Admin Interface: Creating and Editing Strategies

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How-to Guide

Author:

Yulia Andreyanova

Changed on:

3 Oct 2025

Key Points

Strategies control how orders are sourced within a profile.
They can be primary or fallback, executed in priority order.
Strategies inherit defaults from the profile unless explicitly set.
Conditions (IF) and criteria (THEN) define when and how sourcing logic applies.
Creating or editing a strategy always creates a new draft version of the profile.

Prerequisites

Sourcing Profile GraphQL API Overview

Steps

Strategy Types

All steps described in this article apply to both primary and fallback strategies. The same creation and editing behavior is consistent across both types.

Open a Profile

Navigate to Admin → Sourcing Profiles, then open a profile.

Add and Configure Strategy Details

Click Add Strategy (primary or fallback). Provide a name and optional description. Set the catalog, networks, and max split. If not defined, these values are inherited from the profile.

Add Conditions and Criteria

Use the Conditions (IF) drawer to specify when the strategy applies. Use the Criteria (THEN) drawer to define what happens when conditions are met.

For more details, see Admin Interface: Configuring Conditions and Criteria.

Save the Strategy

Click Submit. The drawer closes, and a confirmation window appears. After confirmation:

A new profile version is created in Draft status.
The new strategy is added at the bottom of the strategies list (if more than one exists).

Reorder Strategies (Optional)

To change the execution priority of strategies, open the Edit Profile drawer and rearrange them using drag-and-drop.

For detailed instructions, see Managing Profiles in the Admin Interface.

Edit a Strategy

If it is necessary to edit an existing strategy, open the ellipsis (⋮) menu next to it and select Edit. The Edit Strategy drawer opens, where you can update details, conditions, or criteria. Saving follows the same behavior as strategy creation: the drawer closes, a confirmation window appears, and a new draft version of the profile is created.

Related content

Responsive Sourcing Framework Overview

Edited 3 days ago

The Responsive Sourcing Framework is a configurable, scalable alternative to custom Workflows and Rules for managing sourcing strategies. You’ll learn how to define and optimize sourcing logic using Sourcing Profiles, Strategies, Conditions, and Criteria. The Framework empowers both technical and business users with faster implementation, greater control, and transparency into how sourcing decisions are made and why.

Sourcing Conditions Overview

Edited 4 days ago

Sourcing Conditions let you control how Sourcing Strategies are applied within the Responsive Sourcing Framework. After reading, you will understand how to configure and extend them to adapt sourcing logic for specific Sourcing Requests.

Getting Started with Reference Sourcing Criteria

Edited 10 days ago

How Sourcing Conditions work

Edited 11 days ago

This article introduces Sourcing Conditions as the mechanism that evaluates Sourcing Requests and returns outcomes used in Strategy selection. Readers will learn how reference schema, operators, and parameters shape these evaluations, and how custom schema can extend them.

Sourcing Criteria determine which eligible Locations are best once a Strategy applies. You’ll learn how to configure, sequence, and extend Criteria so your prioritization is predictable and explainable across business scenarios.

How Sourcing Criteria work