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Stock allocation picking logic

Tom Higgs avatar
Written by Tom Higgs
Updated over 3 weeks ago

Overview

When products are in more than one location on the system and an order arrives, Mintsoft will run logic for which units of stock get allocated to the order for picking. This happens immediately when Mintsoft receives an order and stock is available. The below steps are considered in order until stock is allocated to the order successfully:

  1. Location type priority: Priority 1 locations will be allocated from before priority 2 etc. A relevant warehouse setting must be on for this to be considered as per the linked guide.

  2. Expiry dates: Products with expiry information will be allocated based on the stock expiring soonest.

  3. Default pick location: If the product has a default pick location, the stock will be allocated from there.

  4. Lowest quantity: E.g. if you have 10 units in a pick face and 5 in another, Mintsoft will allocate from the location with 5 first to free up storage space.

  5. FIFO: Finally, if 2 locations have the same quantity of stock, Mintsoft will allocate from the location which has held the stock the longest.


Default Pick Locations

If you would like to set default pick locations for products, please see the following guides:


Displaying Default Pick Location for Unassigned (unlocated) Stock

It is possible to still display the default pick location on the despatch note, even if you have booked the stock into an unassigned location. To do this:

  1. Click Settings then Customer Account Settings.

  2. Click the Printing tab.

  3. Next, turn ON Despatch Notes - Show Default Picking Location when stock is in unassigned.

  4. Finally, click Save.


Allocate Based on Location Type Priority

If you have turned on the Allocate Based On Location Type Priority toggle within your warehouse settings, the system will allocate stock from physical locations before allocating stock from Unassigned locations.
The toggle can be turned on by following the steps below:

  1. Click Warehouse then Manage Warehouses.

  2. Next, click Edit against the warehouse you want to update.

  3. Turn ON Allocate Based On Location Type Priority.

  4. Finally, click Save.

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