Description

This article explains Allocation workflow.

Allocation improves Stock Reserve function without Picking Stock for OnHold purposes.

Detail Steps

To turn on Allocation function:

  1. Go to Tools > Preferences > Inventory Tab

Tick box for "Enable Order Allocation to Receive Available Inventory" - this function will create workflows for allocation

     

 2. Go to Tools > Preferences > Security Tab

Tick box for "Restrict Allocation to Available Quantities by Location" - this function will not allow to over allocate available stock

If this function is turned off then system will allow over allocate available stock


New Columns available in Items List register:

Allocated

UnAllocated (optional)

They will show total quantity allocated and unallocated based on All Locations/All Bins for particular Item.

OnShelf = Allocated + UnAllocated

Note: Please contact Datapel support to add optional column if not available.


New Columns available (optional) in Sales/Despatch registers:

ALC

Green tick will indicate if Allocated or blank for UnAllocated Order/s.

AOK 

Order fully ready to be Allocated.

Note: Please contact Datapel support to add optional column if not available.


New Order Status available:

OPEN

ATP - Stock fully Allocated and ready to be Picked

Green tick will indicate if ready to fully Allocate. 


New "Allocated" Status on Items Details card available:

Open Item Inventory detail card > Analyse Tab > displays list of Allocated Orders



Steps to Allocate stock:

  1. Go to Sales register
  2. New Sales Order
  3. Enter Customer, Ship from location
  4. Select Stock Items and quantity. If stock was already Allocated system will show Availability.
  5. Select NEW selection "Allocate this Order"

    NOTE: "Allocate this Order"  selection will calculate available qty to Allocate against the order.

    • If enough stock then order will be Allocated.
    • If insufficient stock then pop-up message will alert and indicate Shortfall quantities.



For example:

Item SOLBTD2 

OnShelf = Allocated + Unallocated

1095 = 826 + 269


5. Select NEW selection "Allocate this Order"

Highlighted number in brackets indicates Shortfall quantity.

Sales register new column "ALC" will indicate if order Allocated with green tick:


Optional Order Allocation:

  1. Via "Set Order Status" selection

To Allocate or/and Release Allocation via Sales and Despatch register:

Right click on selected order/orders > Set Order Status > select Allocate or Release

      2. Via Picking screen

To Allocate or/and Release Allocation via Despatch register > Picking screen:

  • Open Picking Screen > Select Pick Order

If no free stock left to Allocate the Order as all stock already reserved, system will prompt Alert message:

On Pick screen system shows total OnShelf availability. Even if Line Status appears as RTP you might still can't Allocate stock if no free stock left to Allocate as all stock already reserved.



Allocation DOES NOT take into consideration: 

  • Transfers (within same Location)
  • Transfers (between Locations)
  • Item Adjustments
  • Manual Pick/Pack/Ship of stock directly through the Despatch Module
    • Bypassing Allocation process (user can always manually override allocation)

Manual Pick or Split Pick don't work on Allocation workflow. Split Pick only looks at OnHold qty and doesn't check Allocated or Reserved stock qty.


To prompt Allocation Alert order must be Allocated first. 

Related Information

Allocation workflow available for WMS edition 9.1.160 and above.

Allocation on Mobility Server - don't have allocation function. Only if Order set as "Allocated" will be available to Pick on handheld.