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Product Allocations


About Product Allocations Report

The Product Allocations report screen enables you to view what products are allocated to what transactions. You can easily customize your search by using the filter options available to you. Products can be allocated to all sorts of transactions, such as parked orders, assemblies and warehouse transfers.  These can be performed by selecting your required filters, and pressing Run. You can also export the report into a PDF for crisp report, or an Excel option to review for further analysis. Additionally, you can drill down into the transaction at line level, by simply clicking on the transaction details and it links available to you on screen. You can access the Product Allocations via Reports | Inventory | Product Allocations.


Functional descriptions


Header field descriptions

Product Code: Filter used to search for products via the product code filter.  If you know the product code of the product you are searching for, you can enter it into the search field.
Product Description: Filter used to search for products via the Product Description filter.
Allocated to: Filter used to used to search for products that are allocated to the nominated transaction type, types available in the drop-down menu are as follows; Sales Order, Assembly and Warehouse Transfer.
Warehouse: Filter used to search for product via the name of the warehouse your product is stored in. You can select the warehouse from the drop-down menu.


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 banner. You can also export what you are seeing to a number of different formats such as pdf, xls and .xlsx using the Export button on the banner. Using the tool bar above the grid, you can do a number of other things to the information shown in the grid.

These are described as follows:

  • Group By Column(s):

To group by a desired column you simply need to drag and drop it into toolbar above the grid. As soon as you drop it the grid will group everything based on that column. You can group by as many columns as you like and expand all or collapse all the groups under the More menu.

  • Create Multiple Views:

To set up multiple views of this report you just need to click New on the toolbar and give it a name after making any customizations. You can create as many views as you like and also choose a default which will be displayed when you first click on the report.

  • Customize Columns Shown:

Using the Hidden Columns button you can choose what columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

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