The Product Allocations page allows you to generate a report detailing which of your products are currently allocated for outgoing transactions. This report provides a simplified overview for your outgoing stock, helping you to effectively manage and prioritise stock for Sales Orders, Assemblies and Warehouse Transfers.

Functional descriptions

Access the Product Allocations page by heading to Unleashed's main menu, Reports, Inventory and selecting Product Allocations.

Header button descriptions

In the top right corner of the Product Allocations page there are two action buttons available, Export and Run:

• Export: Use the dropdown option on the Export button to download the current Product Allocations view as either a PDF, CSV or XLSX file.
• Run: Click on Run to populate the Product Allocations report, using the parameters set in the filter fields available. 

Header field descriptions

Use the filter fields available at the top of the Product Allocations page to refine the report based on the parameters selected. The filter options available to the Product Allocations page are:

• Product Code: Use the free text field to search and select a specific product based on it's unique code. 
• Product Description: Use the free text field to search and select a specific product based on it's unique product description. 
• Allocated To: Use the dropdown menu available to filter the results based on the type of transaction the product is allocated to, either blank (all), Sales Order, Assembly or Warehouse Transfer.
• Warehouse: Use the multi-select dropdown menu to filter the product allocations by the warehouse the transactions are allocated from.

Grid column descriptions

By default, the following columns will populate with each product's allocation details in the Product Allocations grid:

• Product Code: Displays the product's code as a hyperlink that will open the product's record.
• Product Description: Displays the product's description as a hyperlink that will open the product record. 
• Warehouse: Displays the name of the warehouse the product's allocated from per transaction. 
• Allocated To: Details the type of transaction the product is allocated to. 
• Order No.: Displays the transaction's reference number as a hyperlink that will open the transaction.
• Order Date: For a Sales Order, it's "Order Date" will be displayed. For an Assembly the "Assemble By" date will be displayed. For Warehouse Transfers, the "Created On" date will be displayed.
• Allocated: Displays the number of base units allocated to per product, transaction and warehouse.

Hidden Columns

Customize the Product Allocation's grid view by adding or removing columns from the Hidden Columns list. To add or remove a column, click on Show Toolbar above the grid then select Hidden Columns. Drag and drop the columns you like to add from the Hidden columns list and drop columns you'd like to remove from the grid to the Hidden Columns. 

The Hidden Columns available to the Product Allocations report are:

• Customer Name
• Customer Ref
• Product Group
• Required Date

For more details on using custom grid views in Unleashed, see How to create and share default grid layouts.

Using the custom grid

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the report's page. Using the toolbar above the grid, you can manipulate how the filtered information is displayed in the grid as follows:

• Group By Column: Drag and drop a column header it into the grey tile space above the grid's header row. As soon as you drop it the grid will group all results by the dropped column's values. You can group by as many columns as you like and expand all or collapse all the groups using the plus or minus icons shown on the left of the grid.
• Customize Columns Shown: Using the Hidden Columns button you can choose what columns are shown on the grid and where. Drag and drop a column across the grid's headers to re-arrange their order and position in the grid. Similarly, adjust a column's size by dragging it's side to the desired width.
• Sort by column: Click on a column's header to sort the report by that field. Click the header once to sort into descending order and click again to sort into ascending.