Hybris Order Management Services

Sourcing Strategies

OMS provides sourcing options that hybris administrators can use to specify how orders are handled by stockrooms. Orders can be sourced according to the following strategies:

• Available to Sell (ATS), which ranks stockrooms based on the number of order items each stockroom has available to sell. This strategy gives priority to the stockroom with the highest number of order items available to sell.

• Distance, which ranks stockrooms based on the distance between the stockroom location and the delivery address. This strategy gives priority to the stockroom that is closest to the delivery address.

• Sequence, which assigns a priority number to stockroom locations. For example, this allows the OMS to first source to a warehouse before trying to source to local stores.

  • Item Grouping, which splits orders into as few shipments as possible, if order splitting is allowed, and an order cannot be entirely sourced from a single stockroom.

Allocation

Allocation is the action of grouping order items into shipments (that is, determining which items of an order will be shipped from a single location in a single box or package).

Pick, Pack, Label, and Ship

Once an order is allocated, the following steps in the order workflow take place:

• A pick list is printed, which lists the item(s) that need to be collected from the store or warehouse shelf.

• A pack slip is printed, which indicates all the items that need to be packed in a single shipping box or package.

• A label is printed, which displays the customer's shipping address. Details vary depending on the shipping carrier.

• The order is shipped and confirmation of the shipment is logged in the OMS.

Payment Capture

After the order is packed and ready to be shipped, the payment is charged to the customer. OMS communicates with a third-party payment service provider (for example, CyberSource) to complete the payment capture.

Commit Taxes

The final step of the workflow is to determine the tax amount of an order and to log the information, so that a tax invoice can be created. OMS communicates with a third-party tax invoicing service (for example, Avalara) to complete the tax invoicing.

OMS User Interfaces

OMS has three separate user interfaces, depending on your role in the organization.

OMS Cockpit (for Warehouse and Shop Staff)

The hybris OMS Cockpit allows you to:

- View and manage customer orders, such as print pick slips, pack slips, and shipping labels, as well as review and edit package and shipping information.

- Search for and view your inventory information. You can search based on the inventory's SKU or by location.

- Search for and manage stockroom locations.

- View information imported in to the OMS from the hybris Accelerator or from files you uploaded.

Returns and Refunds Cockpit (for Warehouse and Shop Staff)

The hybris Returns and Refunds Cockpit allows you to:

- Create returns.

- Search for orders for which customers want to return items. You can search by order ID or SKU.

- Search for returns by return ID or order ID.

- Confirm automatic and manual returns.

- Manually modify the amount to be refunded on returned orders.

OMS Admin Cockpit (for an Administrator for Application Management)

The hybris OMS Admin Cockpit allows you to:

- Create, modify, or delete ATS formulas

- Create, modify, or deactivate order line quantity statuses

- Create, modify, or delete sourcing strategies for orders, order lines, and order line quantities

- Configure preferences for a tenant such as ATS calculator, item grouping, order and order line splitting, and OLQ statuses

- Configure inventory management rules

Importing and Exporting Data in OMS

You can import data to OMS using the dataonboarding service. You can also export OMS data to integrated systems.

OMS Integration with Commerce Infrastructure Services

The hybris Commerce Infrastructure Services (CIS) provide an interface for the OMS to communicate with a variety of third-party service vendors to handle payment capture, geolocation, and tax invoicing. OMS Integration with Accelerator

hybris provides AddOns which integrate the Accelerator with the Order Management System (OMS).