The Amend Allocations option

This gives you control over the production of despatch documentation and the update of orders.

When you despatch all or part of a sales order, your software automatically makes the following adjustments for each product you despatch:

Your software also creates a product invoice for each order or part order that is despatched.

To manually allocate stock to sales orders

Customers > Sales Order List > select the sales order you require > Amend Allocations.
In the Allocated column, for each product item, enter the quantity of stock you want to allocate to this order.

If you do not have sufficient stock for the quantity you enter, a warning appears and the maximum quantity possible is allocated.

If you want to allocate the full amount of stock to every product item on the sales order, from the Amend Allocations window, click Allocate All.

When you make an allocation, the allocated quantity is updates the This Despatch column. When you record your despatch, you can edit this if necessary

Tip: If you select more than one sales order to work with, you can scroll between the orders using the Previous and Next buttons on the Amend Allocations window.
To return to the Sales Order Processing window > Close.

To edit the allocation of stock on a sales order

To cancel a sales order

To put a sales orders on hold

To manually despatch stock for your sales orders

Customers > Sales Order List > select the sales orders you want to work with > Amend Allocations.
If required, amend the quantity in the This Despatch column.

Tip: When you allocated stock to this order, Sage 50 Accounts automatically entered the allocated quantity in the This Despatch column.
Click Despatch.

If your Goods Despatch Note (GDN) options in Invoice and Order Defaults are set to Generate for all despatches (Default), the following message appears:
- Do you wish to create invoice details, update stock and record despatch for the selected order(s)?
Select one of the following options:

Yes
1. If you want to despatch the stock and create an invoice > Yes.
  
  The following message appears:
  - A Goods Despatch Note has been generated for this order and stored under the Despatched tab of the order. You can either print this Goods Despatch Note now, or continue processing and print it from the Despatched tab of the order.
2. To print the Goods Despatched Note > Print Now > select the despatch note layout and output you require > Print. Alternatively, to print your Goods Despatched Note later if required > Print Later. You can print the note at any time from the Despatched tab of the sales order.
  
  Your software generates a despatch note, updates the status of the selected order and creates invoice details for each despatch.
No
1. To print a goods despatch note, but not update the stock levels and create an invoice for this despatch > No.
2. Select the required despatch note layout and output > Print.
  
  The despatch note prints but does not store the details in the Despatched tab of the order. As the order is not marked as Complete, the despatch note can be reprinted later, if required.
Cancel
- If you do not want to despatch stock, create an invoice or print a delivery note, to return to the Amend Allocations window> Cancel.
Alternatively, if your Goods Despatched Note options in Invoice & Order Defaults are set to Prompt at each despatch, the following message appears:
- Do you wish to create invoice details, update stock and record despatch for the selected order(s)?
Select one of the following options:

Yes
Select the check box and click Yes:
1. To despatch the stock, create an invoice for this despatch, and creating a goods despatch note, select the Generate Goods Despatch Note(s)? check box > Yes.
  
  The following message appears:
  - A Goods Despatch Note has been generated for this order and stored under the Despatched tab of the order. You can either print this Goods Despatch Note now, or continue processing and print it from the Despatched tab of the order.
2. To print the Goods Despatched Note > Print Now.
  
  Alternatively, to print your goods despatched note later > Print Later. You can print the note at any time from the Despatched tab of the sales order.
  
  Your software generates the despatch note, updates the status of the order(s) and creates invoice details for each despatch.
Clear the check box and click Yes:
- To despatch the stock and create an invoice for this despatch, but not generate a goods despatch note, clear the check box > Yes.
  
  Your software updates the stock levels and creates an invoice for the despatch, but does not create a goods despatch note. You cannot print a goods despatch note for this despatch.
  
  Your software updates the status of the selected order and creates invoice details for each despatch.
No
1. To print a goods despatch note, but not update the stock levels and create an invoice for this despatch, select the Generate Goods Despatch Note(s)?> No.
2. To print the GDN > Print Now.
  
  The status of the selected order is not updated. As the order is not marked as Complete, the despatch note(s) can be reprinted later, if required.
Cancel
- If you do not want to despatch stock, create an invoice or print a delivery note> Cancel
To return to the Sales Order Processing window > Close.

The Amend Allocations option

Sage 50 Accounts Professional only

Select the check box and click Yes:

Clear the check box and click Yes: