QUICK STEPS
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.
TIPS
💡 Allocate as soon as the work order is created — especially for custom or special-order material — to avoid last-minute scrambles.
💡 An auto-allocate setting is available in FloorZap; ask your admin team to turn it on if you want this automated.
⚠️ 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.