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New items can be added by clicking the Catalog Items grid toolbar icon, which will reopen the Select Items window with the ordered items and amounts appearing at the top. Follow the same steps as selecting new items to add items.Allocating items.
Allocation
Manual Allocation
To allocate items to the order, click the Allocate Item grid toolbar icon. This will open the grid in allocate view, opening the Alloc. Units field for edits. Enter the amount of units allocated for each line item. Allocating via this method will allocate the items based on the preference setting for ‘Auto Allocate by?’.
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Once all allocations are complete, click the Save toolbar icon.
Auto Allocation
The items can be allocated using the auto allocate feature. This feature allows users to allocate one or more items on a sales order with one button click. Users can select the allocation type in preferences. If the ‘Auto Allocate by?’ sales order preference is set to ‘Smallest Quantity’, the lots with the smallest quantities are being allocated first. If the preference is set to ‘Date Produced’ the lots with the earliest production date are being allocated first.
Users can also select the allocation type on the sales order by clicking the caret icon next to Auto Allocate toolbar icon. This opens a menu with the following options:
- Auto Allocate
- Auto Allocate by Lot Produced Date
- Auto Allocate by Lot Balance
If the Auto Allocate option is selected, the allocation type selected in preferences is applied.
To use the auto allocate feature, check the checkbox next to the item’s name and click on ‘Auto Allocate’ toolbar icon. Several items can be auto allocated simultaneously. A prompt message is displayed if one or more items cannot be fully allocated.
Note: Allocating items on orders in a status less than shipped will increase each allocated lot's allocated balance and will decrease the available balance.
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