Sales order allocations

Use the Sales order allocations report to review open sales order lines for inventory-tracked items and their current allocation state. The report defaults to the previous one month.

Before you begin

Inventory allocation must be enabled, and the report requires access to Sales reports.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Sales order allocations.
3. Apply the date, sales order, customer, item, location, or allocation filters needed for your review.
4. Review ordered, allocated, and available quantities, along with promised ship dates and days late to promise.
5. Select a result to open the related sales order or allocation detail when a link is available.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.