Allocate stock internally

Stock intended for internal use or customer free of charge items can be reserved. When the items are required, they are then issued for use.

While the allocation is pending issue, it can be reduced or removed.

Non traceable items and traceable (batch/serial numbered) items behave differently during stock allocation.

• Non traceable items.

  When there is insufficient stock the allocation can still be recorded regardless of an items negative stock level setting. An item's negative stock level setting is only enforced as Sage 200 processes require the item to be allocated for sale, issued or despatched.

• Traceable items.

  When there is insufficient stock the allocation can still be recorded regardless of the negative stock setting. However, unless there is sufficient free stock available at issue, they cannot be recorded out of stock. Batch/serial numbered items can be allocated with or without an assigned batch/serial number.

  Depending on your system settings, allocating stock can involve recording the batch/serial numbers required for the allocation. If your system is set to assign batch/serial numbers to the issue prior to releasing items, then during the allocation activity you will need to record the required batch/serial numbers by selecting them from a displayed list. It is also possible that a batch/serial numbered item displayed as available during the activity can be allocated or issued by other Sage 200 processes. As you select items the system checks if this has occurred. If so, the item is displayed red. You will need to select another numbered item from the displayed list.

  If your system is not set to assign batch/serial numbers prior to issue, the system automatically allocates the required quantity and the batch/serial numbers are recorded when the items are issued from stock.

When allocating stock the stock levels at the warehouse are displayed, and if you are using bins, the quantities held in the bins are also displayed.

Allocating stock produces the following results:

• The allocation quantity in the stock location is updated.
• New entries are added to the stock item's history, if the stock item is set to keep a movement history.
• The allocations file is updated with details of the item, and quantities are assigned to either an internal area or a customer.
• Batch/serial numbered items only: If the stock allocation is recorded when there is insufficient stock the system generates a pre receipt. The Pre-receipts for an item are resolved when the item is recorded into Sage 200. This allows the allocations to be satisfied.

To identify outstanding allocations use the Allocations Outstanding report. To do this, choose Stock Control > Reports > Status > Allocations Outstanding.