Allocate stock to a customer

Use this to record sending an item to a customer without charging them. You can record when items are sent to the customer without charge and you can reserve some stock to prevent it being sold.

• To reserve an item for a customer without removing it from stock, use the Customer Allocation screen. This reduces the free stock for this item at the warehouse.
• To remove a reserved item from stock, use the Issue Allocation screen. This removes previously reserved items from the warehouse, and reduces the stock at the warehouse.
• To record an item as being sent to a customer without reserving it first, use the Customer Issue screen. This reduces the stock at the warehouse.

These transaction are recorded in the stock history for the item.

To allocate stock to a customer

Open: Stock Control > Allocations > Customer Allocation.

1. Select the item.

2. Enter details in the following tabs.

   Details

   • If you are using more than one location to store your stock, select the location from which you intend to allocate the stock item using the Warehouse drop-down list.
   • Select the customer the stock item is being allocated to, using the Code drop-down list.
   • Enter the Quantity of stock to be allocated (up to five decimal places).
   • Accept or amend the movement Date.
   • Enter References for the movement (optional).
   Analysis

   • If required, select the Name for the relevant Analysis codes from the drop-down lists.

     Click New value to add a value to this analysis code.

     Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.

   • Enter text into the Memo box to supply supplementary information about the transaction (optional).
   Stocking Levels

   Use this tab to enquire on warehouse stocking levels.

   • Select the Warehouse you want to enquire on using the Warehouse drop-down list. The stocking levels are displayed.
   • To save the record click Save or Proceed for batch/serial numbered items.

3. Record batch/serial numbered items.

   This is only applicable if your system is set to allocate batch/serial numbers prior to despatch.

   To record batch/serial numbered items

   • Select the batch/serial numbered items to be allocated by clicking the check box to the left of each required item.
   • Batch only: In the New Quantity column enter the amount required expressed in the item's stock unit.
   • Click OK to save the allocation record.

   Tip:

   When dealing with batch/serial numbered items you can also use:

   • Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
   • Find: To search for batch/serial numbered items.
   • Show details: To view details of Receipts or Allocations, such as the item's supplier, goods received details, or allocation details.
   • Refresh: To update the status availability of displayed items when items have been secured by other Sage 200 processes.
   • Attributes: View attributes for the traceable item that have been set on the item's product group.