Allocations and Inventory

Allocations: How do they work?

Last updated on 29 Jun, 2026

When a product is allocated it is removed from Available inventory and placed on Hold.

An allocation has 3 prime components:

The Product
The Account
The starting quantity

Thus, an administrator can put aside 10 cases of a product for Account Cafe Vinosmith, and sales rep(s) can place orders against these 10 cases and chip away at them.

Other sales-reps will see that this Hold inventory is not available for them (since it's allocated to an account), but they cannot see where the allocation is. Just that it is not available to them.

When deleting a product that is from an allocation, the Delete button will change and have an arrow where you can select "remove" or "remove and restock inventory."

Editing or Deleting an Allocation

Allocations by Rep, Account, or Corporate Group

You can assign an allocation to a rep, an account, or a corporate group. Allocations can be created from a Product or Account or be imported via batch.

Allocations - Automatic Expiration (Admin Only)

As an Administrator, you can elect to have allocations expire automatically. When an Allocation expires, the held inventory is restocked, and the allocation is expired.

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