Pallet Pre-allocation

Overview #

Pallet pre-allocation lets you assign boxes from incoming shipments to specific customers before the cargo arrives. This helps plan distribution in advance, so you know exactly who gets what the moment the shipment lands.

How It Works #

Each packing line in a shipment has a known box count. Pre-allocation lets you split those boxes among multiple customers (called allocatees).

For example, a packing line with 20 boxes of Hass Avocado, calibre 14 could be allocated: - 10 boxes → Customer A - 5 boxes → Customer B - 5 boxes → Customer C

Allocating Boxes #

On the shipment page, each packing line shows an allocation button:

Click the button to open the allocation popover:

1. Enter the customer name in the text field
2. Enter the number of boxes to allocate
3. Click Add Allocation

The allocation appears in the list. You can add multiple allocations to the same packing line until all boxes are assigned.

Quick Actions #

Two shortcuts are available at the bottom of the allocation popover:

• Allocate Full Pallet — Allocates all remaining boxes on every packing line on the pallet to the specified customer. Useful when an entire pallet goes to one customer.
• Clear All — Removes all allocations for the pallet (asks for confirmation first).

Validation #

• The box count for each allocation must be greater than 0
• The total allocated boxes across all allocations on a packing line cannot exceed the line's available box count
• Error messages appear inline if you try to over-allocate

Real-time Updates #

All allocation changes update the UI instantly via Turbo Streams. If multiple team members are viewing the same shipment, they'll see allocation changes in real time — no need to refresh the page.

Audit Trail #

All pre-allocation actions are recorded in the shipment's audit log:

• Allocation created (who, how many boxes, which customer)
• Allocation updated
• Allocation deleted
• Full pallet allocated
• All allocations cleared