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# I can allocate a purchase and a sale from the allocation module

  

${youtube}[Making allocation from allocation module](XrBGGpueRPo)

This guide outlines the process of creating an allocation using the allocation module.

Start by accessing the **allocation page** from the logistics menu.

  

  

![](https://storage.crisp.chat/users/helpdesk/website/8717cfb02c592000/74fdc76e-6258-4d93-a16c-04900f_1t40ecm.png)

  

  

This page features two tabs. The **My allocation** tab displays all system allocations.

Proceed to the **Making an allocation** tab to initiate a new allocation.

  

  

![](https://storage.crisp.chat/users/helpdesk/website/6877298b9db9e00/59760313-1ad1-49f1-8d2f-3e9528_rpxzyj.png)

  

  

Kick off the three-step allocation process by choosing a purchase. Utilize filters or search by purchase order number to pinpoint the required purchase.

  

  

![](https://storage.crisp.chat/users/helpdesk/website/6a1a30bcb2faac00/820ce163-75a1-4eb6-82af-29b952_1utg2w.png)

  

  

Adjust the filters to locate a sale.

  

  

![](https://storage.crisp.chat/users/helpdesk/website/8c898068dc742000/901c8025-a4fe-49f8-b7fa-351ce4_zqbm5c.png)

  

  

Next, select the sale.

  

  

![](https://storage.crisp.chat/users/helpdesk/website/3c625f633e00a600/177d806a-4ed0-4856-b25a-8a03ef_x2aol.png)

  

  

Decide on the containers for the allocation. Opt for all containers or specific ones.

  

  

![](https://storage.crisp.chat/users/helpdesk/website/d82f7d688a2f8800/fd7ee4d0-7baa-482d-9aac-b1e5c9_1wkubbr.png)

  

  

![](https://storage.crisp.chat/users/helpdesk/website/57de88c23231bc00/2dd69e74-7d11-4721-b881-4a960a_1a7d0as.png)

  

  

If necessary, assign an allocation reference number.

  

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101174705968/original/jF5yP4w2tohe9JoNAoChwiUkQVyV3G_0Hg.png?1720772742)

  

  

To save the allocation, click **Save**. Alternatively, to create a shipment, click the down arrow next to **Save** and select **Save and create a shipment**.

  

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101174705963/original/wNec5iEiCMMlP-Gli5Mq8P-nIyeY53jPlA.png?1720772742)

  

  

![](https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/101174705961/original/zZxoNLoF3PZLK-A49uWoI26DLuZF6w6nTg.png?1720772742)

  

  

The allocation is now successfully created. Find it under the **My allocation** tab.