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.

      When creating an allocation that will pass through multiple cross-docked warehouses, select only the final destinations, such as stores. For cross-docked item/locs, the chained allocations between all tiers will be automatically generated while you manage the initial warehouse source to final destination quantities.

  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":

      • Net need is the Gross need reduced according to the included inventory and on-hand. Gross need is not reduced.
      • Allocating to exact need gives out inventory to meet appropriately rounded need. Allocating proportionally will push all of the source inventory even if the destinations get more than need.

  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.