Procedures

Procedures are special rules assigned to products to define how they should be processed during order fulfillment. Each procedure contains specific characteristics that affect processing, such as packaging requirements, weight limits, or mixing rules.

With Procedures you can:

• Define special processing requirements for products
• Control how products are grouped in orders (No Mix)
• Set weight limits for shipments
• Configure Label Ready products that require special labels
• Assign costs and prices to special procedures
• Automate order division according to specific rules

Why Use Procedures?

Processing Control

Define specific rules for how certain products should be processed, ensuring special packaging or shipping requirements are met.

Order Automation

Procedures are automatically evaluated during the pending to processing process, dividing orders when necessary according to defined rules.

Cost Management

Assign costs and prices to special procedures for accurate billing of additional services like custom packaging or box reinforcement.

Flexibility

Create multiple procedures for different needs and assign them to specific products according to their unique requirements.

How to Access Procedures

1. Navigate to Inventory

   From the warehouse menu, click Inventory.

2. Open Procedures

   Click Procedures in the Inventory submenu (or use the Procedures link from Catalog).

3. View Procedures List

   You’ll see a table with all existing procedures: ID, Procedure Name, Description, Account ID, Active, Date, By, and Information.

4. Use Simple List (Optional)

   Click Simple List in the page header to open a simplified view.

Common Procedure Characteristics

Procedures can include the following characteristics:

• Label Ready & No Mix: The product requires special labeling and cannot be mixed with other products in the same order.
• No Mix: The product cannot be mixed with other products. A separate order will be created.
• No Mix by Type Pack: Products cannot be mixed if they have different packaging types.
• Weight Limit: Sets a maximum weight limit for the shipment.
• Divide non-procedure SKUs or weight exceeds: Divides the order if it contains SKUs without a procedure or if it exceeds the weight limit.
• Custom Packaging: Requires special custom packaging.
• Reinforce box: Requires additional box reinforcement.

View Procedures List

The Procedures table shows:

• ID: Unique procedure identifier
• Procedure Name: Descriptive procedure name
• Description: Description of what the procedure does
• Account ID: OMS account to which the procedure belongs
• Active: Shows “true” or “false”
• Date: Creation or last update date
• By: Procedure creator (shows “Seller” when empty)

You can filter by:

• Account: Select specific OMS account from dropdown
• Active: Select True or False (radio buttons)
• Basic search: Text search by name, description, or Account ID. Use Search (*) to apply. Choose Exact phrase, All words, or Any word. Use Reset or Show all to clear.

View Procedure Details

1. Click the Procedure ID

   In the Procedures table, click the ID number of the procedure you want to view.

2. Review Basic Information

   You’ll see:

   • ID, Name, Enable (true/false), Description
   • Associated Account
   • By (creator, shows “Seller” when empty)

3. Review Characteristics

   The “Information Procedure” section shows all characteristics assigned to the procedure, including:

   • Characteristic type
   • Characteristic name
   • Additional information (Value, Description)
   • Associated Cost and Price

4. Review Assigned SKUs

   You’ll see a list of all products (SKUs) that have this procedure assigned.

5. Use Page Actions

   From the view page: Back to Procedure List, Add new Procedure, Duplicate Procedure, Edit Procedure, Edit Cost, Disable Procedure or Active Procedure.

Create a New Procedure

1. Click Add

   On the Procedures page, click the Add button at the top or bottom of the table.

2. Complete Basic Information

   • Name Procedure: Enter a descriptive name (required)
   • Description: Describe what this procedure does
   • Account ID: Select the OMS account (required)

3. Configure Characteristics

   Assign necessary characteristics to the procedure. Each characteristic can have:

   • Value: Specific value (for example, weight limit)
   • Description: Additional description
   • Cost: Internal cost
   • Price: Price to charge the customer

4. Activate the Procedure

   After saving, use Active Procedure on the view page to enable it.

5. Save the Procedure

   Click Save to create the procedure.

Default Procedure

Procedures marked as Default are automatically assigned to products without a specific procedure. The view page shows a “Default” badge when applicable.

Edit a Procedure

Important

Editing an active procedure will create a copy of the procedure and deactivate the original. Make sure to activate the new procedure after editing it.

1. Open the Procedure

   Click the ID of the procedure you want to edit.

2. Click Edit Procedure

   On the details page, click Edit Procedure. This opens the class/SKU edit page.

3. Confirm Edit

   The system warns: “Editing a procedure will duplicate and disable this procedure. Make sure you activate the new procedure at the end of the edit process.” Confirm to continue.

4. Modify Information

   Update the name, description, characteristics, costs, or prices. Use Edit Cost to change procedure costs.

5. Activate the New Procedure

   After saving, click Active Procedure if the previous one was active.

Duplicate a Procedure

If you need to create a procedure similar to an existing one:

1. Open the Procedure

   Click the ID of the procedure you want to duplicate.

2. Click Duplicate Procedure

   On the details page, click Duplicate Procedure. This opens the add form with data copied.

