Configure Bulk Threshold Controls to manage Inventory and Virtual Positions Statuses

How-to Guide

Author:

Kirill Gaiduk

Changed on:

28 Feb 2025

Steps

Create a Control Group

Note

of `BULK_THRESHOLD` type are applicable to both and Virtual Positions. Thus, you could use corresponding for and Virtual Catalogs.

At the same time, it is also possible to use a single Control Group for multiple and Virtual Catalogs.

1. Create a Control Group.

Use the `createControlGroup` mutation or do it via the UI.

2. Activate the Control Group.

Use the `updateControlGroup` mutation or do it via the UI.

3. Assign the Control Group to a target Catalog(s):

Use the `updateInventoryCatalogue` mutation (or `updateVirtualCatalogue` mutation) or do it via the UI (Check the correspondent guides for Inventory and Virtual Catalogs update if needed).
Extend the Catalog(s) `attributes` using the following example:

1{
2"attributes": {
3     "name": "controlGroups",
4     "type": "JSON",
5     "value": ["yourControlGroupRef"]
6 }
7}

Alternative

You could also use the `controlGroupRef` field to specify the Control Group for `BASE` and `AGGREGATE` Virtual Catalogs.

4. (Optional) Repeat the Steps 1-3 for all the and Virtual (`BASE` and `AGGREGATE`) Catalogs where Position Statuses (`ACTIVE`, `OUT_OF_STOCK`, `AT_RISK`) to be defined with Bulk Threshold :

Create Bulk Threshold Controls

Note

of `BULK_THRESHOLD` type are designed to be applied to multiple or Virtual Positions that belong to "wide groups" specified with the `context` parameter.

1. Create a Bulk Threshold Control to manage `OUT_OF_STOCK` Status for or Virtual Positions.

Use the `createControl` mutation with the following `CreateControlInput` input parameter configuration:

1{
2"input": {
3    "ref": "BULK_TIOOS",
4    "type": "BULK_THRESHOLD",
5    "name": "Bulk Threshold Inventory Out of Stock",
6    "description": "",
7    "values": [
8      {
9        "name": "context",
10        "type": "CONTEXT",
11        "value": [
12          {
13            "type": "CATALOGUE",
14            "property": "ref",
15            "value": "yourInventoryCatalogueRef"
16          }
17        ]
18      },
19      {
20        "name": "threshold",
21        "type": "NUMBER",
22        "value": 0
23      },
24      {
25        "name": "status",
26        "type": "STRING",
27        "value": "OUT_OF_STOCK"
28      }
29    ],
30    "controlGroup": {
31      "ref": "yourControlGroupRef"
32    },
33    "executionOrder": 10
34  }
35}

Language: json

Name: CreateControlInput for Out of Stock Bulk Threshold Control sample

Description:

The Control will be attempted to apply to all the Positions of the specified Catalog. That is managed with a `context` parameter (to be set within the `values` input field).

The Control will set the `OUT_OF_STOCK` Status to all the Positions with On Hand quantity lower than or equal to (<=) the `threshold` value specified (0).

The Control will be attempted to apply after the of `EXCLUSION` and `QUANTITY_BUFFER` types but before the `BULK_THRESHOLD` for `AT_RISK` and `ACTIVE` Statuses which is managed through the `executionOrder` input field. Note that only a single Control of `BULK_THRESHOLD` type will be applied to a specific or .

Bulk Threshold Controls Context Configuration Options

Manage an application area (groups of or Virtual Positions to which a correspondent Control is to be attempted to apply) for Bulk Threshold with the `context` parameter `value`:

The following Context Types are available:
- `CATALOGUE`
- `NETWORK`
- `LOCATION`
- `CATEGORY`
- `PRODUCT`
- `VARIANT`
- `POSITION`
The following Context Properties are available:
- `ref`
- `status`
- `type`
- `attributes` (e.g., `"property": "attributes.byName.Size"`)

2. Create a Bulk Threshold Control to manage `AT_RISK` Status for or Virtual Positions.

Use the `createControl` mutation with the following `CreateControlInput` input parameter configuration:

