docs: update shipping and assigned count guides

Author: ajinkya

documents/retail-operations/inventory/available-to-promise/shipping-rule.md

@@ -1,102 +1,74 @@
-# Shipping Rules
+# Shipping rules
 
-As discussed previously, all facilities included in the `CHANNEL_FAC_GRP` type will have their inventory available for online sales. With the new shipping feature, retailers can configure inventory availability on a per-product, per-facility basis, allowing them to control which product’s inventory will be suppressed for online sales from specific facilities and for specific channels.
+Facilities that belong to the `CHANNEL_FAC_GRP` group automatically share inventory for online sales. Shipping rules add control when retailers want to cap online volume or suppress fulfillment for specific products, facilities, or channels. The following examples use a Canadian retailer with five locations that wants to manage a Blue Medium shirt from the NotNaked brand.
 
-For example, retailers can suppress the availability of a blue shirt for shipping from the US Shopify Store. Similarly, they can suppress a product, such as the blue shirt, to restrict shipping from specific locations, such as retail stores, while keeping all other products available for shipping from these retail stores.
+## Set maximum order capacity for a facility
 
-In HotWax Commerce, retailers can create different types of shipping rules:
+Stores often juggle walk-in demand and online shipments. When a store hits its limit, HotWax Commerce can route extra orders to another facility without changing the facility's `ATP (Available-to-Promise)` value.
 
-* Configure the capacity of online orders from a store.
-* Configure which products will be suppressed to sell from which sales channel.
-* Configure which product will be suppressed for which facility so that the inventory of these facilities for that product is not computed.
+Use these steps to cap daily orders at 10 per store while leaving warehouses unlimited:
 
-In this user manual, we will set up different types of configurations. For the remainder of the setup, we will use the example of a Canadian retailer that has five retail locations, including three retail stores and two warehouses, and sell their inventory across Canada and US. They want to configure shipping rules for a specific product: a Blue Medium-sized shirt from the NotNaked brand. Let’s see how retailers can configure shipping rules for such scenarios.
+1. Go to `Shipping` in the `ATP App`.
+2. Open the `Facility` tab to review all stores and warehouses.
+3. Select the capacity chip for a store and choose `Custom capacity`. The other options are `Unlimited capacity` and `No capacity`.
+4. Enter `10` for the daily limit and save.
+5. Repeat for the remaining stores. Keep warehouses on `Unlimited capacity`.
 
-## Setting Maximum Order Capacity of a Facility
-
-Retailers often face operational constraints in their stores, as they must balance serving walk-in customers while fulfilling online orders. To prevent overwhelming the store's capacity, HotWax Commerce allows retailers to set a maximum order capacity for each store. Once this limit is reached, the brokering engine automatically routes additional orders to alternative facilities with available capacity.
-
-The maximum order limit does not impact the `ATP (Available-to-Promise)` of the facility. This configuration is purely for controlling the number of orders that can be shipped from the store and helps users manage shipping rules without having to navigate multiple apps.
-
-Let’s suppose a retailer wants to limit the capacity of their retail stores to handle only 10 orders per day while keeping the warehouse order capacity unlimited. Here’s how they can set up the maximum order capacity:
-
-**Navigate to the Shipping Page:** Go to the `Shipping` section in the `ATP App`.
-
-**Access the Facilities Tab:** Click on the `Facility` tab to view the complete list of all facilities (stores and warehouses).
-
-**Set Maximum Order Capacity:** For each store, click on the `capacity chip` next to the store’s card. You will see three options: - `Unlimited Capacity` - `No Capacity` - `Custom Capacity`
-
-**Configure Custom Capacity:** Select `Custom Capacity` and set the maximum limit to 10 orders per day for each store.
-
-**Unlimited Capacity for Warehouses:** For the warehouses, leave the setting as `Unlimited Capacity`, ensuring they can fulfill as many orders as needed.
-
-Once this setup is complete, the system will automatically redirect any additional orders beyond the store's daily capacity to other facilities with available capacity.
+After the store reaches 10 shipments in a day, the brokering engine sends additional orders to facilities with available capacity.
 
 {% embed url="https://youtu.be/MHBO-2kVauQ" %}
 \
 Setting Maximum Order Capacity of a Facility
 {% endembed %}
 
-## Suppressing Shipping for Channel/ Configuration Facility
-
-In this scenario, the retailer wants to suppress shipping for the Blue Shirt (Size M) across the `Shopify` channel, making it available exclusively for walk-in customers. This could be due to high demand in-store or a strategic decision to drive in-store traffic.
+## Suppress shipping for a channel configuration facility
 
-Here’s how to set up the rule to suppress shipping for this specific product on the Shopify channel:
+Use this rule when a product should not ship through selected channels, for example, when the Blue Shirt (Size M) must remain available only for in-store shoppers on Shopify.
 
