Admin Interface: Creating and Editing Strategies

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. No alt provided

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. No alt provided

Admin Interface: Creating and Editing Strategies

Key Points

Prerequisites

Sourcing Profile GraphQL API Overview