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 orders that have already had stock allocated will not appear on this list.
From this list view, you can select the orders you wish to allocate and then click the 'Next' button to create pick tickets and delivery notes. If you have multi-location inventory enabled, the system will prompt you to select the specific location from which you want to allocate stock.
The List View Overview
- SO Number - The sales order number for the order with quantities available to allocate or pick.
- Order Priority - The priority assigned to the order.
- Customer - The customer of the relevant sales order/ quantities available to pick for.
- Country - The country of the customer assigned to their record.
- Order Ref - Order reference entered on the sales order.
- Quantity - The total quantity of units on the sales order.
- Sub Total - The total value of the sales order in the currency of the order.
- Sub Total (X) - The total value of the sales order in the system's base currency.
- Pick Tickets - The total quantity of units on existing pick tickets under that sales order.
- Balance - The outstanding quantities required to be put on pick tickets / to fulfil that sales order.
- Allocated Stock - The quantity of stock allocated to the sales order and saved but not present on a pick ticket yet.
- Available to Pick - The quantity of closing stock available to pick (if some stock is allocated, it will be removed from this value).
- Delivery Period - Pulling from the delivery period of the sales order.
- Delivery Start - Pulling from the Delivery Start date of the sales order.
- Delivery Cancel - Pulling from the Delivery Cancel date of the sales order.
- Next - Once you have selected the sales orders you would like to allocate/raise pick tickets for, click the 'Next' button to see the allocation screen and begin/resume your pick allocation process.