To enable Allocation or ask questions about the feature, please email our Support team at firstname.lastname@example.org.
NOTE: This feature is exclusively for our Enterprise customers on Ordoro.
What is Allocation?
- Allocation allows users to determine if there is enough inventory in the assigned warehouse to ship an order. It also takes into account other orders that have been allocated.
- When an order is allocated, inventory is set aside for the order. You cannot assign allocated products to another order.
- Allocating an item to an order does not adjust your actual inventory. Allocation ensures you properly fulfill orders based on your current physical stock.
Overview of Allocation statuses:
- Unallocated – The original state of the order. No allocation has been run on the order.
- Could not allocate – Allocation has run on the order, but there is not enough inventory to allocate to the order.
- Allocated – Allocation has run on the order, and there is enough inventory allocated to the order. The order is ready to ship.
- Partially Allocated – Allocation has run on the order, and there is enough inventory to allocate for some of the products on the order. Other products on the order do not have inventory to allocate.
- Overallocated – The order was allocated, but since the time of allocation, the physical on hand inventory has reduced in some way. Whether because an unallocated order was shipped or inventory was manually adjusted. The products on this order no longer have enough inventory to be allocated. You will want to look into your Overallocated orders to clean up the Allocation.
Other notes about Allocation:
- Only orders in the Awaiting Fulfillment status can be allocated.
- When orders are shipped, canceled, or dropshipped, Ordoro will remove the allocation.
- Sorting matters when Allocation is run for multiple orders.
- If you want orders to allocate First In, First Out (FIFO), be sure to sort the orders by “Order Date (Oldest).”
- Instances when Allocation is automatically removed and should be re-run:
- When a product is added to an allocated order.
- If the ordered quantity is updated on an allocated order.
- When a product’s Physical on Hand quantity is updated, the Allocation status will not automatically update.
- In this case, re-allocate the orders when inventory adjustments are made.
- This is by design so users can control which orders should be allocated.
- The Allocation feature replaces the Standard shippability feature in Ordoro Enterprise accounts.
Using the Allocation feature in Ordoro
- In the Awaiting Fulfillment filter in the Orders tab, select the orders you want to run Allocation.
- Select the Actions option.
- Select Allocate.
When Allocation has completed running on the orders selected, the Allocation status is shown.
- Orders in the Allocated status are ready to be shipped out.
- Orders in the Partially Allocated status can be split to ship out the products with enough inventory allocated. Or you can keep the order as one, wait for the remaining stock needed, and ship the whole order.
- Orders in the Could Not Allocate status are not ready to be shipped.
- Overallocated happens when a product’s inventory changes and the Physical on Hand quantity is less than the amount allocated to open orders.
- All remaining open orders with the product will receive the Overallocated status. This happens because Ordoro doesn’t know how to allocate the remaining inventory.
- When you see the Overallocated status, you should review your orders and adjust the Allocation accordingly.
- One solution to resolve Overallocated orders is to deallocate the orders and then Allocate again.
Once Allocation has run on orders, you can filter orders by Allocation status in the Orders tab.
To automatically run Allocation on your orders, set up an automation rule.
Automation rules can be set up many ways. For example, you can create a rule so only orders from Texas will be Allocated. This guarantees all orders shipping to Texas will be allocated first.
See below for an example rule to allocate all orders: (Click here for more details on how to set up automation rules in Ordoro.)