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Step 10 of 12 in Stock materials and finished goods

Inventory allocation rules

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

  • Warehouse and inventory
  • Merchandiser and e-commerce
  • Brand admin
  • Needs Update style inventory
  • Not verified yet

Under review. This page is published while we check it against the live app, so some details may have changed.

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.

InventoryRules & AutomationAllocation Rules

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

  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

  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

  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.