Allocate stock to an internal area

Use an Internal Allocation to allocate stock to any internal area specified in the Stock Control settings Internal Areas tab. For example, your company may save one item of stock so that a member of the sales team can use it as a demonstration model.

You can record when items are removed from stock to be used internally and you can reserve some stock to prevent it being sold.

  1. Create your internal areas, if you haven't already. A single default Internal area is created for you.
  2. To reserve an item, but don't remove it from stock, use the Internal Allocation screen. This reduces the free stock for this item at the warehouse.
  3. 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.
  4. To record an item as being used by an internal area, without reserving it first, use the Internal Issue screen. This reduces the stock at the warehouse.
  5. If the item is returned once it's finished with, use the Internal Return screen. This increases the stock at the warehouse.

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

To allocate stock to an internal area

Open: Stock Control > Allocations > Internal Allocation.

  1. Select the item.

  2. Enter details on the following tabs:

    • 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 Internal area to allocate the stock item to, using the 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).

    • If required, select the Value 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).

    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.
    • 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.

    • 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.
See also

Other tasks

Allocate stock to a customer

Amend an allocation

Issue allocated stock

Project allocation

Reference

Maintain analysis codes

Getting started with traceability