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Allocating Inventory

Now that the sales order has been created and the lines have been added, the next process is to Allocate the Inventory.

To allocate inventory, click on the line you would like to allocate to, and press the “Allocate” button.

2. Allocation Summary

This area provides you with the information from the Sales Order line. For example you can see the Sales Line Order Number, Part Number, Quantity that was added, etc.

 

3. Allocate Summary Tabs

Each tab allows you to determine where you would like to allocate inventory. The following options are available:

Summary: The summary tab gives you a quick view of the quantities by condition code for each category (Stock, PO, and RO)

Stock: The stock tab allows you to allocate a sales order line from inventory. You can only select inventory lines with the same condition code as the sales order line that was selected. Any inventory line that does not match has the quantity box disabled so you cannot allocate those inventory lines.

4. Allocate Tabs

PO: The PO tab allows you to allocate a sales order line to a Purchase Order. Allocating to a Purchase Order allows you to reserve inventory from a PO. When the PO is received, the operations team is notified that some or all of the inventory is attached to this Sales Order.

RO: The RO tab allows you to allocate a sales order line to a Repair Order. Allocating to a Repair Order allows you to reserve inventory from a RO. When the RO is received, the operations team is notified that some or all of the inventory is attached to this Sales Order. Note: You can only allocate inventory from a RO where the expected part condition matches the Sales Order line condition.

 

5. Allocate

To allocate from a certain inventory, click on the check box on the left side and enter the quantity you would like to allocate. You cannot enter a quantity greater than the Quantity ordered on the Sales Order line. Then click on the blue Allocate button to confirm.