The Stock Allocation Module

Important: Stock Allocations is an optional module.

When you enter the Stock Allocation module, you'll be shown a list of all sales orders that are ready for delivery. Orders without Closing Stock to allocate or…

The initial order selection screen within Stock Allocation displays all orders that are either ready for allocation or have already had stock allocated. To…

After you have selected the orders you want to allocate stock to, you will be presented with the Pick Allocation screen, where you can apply further filtering,…

You don't not want to pick a specific product until the matching one is also available or want to pick only a specific category. You can exclude/include…

Once you begin the stock allocation process, you can run the pick in two ways. You can choose to allocate all relevant Closing Stock units to all selected…

Once you have run your pick, you can make further amendments to your stock allocation quantities.

In the Pick Allocation Screen, click on an order to reveal the menu with additional allocation features.

You have run your pick and now you can select orders that you would like to generate Pick Tickets and/or Delivery Notes.

Now that you have either run the pick, you are ready to create the Pick Tickets or Delivery Notes. This is the stage where you finalise your allocation and…