How To Solve Your Everyday SO Allocation Challenges

Managing sales order allocations can be time-consuming when you need visibility, flexibility, and control over how inventory is reserved. The 32 Soft SO Allocation Data Loader is a powerful, user-friendly tool that speeds up your operations and transforms how teams handle sales order allocations in QAD. It will surely streamline and simplify your allocation process.

Instant Visibility at a Glance
With the SO Allocation Data Loader, you can download existing sales order allocation details into a single, easy-to-read spreadsheet view. No more wading through multiple QAD screens — now you can see exactly which lots are allocated to which sales order lines, and how much is still left to fulfill.

Example: The Data Loader screenshot below shows three lots allocated to one sales order line for a total of 6 units, clearly indicating that 14 units are still backordered. You get this clarity at a glance, instantly.

 

Add Allocations — Fast and Easy
Need to allocate additional stock to a sales order? SO Allocation makes it easy. The green columns in the screenshot above let you enter new allocations directly, without digging through QAD menus. This is ideal for handling high-priority customers, rush orders, or new inventory arrivals. All without compromising QAD data integrity: while you can add new allocations, the Data Loader intentionally does not allow reallocating or deallocating existing stock.

One-Click Upload to QAD
Once your allocations are ready, the Data Loader lets you safely and quickly load your changes back to QAD with the click of a button. No scripting, no IT intervention — just immediate results.

Safe and Error-free
Like all of our Data Loaders, SO Allocation has layers of validation built right in, with pre-loaded genuine QAD logic validation and additional specific validation like numeric fields, text length, etc. We can even add any needed client-specific validation.

Designed for Real-World Business Needs
The SO Allocation Data Loader supports your day-to-day allocation strategies — whether that means prioritizing VIP customers, reacting to late inventory arrivals, or simply getting a clearer picture of backorders.

By putting clarity, control, and speed into your hands, the SO Allocation Data Loader makes your team faster, more accurate, and more responsive than ever.

Ready to start working smarter?
Contact us today

to schedule a private demonstration for your team
or request a complimentary 60-day trial of this Data Loader.