helpwith.salesorder.com
  • Read me first
  • Start!
    • How to move forward
  • Video Index
  • Live in 5
    • Step 4: Solution Plan
      • Workflow Guides
    • Must read: Data Migration
      • Read First: ASIC and presets
      • Transaction Migration Primer
      • Migrate transactions
      • Migrate from Quickbooks
        • How to categorize Quickbooks 'Open' Purchase Orders
    • Step 5: Launch Sequence
      • T -6: System Settings
      • T -5: Baseline preparation
      • T -4: 'Open' transactions
      • T -3: Trial balance
      • T -2: Set Stock levels
      • T -1: User testing / Dry run
  • Customer references?
  • Common Actions
  • Company
    • Workers and Users
      • Add new User login
      • Owners
  • Organizer
    • Memo
    • Contacts
    • Calendar
    • Email
    • Attachments and Linking
  • Expenses/Timesheets
    • Expense Claims
      • Mileage Claims
    • Timesheets
  • Sales Forecasting
  • Sales
    • Leads
    • Prospects
    • Customers
      • Credit Controls
    • Jobs
    • Sales Quote
    • Sales Orders
      • Common Sales Tasks
        • Pre-Authorization/Pre-Payment with BASYS
      • Ordered Item History
      • Stock Allocation
      • Pick-Pack-Ship Process
      • Sales Order List
      • Drop Ship
      • Special Orders (Just in Time)
      • Discounts
      • Prepayment/Deposit
    • Cash Sales
    • Sales Invoices
    • Payments from Customers
      • Processing digital Payments
      • Apply Credit Automatically on Payments
    • Customer Credit Notes
    • Customer Refunds
    • Delivery Notes (a.k.a Packing List)
    • Customer Statements
    • Shipments
      • Pick List
    • RMA
    • Commission automation?
  • Purchasing
    • Suppliers
    • Purchase Quotes
    • Purchase Orders
    • Cash Purchases
    • Item Receipts
    • Bills (Purchase Invoices)
    • Payments to Suppliers
    • Supplier Credit Notes
    • Supplier Refunds
    • PO Generator by Item
    • PO Generator by Order
  • Inventory Forecasting
    • Inventoro
  • Products/Services
    • Items - which ones?
      • Preferred Suppliers
      • Stock Items (SKUs)
      • Stock Assemblies
      • Kits
      • Non Stock Items
      • Group Item
      • 'Calculation' Items
      • Service Item
      • Matrix Item
    • Sites
    • Stock Adjustment
    • Stock Manager
    • Stock Locations
    • Categories, Tags and Attributes
      • Categories
      • Tags
      • Attributes
    • Images on Items
    • Item Extra Info
    • Price Levels
    • Price Lists
    • Advanced Price Lists
  • Banking
    • Cashflow Forecast
    • Checks
    • Bank Reconciliation
    • Petty Cash Accounts
    • Credit Cards
    • Money In and Out
  • Accounting
    • Accounting Periods
    • Payment Terms
    • Tax
      • Sales Tax
        • US Tax Codes
      • Tax Authorities
        • Working with HMRC (UK Specific)
      • Tax Codes
      • Tax Groups
      • Item Tax Options
      • VAT Returns
    • Currencies
    • General Journals
    • Memorized Transactions
    • Reverse Transactions
  • WMS: Warehouse Management
    • Stock View
    • Goods In
    • Goods Out
    • RMA
    • Shipping
    • Pallets
    • Kits and Assemblies
    • Stock Actions
    • Stock Count
    • Locations
    • History
    • Admin
    • Config
    • Barcode Scanner App ⛭
    • Multipacks
    • Overship Tolerance
    • Expiry Date
  • WMS Setup
  • Third-party logistics (3PL)?
  • Shipping
    • FedEx Manager Integration
    • UPS WorldShip Integration
  • Reports
    • Classifications
    • Report Mailer
    • Email Reports on Schedule
    • Accounting Periods
  • Setup
    • Roles
    • Email templates
    • Payment Processors
      • Basys: low fees, VIP service
      • Authorize.net
      • Cybersource
      • PayPal
      • USAePAy
      • Paragon (PAYA)
    • Configuration
      • Company ⛭
      • Memo ⛭
      • Ref # ⛭
      • Leads ⛭
      • Prospects ⛭
      • Customers ⛭
      • Credit Controls⛭
      • Jobs ⛭
      • Sales Quote ⛭
      • Sales Order ⛭
      • Sales Invoice ⛭
      • Customer Credit Note ⛭
      • Cash Sale ⛭
      • Statements ⛭
      • Shipment ⛭
      • Customer Refund ⛭
      • Delivery Notes ⛭
      • RMA ⛭
      • Pick List ⛭
      • Supplier ⛭
      • Purchase Quote ⛭
      • Purchase Order ⛭
      • Item Receipt ⛭
      • Cash Purchase ⛭
      • Bills ⛭
      • Payment to Suppliers ⛭
      • Supplier Credit Notes ⛭
      • Supplier Refunds ⛭
      • 1099 Categories ⛭
      • Kit ⛭
      • Accounts ⛭
      • Accounting Periods ⛭
      • VAT ⛭
      • Email Accounts ⛭
        • OAuth for Outlook 365 ⛭
      • Company Security ⛭
        • Two Factor Authentication
      • Classifications ⛭
      • Document Templates ⛭
      • Shipping Carriers
      • Sales Invoice ⛭
      • Payments from Customers ⛭
      • Sales Opportunities ⛭
    • EasyPost ⛭
    • Shipstation ⛭
    • Web to Lead
    • Import data templates
    • Exporting Data
    • Your Account
  • Shopping Carts b2c
    • ⚠ Live Shopping Carts
    • Shopping Cart controls
    • Shopify ⛭
    • BigCommerce ⛭
    • Magento ⛭
    • Woocommerce ⛭
    • Prestashop ⛭
  • Trade Acceleration Portal 2.0
    • TAP Users
      • Customers
      • Sales Reps
      • Sales Teams
      • Administrators
        • Configure barcode order entry
        • Get your Inventory List from QuickBooks
    • TAP UX
      • Global Brand Style
      • Themes
      • Pages
      • Blocks
        • Group Start
        • Plain Text
        • Image
        • Hyperlink
        • Menu Matrix
        • Title
        • Custom HTML
        • Block Configurations
          • Pixels and Percentages
          • Flex Box Settings
            • Flex Wrap
            • Justify Content
            • Align Items
            • Column/Row Gap
            • Align Content
          • Background
          • Dimensions
          • Border
          • Slider & Carousel
          • Margin Padding
          • Overflow Settings
      • Content Management System (CMS)
  • Trade Acceleration Portal 1.0
    • Configure barcode order entry
    • Get your Inventory List from QuickBooks
  • Customization
  • Volume Automation
  • EDI
    • EDI integration via XML
  • REST API
  • Schema Documents
Powered by GitBook
On this page
  • Stock Allocation - need to know
  • Allocation Indicators on Line Items
  • Allocation Indicators on the Sales Order List
  • Unallocating (deallocating) Stock

