Creating a wave rule with effective parameters helps you to pick and pack your products efficiently at the scheduled times. This article will walk you through the wave rule creation process.
Step-by-Step Guide
Navigate to the Wave Rules page.
If you have trouble finding the screen, please use the Search Option on the menu bar.
Click on Create New in the upper right corner.
Select the Operation Type from the available options. Your choices are:
Picking
Cycle Count
Replenishment
For this example, Picking was chosen as the operation type.
Enter the Rule Set Name and Warehouse.
Also, priority and delete method can be set for a rule.
The jobs that are created by that rule will be created with selected priority.
Delete methods are "within the same day", "next day" and "2 days later"
For example, there are two wave rules and one of it covers the orders whose expected shipment day is three days later with medium priority, and the other one covers the orders whose expected shipment day is 2 days later with high priority. When you select a delete option for the medium one, the jobs that are not started can be deleted the next day. On the next day, 2 days will be left for those orders and they will be allocated by the wave with the high priority this time. So this feature enables you to manage job priorities automatically.
You can then select the Job Type(s) from the list of job types connected to the selected warehouse. You must select at least one job type to create a wave rule.
You may also select more than one job type for the wave rule; in that case, the wave rule will run for the first job type first and then for the second.
The placement of the job types can be changed by selecting the 3-Bar icon and dragging and dropping.
You can learn more about creating job types from this article.
Once the information is entered, click Next.
In the Selection section, you can add criteria for the orders that will be allocated.
For example, you can filter just your e-commerce orders with Order Type or filter your orders with Priority.
You can add also Order By methods to your orders that will be allocated. Once the Order By method(s) are selected, can select whether they are in ascending or descending order.
For example, you can set the ordering based on shipment order date, expected shipment date, carrier rate and some other fields on the Shipment Order such as Note, Extra Note, Extra Note 2, Priority and Shipment Order custom fields:
After making these selections, click Next to move to the Schedule section.
This section lets you schedule your wave rules. The only thing you need to do is select a day and time. After that, this rule will run automatically at that time.
For time selection, there are two options. "Set specific time" and "Set time period". If you select "Set specific time" you can add the times one by one. But if you select "Set time period", you can add a lot of times at once. For example, if you select 30 minutes as a repeat option, and from 12.00 am to 11.59 pm, the system will add 48 scheduled times for every 30 minutes for all day.
Please note that the schedule works based on the selected time zone in User Preferences.
In the Assign section, you will select the assignees for this wave rule. You can assign the created jobs to specific user, so that only that user can do that job. You can assign a job to user roles, where a user with the selected role will be chosen by the system, or you can assign jobs directly to the job pool.
At the end of the process, you will be returned to the Job Wave Rules page and your new wave rule will be available.
You can run created wave rules from this screen at any time with the Run button.