubleshooting

​

Policy Not Taking Effect

Symptoms: Policy configured but not affecting behavior. Possible causes:

1. Policy not saved
2. Policy scope incorrect
3. More specific policy overriding
4. System cache issue

Steps to resolve:

1. Verify policy was saved
2. Check policy scope
3. Review policy precedence
4. Clear cache and refresh

​

ATP Calculations Incorrect

Symptoms: ATP calculations don’t match policy settings. Possible causes:

1. Policy not applied
2. Conflicting policies
3. Policy configuration error
4. Calculation issue

Steps to resolve:

1. Verify policy is applied
2. Check for conflicting policies
3. Review policy configuration
4. Test ATP calculations
5. Contact support if needed

​

Alerts Not Triggering

Symptoms: Alerts configured but not triggering. Possible causes:

1. Alert thresholds not met
2. Alert policies not enabled
3. Alert delivery issue
4. Policy not applied

Steps to resolve:

1. Check alert thresholds
2. Verify alert policies enabled
3. Check alert delivery settings
4. Verify policy is applied

---

​

Related Pages

• Admin Overview
• ATP Policies
• Channels
• Replenishment Configuration

---

​

Permissions & Roles