Default Allocation Strategy for Sales Orders in NetSuite

To streamline order fulfillment, NetSuite can automatically set the default allocation strategy on sales order lines using a defined priority:

1. Customer's default allocation strategy
2. Item's default allocation strategy
3. Company's default allocation strategy for sales orders

This prioritization allows for enhanced control and flexibility, enabling allocation strategies to be set at the customer, item, or company level.

How Allocation Strategy Defaulting Works

When adding a new line before setting the item:

• If the customer has a default allocation strategy, NetSuite populates the Allocation Strategy column with this value.
• If the customer does not have a default allocation strategy, the field remains blank or is set to the company's default strategy for sales orders.

When you set or edit the item on the line:

• The Allocation Strategy column maintains the customer's default allocation strategy if it is set.
• If not, but the item has a default strategy, the column is updated to reflect the item's allocation strategy.
• If neither the customer nor item has an allocation strategy, NetSuite uses the company's default strategy for sales orders if applicable.
• If no defaults are set, the field will be left blank.
• Changing the item on the order line causes NetSuite to re-evaluate and update the Allocation Strategy column based on the latest defaults.
• The field can be manually edited at any point to select any active allocation strategy.

Item Type Considerations

For Kit Items

You can set the Allocation Strategy field for the parent kit item only. NetSuite will automatically set the allocation strategy for kit component items based on that of the parent line, without requiring specific defaulting behavior for the components.

For Matrix Items

Both parent and child matrix items include the Default Allocation Strategy field. When creating a child matrix, its value will inherit from the parent item only at creation, not during subsequent updates.