-**Create Rule** Navigate to the `Shipping` page within the `ATP App` and select the `Product and Channel` tab. Click the `Add` button to create a new rule.
+1. Go to `Shipping` in the `ATP App` and open the `Product and channel` tab.
+2. Click `Add` to create a rule and provide a descriptive name such as `Suppress shipping on Shopify`.
+3. Turn off the `Shipping` toggle. This suppresses fulfillment for the product on the channels selected later in the form.
+4. Choose the channel configuration facility. Turn on `All channels` to suppress every channel or pick a specific option such as the `US Shopify` config facility.
+5. Define the scope of products:
+   - Use the `Include` card to add a tag such as `Blue Shirt`.
+   - Or use `Features` to set `Color: Blue` and `Size: M`.
+   - Optionally add entries to the `Exclude` card to omit variants from the rule.
+6. Click `Save` to activate the rule.
 
-**Rule Name** Enter a descriptive name for the rule, such as “Suppress Shipping on Shopify.” This name should clearly reflect the rule’s purpose.
-
-**Rule Configuration** After naming the rule, configure it by turning off the toggle for `Shipping`. This action ensures that the Blue Shirt (Size M) will be suppressed from the selected channel.
-
-**Selecting Channel / configuration facility** Choose the relevant channel configuration facility, as all network rules for the products are governed by these configuration facilities. Since we are suppressing shipping of the Blue Shirt from all the channels, turn on the toggle to select `all channels`. If you want to suppress shipping for specific channels, such as the US Shopify store, select the relevant `US Config Facility` from the list of all available config facilities.
-
-**Selecting Products** To apply this rule to the Blue Shirt (Size M), you can use the `Tag` or `Feature` filters:
-
-* **Tags**: Add the “Blue Shirt” tag from your product catalog using the `Include` card.
-* **Features**: Alternatively, use the product feature filters to select “Color: Blue” and “Size: M,” ensuring the rule applies only to this specific variant of the Blue Shirt. You can also use the `Exclude` card to exclude specific products before suppressing shipping. If you want to configure this setting for all the products, you don't have to include/exclude any of the products either by the tag or the feature.
-
-**Saving Configuration** Once you have selected the relevant product and configured the rule, click the `Save` button to apply the settings. This will finalize the rule, ensuring that the Blue Shirt (Size M) is suppressed for shipping on the Shopify channel, making it exclusive to walk-in customers at physical stores.
+Once saved, the Blue Shirt (Size M) no longer contributes inventory to the selected sales channels, but the product remains purchasable in stores.
 
 {% embed url="https://youtu.be/2VSxp6AJ3_U" %}
 \
 Suppressing Shipping for Channel/ Configuration Facility
 {% endembed %}
 
-## Suppressing Shipping from Facility
+## Suppress shipping from a facility group
 
-In this scenario, the retailer wants to suppress shipping for the Blue Shirt (Size M) from their retail stores due to higher demand from walk-in customers. Shipping for this product will remain available at other locations, ensuring that online orders can still be fulfilled from other facilities.
+This rule blocks fulfillment from specific facilities while keeping other sites available. In the example, the Blue Shirt (Size M) should not ship from retail stores but can ship from warehouses.
 
-Here’s how to set up this rule:
+1. Go to `Shipping` in the `ATP App` and open the `Product and facility` tab.
+2. Click `Add` and enter a clear rule name such as `Suppress Blue Shirt from stores`.
+3. Turn off the `Shipping` toggle to stop fulfillment from the selected facilities.
+4. Under `Facilities`, add the relevant facility group in the `Include` card. Create the group in the `Facility App` if it does not exist. Use `Exclude` to remove individual stores if needed or choose `All facilities` for a full stop.
+5. Add the product scope with tags or feature filters (for example `Color: Blue`, `Size: M`).
+6. Select `Save`.
 
-**Create Rule** Navigate to the `Shipping` page within the `ATP App` and select the `Product and Facility` tab. Click the `Add` button to create a new rule. This rule will allow the retailer to suppress shipping for specific products at certain facilities.
-
-**Rule Name** Enter a descriptive name for the rule, such as “Suppress Shipping for Blue Shirt (Size M) from stores” to easily identify it later.
-
-**Rule Configuration** To suppress shipping for this product at the specific facilities, turn off the toggle for `Shipping`. This ensures that the Blue Shirt (Size M) will be suppressed from selected stores.
-
-**Selecting Facilities** Shipping rules apply to `facility groups` since retailers can have numerous facilities, and managing shipping for all the facilities can be a time-consuming process. To make this easier, it is recommended to create a facility group for the stores when setting up HotWax Commerce. If such a facility group does not exist, you can create a custom facility group through the `Facility App`. Once the facility group is created, navigate to the `ATP rule configuration` page. Click the `Add` button in the `Include` section of the facilities and add the relevant facility group. You can also use the `Exclude` feature to exclude specific facilities or select `All Facilities` if you want to suppress fulfillment of the product from all locations.
-
-5. **Selecting Products** To specify the Blue Shirt (Size M), you can either use `Tags` or `Features`:
-   * **Tags**: Add the “Blue Shirt” tag to include this product in the rule.
-   * **Features**: Filter products by selecting “Color: Blue” and “Size: M” to target only this specific variant of the product.
-6. **Saving Configuration** After configuring the rule, selecting the facilities, and choosing the product, click the `Save` button at the bottom right of the page. This finalizes the rule, ensuring that the Blue Shirt (Size M) is suppressed for shipping from the stores while keeping shipping available for other products from these stores.
+The rule removes the Blue Shirt (Size M) from the ATP totals for the selected stores while other facilities can keep shipping the item.
 
