QUICK STEPS
These steps show how to allocate inventory to a work order by hand.
Open the work order — you'll see the material needed for the job listed by line item.
Click the three boxes icon on a line item to open the inventory product tracking screen.
Set the action status to Allocated.
Enter the quantity needed and select the purchase order (PO) to allocate from.
Add any location notes if needed.
Repeat for each product line item on the work order.
Save — allocated items now show on the line item and signal to the warehouse team that product is ready to pull.
Go to Work Order Actions → Pick List to print a list for the warehouse showing product, status, pickup location, and location notes.
Automatic Allocation
Auto-allocation lets Floorzap allocate inventory to a work order for you, instead of you allocating each line item by hand. It is controlled by the "Auto allocate inventory when invoice signed" checkbox, found in System Settings on the Common/Automation tab.
When the setting is on, signing or confirming an invoice makes Floorzap allocate the materials to the work order automatically.
When the setting is off, you allocate materials manually, using the steps above.
Note: Some customers who sell a lot of carpet prefer to leave auto-allocation off, because they want to decide how each roll is cut and allocate by hand.
TIPS
💡 Allocate as soon as the work order is created — especially for custom or special-order material — to avoid last-minute scrambles.
💡 Floorzap can allocate inventory for you automatically. See the Automatic Allocation section above for the setting that controls it.
⚠️ If inventory is short, you'll see a flag and will need to create a purchase order before the job can be fulfilled (covered in the ordering materials video).
Remember: Allocation is how the warehouse knows exactly what to pull — the sooner it's done, the smoother install day goes.