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Sales Order Allocation

This tutorial guides you through configuring workflow allocation using shipping distribution lists for multiple locations in the WorkTraq application.

Video Tutorial

1. Select Distribution List

Select Shipping Company as the distribution list to begin the allocation process.

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2. Complete the Line Entry

Add and complete the line entry as usual.

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3. Open the Allocation Tab

Click Allocation to open the allocation section and manage item distribution.

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4. Add Locations

Click the plus-icon.png plus icon to add shipping locations.

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5. Select Locations

Select the locations you want to ship to by checking the boxes, or click Select All to choose all locations at once.

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6. Apply Selected Locations

Click Apply Locations to confirm and assign the selected locations to the workflow.

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7. Review Location Details

Rows highlighted in red indicate missing shipping or contact information.

All products from the line entry are automatically transferred into the allocation list.

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8. Clear All Allocation Data

Click Clear All to quickly remove all allocation information from the selected section.

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9. Review Shipping Settings

The shipping icon in the header allows you to review shipping information for all locations, while the shipping icon for each location displays details specific to that location.

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10. Configure Shipping Settings

Click the shipping-icon.png shipping icon to configure shipping details for all locations.

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11. Select Shipping Methods

For each location, select the appropriate shipping method and shipping account.

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12. Apply Shipping Settings

Click Apply to All to use the same shipping settings for all locations in the workflow.

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13. Confirm Shipping Setting

Click Done to save the shipping configuration and continue.

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14. Edit Contact Information

Click the Edit icon to update the contact details for each location.

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15. Add Contact Details

Enter the receiver’s Name, Phone Number, and Email Address.

Note: Name required fields.

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16. Save Contact Information

Click Done to save the contact information.

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17. Review Information

Once all required information is completed, the red highlight will disappear.

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18. Review Product Groups

Columns displayed in different colors represent the same product with multiple versions.

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19. Add Print File Names

Click Note to enter the print file name for easier allocation tracking.

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20. Enter Product Quantities

Enter the appropriate quantity for each product and shipping location.

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21. Apply Quantity to Rows Above

Click the up-arrow-icon.png left arrow beside the quantity field to apply the same quantity to all rows above.

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22. Apply Quantity to Rows Below

Click the two-down-arrow-icon.png right arrow beside the quantity field to apply the same quantity to all rows below.

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23. Clear Column Values

Click Clear to remove all values from the selected column.

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24. Copy Column Values

Click Copy to duplicate allocation values from another column.

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25. Select the Source Column

Enter the source column number to identify which allocation data should be copied.

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26. Copy Allocation Data

Click Copy to apply the selected column’s allocation data.

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27. Correct Quantity Errors

Quantities highlighted in red indicate incorrect or incomplete values that need to be corrected.

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28. Export to Excel

After completing the allocation, click Export to export the data to Excel for attachment to your docket.

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29. Review the Excel File

The exported Excel file includes product names in the first row, print file names in the second row, and total quantities for each product in the third row.

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30. Generate the Docket

Generating the docket will automatically create shipments based on the allocation information provided.

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31. Verify Shipment Information

Click Fulfillment to review and confirm the generated shipment details. For orders using distribution allocation, shipping completion notifications are sent only to the Sales Representative and CSR to prevent customers from receiving multiple email notifications.

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You have successfully configured workflow allocation, updated contact information, and applied shipping methods in the WorkTraq application. Review all quantities and shipping details carefully to ensure accurate order processing.

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