Allocation Summary
  • 29 Mar 2023
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Allocation Summary

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Article summary

This report allows you to view a summary of your allocations. This report displays the specifications of the assignmentAllocation: Name, Start, End, & Ship Date. This report also shows customer information for the Allocation: Customer Name/Number, their allotted Min & Max quantities, Qty Purchased, and the Qty of any Requests made.


Here are the search parameters:

AllocationAll Allocations/Select an Allocation
SKUType in a particular SKU or leave blank
From Date-To DateThe date range of the report.

Reports are exported in a CSV format.

Here are the definitions of what will appear in the Allocation Report:

Allocation NameName of the Allocation.
Start DateThe start date of the AllocatioAllocationable for purchase.
End DateThe date the allocatioAllocation
ip DateThe displayed ship date for the allocatioAllocation
r NumberThe customer number of the allocation member.
First NameFirst name of the allocation member.
Last Name1Last name of the allocation member.
Product SKUSKU of the products assigned to the allocatioAllocation
 NameName of the products assigned to the allocatioAllocation

The minimum quantity selected for the allocatioAllocation

The maximum quantity selected for the allocatioAllocation
ed QtyAmount purchased.
Purchased QtyAmount purchased.
Requested QtyAmount requested above-purchased amount.



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