Connecting warehouses to markets through Allocation rules

About this article

This article will help you connect your warehouse to your markets, delivery windows and accounts, where you can control from which warehouse customers/countries will place their orders.

Setting up Allocation rules

To set up your Allocation rules, follow these steps:

  1. Go to 'SYSTEM' > 'WAREHOUSES' in the footer-menu in Centra
  2. Click 'ALLOCATION RULES' in the upper-right corner
  3. Open an existing group from the list by clicking it or create a new one by clicking '+ALLOCATION RULE' in the upper-right corner and you will be redirected to this view:

  4. In this view, you can fill out the following fields:

    • Allocation rule name - Name your Allocation rule
    • Allocation rule ID - Unique ID for the Allocation rule. This cannot be changed and is automatically generated by the system
    • Warehouses - Choose which Warehouse(s) you want to connect in this group
    • Default warehouse - From the list of selected warehouses from the above field, choose which warehouse should be the Default warehouse for demand calculations. This controls which warehouse the stock values of Demand will show up under in the 'CATALOG' > 'STOCK' section

    • Default in Stores - Choose if this Warehouse should be default in one of your stores

    When a new market is created it will be automatically added to the Allocation rule which has the respective store selected as Default in stores

    • Default in Markets - Choose which Markets these warehouses should be connected to. This helps you regulate which stock (i.e. from which warehouse) would be shown to customers of these Markets
    • Default in Delivery windows - Here you can choose which Delivery windows these warehouses should be connected to. This helps you regulate which stock (i.e. from which warehouse) would be shown to customers that select this particular Delivery window

    This is optional. If not set, the Allocation rule will be chosen based on the Market selected. If chosen, the Market settings will be overridden for these specific Delivery windows are not connected to another Brick and mortar will be shown in this selector

    Only available in Wholesale. You can also view this under “Wholesale > Setup > Delivery window > Select the delivery window in question > Allocation rule”

    • Default in Accounts - Choose which Accounts these warehouses should be connected to. This helps you regulate which stock (i.e. from which warehouse) would be shown to the selected Account(s). To edit this please click on “Edit Accounts”
    • Edit Accounts - This will redirect you to a pop up window, which shows all available Accounts. Here you can tick and untick each account to decide which are selected in this Allocation rule

    This is optional. If not set, the Allocation rule will be chosen based on the Market if selected. Otherwise, if the Delivery window is selected, this will be prioritised instead of the Market (as explained in the notes of the previous fields). If Accounts are defined, then the Market and Delivery window settings will be overridden for these selected Accounts

    Only available in Wholesale. You can also view this under “Wholesale > Accounts > Accounts > Select the account in question > Allocation rule”

Adding Allocation rule Country Priorities

You can also add a so-called “Allocation rule country priority” to your warehouse. If you have several Warehouses added in your Allocation rule, you can choose how these warehouses should be prioritized within different countries. To do this, follow these steps:

  1. Click '+ADD COUNTRY PRIORITIES' in the bottom-left corner of your Allocation rule
  2. Choose countries in the list to the left by using cmd+click (on Mac) and ctrl+click (on Windows)
  3. Then prioritize the warehouses by drag/drop and put them in the order you want
  4. Click 'SAVE' when you are done.