Auto-allocation just got safer and more compliant in trade sample states like New York.
When finished goods and trade samples must share the same Retail Item ID, traditional auto-allocation can create compliance risk by pulling from the wrong packages. This update makes auto-allocation trade-sample aware by default—so sample and non-sample inventory stay properly separated.
What’s new
- Retailer Sample / Promo line items now auto-allocate only from trade sample packages.
- Non-sample line items are protected from allocating trade sample packages by default.
- A new “Ignore Trade Sample Restrictions” toggle in the Auto-Allocate modal allows an explicit override when needed.
- Clear failure messaging if no eligible packages are available.
- No changes outside of trade sample states.
Why it matters
You get safer defaults, clearer intent, and full control—without changing existing workflows. Compliance stays intact, and teams can still move fast when exceptions are required.
Available now in states that support trade sample packages.