The Manual Allocation Workflow

The workflow for creating and managing a manual allocation follows a clear, logical progression:

1. Select Inventory: Begin by identifying and selecting available inventory from the Inventory Dashboard.
2. Define Parameters: Use a guided, multi-step wizard to define the rules of the allocation, including destinations and calculation policies.
3. Calculate & Review: Trigger the system to calculate the recommended quantities based on your rules.
4. Adjust & Finalize: Review the system's recommendations, make manual overrides as needed, and save the allocation as a "Worksheet" (draft).
5. Approve & Export: Formally approve the allocation to lock it from further edits and automatically send it to downstream execution systems like MFCS.