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# I Can Auto Allocate Loads / Holds During Creation

${frame}[I Can Auto Allocate Loads / Holds During Creation](https://julesai.clueso.io/embed/f6370ddd-4234-4c86-b33c-3dafec8e7a0d)

This tutorial outlines the process of auto allocating loads during creation, a **feature applicable when a purchase is allocated to a single sale or a warehouse.**

## Allocating Loads from the Loads Tab

**Step 1:** Navigate to the **Loads** tab.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/5f780e93-4d34-45e1-acc6-89683568c3a1.png)

**Step 2:** Click on **Add a Load**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/b9865d1d-2321-4a5c-ac6b-a9bc9059b6d3.png)

**Step 3:** Select **Add Loads Planned**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/a7e1e529-b4ea-4378-9743-48d013871f88.png)

**Step 4:** Specify the number of loads and check the **Auto Allocate** box.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/9df419b7-44c6-4773-8998-f138b2399c25.gif)

**Step 5:** Fill in all other necessary details and click on **Add**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/ee755d59-e905-40b8-9bcb-91efe3879172.png)

After completing these steps, two new loads will be added to the same purchase and will be auto allocated to the required sale.

## Allocating Loads from the Loads and Holds Page

**Step 1:** Navigate to the **Loads and Holds** page.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/9b66cffb-605c-4734-baa4-621ee8840499.png)

**Step 2:** Click on **Add Load**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/87df2fa3-0452-4ade-bc78-cc35047a2fb8.png)

**Step 3:** Select **Add Loads Planned**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/36cb4937-8d12-4a18-bae6-4b7453c35374.png)

**Step 4:** Choose your customer.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/2cca82fb-2be4-4e5b-aa54-98cc708c942d.gif)

**Step 5:** Select an associated sale.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/6eb3c971-6237-4bad-b0ca-bea4a3977fa8.png)

**Step 6:** Click on **Add**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/feea549b-3078-4580-862f-e023f4ed77f9.png)

**Step 7:** Specify the number of loads and check the **Auto Allocate** box.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/884c59bf-ffe9-4f80-aa99-aab2e32827c6.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/f6370ddd-4234-4c86-b33c-3dafec8e7a0d/26b90a5f-8589-43f5-8440-87303539d7bf/images/013abec7-3449-4971-ba36-90231e91fe22.png)

Follow these steps to auto allocate loads during creation. This concludes the tutorial on auto allocating loads.