Allocation: split a line's quantity among the customer's branches

What it is

A customer with several branches sends a single order and says how much goes to each one. In Vendria, the commercial line stays single (it mirrors the customer's purchase order) and its quantity is split among the branches.

The sum of the allocations always equals the line's quantity. That is a rule the system keeps, not a check someone does at the end.

The cell is the truth

On an order in the matrix (branch in the columns, product in the rows), what rules is the cell. The line's quantity is always derived: it is the sum of the cells, and it isn't edited directly.

That's why, on an allocated order, changing the line's quantity means changing the cells.

Where the allocation shows on the quote

On an allocated order, the quote gets the Summary | Grid selector above the items and, below them, the Allocation by store section, with one card per destination. In the Grid view you type each destination's quantity; in the Summary you see the sum. The cards bring the delivery, the address, the Invoiced at block and the ⋮ menu with Change destination, Duplicate, Delivery address and date and Remove branch from order. To add a destination, use Add destination to the order; to give a registration to a destination that came in with just a name, use Identify the customer.

The step by step of each of these buttons is in Allocation on screen, step by step: destinations, Grid and delivery by branch.

What each allocation carries

Besides the branch and the quantity: the destination text as the customer wrote it, the external code, the CNPJ, the quantity in boxes, the delivery address, the expected date and the note the operator wrote about that destination.

The branch note is a person's instruction about a destination. Adding an item to the order, changing a group's branch or rescaling the quantity don't erase what was written there.

A reading doubt still belongs to the LINE

On an allocated order, the doubt about which product that is is still solved on the line, not on the branch card. The reason is concrete: on an order with nine destinations, the same SKU doubt would show on nine cards changing the same line. The branch card shows a pointer saying there is an issue; the choice is made on the line.

This now applies even when the allocation came from a photo, and that is where it matters most, because a spreadsheet barely generates reading doubts and a photo generates many.

Allocation and stock

On an allocated line the available quantity is rounded down: it is a quantity that someone picks and ships. See Stock on the quote: the shortage warning and the ways out.

Allocation in the ERP

An allocated document becomes several orders on the ERP side: one per destination, depending on how the company works. Asking for the status by the document number, the answer brings all of them.