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Allocation - Data Needs and Setup
Allocation - Data Needs and Setup

In order to use allocation we will need additional data feeds.

Updated over a week ago


Toolio tracks your sales and inventory position by location (including stores and warehouses). In order to generate allocations we will need some additional data to import.

Transfer Orders and Transfer Receipts

  • Transfer Receipts - The transfers received into destinations and transferred out of sources.

  • Transfer Orders - Orders that have been sent to the sources to be delivered to the destinations.

  • We will need the TO_LINE_ID on both tables in order to reconcile the transfers received against the transfer orders that were placed.

  • Please work with your customer success team to create and validate the tables.

Location Table

  • This will be a data file that you import into and maintain through Toolio.

  • Add Attributes to your locations that you will need for reporting and analysis.

    • In the above example you will see Store type, Capacity, Total Sq Ft and Region as attributes.

  • Include Channel in order to support other modules as well.

  • In the Store Priority field put your stores in order of importance to receive an allocation. By default, the allocation algorithm uses demand (need) and time (based on lead time to store) to prorate out allocations when Source levels are too low to fulfil the entire allocation need.

Location Table Setup for Allocation

  • In the Is Source Location field tag the locations that are sources (where transfer orders will be distributed from) with True.

  • Right click on your locations to reveal the context menu and select Manage Sources.

  • An overlay table will pop up at the bottom of your screen.

  • In this menu you will select the Source(s) that can ship to your destination by using the checkbox in the Location Eligibility field.

    • You can have multiple sources selected.

  • Enter in your Lead Time(Days) which is the time it takes the source to pick, pack, ship and deliver to the destination.

  • You can also determine the priority of the Source in this table which gives an order to where the allocation should be derived from.

Note: Please note that Allocation is a separate module on Toolio. So, make sure that Allocation is enabled on your Toolio account, and let your customer success manager know if you would like this module to be turned on.


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