Sales Order Allocations |
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Allocate stock to current Sales Orders.
Go to Quote / Sales Order > Allocate Stock To Sales Orders.
Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Sales Order Allocation Menu |
Sales Order Allocation Menu Explained |
Clear Filter. |
Clear the blue filter line of all filters. |
Allocation Needed |
Click to get a list of all sales orders that still need to be allocated. |
Review Existing Sales Order Allocations |
If you want to re-allocate the quantities available. |
Auto Allocate Sales Orders Where Enough Stock |
Functionality: •When selected, the system will only allocate stock to Sales Orders that can be completely filled. •If the entire Sales Order cannot be filled, no allocation will occur.
Note: •Allocated stock will not be overridden. To make changes, you must use the "Reset All Allocations" option.
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Auto Allocate Oldest First |
Functionality: •Allocate available quantities to the oldest orders first. •If quantities are filled in the "On Order Allocated" column, these will be considered.
Example: •If the oldest order's "Quantity Left To Invoice" is 30 and the "On Order Allocated" column has 10, then SI+ will only allocate 20 (20 + 10 = 30). •To prevent this, use the "Reset All Allocations" menu option or the SI+ "Set 0" buttons on the form. Note: •You can use the Reset All Allocations option to reset all quantities allocated. •You can use the SET 0 button to reset individual items.
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Reset All Allocations |
This option will zero all stock already allocated as well as On Order Allocated |
Stock Allocation Short Cuts |
Stock Allocation Short Cuts Explained |
Oldest orders first |
Allocate the quantities available to the oldest orders first. |
Equal Split |
It will allocate the quantities available equally between the sale orders. |
Set 0 |
Set all the allocated quantities to zero. Only if you want to re-allocate. |
Save and Refresh |
Click to save your work. |
Please note that not all of the columns are described here.
Stock Needing Allocation Columns (left hand side of the window). |
Stock Needing Allocation Explained |
Combined allocation needed. |
Stock quantities and On Order quantities added up together. In the example above SOH=231 and On Order =8 (239 in total). You have allocated only 0 items and 0 On Order items . Thus SOH + On order = 239 and you have allocated 0 Thus you can still allocate 239 (231+8)
Please make sure that there are no negative amounts in the Combined Allocation Needed column. You can filter for negative amounts. Change the Stock Allocated and/or On Order Allocated. |
Qty Left to Invoice |
The quantity that you must still invoice. |
SOH (Stock on hand) |
The quantity of stock you have in stock. |
Shortfall |
The quantity not in stock |
Stock To Allocate |
The quantity available for allocation.. |
Columns on the right hand side of the window. |
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Click an item on the left hand side of the window and all the sales orders associated with it will be displayed in the right hand side of the window. |
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Stock allocated |
The quantity that has been allocated. The total amount available (SOH) can be seen in the left hand window. |
Quantity left to allocate. (Bottom right hand corner) |
The total quantities (SOH & On Order) that is still available to be allocated |