All CollectionsAllocationWorkflowsWorkflows9 articlesImporting Allocation StrategiesHow to create allocation strategies in bulk using a file import.Allocation Strategies - Summary WidgetsAdd at-a-glance summary widgets above the Allocation Strategies grid to check readiness, setup gaps, and available supply before you calculate and allocate.Exporting Allocation StrategiesHow to export Allocation Strategies data from Toolio to cloud storage (S3, SFTP, Azure, or GCS) or as a downloadable CSVUnconstrained Need Units in AllocationSee what units you'd need to ship if supply weren't limited, side-by-side with your real constrained allocation numbers.Overriding Gross Sales Units in AllocationHow to override forecasted Gross Sales Units in Allocation Details and how System Gross Sales Units preserves the original system value.Toolio - In Stock % ViewHow In Stock % is calculated, how to read the out-of-the-box view, and why the metric only works at SKU and location grain in Allocation.Business Overview (Allocation OOTB View)Setting up Allocation Strategies W/O AP SeedingAllocator In-Season Views OverviewAn overview of the out-of-the-box views designed to support an allocator's day-in-the-life — from daily exception management to weekly business reviews.
