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