Reduce an allocation
Open: Stock Control > Allocations > Amend Allocation.
- Select the allocation you want to amend from those displayed.
- Click Reduce Allocation. The Reduce Allocation for Item window is displayed.
- Enter the New allocation amount.
- Accept or amend the Date.
- Enter a Description for reducing the allocation (optional).
-
If the item is traceable and your system is set to allocate batch/serial numbers prior to despatch:
- Click the check box to the left of an item to add or remove the item from the allocation.
-
Batch only: In the New Quantity column enter the amount required expressed in the item's stock unit. The New Allocation quantity must match the total quantity allocated.
- Click OK.
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.