The Product Allocations report is an inventory management tool that provides visibility into which products are currently allocated for outgoing transactions. This report serves as your command center for understanding how your stock is committed across different types of transactions, enabling better inventory planning and prioritization decisions.
Navigate to the Product Allocations report from the main menu by heading to Reports > Inventory > Product Allocations.
Click Run to generate the Product Allocations report using your selected filter parameters. The report will populate the grid with current allocation data based on your specified criteria. Use the Export dropdown to download the current report view in your preferred format: PDF, CSV, or XLSX.
Filter the Product Allocations report
Refine your report scope using the available filter fields at the top of the Product Allocations page.
Product Allocations filters | Description |
Product Code | Filter for allocations by product code. |
Product Description | Filter for allocations by product description. |
Allocated To | Use the drop-down menu to filter for allocations by transaction type:
|
Warehouse | Use the multi-select drop-down menu to filter allocations by the transaction's order or source warehouse. |
Understanding the Product Allocations report
The Product Allocations grid presents allocation data in an easy-to-scan format, with each row representing a unique product-transaction-warehouse combination. Most column headers are clickable links that provide direct access to related records, enabling quick navigation to detailed information when needed.
Product Allocations grid columns | Description |
Product Code | Displays the product's code. |
Product Description | Displays the product's description. |
Warehouse | Displays the name of the allocated transaction's order or source warehouse. |
Allocated To | Indicates whether the allocation is for a Sales Order, Assembly, or Warehouse. |
Order No. | Displays the transaction's order or reference number. |
Order Date | Displays a Sales Order's Order Date, Assembly's Assemble By date, or a Warehouse Transfer's Created On date. |
Allocated | Indicates the total quantity allocated from the warehouse's stock for the transaction. |
Hidden Columns
Enhance your analysis by adding additional data columns to the Product Allocations grid. Click Show Toolbar above the report's grid and select Hidden Columns to drag and drop the remaining available columns into the grid.
📌Note: Only the headers already displayed in the layout or the Hidden Columns list can be displayed in the Product Allocations.
Product Allocations hidden columns | Description |
Customer Name | When the transaction is a Sales Order, it displays the name of the order's customer. |
Customer Ref | When the transaction is a Sales Order, it displays the order's Customer Reference. |
Product Group | Displays the Product Group the product is assigned. |
Required Date | When the transaction is a Sales Order, it displays the order's Required Date. |
Customising your view
Drag any column header into the grey area above the grid to group your data by that field. Add multiple grouping levels and use the +/- icons to expand or collapse sections. This is particularly useful for analyzing data by transaction type, product group, or period.
Reorder columns by dragging headers, resize columns by dragging borders, and sort data by clicking column headers - first click for descending order, second click for ascending order.
To add a Hidden Column to the Product Allocations' grid:
Go to Reports > Inventory> Product Allocations.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the Hidden Columns list and drop it into the grid.
To remove a Hidden Column from the Product Allocations' grid:
Go to Reports > Inventory> Product Allocations.
Click Show Toolbar.
Click Hidden Columns.
Drag a column header from the grid into the Hidden Columns list.
Grid Layouts
After customising your column layout, save it for future use:
Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.
The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.
Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.
Default grid layouts
Initially, whenever you navigate to the Product Allocations, the default grid layout "None" will be displayed.
To make one of your custom grid layouts the default view:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.
Share grid layouts
If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:
Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.
The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the Product Allocations page.
Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Any edits you make to your shared layout will not apply to their saved default version.