Automatically allocate stock

About automatically allocating stock

Use this method to allocate stock to multiple orders. The stock is allocated according to a preference you choose. The allocations can then be checked and amended if required.

The allocation preferences are:

By order number.

The available stock is allocated to the earliest order number first.

You can choose to allocate All orders or a Range of order nos.

If you select Range of nos you enter a start and end order number. If either the From or To order number fields are left blank, the orders are allocated up to or from the entered order numbers.
By order priority.

The available stock is allocated to the order with the highest order priority first. The highest order priority is A and the lowest is Z. If two orders for the same item have the same order priority, the orders are allocated by order date.

You can choose to allocate All priorities or a Range of priorities.

If you select Range of priorities you enter a start and end priority letter. If either the From or To priority fields are left blank the orders are allocated up to or from the entered priority.
By promised date.

The available stock is allocated to the order with the earliest promised date first.

You can choose to allocate All dates or a Range of promised dates.

If you select a Range of promised dates you enter a start and end promised date. If either the From or To date fields are left blank, orders are allocated up to or from the entered promised date.
By stock item.

Use this to allocate a specified stock item to waiting orders. The orders are allocated by order number.
By product group.

Use this to allocate all stock items in a specified product group. The orders are allocated by order number.

To automatically allocate stock

Open: Sales Order Processing > Order Processing > Allocate Stock.

Choose the basis for automatic allocation; Order Number, Priority, Due for despatch date, Stock Item or Product Group.
Specify the latest confirmed delivery date to be processed in the Ignore items due after box.
Click Allocate and the system processes and displays the allocations. Everything shown in the list has been allocated and where there is conflict allocations will have been made according to the allocation sequence you selected.

You can view the details for a line by highlighting an order line and selecting the Show order line details check box. You can proceed to amend the allocations manually or click Close to complete the automatic allocation setup.
To amend allocations for order lines, select the line or lines you want to amend and click Amend Allocations.

Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.