Configuring the Optimization service

The Optimization service provides algorithms advanced algorithms for the standard package and predictive algorithms for the premium package to determine how orders are fulfilled at the post-purchase stage. You can create optimization profiles to define business objectives for different channels so that the best fulfillment options are used to fulfill an order.

Before you begin

Familiarize yourself with the Sterling Intelligent Promising Standard and Premium packages. For more information, see Sterling Intelligent Promising overview.

Ensure that you are familiar with the following concepts:

Node calendar
The calendar that is created or updated to determine the node days, including business or working days and nonworking days. For more information, see Node calendar.
Fulfillment network cutoff
The cutoff time in business days that is created for nodes to determine the start of a service level agreement (SLA) period. For more information, see Fulfillment network cutoff.
Node processing cost
The cost to pick up and pack each unit in a node. For more information, see Node Processing cost.
Node capacity
The capacity that is available for nodes over a specific time period. For more information, see Node capacity.
Carrier rates
The transit costs for specific carrier service shipping zones. For more information, see Carrier rates.
Node-balancing values
The values that are used to balance the workload across nodes. For more information, see Node-balancing values.

As Sterling Intelligent Promising Standard or Sterling Intelligent Promising Premium customers, you can use the following APIs:

Optimizer API
An API that uses predictive cost estimations to optimize customer orders to reduce cost. For more information, see Optimizer API.
Rank API
An API that it used to rank ship nodes according to inventory and cost. For more information, see Rank API.

If you are a Sterling Intelligent Promising Premium customer, ensure that you are familiar with the following concepts:

SIP Premium contentAvoiding stockouts
A fulfillment objective that is considered when optimizing orders so that stock outs are prevented at nodes. For more information, see Avoiding stockouts.
SIP Premium contentAvoiding markdowns
A fulfillment objective that is considered when optimizing orders so that markdowns are prevented at nodes. For more information, see Avoiding markdowns.
SIP Premium contentData ingestion
A process to import data to Sterling Intelligent Promising from external systems for data modelling purposes. For more information, see Data ingestion.

Procedure

  1. Define node settings to set the provisions by using the Define settings API.
  2. Configure node types to define whether the inventory is stored in a store or a distribution center by using either an API or the UI.
    Configuration option Procedure
    API Define node types
    Order Hub Managing node types
  3. Configure nodes to define where the inventory is stored by using either an API or the UI.
    Configuration option Procedure
    API Define node
    Order Hub Configuring nodes
  4. Define the catalog items that are available at the nodes by using the Upsert Items API.
  5. Configure carriers to provide shipping and delivery services by using either an API or the UI.
    Configuration option Procedure
    API Set or update carrier
    Order Hub Creating carriers
  6. Configure carrier services to provide shipping services to customers by using either an API or the UI.
    Configuration option Procedure
    API Set or update carrier service
    Order Hub Configuring carrier services
  7. Configure shipping groups to specify carrier services for order fulfillment by using either an API or the UI.
    Configuration option Procedure
    API Define shipping group
    Order Hub Configuring shipping groups
  8. Configure carrier zones to define the transit distance for carrier transit by using the Upload shipping zone components API.
  9. Configure transit duration to measure the time that is required for carrier transit by using the Upload transit duration (and optionally transit delay) by shipping zones API.
  10. Configure transit rates to measure transit delays for specific zones by using the Upload transit rates by shipping zones API.
  11. Configure the node calendar to define the nonbusiness days for a node by using the Create calendar API.
  12. Configure the fulfillment network cutoff to define the time after which orders are not processed by using the Create cut-off time API.
  13. Configure the node processing cost to determine the cost to press each unit for an e-commerce order by using the Create processing cost API.
  14. Configure node capacity to define the capacity that is available for nodes over a specific time period by using the Create capacity API.
  15. Configure carrier rates to determine the transit rate that is used for the carrier service by using the Upload transit rates by shipping zones API.
  16. Configure node balancing to balance the workload across nodes by using either an API or the UI.
    Configuration option Procedure
    API Define Nodes NBC
    Order Hub Managing node-balancing values
  17. Create optimization profiles to define business objectives for different channels or circumstances. For more information, see Managing optimization profiles.
  18. Configure the optimizer to provide optimized ship nodes that are based on predictive cost estimations by using the Optimizer API.
  19. Configure the rank order to rank ship nodes to reduce total cost by using the Rank API.
  20. Configure the endpoints for file ingest rules to transfer data to Sterling Intelligent Promising. For more information, see Configuring endpoints for file ingestion rules.