Allocation Summary
Written by Edi Sipkas
Updated at June 19th, 2025
Table of Contents
This report allows you to view a summary of your allocations. This report displays the specifications of the assignmentAllocation: Name, Start, End, & Ship Date. This report also shows customer information for the Allocation: Customer Name/Number, their allotted Min & Max quantities, Qty Purchased, and the Qty of any Requests made.
Here are the search parameters:
| Allocation | All Allocations/Select an Allocation |
|---|---|
| SKU | Type in a particular SKU or leave blank |
| From Date-To Date | The date range of the report. |
Reports are exported in a CSV format.
Here are the definitions of what will appear in the Allocation Report:
| Allocation Name | Name of the Allocation. |
|---|---|
| Start Date | The start date of the AllocatioAllocationable for purchase. |
| End Date | The date the allocatioAllocation |
| ip Date | The displayed ship date for the allocatioAllocation |
| r Number | The customer number of the allocation member. |
| First Name | First name of the allocation member. |
| Last Name1 | Last name of the allocation member. |
| Product SKU | SKU of the products assigned to the allocatioAllocation |
| Name | Name of the products assigned to the allocatioAllocation |
| The minimum quantity selected for the allocatioAllocation | |
| The maximum quantity selected for the allocatioAllocation | |
| ed Qty | Amount purchased. |
| Purchased Qty | Amount purchased. |
| Requested Qty | Amount requested above-purchased amount. |