Skip to main content

Manually allocate items on 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 sales 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 sales 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 sales 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 amount in the “Enter Qty” column to be added from each location.
  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 sales 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 locations for this item will appear and you can adjust the amounts allocated to each location.
  4. First, *adjust the quantity down* on an existing allocation option, hit Enter.
  5. Then add the removed quantity to a new allocation option and hit Enter.

Reallocation (remove and redo)​

  1. Navigate to your sales order.
  2. Click on item allocation icon Item Alloc. In the taskbar, then 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 setup, the system will allocate for you following your chosen allocation rules. If not, continue on to the next step to redo the allocation of items on your order.
  5. Click on the in to the left of each item.
  6. Enter amount in the “Enter Qty” column to be added from each location.
  7. Hit Enter to move those items to Confirmed.
  8. Check the “NA” column to be sure nothing remains unallocated.