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Allocate stock to a customer

Use this activity to allocate stock to a customer.

To allocate stock to a customer

Open: Stock Control > Allocations > Customer Allocation.

1. Select the item.

2. Enter details in the following tabs.

   Details

   • If you are using more than one location to store your stock, select the location from which you intend to allocate the stock item using the Warehouse drop-down list.
   • Select the customer the stock item is being allocated to, using the A/C ref drop-down list.
   • Enter the Quantity of stock to be allocated (up to five decimal places).
   • Accept or amend the movement Date.
   • Enter References for the movement (optional).
   Analysis

   • If required, select the Value for the relevant Analysis codes from the drop-down lists.

     Click New valueto add a value to this analysis code.

     Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.

   • Enter text into the Memo box to supply supplementary information about the transaction (optional).
   Stocking Levels

   Use this tab to enquire on warehouse stocking levels.

   • Select the Warehouse you want to enquire on using the Warehouse drop-down list. The stocking levels are displayed.
   • To save the record click Save or Proceed for batch/serial numbered items.

3. Record batch/serial numbered items.

   This is only applicable if your system is set to allocate batch/serial numbers prior to despatch.

   To record batch/serial numbered items

   • Select the batch/serial numbered items to be allocated by clicking the check box to the left of each required item.
   • Batch only: In the New Quantity column enter the amount required expressed in the item's stock unit.
   • Click OK to save the allocation record.

   Tip:

   When dealing with batch/serial numbered items you can also use:

   • Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
   • Find: To search for batch/serial numbered items.
   • Show details: To view further information such as the item's supplier and goods in details.
   • Refresh: To update the status availability of displayed items when items have been secured by other Sage 200 processes.

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