Applying Allocation Strategies to Order Lines

When you enter a sales order, you can select an allocation strategy for each line item. The strategy you select for each line determines the way NetSuite allocates inventory for each line’s demand. You can assign a unique strategy for each line.

For details about creating allocation strategies, see Creating Allocation Strategies.

To apply an allocation strategy to an order line:

  1. Open or create a sales order, transfer order, or work order.

  2. Click the Items subtab.

  3. On an item line, in the Allocation Strategy field, select a strategy.

  4. Click Add or Save on the line.

  5. Repeat the steps above for each line item to which you want to assign a strategy.

  6. Click Save.

Related Topics

Creating Allocation Strategies
Creating Order Allocation Schedules
Setting Supply Required By Dates on Order Lines
Supply Allocation Calculations
Supply Allocation Exceptions
Supply Allocation Exceptions Management
Optimizing Fill Rate
Allocating Supply to Order Demand
Inbound Shipment in Supply Allocation
Supply Allocation Order Management
Supply Allocation Management

General Notices