Creating a New Manual Allocation

To create a new manual allocation, you will use the four-step "train stop" wizard.

  1. Name and Destinations: This is the first step where you define the high-level details of your allocation.

    • Allocation Information: Provide an Allocation Name for easy identification and select a Release Date.
    • Destinations: Use a variety of selectors—such as Location Lists, Location Traits, or individual Stores and Warehouses—to build the list of destinations for your allocation.

  2. Options: This optional step allows you to set quantity limits for specific groups of locations.

    • Min/Max Limits: Define minimum and maximum quantities at the size level (for example, Small, Medium, Large) to ensure destinations receive a balanced assortment.

  3. Policies: This is the most critical step, where you define the logic for the system's calculation.

    • Gross Need Parameters: Select a Demand Source (for example, Forecast, Sales Plan) and a Date Range to determine the need at each destination.
    • Inventory Parameters: Specify which inventory buckets (for example, On Hand, On Order) should be included or excluded from the calculation.
    • Calculation Parameters: Define whether to allocate to the "Net Need" or "Gross Need" and whether the allocation should be "Exact" or "Proportional".

  4. Review and Save: This final step provides a summary of all the parameters you have defined. After reviewing, you can click Calculate Allocation to trigger the system calculation. The allocation will then be saved in a "Worksheet" status.