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Manually allocate items on a master order

Master order allocation is assigned by ready date, rather than by location. You may choose to allocate to the total available quantity of the item by allocating to the “System” ready date or to a specific ready date. Allocation by location happens when items are released to a sales order.

eGrow Connect allows automatic allocation which reflects your unique allocation preferences (ie. oldest crop first, smallest crop first, etc.), but even if you use this automatic allocation tool, you are still always free to manually adjust allocation on a master order by following the steps below.

Note: Items which have not yet been automatically or manually allocated will have a quantity appearing in red in the NA (Not Allocated) column on the order. Once items are allocated they will move to the Confirmed column.

Allocating items as you add them to the order​

  1. Navigate to your master order.
  2. Click on items tab Add Items, then Add item icon Add Items to Order.
  3. Look up items in the left pane by using the search bars provided.
  4. Click on the in to the left of each item.
  5. Enter the amount in the “Enter Qty” column to be added from each ready date. You may also choose to enter the full quantity in the “System” row which means you are allocating to all items of that type, regardless of ready date.
  6. Hit Enter to move those items onto the order.

Allocating items after you have added them to order (changing existing allocation)​

  1. Navigate to your master order.
  2. Find the list of items on the order near the bottom of the order.
  3. Click on the in the left-most column of each item. A list of all ready date options for this item will appear.
  4. First *adjust down* any quantity you want to change and hit Enter.
  5. Then add that removed quantity to a new allocation option. You may also choose to enter a quantity in the “System” ready date which represents the entire available quantity, regardless of ready date.
  6. Hit Enter when you are finished allocating to lock the changes.

Undoing and Redoing allocation on an order​

  1. Navigate to your master order.
  2. Click on item allocation icon Item Alloc. In the taskbar, then Unallocate NA icon Unallocate (Set Qty to NA).
  3. Select the items from the order that you want to unallocate, then click Unallocate Selected.
  4. Now click on item allocation icon Item Alloc. again and choose Allocate NA icon Allocate NA. If you have automatic allocation set up, eGrow Connect will follow your allocation rules and re-allocate for you. If not, continue with these steps to reallocate your order items.
  5. Click on the in to the left of each item
  6. Enter amount in the “Enter Qty” column to be added from each ready date. You may also choose to enter the full quantity in the “System” row which means you are allocating to all items of that type, regardless of ready date.
  7. Hit Enter to move those items to Confirmed.
  8. Check the “NA” column to be sure nothing remains unallocated.