Create an Inventory Allocation

Inventory Allocation allows you to set how many products are available for purchase during a specific time period. This can be helpful for ensuring that you have enough inventory to meet demand and prevent overselling. When creating an offer, you must select an inventory allocation to ensure that the offer contains available products.

Before you begin

An inventory allocation sets inventory levels and limits for products that will be sold during a specified period which means products must be added before they can be added to an inventory allocation.

Create an inventory allocation

1. Go to the Offers menu in the Sales sidebar and click Inventory Allocations.                         
2. Click Add.                   
   • The Add Inventory Allocation pop-up window will open.                                       
3. Type the required (*) Inventory Allocation Name.                                                                                   
4. Select the Inventory Allocation Period.

   The inventory allocation period can be edited as needed after the inventory allocation has been created.

   
5. Click Confirm.

   • You will be taken to the Inventory Allocation page to add products and set inventory levels and limits for the added products.

Add products to the inventory allocation

An inventory allocation consists of sections with different products added to each section of the inventory allocation. Sections are a way to group your inventory.

1. Click Add Section on the inventory allocation page to add an inventory allocation section.

   • The Add Section pop-up window will open.               

2. Type a Section Name.

   If a name is not entered, the section name will default to the name of the categories selected to add to the section.

   

3. Click the Choose Product Categories drop-down and select the categories to add to the section.

   When a category is selected, all products within that category will automatically be added to the inventory allocation section.  Multiple categories can be added to an inventory allocation section.

   

4. Click the optional Choose Brands drop-down to choose specific brands from the selected categories.

   If specific brands are not selected, all brands from the selected categories will be included in the inventory allocation section.

   

5. Click the optional Choose Strains drop-down to choose specific strains from the selected categories. 

   If specific strains are not selected, then all strains from the selected categories will be included in the inventory allocation section.

   

6. Click Confirm to add the section to the inventory allocation. 

   • All added categories and products within those categories are listed in the section's Categories & Products column.                                                                                                                                

   • The Qty For Sale column is pulled directly from Trace and is the actual, physical in-stock product quantity.

     If you are not currently using Bamboo Trace the Qty For Sale column will show 0 quantities. 

     If you are using Bamboo Trace, the Qty For Sale information can be used to let you know which products are out of stock and can be taken into account when entering your inventory allocation levels in the Qty By Unit column.

     

7. Type the inventory allocation quantity for each product in the Qty By Unit column. 

   If the quantity by unit is the same for all products in a category, type the quantity in the Autofill box to auto-populate the quantity fields for each product in that category.            For Made to Order products, you can enter an MSW (Maximum Sellable Weight) per Strain. If a maximum sellable weight is set, any product of that strain will be available until the total Maximum Sellable Weight has been reached. 

                  

8. Type an optional order limit quantity for each product in the Order Limit column. 

   If an order limit is set, it cannot be exceeded by clients when placing orders.

   

Assign sales reps to the inventory allocation

1. Click + Assigned Sales Reps to assign sales representatives to the Inventory Allocation.         

   Assigning one or more Sales Reps to the Inventory Allocation means that the inventory allocation will only be available to the assigned Sales Reps. If no Sales Reps are assigned,  the inventory allocation will be available to all Sales Reps.

   

2. Click the Choose Sales Reps drop-down and select the sales reps to assign to the inventory allocation.                                                                                                                                         

3. Click Confirm to assign the selected sales reps.

Activate the inventory allocation

1. Click the Turn on to activate toggle to activate the inventory allocation.

   • When the inventory allocation is active, it will available for selection when creating offers.  Inactive inventory allocations are not available for selection when creating offers.