Projects - Allocating, issuing and amending stock

To make sure you can deliver the products to complete a project or be aware of any shortfall in the products you have available it's important to allocate stock against your projects. Allocated stock is excluded from the free stock quantity for the product, so you cannot use it for a different order. Which helps you to keep track of multiple orders.

You can choose to manually allocate stock items, for project use. Stock can also be allocated to a project using a purchase order. Both manual and purchase order stock allocations affect the committed costs applied to the project.

To allocate stock

Products > Allocations > Allocate stock > OK.
Complete the Allocations window as required > Save.

Allocations window details

Product Code	Enter the product you want to allocate. You can use the drop-down list to search for and choose a product record. Note: You cannot allocate non-stock or service items.
Details	The product’s description appears automatically, but you can change this if necessary.
Date	The current software date appears automatically, but you can change this if necessary.
Ref.	Enter the reference you want to apply to the stock allocation.
Project Ref	To allocate the stock to a project, enter the project reference here. You can use the drop-down list to search for and choose a project record.
Cost Code	If you are allocating the stock to a project, enter the cost code you want the value of the stock applied to when it is issued. You can use the drop-down list to search for and choose a cost code.
Qty to Allocate	Enter the quantity of stock you want to allocate. Unless you have your software set to enable negative stock, the quantity to allocate cannot exceed the free stock amount.
Free Stock	This shows the amount of stock available for allocation and is calculated as actual stock minus allocated stock.
On order	This shows the quantity of stock you are waiting to receive from outstanding purchase orders.

Issuing and amending allocated stock

To view or amend allocated stock

Products > Allocations > View / Amend Allocations > OK.
Use the Product Code and Project Reference drop-down lists to specify the allocations as required.
To change an allocation quantity, enter the new quantity in the Quantity Allocated column.

Tip: To remove a stock allocation, enter zero in the Quantity Allocated column.
To issue the stock > Save.

To issue allocated stock

Products > Allocations > Issue Allocations > OK.
Use the Product Code and Project Reference drop-down lists to specify the allocations as required.
Enter the issue date. The current software date automatically appears, but you can change this if necessary.
In the Quantity to Issue column, enter the amount you want to release for a stock item.
To issue the stock > Save.