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Allocate Stock to Unshipped Orders

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ShippingEasy Content Team

Updated

Available to Existing Inventory Management Subscribers

This feature is only available to existing Inventory Management subscribers. Non-Inventory Management subscribers can learn more about using the ShippingEasy Product Catalog.

We are not currently opening Inventory Management to new users or developing new features or functionality for our Inventory solution. This means that at this time we cannot address the issues you have with the current system.

If you need an inventory solution that lets you add your third-party fulfillment provider to your account, our sister company ShipStation may be a better solution for you.

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

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. 

In ShippingEasy an order is either fully allocated or unallocated. You can't partially allocate an order. You should only ship orders that are allocated as this means that you have enough inventory in stock to ship all items in the order. If you happen to oversell a product, ShippingEasy won't have enough inventory to allocate all of your orders. In this instance, priority will be given to your oldest orders first.

Allocate or Deallocate Stock to All Orders

Note

In order to allocate stock from the ORDERS page, you must use the Advanced View.

  1. Click on ORDERS in the navigation bar.

    Click Orders in the navigation bar

  2. Click the More drop-down and determine if you need to Allocate or Deallocate stock. Select the appropriate actions.

    ORD_more-allocate-deallocate-stock-mrk.png

  3. Then click All Orders.

    ORD_more_allocate_all_orders-MRK.png

  4. A message will then be displayed at the bottom of the page.

    PU_allocation_message.png

  5. 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 orders. An order will only be marked as Allocated if all items in the order have enough inventory to ship.

  6. Use the "Stock Allocation" filter to view your orders that are in stock and ready to be shipped! Learn more about filtering orders.

    ORD_stock_allocation_filter-MRK.png

    Note

    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.

Allocate or Deallocate Stock to Specific Orders

Note

In order to allocate stock from the ORDERS page, you must use the Advanced View.

  1. Click on ORDERS in the navigation bar.

    Click Orders in the navigation bar

  2. Filter your orders using the More Filters button in the filters toolbar.

  3. Once the orders are filtered, click the More drop-down. Determine if you need to Allocate or Deallocate stock. Select the appropriate option.

    ORD_more-allocate-deallocate-stock-mrk.png

  4. Then click Filtered Orders.

    ORD_allocate_filtered_orders.png

Allocate/Deallocate Selected Orders

  1. Check the box next to the orders you wish to update.

  2. Click the More drop-down. Determine if you need to Allocate or Deallocate stock. Select the appropriate option.

    ORD_more-allocate-deallocate-stock-mrk.png

  3. Then click Selected Orders.

    allocate_selected.png

  4. A message will then be displayed at the top of the page.

    PU_allocation_message.png

  5. 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 orders. An order will only be marked as Allocated if all items in the order have enough inventory to ship.

  6. Use the "Stock Allocation" filter to view your orders that are in stock and ready to be shipped! Learn more about filtering orders.

    ORD_stock_allocation_filter-MRK.png

    Note

    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.

Stock in the Product Catalog to All Orders

  1. Go to PRODUCTS and select CATALOG from the drop-down.

    NAV_PROD_Catalog_MRK.png

  2. On the CATALOG page, click the Actions button and select Allocate Stock to Orders.

    PROD_action_products_allocate.png

  3. The 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 orders. An order will only be marked as Allocated if all items in the order have enough inventory to ship.

  4. Click on SHIPPING and then ORDERS tab to view your allocated orders.

    Click Orders in the navigation bar

  5. Click on "More Filters" in the filters toolbar above the orders.

    ORD_filterToolbar_MoreFilters_MRK.png

  6. Use the "Stock Allocation" filter to view your orders that are in stock and ready to be shipped! Learn more about filtering orders.

    ORD_stock_allocation_filter-MRK.png

Note

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.

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