How to apply Stock Overs (Quantity/Percentage) to an Item

Created by Ivy Thompson, Modified on Fri, 6 Feb at 9:31 PM by Ivy Thompson

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Applying Stock Overs to an Item

  1. Open your active Campaign.

  2. Select the Items tab.

  3. Choose an item and open the three-dot action menu.

  4. Select Edit allocation rule.

  5. In the allocation window, open the Edit or Create Rule tab.

  6. Select one of the following tabs:

  • Assets

  • Features

  • Location Lists

  • Locations

Set Stock Over Values

  1. In the Stock Overs section, choose:

  • Amount (fixed quantity), or

  • Percentage (Only used for Assets)

  1. Enter the required value

    1. Example: 10 (units) or 10%.

Save Allocation

  1. Review the Item Quantity summary, which now includes:

    1. Base allocation

    2. Calculated stock overs

  2. Select Save Allocation to apply the changes.

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