What's new
You can now filter the Allocation Plan by the start date a choice has at each location, including the dates you set in a strategy's location overrides. The existing
Start Date
filter only reads the date on the strategy header, so stores you moved to another date were easy to miss.What you can do
- Filter to one launch:AddStart Date (Allocation Strategy + Overrides)to your filters and chooseiswith the launch date. The plan narrows to the choices and stores starting that day.
- Cover a floorset window:Useis within,is on or afteroris on or beforeto see everything launching across a range of dates.
- Use the date set for each location:For each choice, a location uses its override date when the strategy has location overrides, and the strategy's start date otherwise. Stores excluded from a choice never match.
- Keep the DCs in view:A distribution center matches on the earliest start date of the strategies it ships to, so the source inventory shows up next to the stores it feeds.
- Export the same rows:The Allocation Plan export applies the filter too, so the file matches the grid.
Don't see the filter? Ask your Customer Success Manager to turn it on for the Allocation Plan.
Why it helps
- Review a whole floorset across every strategy in one view.
- Stores you moved to another date with an override land in the right launch.
- Check that each launch is stocked before its start date, with the DCs that supply it alongside.