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How to: Allocate Stock to my unshipped orders

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ShippingEasy's Inventory Management allows you to allocate stock to your orders. Learn more about Inventory Management.

Stock is always allocated to your oldest orders first. By allocating stock to your unshipped orders you can prioritize which orders are shipped out. You can also ensure that you only print a shipping label for orders with enough inventory to fulfill all items in the order. Learn more about Stock Allocation.

NOTE: in order to allocate stock, you must have the Inventory add-on. Learn more.

How to: Allocate or Deallocate Stock to all orders

NOTE: in order to allocate stock from the ORDERS page, you must use the Advanced View. Learn more.
  1. From the blue navigation menu, click the ORDERS tab.
  2. Select Allocate Stock.
    Allocate_Stock_highlighted.png
  3. Determine if you need to Allocate or Deallocate stock. Select the appropriate option.
    Allocate_vs_Deallocate.png
  4. Then click All Orders.
    allocate_stock_all_orders.png
  5. A message will then be displayed at the top of the page.
    Stock_allocation_being_processed.png
  6. Once you receive an email confirming that your stock allocation is complete, refresh your browser.
    NOTE: an order is either fully allocated or it is not. You cannot partially allocate stock to an order. An order will only be marked as Allocated if all items in the order have enough inventory to ship.
  7. Use the "Stock Allocation" filter to view your orders that are in-stock and ready to be shipped! Learn more about filtering orders.
    Stock_Allocation_filter.png
    TIP: the "Allocated" column is an optional column. If you do not see it on your ORDERS page, you can enable it. Learn more about customizing columns on the ORDERS page.

How to: Allocate or Deallocate Stock to specific orders

NOTE: in order to allocate stock from the ORDERS page, you must use the Advanced View. Learn more.
  1. From the blue navigation menu, click the ORDERS tab.
  2. Filter your orders using the options from the left-hand side. Learn more about filtering options.
    orders_page_filters.PNG
  3. Select Allocate Stock.
    Allocate_Stock_highlighted.png
  4. Determine if you need to Allocate or Deallocate stock. Select the appropriate option.
    Allocate_vs_Deallocate.png
  5. Then click Filtered Orders.
    allocate_stock_filtered_ordres.png
To Allocate/Deallocate Selected Orders:
  1. Check the box next to the orders you wish to update.
  2. Select Allocate Stock.
    Allocate_Stock_highlighted.png
  3. Determine if you need to Allocate or Deallocate stock. Select the appropriate option.
    Allocate_vs_Deallocate.png
  4. Then click Selected Orders.
    allocate_stock_selected_ordres.png
  5. A message will then be displayed at the top of the page.
    Stock_allocation_being_processed.png
  6. Once you receive an email confirming that your stock allocation is complete, refresh your browser.
    NOTE: an order is either fully allocated or it is not. You cannot partially allocate stock to an order. An order will only be marked as Allocated if all items in the order have enough inventory to ship.
  7. Use the "Stock Allocation" filter to view your orders that are in-stock and ready to be shipped! Learn more about filtering orders.
    Stock_Allocation_filter.png
    TIP: the "Allocated" column is an optional column. If you do not see it on your ORDERS page, you can enable it. Learn more about customizing columns on the ORDERS page.

How to: Allocate Stock on the PRODUCT CATALOG page to all orders

  1. From the blue navigation menu, expand the INVENTORY tab and select PRODUCT CATALOG.
  2. On the PRODUCT CATALOG page, click the Actions button and select Allocate Stock to Orders.
    actions_button_allocate_stock_to_orders.png
  3. Stock has now been allocated to all of your unshipped orders!
    NOTE: an order is either fully allocated or it is not. You cannot partially allocate stock to an order. An order will only be marked as Allocated if all items in the order have enough inventory to ship.
  4. From the blue navigation menu, click the ORDERS tab to view your allocated orders.
  5. Use the "Stock Allocation" filter to view your orders that are in-stock and ready to be shipped! Learn more about filtering orders.
    Stock_Allocation_filter.png
    TIP: the "Allocated" column is an optional column. If you do not see it on your ORDERS page, you can enable it. Learn more about customizing columns on the ORDERS page.

 


Related articles:

What is Stock Allocation?
Can ShippingEasy send inventory updates to my store?
Inventory Management FAQs
FAQs: Products


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