Tutorial - Automatic Allocation

Learn about how the new automatic allocation feature makes managing your project purchasing easier.

The production information dialog provides a simple view of a part for purchasing decisions. It lists all items that are creating a demand or a supply, organised by date so you can see if there are any shortages, even if only temporary.

The automatic allocation strategy avoid having to directly allocate items on a Purchase Order to a specific demand. This means that if you project plan changes you don't have to re-allocate your items to keep your project on track.

The item search page provides a new view for parts using the automatic allocation strategy. This provides a consolidated number of items that need to be purchased. It also provides at-a-glance information on how many items are currently in stock and on order.

The purchasing history dialog provides a history of previous purchase orders for a part. This gives understanding of suppliers that have been used in the past, and the prices paid.

The project purchasing page now works with items using the new allocation strategy, and you can still use the in-built tools to create purchase orders from the parts you require.

The stock page now shows free stock. This is stock that is not required to fufil existing work orders, and so can be used freely. This helps ensure you don't consume stock that you will need for production.

00:00 Introduction
04:30 Production Information Dialog
13:17 Item Search Page
23:00 Project Purchasing
24:52 Stock Levels
27:28 Work Orders