Pre-Order Allocation
Discover how HotWax Commerce automatically allocates sales orders for pre-order items on a first-in, first-out (FIFO) basis, with the flexibility for manual allocation when needed.
Once a customer places an order for a pre-order item, the sales order is automatically allocated to the purchase order inventory on a first-in, first-out (FIFO) basis. This ensures that customers who place orders first receive their inventory first. However, there are instances when merchandisers need to manually manage these allocations, either due to errors or the need for reallocation. HotWax Commerce provides the flexibility for merchandisers to manually manage purchase orders through the following methods:
Review Allocations
In order to review associated sales orders for a selected item and get overview of the total quantity ordered and consumed ATP for that specific purchase order item, merchandisers can view all the sales orders associated with that purchase order through the following steps:
Navigate to the
Procurement
>Purchase Orders View
>Purchase Order Detail
pageClick on
Review Allocation
in the line item field to view all associated orders with that purchase order.This will open up a
review allocations
page where merchandisers get a holistic view of all the sales orders allocated with that purchase order and they can take actions such as removing allocations.
Allocate Sales Orders
In cases where sales orders are not allocated to the purchase order due to any error or if the relevant purchase order is canceled, resulting in unallocated sales orders, merchandisers can manually allocate sales orders to purchase order items efficiently. Here's how:
Navigate to the
Procurement
>Purchase Orders View
>Purchase Order Detail
page.Click
Allocate Sales Order
in the line item field, opening a confirmation pop-up. Click yes to view all unallocated sales orders for that product.Select the sales orders to associate with the existing purchase order. This will allocate the sales order with the existing purchase order, and the order will be fulfilled accordingly.
Sync Date with SO
Whenever there's a change in the arrival date of the purchase order items, the same arrival date needs to be synced with the sales order. This ensures an accurate view of when an order needs to be fulfilled, and customers are informed about changes in their product's arrival date. Merchandisers can do this through the following steps:
Navigate to the
Procurement
>Purchase Orders View
>Purchase Order Detail
pageClick on
Sync Date with SO
in the respective line item field which opens a confirmational pop-up.Click
yes
to sync the date for all sales orders associated with the existing purchase order.
Remove Allocations
Merchandisers may sometimes encounter inaccurate allocations of sales orders with purchase orders or they want to remove allocations to utilise that inventory for in-store sales. Such issues can be rectified by removing allocations through following steps:
Navigate to the
Procurement
>Purchase Orders View
>Purchase Order Detail
pageClick
Remove Allocation
in the line item field to open theReview Allocations
page.This will display all the sales orders for which the inventory is allocated. Merchandisers can select the sales orders they want to remove the allocation for by clicking on the checkbox and then clicking on the
Remove Allocations
button.
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