Visit our website to learn more about ApparelMagic

Approving and Allocating

For best results, please use the most recent version of your web browser.

To begin, select&nbsp;<b>Fulfillment</b> from the left hand navigation menu.

When your business is ready to fulfill a customer's order, the first step is to approve it. Click on <b>Approval</b> from the submenu.

Order approval is the first step in the fulfillment process that gives the apparel business an opportunity to acknowledge a customer order and mark it as ready to proceed to
allocation. This step is essential so that everyone
stays on the same page.<br>

This screen will show you the statuses of all orders. We'll find the order we'd like to approve using the&nbsp;<b>Order No.</b>&nbsp;field and select the empty circle at left.<br><br>If you need to deselect an order, simply click the circle again.

For batch approvals, you may also use the&nbsp;<b>Tag All&nbsp;</b>or&nbsp;<b>Un-Tag All</b> buttons to approve in bulk.

Select the<b> Change Status</b> button at the bottom of the screen.

Select <b>Approved</b> from the menu to approve the order.

A dialog box will open to confirm. Click <b>Yes</b>.

Click <b>OK</b> to continue.

Next, we'll look at <b>Allocation</b>.

<b>Allocation</b>&nbsp;is setting aside units in order to fulfill a customer&CloseCurlyQuote;s order. By allocating units, the number of units available to allocate is kept up to date. <br>

<b>Quantity Open </b>is the number of goods in each order that a customer has ordered but have not yet been shipped.&nbsp;<br>

For example, on Order 1070, notice that out of the total 95&nbsp;<b>Open Units</b>&nbsp;in the order, we have 26&nbsp;<b>Available to Allocate</b>.&nbsp;<br><br>ApparelMagic also shows the&nbsp;<b>Percentage Available to Allocate</b>, in this case 26.32%.

When the&nbsp;<b>Available to Allocate</b>&nbsp;and&nbsp;<b>Quantity Open&nbsp;</b>columns are equal, as in order 1092, the order is 100%&nbsp;<b>Available to Allocate</b>.<br><br>Those orders are able to be fulfilled in their entirety.

Let's allocate this order.<br><br>Click the empty circle to the left of the order to select the order.

Click the&nbsp;<b>Allocate</b> button at the bottom of the screen to continue.

Using the menu, select&nbsp;<b>Allocate</b> to allocate the order.

Click&nbsp;<b>Yes</b> to confirm.

A dialog box will show that the order has been allocated.&nbsp;<b></b>Click&nbsp;<b>Ok</b>.

Let's take a look at our order to see the status of its allocated units. Click the&nbsp;<b>Orders</b> module in the left-hand navigation bar.

We'll select our example order, <b>1092</b>.

Click on the&nbsp;<b>Item Detail</b> tab.

Please note on this page that the all units have been allocated. For example, the&nbsp;<b>BLU XS</b> SKU has a&nbsp;<b>Qty</b> of 3 and 3 units have been&nbsp;<b>Allocated</b>.

Next, we'll look at&nbsp;<b>Force Allocation</b>. Let's return to the&nbsp;<b>Fulfillment</b>&nbsp;module to look at the&nbsp;<b>Allocation</b>&nbsp;area.

Standard allocation is only possible when there is inventory present in ApparelMagic.<br><br>However, to speed up the process in some situations, it's possible to&nbsp;<b>Force Allocate</b>&nbsp;products you have that you have not yet entered into ApparelMagic.

For our example, a shipment of products has arrived at our warehouse and we haven't yet had a chance to receive them in ApparelMagic. However, it's a time sensitive order so we need to get the items to the customer as soon as possible.

First, select the circle to the left of the order.

Next, select the&nbsp;<b>Allocation</b>&nbsp;button at the bottom of the screen.

Choose&nbsp;<b>Force Allocate</b>&nbsp;from the submenu.

A dialog box will ask you to confirm.&nbsp;<b></b>Click&nbsp;<b>Yes</b>.

An additional dialog box will confirm the items have been allocate. Click&nbsp;<b>OK</b>&nbsp;to continue.

You'll notice that in the <b>Qty Alloc column</b>, the total quantity now appears. The order is now allocated.<br><br>Please note that it is still necessary to receive the goods into your warehouse in ApparelMagic. This enables you to keep accurate inventory.

This concludes the ApparelMagic Approval and Allocation Tutorial.<br><br>Now that we've walked you through the first steps of fulfillment, try approving an order you've made. We will allocate when we have inventory of your products.