Overview
Allocations lets you transfer inventory between your internal locations. It's a method to push out stock from available inventory or allocate incoming purchase orders before they arrive.
This feature helps you:
Plan and execute transfers with ease.
Split quantities automatically or manually across multiple destinations.
Review and adjust proposed allocations before confirming.
Available locations will be in line with the order route setup in your system.
Allocation methods
Incoming purchase orders
Stock allocation
⚙️ Before You Begin
Ensure an order route exists between your source and destination locations. see the location setup Without it, the system will block creation to prevent invalid transfers.
Create an Allocation
Step 1 - Select what and where to allocate
Go to Orders → Create order → Allocation.
Choose the source location under Allocate from.
Select whether to source from Available Stock or Incoming Purchase Orders.
Pick one or more destination locations.
if no location is chosen, all transfer sites will receive an allocation proposal
If using a purchase order, select the relevant PO.
Use checkboxes to include or exclude items.
Use Item Card to view item details.
Use View Settings to change visible columns.
Click Next → Allocate Stock
Step 2 - Configure Allocation Quantities
Review items matching your selection.
Adjust allocation quantities, picking dates, and split methods.
Use the Even Split option or allocate based on item sales ratios at item, item group, or location level.
Override number of order multiples if needed.
Expand locations to fine-tune per-location quantities.
Side panel
Min no order multiple: set number of pack size for rounding.
Split method: default is Even.
Even: split equally across locations.
Item: sale ratio per item number.
Item group level 1: sale ratio per item group level 1 at location.
Item group level 2: sale ratio per item group level 2 at location.
Location: sale ratio per location.
Show only edited: hide rows you did not change.
Header columns
Stock: stock at the source.
Undelivered: open quantity not yet received.
Min order multiple: override pack size for this item if needed.
Allocation: total to send for the item.
Picking date: planned date for picking.
Reference: the PO when allocating from a PO.
Split method: how to split the total across locations.
Locations: number of receiving locations. Expand to edit per location.
Actions: Add locations, remove items & reset to default.
Line columns
Stock and Undelivered at the destination.
Allocation per location. You can override the split.
Picking date per location if needed.
Step 3. Finalize Your Allocation
The allocation proposal is now ready in the order view
Confirm the total quantities and destinations.
The order transfer to your ERP system will be either manual or automatic, in line with your system setup.