🚚 Understanding Allocation Rule

What is an Allocation Rule?

An Allocation Rule in Canary7 is a configurable set of conditions that determines how inventory is allocated to shipments during the Waveflow process, before Shipment Picking Job Creation.

These rules allow for fine-tuned control over which inventory gets assigned, prioritising it based on factors like:

• 📍 Location

• 📅 Expiry date

• 📦 Quantity available

• ✅ Splitting preferences

🎯 Why Use Allocation Rules?

With Allocation Rules, you can:

• ✅ Prioritise specific zones (e.g. Pickface before Bulk).

• ⏳ Enforce FIFO/FEFO to manage shelf life and reduce waste.

• 🔄 Control whether stock can be split across multiple locations or not.

🔄 Common Use Cases

1️⃣ FIFO / FEFO Allocation

Industries like food, pharma, and cosmetics rely on accurate stock rotation. Canary7 supports:

• FIFO (First In First Out): Prioritises oldest received inventory.

• FEFO (First Expiry First Out): Prioritises items closest to expiry.

📌 This ensures compliance and helps prevent spoilage.

2️⃣ Allocate Only from Pick Locations

To streamline fulfilment, many warehouses only allocate from Pickface areas. This setup:

• 🛠️ Triggers replenishment jobs when pickface stock drops below the minimum.

• ⚡ Keeps high-speed areas stocked for faster order picking.

• 🔍 Achieved by using a Location Selection that filters for pick locations.

3️⃣ Allow Split vs Don’t Allow Split

The Allow Split field controls whether inventory can be split across multiple locations.

✅ Allow Split: Enabled

If one location doesn't have enough stock, Canary7 will source the required quantity from multiple locations.

Benefits:

• Makes better use of partial stock.

• Reduces risk of shipment rejections.

• Helps clear smaller or odd quantities.

🚫 Allow Split: Disabled

Inventory will only be allocated from a location that has the entire required quantity.

Benefits:

• Simplifies picking – one visit, one location.

• Faster and more efficient for bulky or single-location picks.

🔍 Accessing Allocation Rules

To access the module:

1. Go to the Navigation Menu and search for "Allocation Rule".

2. Or navigate to:
   Configuration > Shipment Profile Setup > Allocation Rule

➕ Adding an Allocation Rule

• Click Add {{snippet.click on add}}

• Give your rule a Name

• Tick the Active checkbox to make it available in Canary7

• Click Submit to save

⚙️ Adding Allocation Rule Detail

• Once your rule is created:

  1. Locate it in the list and click the ellipsis (⋯) menu > Edit

  2. Click Add {{snippet.click on add}} to open the detail form

  3. Fill in the following:
  
  

  • Allocation Strategy (e.g. Any Location, FIFO, LIFO, Permanent Location)

  • Location Selection (optional – filters where allocation should happen)

  • Allow Split – toggle on/off depending on your needs

  • Tick Active, then click Submit {{snippet.clicking submit}}

✅ Summary

Allocation Rules in Canary7 give you complete control over inventory assignment. Whether you’re optimising for speed, safety, or compliance – a well-configured rule will keep your warehouse operations running smoothly and efficiently.