# Inventory allocation rules

> Create allocation rules that automatically allocate or reserve stock when payment, production, shipping, inventory or priority conditions are met.

Source: https://docs.vestislabs.com/inventory/inventory-allocation-rules/

**Allocation Rules** automatically assign stock based on conditions. A rule has one or more conditions about an order and one or more actions, such as allocating available stock or sending a notification.

**Where to find it:** Inventory → Rules & Automation → Allocation Rules
**Requires:** permission `UPDATE_STYLE_INVENTORY`

> [!NOTE]
> Allocation rules help you automatically assign stock to orders based on priority, customer type, order value, and inventory levels, as the page itself describes.

## Create an allocation rule

1. **Click "Create New Rule"**
   Click **Create New Rule**. If you have no rules yet, you can click **Create First Rule** instead.

   ![The Create Allocation Rule dialog with the rule name, a first condition and the actions](https://docs.vestislabs.com/assets/inventory/assets/inventory-allocation-rules/61-create-rule.webp)

2. **Enter the rule name**
   In **Rule Name**, type a name, for example **High Priority Wholesale Allocation**. This field is required.

3. **Add a condition**
   In the first condition, select what to check: **Payment Status**, **Production Status**, **Shipping Status**, **Inventory Status** or **Order Priority**. Then select an operator: **equals**, **does not equal** or **contains**.

   ![The list of condition types: Payment Status, Production Status, Shipping Status, Inventory Status and Order Priority](https://docs.vestislabs.com/assets/inventory/assets/inventory-allocation-rules/62-condition.webp)

4. **Select the value**
   Select the value to compare with. What you can choose depends on the condition:

   - **Payment Status**: **Pending**, **Due**, **All Payment Received**, **1st Payment Received**.
   - **Production Status**: **PO Created**, **Production Started**, **Production Complete**, **Shipment Due**, **Cancelled**, **Delayed**.
   - **Shipping Status**: **Shipped from Factory**, **In Transit**, **Delivered**.
   - **Inventory Status**: **In Stock**, **Low Stock**, **Out of Stock**, **Overstock**.
   - **Order Priority**: one of your priorities.

5. **Add more conditions (optional)**
   Click **Add Condition** to add another one. When there is more than one, use **Condition Logic** to choose **All conditions must be met (AND)** or **Any condition can be met (OR)**. At least one condition is required.

6. **Choose the actions**
   Under **ACTIONS**, select an action: **Allocate Available Stock**, **Allocate Reserved Stock**, **Reserve Stock** or **Send Notification**. Click **Add Action** for more. At least one action is required.

   ![The list of actions: Allocate Available Stock, Allocate Reserved Stock, Reserve Stock and Send Notification](https://docs.vestislabs.com/assets/inventory/assets/inventory-allocation-rules/63-actions.webp)

7. **Turn on notifications (optional)**
   Check **Send notification when rule is triggered**.

8. **Click "Create Rule"**
   Click **Create Rule**. Click **Cancel** to close without saving.

New rules start switched on and appear under **Your Allocation Rules**.

## Manage your rules

Each rule shows its conditions and actions.

- Use the switch to turn the rule on or off.
- Click the pencil icon to edit it. In **Edit Allocation Rule**, click **Update Rule** to save.
- Click the bin icon to delete it. **Delete Rule** asks you to confirm.

When there are no rules, the page shows **No allocation rules yet**.