How to add/edit allocations using web platform

Roles: Administrator & Employee | Interface: Web

What Is Allocation?

Allocation means distributing available resources or quantities within a specific time period based on supply or production capacity. It helps match demand with what is available.
This process is important because it:

• Protects plants from unexpected demands.
• Reserves planned quantities for markets with accurate forecasts.
• Helps manage shortages during critical situations.

To add or edit allocations for QTY items, follow these steps:

• Adding Allocations

  • Start by creating a new quantity item or selecting an existing one. Navigate to the "manage allocation" section. 
    
    
    
     
  • Click on "add" and fill in the necessary details. 
    
    
    
     

Note: If you want to add a "Consumed" allocation, you may need to first create an "Available" allocation and then change its status to "Consumed".

• Editing Allocations

  • Choose the allocation you wish to edit from the quantity item allocation list. 
    
    
    
    
     
  • Only certain fields are editable, such as Main Allocation, Stock Alerts, Min Stock, Max Stock, and Storage Location. Other fields remain in read-only mode.
    
    
    
    
  • After editing, click "Done." If all validations are met, changes will be saved, and you will see a "Saved successfully" message.

Note: Ensure that all fields meet validation requirements. For example, stock max must be higher than stock min, and both cannot be zero.

Note:

• Main Allocation: If an allocation is marked as Main and its quantity is 0, removing the Main check will show a message saying the allocation will be removed.

  Hidden allocations can be accessed at any time by going to the quantity item's allocation list, and ensuring 'Consumed' is selected in the status filter.

• Permissions: Users with limited edit permissions may not see the option to edit allocations.