Overview of Allocation Picking

Allocation picking is a process in the sales management system that allows for rules-based allocation of inventory to sales orders. It is located in the sales, picking, and billing section of the system.

Key Components of Allocation Picking

• What inventory to use for filling orders
• Which orders to allocate for
• Priority setting for order fulfillment
• What the system is allowed to move to a pick ticket

Allocation Process Steps

1. Set up allocation rules (location, WIPP, pick rules, etc.)
2. Create a new batch with description
3. Select inventory options (on-hand, WIP, safety stock)
4. Set order selection criteria
5. Define priorities for allocation
6. Set fill rules and other allocation parameters
7. Run the allocation
8. Review allocation results
9. Update batch and create pick tickets

Key Features

• Multi-step batch processing
• Ability to save allocation templates