Was this helpful?

  1. Sales
  2. Sales Orders

Stock Allocation

A controlled process for assigning stock to Sales Orders.

PreviousOrdered Item HistoryNextPick-Pack-Ship Process

Last updated 10 months ago

Was this helpful?

Media

Stock Allocation - need to know

The purpose of stock allocation is to reserve or ring-fence stock for a Sales Order. Stock allocation decreases the balance of free stock. When you allocate stock you increase the on-hand balance by the amount of stock allocated.

Stock allocation is a mandatory step preceding the creation of a Shipment.

The configuration of the Sales Order determines whether or not, and how the stock is allocated. See config.

Allocation Indicators on Line Items

When saved the LIne Items on the Sales Order will display the allocation status per line item, or the invoiced status.

When in Edit mode the Line Items on the Sales Orders will display how much allocation can be done.

The Allocation column on the Line Item Table displays the amount of stock allocated versus the quantity ordered.

Allocation Indicators on the Sales Order List

You can determine which orders can be allocated in the list by using the action 'List Orders requiring allocation'. The list will display to what extent allocation is possible on each Sales Order, specifically (see above),

  • Cannot Allocate

  • Can Partially Allocate

  • Partially Allocated

Unallocating (deallocating) Stock

You can deallocate stock from a single or multiple Sales Orders.

Deallocate stock from a single Sales Order

Put the Sales Order in the 'Edit' state.

Either deallocate all Items using:

The Sales Order>Actions>Unallocate Stock

OR

The Sales Order>Action Bar>Edit Allocation

In the respective line item column cell, adjust the allocated quantity.

Save the Sales Order.

Deallocate stock from multiple Sales Orders.

This action deallocates stock from selected Sales Orders.

Select the Sales Orders you wish to unallocate.

Sales>Sales Orders>Allocating>Unallocate Stock

Stock Allocation
Sales Order ⛭