Allocation Assignment Master

What is Allocation Assignment Master?

The Allocation Assignment Master in Canary7 allows you to control which Allocation Rule is applied to a shipment by evaluating a set of dynamic criteria. This ensures the right Allocation Strategy is applied automatically, based on your operational requirements.

This feature plays a critical role in the pre-picking phase, helping you refine allocation behaviour for different customers, carriers, shipment types, and more.

Key Concepts

• You can configure multiple Allocation Assignment Rules.

• Each rule checks a set of defined criteria and applies a corresponding Allocation Rule when those criteria are met.

• Rules are executed as part of a Waveflow, specifically during the Allocation step, before picking jobs are created.

Tabs Overview

1. General Tab

• Name: Give the rule a descriptive name.

• Active: Tick this box to activate the rule in Canary7.

2. Allocation Tab

• Allocation Rule: Select one of your pre-built Allocation Rules to assign when the conditions in the next tab are met.

📝 Note: Allocation Rules must already exist in your system before linking them here.

3. Criteria Tab

Use this tab to build the logic that determines when this allocation rule should apply.

• Criteria use the standard Column / Operator / Value setup.

• You can create multi-criteria conditions to refine when an Allocation Rule is used.

Available Columns:

• Carrier Name

• Carrier Service

• Company ID

• Warehouse ID

• Item Category

• Customer Code

• Shipment Number

• Shipment Type

Example Use Case:

To apply a specific Allocation Rule for express shipments using a particular carrier for Ecommerce orders:

Summary

The Allocation Assignment Master is a powerful tool for automating and customising how inventory is allocated to shipments. By mapping Allocation Rules to shipment-specific criteria, you ensure optimal stock usage and adherence to customer, carrier, and operational preferences.