Version 20.3: Release Notes

Version 20.3 of Radial Order Management (ROM) is scheduled for release in November, 2020. This document describes the content of the release, including:

• New features
• Enhancements to existing features
• Enhancements to the user experience

The following sections explain the new features and enhancements in detail.

New Feature: Seller Level Safety Stock

New Feature: Companion SKUs

Overview

A Companion SKU is typically a low-value that accompanies a regular SKU. When a customer orders the regular SKU, the Companion SKU is included in the order at no charge; for example, a gift-with-purchase promotion that includes a small bottle of ink with the purchase of a fountain pen. If the regular SKU is not available, the Companion SKU is not shipped. By ensuring that Companion SKUs are not shipped, you save shipping charges on small items that you ordinarily would not ship.

Configuration

To indicate that an item is a Companion SKU, you must set the isGift custom attribute in the Item Master.

Behavior

When a regular SKU in an order has a Companion SKU, ROM first attempts to fulfill the Companion SKU from the same fulfillment node as the regular SKU. If ROM cannot source the Companion SKU from the same fulfillment node as the regular SKU, ROM sources the Companion SKU from the next best-fit fulfillment node.

If ROM cannot source the Companion SKU and it cannot be back ordered, the Companion SKU is canceled. If the Companion SKU can be back ordered, it is put on back order and fulfilled when inventory is available.

If the regular SKU is canceled, the Companion SKU is also canceled. If the regular SKU is back ordered, the Companion SKU is also back ordered, even if inventory is available.

Enhancements to Existing Features

Bundles

Overview

An inventory bundle (or kit) comprises multiple products called child items; however, a customer can only purchase the entire bundle. The bundle itself is a virtual product; that is, a container or parent for the products that make it up. If you offer basic bundles/ kits on your webstore, ROM manages the relationships of these bundles through the order life cycle process from order creation to sourcing from the same fulfillment location to post-purchase management of the bundled items.

Version 20.3 enables you to specify whether an item is eligible to be a bundle. If it is, you then specify the component child items of the bundle. If a customer wants to return a bundle, they must return all of the child items in the bundle.

Note: You cannot add an item to a bundle unless the item already exists in ROM.

Behavior

When a customer orders a bundle, the OrderCreate API includes the virtual parent product. ROM them determines the bundle components and separates the bundle into individual child products using the bundle contents provided in the Item Master or specified through the ROM user interface. ROM creates separate line items for the parent and each child product, and establishes parent/child relationships. The bundle price is included in the request for the parent product on the order.

If a customer returns the bundle, they must return the entire bundle; otherwise, the return is rejected.

When a DC cancellation is processed for a child item, both the parent and child items must be canceled.

Configuration

To define and activate a bundle:

1. Navigate to the Item screen and select the Bundle Contents section from the right navigation menu.
2. Activate the Bundle Eligible toggle. The Bundle Contents fields appear.
3. If the bundle contents must be shipped together, activate the Ship Together toggle.

   

4. Add the first bundle Item ID. You can enter the Item ID directly, or click or tap the Lookup button to search for the item.
5. Add the quantity of the item to be included in the bundle.
6. To add the next item, click or tap the Add Bundle Item button. A new set of item field appears.
7. To delete a bundle item, click or tap the icon.

Warehouse Order Returns: Add Return Fee

Radial enables you to determine the return fee structure, making it easily available for managing returns based on business needs. Clients who do not have hassle-free returns (HFR) or HFR fees can use this setting to select a return fee.

Configuration

To enable this enhancement:

1. Navigate to the Edit Seller Service Group Configurations screen.
2. From the list of services, select Return Service Group.
3. From the right navigation, select Return Fees. The Return Fees section appears.

   

4. In the Return Fee field, enter the return fee.
5. To add another return fee, click or tap the Add Return Fee button. A new Return Fee field appears.
6. To delete a return fee, click or tap the icon next to the fee that you want to delete.
7. Click or tap the Save button.

Use

Once you have set up the Return Fee in the Return Service Group, the Return Fee field appears on the Warehouse Return Order Number screen. When warehouse personnel are processing a return, they can select the most appropriate fee for the return from the Return Fee dropdown.

Move Inventory Warning

ROM is continually making usability enhancements to better guide the end user. Version 20.3 has added more robust informational messaging to the Move Inventory screen. If a user tries to move inventory from one node to the same node, a warning message displays. The user must enter a different node for the "To" inventory.

Configuration Enhancements

ROM continues to expose configurations for self-service management to provide you with visibility and control into business rule management that previously required Radial support to update. Version 20.3 includes several enhancements to the ROM configuration features, enhancing your ability to perform self-service system configuration. The following sections describe these enhancements.

Price Adjustments before Shipment

ROM has added flexibility around when price adjustments can occur by Entry Type. Use primarily by marketplaces, this enhancement is useful if you want to defer price adjustments until invoicing is done. Once the credit memo is triggered, the event can be consumed by the marketplace.

Note: this setting is not available in the UI as self-service; rather, it requires Radial involvement. Consult your Radial representative for more information.

Signature Required Rules and Shipping Methods

ROM now supports the ability to indicate that a signature is required at delivery when a Zero Cost Reship (ZCR) occurs.

When ROM processes a ZCR without a return, ROM passes a flag on the order indicating that the delivery driver must capture the signature when delivering the package.

Sales Order Create Service Group: Order Modify Hold Duration

You can now specify how long to keep an order on hold when modifying it. This setting is located in the Seller Service Group Configurations in the Order Modify Hold Duration. To set the duration, enter the number of minutes in the field.

Payment Method Configuration: Refund Ship Method

If a gift card is used to pay for an order that is subsequently canceled, you can specify how handle the refund. If the tender type is a virtual gift card, the refund is put back on the virtual gift card. However, if the customer uses a physical gift card, you can issue the refund on a physical gift card and send it to the customer. The Payment Method Configuration now enables you to specify the shipping method for a refund on a physical gift card.

Pipeline Criteria: Reship Type

ROM now supports setting up an order workflow rules for a Reship order via the pipeline functionality. When defining criteria, you can now select Reship from the Type menu. For more information on pipeline criteria and configuration see the Manage Pipelines topic in the online help.

Pipeline Configuration: Specify Handling of Order Declines

ROM now further enhances your ability to create pipelines that define how orders pass through the order fulfillment workflow rather than having to rely on Radial setting up and refining the behavior. In Version 20.3, you can now specify how to handle orders that have been declined; for example, ISPU and Marketplace orders are always canceled instead of being backordered.

Enhancements to the User Experience

• Return Order Lookup: The Return Order icon has been updated to a more intuitive icon. It is now .

  

• Waiting to Pick Screen: The Get My Tickets Button has been moved to the Action Bar for consistency with other actions.

  

• The Search Panel now opens automatically for the following functions:
  • Order Lookup

    

  • Item Search

    

  • Inventory Search

    

  • Inventory Audits

    

  • Availability Search

    

  • Warehouse Order Returns

    

  • Safety Stock Configuration