Use the order Allocation Summary report to help you analyze your order and make buying decisions. Access this summary from Orders and Order Export Templates.
Orders
Access the Allocation Summary report from Working Orders, submitted Orders, or Draft Orders. After selecting the fields that you'd like to analyze, you can view a report in a new browser tab and also download the data to Excel.
Working orders
Add products to your cart, and then select the cart icon from the upper-right corner of the screen to access your Working Order.
Select Allocation Summary in the lower-left corner of your Working Order.
Orders and draft orders
From the left navigation menu, go to Orders. For a submitted Order or a Draft Order, select the kabob menu icon and choose View Allocation Summary.
If you select an order to view its details, use the kabob menu to access the View Allocation Summary option.
Configuration
Choose one or more fields for the Allocation Summary report. Select the + icon to add a field and the trash icon to remove a field.
Select View Report.
Review the Allocation Summary, grouped by the selected fields. Download this report by selecting Export Report in the upper-right corner.
Order export templates
Brand admins can configure Order Export Templates from Brand Admin settings. When configuring templates, use the options in the Rollup section to select up to 2 order or company data fields to generate an Allocation Summary table in the Summary tab.
Download an Order Export Template from the Working Order, linesheet, or custom list.
Working orders
Add products to your cart, and then select the cart icon from the upper-right corner of the screen to access your Working Order.
To populate order and company data fields in the Allocation Summary, ensure you have items in your cart and that you've selected a Company in the Order Details tab.
Select Export in the lower-left corner. Choose a template configured with an Allocation Summary.
Linesheets and custom lists
To populate order and company data fields in the Allocation Summary, select a company to View As before you export the template from a linesheet or custom list.
From a linesheet or custom list, select Download.
In the pop-up screen, select XLS Order Form as the format, choose a XLS Template, make any additional configurations, and then select Download.
Allocation summary
The Allocation Summary table displays in the Summary tab of configured Order Export Templates. This table adjusts as you populate the template.
Learn more about populating Order Export Templates with Importing and exporting order spreadsheets.