Product Allocation is used when quantity available for purchase is limited. For example, you may need 400 jugs of ACHIEVE (and have that many on order), but you can get only 250 jugs from your suppliers. You already know there isn't going to be enough to go around and you want to make sure each location gets its fair share. Product Allocation allows you to specify the number of units that each location is going to receive during a particular time frame and if the locations commit or order more than their allocation, pop-up warnings ensure your staff are aware of supply limits.
Each product can have one allocation quantity (in main units) per location. Last year's allocations can be deleted en masse by clicking Clear Expired.
A start date and end date for the allocation period are required. No warnings are generated outside of the specified date range.
Allocating 0 units is not the same as allocating no units.
Zero means that location isn’t getting any more. Purchase Order and Work Order warnings will be generated based on a 0 allocation (agrē accounts for the quantity already in inventory in the calculations).
Leaving the allocation column blank tells agrē to ignore allocation restrictions for that particular product/location so no warnings would be generated for that location.
Note
Product Allocation is the amount you are going to receive during the allocated time frame (or how much more you're going to get). It does not include the quantity you already have.
What you'll find:
Product forecasts are made in the Manage Product Allocation window.
To allocate products to locations:
* indicates a required field
Navigate to Inventory > Manage > Product Allocation.
The Product Search window opens.
Optionally change the criteria to filter for the product(s) you want to allocate and click Search.
The Product Search window closes and the Manage Product Allocation window opens.
Click Use Default Dates and enter the default Start Date* and the default End Date* if the allocations will use the same date range.
Otherwise you can enter start and end dates manually per row.
Tip
Report results are based on Start Date.
If you want to view the product on the allocation report today; use a start date of today.
In the Allocation* column, enter the quantity (in main units) the location is allocated to receive.
If Use Default Dates is checked, the Start Date* and End Date* columns will populate with the defaults as soon a you move to the next field.
Otherwise manually enter a Start Date* and End Date*.
Tip
Clear an existing row by selecting a row by moving your cursor to the Allocation column and pressing Delete.
Clear all rows by clicking Start Over.
When you're done, Save the allocations.
The Product Allocation report shows the entered product allocations and related position numbers used for over-ordered/over-committed products.
Product Price Check includes alloction on the Inventory Position tab.
Note
It's very important to link all Inventory Receipts to Purchase Orders, and Loadout Tickets/Invoices to Work Orders, or the values in the Product Allocation report will not be correct (they wouldn't be correct in the Inventory Position report either).
For example, when the Allocation is 50 and there is a PO for 50, the Quantity Remaining is 0. If the 50 units are received but not linked to the PO, the Quantity Remaining would be -50.
How the values are calculated
Quantity Remaining = Allocation - Ordered - Received
Quantity Available = Allocation + On-Hand - Committed - OnHold - Received