Allocation Transactions
Written by Edi Sipkas
Updated at June 19th, 2025
Table of Contents
This report lets you generate a notification on all your allocation transactions (orders). This report displays the Order Date/Number, Customer information, Name/Number, Order Qty & Price. The Transaction report also lets you view the total products sold, total unit prices, and the total extended price.
Here are the available 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. |
|---|---|
| Order Date | Date the order was placed. |
| Order Number | Order number of the order. |
| Customer Number | The customer number of the allocation member. |
| First Name | First name of the allocation member. |
| Last Name | Last name of the allocation member. |
| Product SKU | SKU of the products assigned to the allocation. |
| Product Name | Name of the products assigned to the budget. |
| Quantity | Quantity purchased in the order. |
| Unit Price | Prices per unit of the SKU. |
| Extended Price | The total cost of the amount purchased in each row. |