This article will go through different views to validate the data in the Allocation module is accurate. We will focus on BOP Units, Gross Sales Units, Transfer Receipts Units, In Transit Units and On Order Actuals.

Navigate to your view selector and select the Validation section:

Here you will see all the OOTB views for your validation.

Since we are focusing on allocating goods to stores we need to validate our Inventory first. Open the Toolio - Location Inventory - Validation view and review your location level inventory for recent history and ensure the data is showing what you expected. Set your data set to This Year. Toolio pulls your full data set, so if your external is filtering out any items you will want to make sure you have the same filters applied in Toolio.

If your stores are looking accurate you can review your inventory by product categories. The Toolio - Category Inventory - Validation can assist with the validation. Set your data set to This Year and review your category inventory. Make sure you have any filters aligned with your external data and reports to ensure they line up.

Validate your sales by location using the Toolio - Location Sales - Validation view. Again you will want to make sure that any filters you have in your external reports or data are also filtered in your View. This would also be a good time to get familiar with the location volume levels in order to help you think of location lists/clusters.

If your stores are looking accurate you can review your sales by product categories. The Toolio - Category Sales - Validation can assist with the validation. Set your data set to This Year and review your category inventory. Make sure you have any filters aligned with your external data and reports to ensure they line up.

Validate your on order (purchase orders) to your warehouse(s) by category using the Toolio - On Order - Validation view. You will want you set your data for forward looking weeks as these are purchases orders that are scheduled to arrive in the future. If you have multiple warehouses you can add those attributes to the view. We do not have destination locations in this view as purchase orders need to go through the warehouse or purchase order in order to be allocated to stores. Again you will want to make sure that any filters you have in your external reports or data are also filtered in your View.

Validate your Transfers (Both In Transit and Received) between the sources (warehouses) and the destinations (stores) using the Toolio - Location Transfers - Validation view. Looking at history you will want to make sure your Transfer Receipts Units actuals match your records of the orders that were actually received by the stores. This will help audit the data flow and the conversion of Transfer Orders and Transfer Receipts from the integration. For forward transfer orders you will audit the In Transit Units Act metrics as these will be TO's that have been submitted but have not reached the destination yet.

Allocation Process and Flow

Allocation Overview

Allocation Data Needs and Setup