Set your allocation profiles as part of setting up your company, before you go live on Kenandy.

Set up allocation profiles before you need to start allocating items to sales and work orders in Kenandy. You can set up allocation profiles for two things: 

• Companies
• Items

Important: You cannot create or modify an allocation profile for a company or an item that has any Allocated SKIDs using it.

After you've set up allocation profiles, you can use them when you're allocating items to sales orders and work orders.

When you allocate an item to a sales order or work order, Kenandy uses the allocation profile for that item. If that item doesn't have an allocation profile, Kenandy uses the company-wide allocation profile.

On work order and sales order allocation pages, you won't see attributes you deselected on the allocation profile. For example, if you deselect Location on the allocation profile for an item called T-Shirt, you won't see (or be able to allocate by) location when you're allocating T-Shirts to a sales order.

Before you start creating allocation profiles, you must have the following set up: 

• Items
• Item attributes

Note: You can create only one company-wide allocation profile and only one allocation profile per item.

1. Go to All Tabs (plus sign) and select Allocation Profiles.
   
2. Select All in the View field and click Go.
3. Click New Allocation Profile.
4. Enter an Allocation Profile Name.
5. Choose the Company this allocation profile will belong to.
6. If this is an allocation profile for an item, choose the item.
7. Review the attributes you can allocate items against. Select the checkboxes you want to use in this allocation profile.
8. Deselect all the attributes you don't want Kenandy to look at for this allocation profile.
9. Click Save.

Kenandy creates the allocation profile.

What Comes Next

You can now use this allocation profile when you allocate items to sales orders and work orders.

1. From the Allocation Profiles page, click the allocation profile you want to modify.
   
2. On the Allocation Profile Detail page, click Edit.
3. Change the Information and Item Attributes you want to modify.
4. Click Save.

Kenandy modifies the allocation profile.

The attributes you deselect won't show on the Allocation page.

What Comes Next

The modified allocation profile is now available for sales order and work order allocation.

The following table lists the fields that Kenandy provides. Your system administrator selects the fields that are displayed on your user interface.

Field	Description
Allocation Profile Name	Give this allocation profile a distinctive name.
Company	The company this allocation profile applies to. Required for both company-wide and item-specific allocation profiles.
Date Received	Select if you want to allocate items by date received.
Expiration Date	Select if you want to allocate items by expiration date.
Item	The item this allocation profile applies to. Required for item-specific allocation profiles. Do not enter an item if you're creating a company-wide allocation profile.
Location	The location this item will be picked from. Optional. If you deselect Location, your picker can pick allocated items from any location.
Lot Number	Select if you want to allocate items by lot. Deselect if you want to be able to pick items from any lot.
Custom item attributes, such as: Color Size	If your allocation profile page has custom item attributes available, you can select which attributes you want to allocate by. For example, if you want to be able to allocate the item T-Shirts by color, select Color on your T-Shirt Allocation Profile. Make sure all custom item attributes you don't want to allocate by are deselected.
Rental	Select only if you want to allocate items by whether they're rentals or not.
Used	Select only if you want to allocate items by whether they're used or not.