How to Manage Inventory Allocations in 10X ERP: An Overview of the Process, Settings, and Triggers
This video provides an in-depth look at how inventory allocations work in 10X ERP, including default behaviors, admin settings, and how changes to order details affect allocation outcomes. Allocation is driven by warehouse priorities, part availability, and user overrides, with real-time updates triggered by changes to ship-from warehouses or dates. Understanding this flow helps both sales and shipping teams avoid errors and control fulfillment more precisely.
- Configure Allocation Settings in Admin:
- Use options like Fewest Locations, Fewest Lots, or Selected Warehouse Only to control allocation behavior.
- Understand Primary Ship-From Warehouse:
- Set at the Ship-To Location or overridden at the order level; determines default allocation source.
- View or Adjust Allocations:
- Use Ctrl + Shift + A or click View Lots to see how inventory is allocated.
- Changing the Primary Ship-From Warehouse re-runs allocation automatically.
- Generate Shipments Carefully:
- Confirm allocation is correct before creating a shipmentâonce created, shipments lock in the source warehouse.
- Watch for Date-Driven Changes:
- Modifying the Wanted Date on order lines will re-run allocations.
- Commit windows can restrict allocation (e.g., only within 30 days).
- Best Practice: Finalize all order edits (dates, pricing, quantities) before reviewing allocations to prevent unintended reallocation.
- Future Enhancements: A centralized view of all line-level allocations will be introduced for easier management.