 {% embed url="https://youtu.be/Zy57dEzX_FY" %}
 \
 Suppressing Shipping from Facility
 {% endembed %}
 
-## Schedule Shipping Rule
+## Schedule shipping rule jobs
 
-Retailers can manage the scheduling of the ATP computation job responsible for the shipping rule from the shipping page. By default, ATP computation jobs are scheduled to run at midnight to ensure ATP calculations occur when store traffic is minimal, making the inventory ATP ready before the start of the day.
+Retailers manage the ATP computation job responsible for shipping rules on the shipping page. Jobs run at midnight by default so the inventory snapshot is ready before business hours.
 
-However, if you have created a new rule and want to compute ATP immediately, you can run a job once by selecting the relevant option from the job's overflow menu.
+To compute ATP immediately after creating a rule, open the job overflow menu and select the manual run option.
 
-Once the shipping rules are created, they will be visible as rule cards on the Product and Channel or Product and Facility page as per the created rule. Each rule card provides an overview of configurations and product facility selections. Retailers can click the "Edit rule" button to modify rule configurations. The rule configuration can be adjusted by toggling the store pickup on or off.
+Each rule appears as a card on either the `Product and channel` or `Product and facility` page. The card summarizes configuration choices, and selecting `Edit rule` reopens the form so you can change channels, facilities, or toggles whenever needed.
 
 {% embed url="https://youtu.be/Tk7natfXjPo" %}
 \
 Schedule Shipping Rule
 {% endembed %}
-

documents/retail-operations/inventory/cycle-count/assigned.md

@@ -1,10 +1,10 @@
 # Assigned counts
 
-The assigned counts section allows you to monitor cycle counts that have been assigned to facilities and are currently pending completion. This view supports tracking progress, identifying delays, and managing workload across locations.
+The Assigned Counts section allows you to monitor cycle counts assigned to facilities that are pending completion. This view supports tracking progress, identifying delays, and managing workload across locations.
 
 Assigned counts remain in this stage until the responsible facility submits the count for review.
 
-## Required Permissions
+## Required permissions
 
 To access the `Assigned` view and manage assigned counts, users must have the following permission:
 
@@ -59,7 +59,7 @@ Each count in the list provides the following information:
 
 This view provides a snapshot, allowing administrators to monitor the progress and deadlines across stores.
 
-## Assigned count detail page
+## Review assigned count details
 
 The assigned count detail page provides a view of a specific cycle count assigned to a store or facility.
 
@@ -69,7 +69,7 @@ At the top of the page, you will find a summary of the assigned count. This sect
 
 #### Count details
 
-Clicking on a count displays the information provided during count creation:  
+Clicking a count displays the information provided during count creation:  
 * **Count name:** Name of the assigned count.  
 * **Assigned facility:** The store or location to which the count is assigned.  
 * **Start date:** The date and time when the count is scheduled to begin; update using the date picker.  
@@ -84,7 +84,7 @@ This section shows system-generated timestamps reflecting real-time user activit
 * **First item counted:** Date and time when the first product in the assigned count was submitted.  
 * **Last item counted:** Most recent date and time a user entered or updated a count.
 
-These timestamps reflect actual system activity during product counting and help administrators assess whether the store has begun counting, whether work is ongoing or paused, and if follow-up is needed.
+These timestamps reflect actual system activity during product counting and help administrators assess whether the store has begun counting, whether work is ongoing or paused, and whether follow-up is needed.
 
 ### Product search
 
@@ -111,11 +111,11 @@ The product list section displays all products included in the assigned count. F
 * System quantity (the quantity recorded in the system at the time of assignment)  
 * Variance (calculated difference between the counted quantity and the system quantity)
 
-This view allows reviewers to quickly identify how complete an item’s count is.
+This view allows reviewers to quickly identify discrepancies between counted and system quantities.
 
-### Viewing count session details
+### View count session details
 
-To view the session details for an item, click the item in the list; the system opens the `Count session detail` panel for that specific item. The panel includes:
+To view the session details for an item, click the item in the list to open the `Count session detail` panel for that specific item. The panel includes:
 
 * Session name  
 * User name (who performed the count)  
@@ -125,7 +125,7 @@ To view the session details for an item, click the item in the list; the system
 
 This detail helps track who counted the item and when it was recorded, providing traceability during cycle count audits.
 
-## Viewing additional product information
+## View additional product information
 
 Inside the `Count session detail` panel, select the `More options` icon. This displays: