If you would like this feature turned on for your account or have any questions about the Allocation feature, email our Support team at firstname.lastname@example.org.
NOTE: Currently, this feature is available 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 in relation to other orders that have already been allocated.
- When an order is allocated, it will set aside inventory to be shipped with that order, and prevent the allocated inventory from being assigned to another order.
- It is important to note that allocating an item to an order does not adjust your actual inventory. Allocation helps to ensure that you properly fulfill orders based on your current physical inventory.
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, cancelled, or dropshipped, the allocation will be removed.
- Sorting matters when you run allocation on multiple orders. If you want orders to allocate First In, First Out (FIFO), you will want to make sure to Sort on the Orders page “Order Date (Oldest)”
- If a product is added to an allocated order, the allocation will be removed. You will need to re-run allocation on the order.
- If the quantity ordered is updated on an allocated order, the allocation will be removed. You will need to re-run allocation on the order.
- When inventory is added to the Physical on Hand of a product, the Allocation status on orders in the Could Not Allocate and Partially Allocated statuses will not automatically update on the orders. You will need to manually re-allocate the orders when inventory adjustments are made. We designed it this way so that our customers can have control over 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 the allocation has completed running on the orders selected, you will see the Allocation status noted on the order:
- 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 that do have enough inventory allocated. Or you can keep the order as one, wait for the remaining inventory needed, and ship the order as a whole.
- Orders in the Could Not Allocate status are not ready to be shipped.
When a product has an inventory change reducing the Physical on Hand below the amount Allocated to open orders, all orders with that product will receive the Overallocated status. This badge means you have more allocated units than available in the selected warehouse for the products on the order.
Ordoro places the Overallocated status on all orders associated with the product as Ordoro does not know which order to allocate the remaining inventory. It is on you, the customer, to look at your orders and adjust the allocation accordingly.
To resolve orders in the Overallocated status, you can deallocate the orders and then Allocate the orders again.
Once you’ve run Allocation on your orders, you will be able to filter your orders by Allocation status in the Orders tab.
You will want to filter to the Allocated status to ship out your orders that have inventory to be shipped out.
Allocation in combination with Automation Rules allows Allocation to automatically run on your orders upon import.
You can set your Automation Rules up in a wide variety of ways. For example, you can set up a rule for only your Texas orders to be Allocated. This way you can guarantee that all orders shipping to Texas will be allocated first.
See below for an example Automation Rule setup to allocate all orders: (Click here for more details on how to setup an Automation Rule in Ordoro.)