How to add/edit allocations using mobile application

Roles: Administrator & Employee | Interface: Mobile

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 "   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.