Amend an allocation

To amend a stock allocation

Allocations are listed in alphabetical order by item code. Each allocation details the allocation quantity, the location of the stock and whom the stock is allocated to. You can filter the displayed list by stock item or the area the allocation is linked to. As you reduce or remove allocations the list is refreshed automatically.

Open: Stock Control > Allocations > Amend Allocation.

  1. Select the allocations that you want to view on-screen, by selecting on of the following options in the Allocation selection area:
    • Stock item: Select this option to show any stock allocation for stock items.
    • Customer: Select this option to show customer stock allocations.
    • Internal area: Select this option to show any stock allocations assigned internally.
    • Project: If you are using Project Accounting, select this option to show all stock allocations for your projects.
  2. Choose to Remove Allocation or Reduce Allocation.

Note: The window displays the relevant list for the Allocation selection option picked.