1{
2"input": {
3    "ref": "BULK_TIAR",
4    "type": "BULK_THRESHOLD",
5    "name": "Bulk Threshold Inventory At Risk",
6    "description": "",
7    "values": [
8      {
9        "name": "context",
10        "type": "CONTEXT",
11        "value": [
12          {
13            "type": "CATALOGUE",
14            "property": "ref",
15            "value": "yourInventoryCatalogueRef"
16          }
17        ]
18      },
19      {
20        "name": "threshold",
21        "type": "NUMBER",
22        "value": 10
23      },
24      {
25        "name": "status",
26        "type": "STRING",
27        "value": "AT_RISK"
28      }
29    ],
30    "controlGroup": {
31      "ref": "yourControlGroupRef"
32    },
33    "executionOrder": 20
34  }
35}

Language: json

Name: CreateControlInput for At Risk Bulk Threshold Control sample

Description:

The Control will be attempted to apply to all the Positions of the specified Catalog.

The Control will set the `AT_RISK` Status to all the Positions with On Hand quantity lower than or equal to (<=) the `threshold` value specified (10).

The Control will be attempted to apply after the `BULK_THRESHOLD` Control for `OUT_OF_STOCK` Status but before the `BULK_THRESHOLD` Control for `ACTIVE` Status.

3. Create a Bulk Threshold Control to manage the default `ACTIVE` Status for or Virtual Positions.

Note

It is mandatory to define a default Bulk Threshold Control which is applied when the Out of Stock or At Risk conditions are not met.
This Bulk Threshold Control will define the status `ACTIVE` when neither the Out of Stock nor the At Risk controls are applicable
No `threshold` value is needed for these default Bulk Threshold Controls.

Use the `createControl` mutation with the following `CreateControlInput` input parameter configuration:

1{
2"input": {
3    "ref": "BULK_TIA",
4    "type": "BULK_THRESHOLD",
5    "name": "Bulk Threshold Inventory Active",
6    "description": "",
7    "values": [
8      {
9        "name": "context",
10        "type": "CONTEXT",
11        "value": [
12          {
13            "type": "CATALOGUE",
14            "property": "ref",
15            "value": "yourInventoryCatalogueRef"
16          }
17        ]
18      },
19      {
20        "name": "status",
21        "type": "STRING",
22        "value": "ACTIVE"
23      }
24    ],
25    "controlGroup": {
26      "ref": "yourControlGroupRef"
27    },
28    "executionOrder": 30
29  }
30}

Tip

At least one compatible Active Bulk Threshold Control is mandatory for each and to ensure Out of Stock and At Risk correct behavior.
To achieve that:

Create a dedicated Control Group for a Fallback Active Bulk Threshold Control
Assign the Control Group to all your Inventory and Virtual Catalogs
Create a Fallback Active Bulk Threshold Control compatible with all the Inventory and Virtual Positions:

4. Repeat the Steps 1-3 to populate all the created with Bulk Threshold .

5. Activate all the Bulk Threshold created during the Steps 1-4.

Use the `updateControl` mutation to set the `ACTIVE` Status for the :

Update your Inventory

1. Update your with:

to ensure that the target And Virtual Catalogs have been recalculated and the created Bulk Threshold have been executed.

2. Verify the and Statuses.

Note

Explore the available customization with the ⁠Add colours to statuses to highlight important information⁠ and ⁠Colorful Dots Statuses Configuration Guide⁠.

Configure Bulk Threshold Controls to manage Inventory and Virtual Positions Statuses

Key Points

Steps

Create a Control Group

Create Bulk Threshold Controls

Update your Inventory

Related artifacts

Inventory Catalog Workflow Template

Virtual Catalog Workflow Templates

ApplyThresholdControlsToInventoryPosition

ApplyThresholdControlsToVirtualPosition

Related content

Inventory Module Overview

Inventory Reference Module

Control Groups and Controls Management

Control Groups

Kirill Gaiduk

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