Overview

This feature allows users to massively allocate products to complete several Prebooks at the same time. Keep in mind that the system will only take into account Prebooks with a Truck Date up to 7 days after the current day during the Allocation process. 

Instructions

In order to do so, please follow these steps:

1. Go to Prebooks & SO's > Prebook Summary and click on the "Allocations view" link.

2. Use filters to find the group of Prebooks to which you wish to allocate products and click on the "Mass Allocation" button.
   
   

   If users have the mass allocation for Prebooks in units active, the invoice and the available inventory will be in units.

   
   

3. The system will look for any products that are pending to be billed.
   
   • Select the "Aging From" and "Aging To" of the inventory product. A negative aging means that the system will search for products which have not arrived yet at the warehouse though they are already confirmed in the inventory.
   • Select the options needed.
     
     
     

     • Include open market inventory: If you leave this option unchecked, the system will only search for inventory items that are P or S and must also belong to the same customer of the Prebook or have no customer assigned. By checking this option, the system will also include items that are in the open market inventory. Please keep in mind that items belonging to the Local inventory will never be taken into account.

     • Require product vendor to match Prebook vendor: This option will match the vendor entered on the Prebook with the product vendor of the item in the inventory.

     • Use exact match for the breakdowns: If you check this option, assorted boxes will have to be the same in its composition in order to be allocated (products, bunches, st/bunch). If the option is left unchecked, the system won't match the product breakdown but will match the rest of the conditions described below.

     • Require product mark code to match the Prebook mark code: Choosing this option will only allocate boxes with the same mark code as the mark code on the Prebook.
       

     • Click on Continue.
       
       
4. The system will try to find the products pending to be billed in the available inventory. If the same product is available in the open market inventory or reserved for the same customer, the system will bill this item and fulfill the Prebook.
   
   
5. For Multiple Location companies, the products inventory location must match Prebook order location in the order.
   
   

The Mass Allocation Process must meet the following conditions in order to find products in the inventory:

• The product must have an aging within the range selected by the user.
• The product description must be the same.
• The unit type must be the same.
• The box/units must be the same size.
• The product pack must be the same.
• The item must have either the same customer or be in the open market inventory.

The system will first search items from the available inventory for the same customer. If the items are not found, the system will search in the Open Market inventory.