3. Modify the Copy

   The new procedure will be an exact copy. Edit it according to your needs.

4. Save and Activate

   Save changes and activate the procedure if necessary.

Activate or Deactivate a Procedure

1. Open the Procedure

   Click the ID of the procedure you want to activate or deactivate.

2. Change Status

   • If active (true): Click Disable Procedure to deactivate
   • If inactive (false): Click Active Procedure to activate

3. Confirm Change

   Confirm the action when prompted.

Inactive Procedures

Inactive procedures are not evaluated during order processing. Only active procedures (Enable = true) affect system behavior.

Assign Procedures to Products

To assign a procedure to a product:

1. Navigate to Product

   Go to the products or inventory view.

2. Edit the Product

   Open the product to which you want to assign the procedure.

3. Select the Procedure

   In the product’s Class or Procedure field, select the desired procedure.

4. Save Changes

   Save the product with the new procedure assigned.

Update Default Procedures

The system can automatically update default procedures for all SKUs:

1. Go to Procedures

   Navigate to the Procedures page.

2. Click Update default procedures

   Click the Update default procedures button in the page header.

3. Confirm Update

   Confirm when prompted “Update default procedures?”

4. Wait for Completion

   The system will process all SKUs and assign the default procedure to those that don’t have a specific procedure.

Characteristics and Their Effects

Label Ready & No Mix

Effect:

• The product requires special labeling
• Cannot be mixed with other products
• If an order has more than one item, each item will be shipped separately

Use: Products that require special labeling and must be shipped individually.

No Mix

Effect:

• The product cannot be mixed with other products in the same order
• A separate order will be created for this product

Use: Fragile products, products with special requirements, or products that shouldn’t be shipped together.

No Mix by Type Pack

Effect:

• Products with different packaging types cannot be mixed
• They will be divided into separate orders according to packaging type

Use: When different products require different packaging types and shouldn’t be shipped together.

Weight Limit

Effect:

• Sets a maximum weight limit for the shipment
• If the order exceeds the limit, it will be automatically divided

Use: Control maximum shipment weight to comply with transportation restrictions.

Divide non-procedure SKUs or weight exceeds

Effect:

• Divides the order if it contains SKUs without an assigned procedure
• Also divides if total weight exceeds the established limit

Use: Ensure products with special procedures are processed separately from standard products.

Custom Packaging

Effect:

• Indicates the product requires custom packaging
• May affect box selection and packaging materials

Use: Products that require special or custom packaging.

Reinforce box

Effect:

• Indicates the box needs additional reinforcement
• May affect packaging materials used

Use: Heavy or fragile products that require reinforced boxes.

Procedures Table Information

The table shows the following columns:

• ID: Unique procedure identifier
• Procedure Name: Procedure name
• Description: Procedure description
• Account ID: Associated OMS account
• Active: Active/inactive status
• Date: Creation or update date
• By: Procedure creator (Seller or system)
• Information: Shows procedure characteristics and details inline (via the Information column)

You can sort by any column by clicking the header. Use Records Per Page (10, 20, 50, 100, 200, 500, All Records) to control pagination.

💡 Best Practices

Descriptive Names

Use clear and descriptive names for your procedures. This helps quickly identify what each procedure does without having to review details.

Document Characteristics

Add detailed descriptions in the Description field of each characteristic. This helps other users understand why it was configured that way.

Test Before Activating

Create and test procedures in inactive mode before activating them. This allows you to verify they work correctly without affecting order processing.

Review Costs Regularly

Periodically review procedure costs and prices to ensure they reflect actual costs and correct prices for customers.

Troubleshooting

Procedure Doesn’t Apply to Orders

Problem: I created a procedure but it’s not being applied during processing.

Solution:

• Verify that the procedure is marked as Active (Enable = true)
• Ensure the procedure is assigned to the correct product
• Verify that the OMS account has procedures enabled
• Check that procedure characteristics are configured correctly

I Can’t Edit an Active Procedure

Problem: I can’t modify a procedure that’s active.

Solution:

• The system requires creating a copy of the active procedure to edit it
• Click Edit Procedure and confirm that a copy will be created
• After editing, make sure to activate the new procedure
• Deactivate the old procedure if you no longer need it

Orders Aren’t Dividing Correctly

Problem: Orders with “No Mix” products aren’t being divided.

Solution:

• Verify that the procedure has the “No Mix” or “Label Ready & No Mix” characteristic assigned
• Ensure the procedure is active
• Verify that the product has the procedure assigned correctly
• Check that the account has procedures enabled in the system

I Don’t See the Procedures Option

Problem: Procedures doesn’t appear in the menu.

Solution:

• Procedures is under Inventory → Procedures
• Contact the administrator if you need access

Next Steps

• Pending Orders: Understand how procedures affect pending order processing
• Product Management: Learn how to assign procedures to products
• Warehouse Overview: Get an overview of warehouse operations