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109 lines
6.4 KiB
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109 lines
6.4 KiB
Markdown
---
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title: "Directives (Client-Specific Rules)"
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type: module
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sources:
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- areas/directives/index.md
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- areas/directives/directives_admin/index.md
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- areas/directives/directives_admin/directives_documents.md
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- areas/directives/directives_admin/directives_custom_processes.md
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- areas/directives/directives_admin/directives_required_container_type.md
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- areas/directives/directives_admin/directives_preferred_container_type.md
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- areas/directives/directives_admin/directives_client_container_parameters.md
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- areas/directives/directives_admin/directives_stock_parameters.md
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- areas/directives/directives_admin/directives_shipping_logic.md
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- areas/directives/configuration/initial_configuration.md
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related:
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- modules/billing-3pl.md
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- modules/owner-extensions.md
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- concepts/order-outbound.md
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- concepts/container.md
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- concepts/stock.md
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last_compiled: "2026-04-10"
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---
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# Directives (Client-Specific Rules)
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## Overview
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The Directives module enables warehouse managers to configure client-specific rules that customize logistics behavior for individual owners (3PL clients) or accounts (end customers) without affecting other clients' stock processing.
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There are two distinct directive types:
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- **Owner directives**: rules applied to stock belonging to a specific 3PL client organization (owner) - affect workflow and document format/language
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- **Account directives**: rules applied to stock shipped to a specific customer (account) - affect container selection, stock quality requirements, and shipping logic
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Directives are configured per warehouse and apply to all shipping orders associated with the owner or account after the directive is created. Orders created before the directive are not affected.
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## Key capabilities
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- Per-owner: custom document language/format (labels, packing lists, delivery lists), custom workflow processes
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- Per-account: required or preferred container type for client containers
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- Per-account: maximum weight, height, and layer count for client containers
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- Per-account: minimum shelf life (days of life remaining at time of shipping)
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- Per-account: maximum number of lots in a shipment
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- Per-account: shipping logic override (FIFO, FEFO, Best Before Date, production date, LIFO)
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- Per-account or per-owner: document format and language override
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## Architecture
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### Owner directives
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Rules applied to stock based on the **owner** (3PL client company or sales company):
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| Directive | Description |
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|-----------|-------------|
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| Document format and language | Client container labels, packing lists, and delivery lists are printed in the format and language specified. Overrides the warehouse default. |
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| Custom workflows | Customizes the warehouse workflow for stock processes of a specific 3PL client. Workflows must be developed by Operations staff. Allows per-owner process variations without system-wide changes. |
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### Account directives
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Rules applied to stock based on the **account** (end customer receiving the goods):
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| Directive | Description |
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|-----------|-------------|
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| Required container type | All shipping order containers for this account must use exactly this container type (if no container type is specified at the order level). No substitution allowed. |
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| Preferred container type | Shipping order containers for this account are preferably assigned this container type (if no preference is specified at order level). Can be substituted if unavailable. |
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| Maximum weight | Client containers for this account cannot exceed this weight. |
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| Maximum height | Client containers for this account cannot exceed this height. |
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| Maximum number of layers | Operator is informed of the maximum layers allowed when selecting client containers. |
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| Minimum shelf life | Stock shipped for this account must have expiration/best-before/end-of-shelf-life date at least N days after the shipping date. Expired stock by this rule is excluded from the shipment. |
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| Maximum number of lots | Stock shipped for this account must not come from more than N different lots. |
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| Shipping logic | Stock for this account is picked following a specific logic: FIFO (first in, first out), FEFO (first expiry, first out), Best Before Date, Production date, or LIFO (last in, first out). Overrides the warehouse default shipping logic. |
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| Document format and language | Labels and shipping documents printed in the specified format and language for this account. |
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### Scope and precedence
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- Directives are configured **per warehouse** centrally in the directives configuration view
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- They can also be accessed individually from the owner or account master views
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- If an order already has its own container type or preference specified, the directive does not override it
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- Multiple directives can be active for the same owner or account (different rule types)
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- Directives apply only to orders created **after** the directive was set
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## Configuration
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1. Access the Directives configuration view (warehouse management menu)
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2. Select directive type: Owner or Account
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3. Select the owner or account to configure
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4. Choose the specific rule type (document language, container type, shelf life, etc.)
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5. Set the rule parameters
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6. Save - directive applies to all future shipping orders for this owner/account
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For custom workflow directives: workflows must be developed and approved by Operations staff before being assignable to an owner directive.
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## Operations
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Directives operate automatically - once configured, they apply silently to all matching shipping orders. Operators see the effects during order processing:
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- Container selection is constrained or guided by container type directives
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- Lot selection is limited by lot count directives
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- Stock eligibility is filtered by shelf life directives
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- Documents print in the configured language/format
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- Workflow steps may differ per owner based on custom workflow directives
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## Related
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- [[owner-extensions]] - Owner Extensions adds the owner field to orders; required before owner directives can be applied to specific 3PL clients
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- [[billing-3pl]] - Billing uses owner identification on orders; directives ensure per-owner processing consistency
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- [[order-outbound]] - Shipping orders are the primary entity affected by account directives
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- [[container]] - Container type directives affect client container selection during packing
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- [[stock]] - Shelf life and lot count directives filter which stock is eligible for shipping to each account
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- [[client-specific-rules]] - stub module (source unavailable); functionally equivalent to this Directives module
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