Allocation Module Update

Modified on Thu, 26 Jun at 9:08 AM

Release Date: 25th June 2025

Summary

We are excited to announce the latest update to the Allocation module. This update brings performance enhancements, new features and overall design change to improve your experience and system functionality.

What’s New

Here are the key changes introduced in this update:

✅ New Features

New Reset Button added to clear selection.
New Logic has been added to only show PO & SO with a modified date of [today] - 365 Days.

No Changes to Allocate By or Search Key
The new screen features four separate sections. Available PO & SO rows can be selected and moved to the Allocated PO & SO to begin the Allocation Process.
Select the PO or SO by clicking the row. Selected rows will show in a shaded grey colour.
To Allocate the PO or SO click the Right Arrow -->
To move the PO or SO back select the row and click the Left Arrow <--
Selected PO & SO rows will move across to the right hand side. Click the checkbox on the relevant item to update Allocated Qty.
There is no change on subsequenst steps to create Tradesheet and shipments.

How to Upgrade

Instructions:

Upgrading to the new module is only relevant for current clients using the Allocation Tool.
Upgrades to be done after hours (AU) with prior arrangement with client.
ImpexDocs consultant will contact relevant clients that need to upgrade in due course.

Need Help?

If you encounter any issues or have questions:

Contact support: support@impexdocs.com.au

Thank you for using ImpexDocs. We’re committed to continuously improving your experience. Stay tuned for more updates!