Reduce an allocation

Open: Stock Control > Allocations > Amend Allocation.

Select the allocation you want to amend from those displayed.

Click Reduce Allocation. The Reduce Allocation for Item window is displayed.

Enter the New allocation amount.

Accept or amend the Date.

Enter a Description for reducing the allocation (optional).

If the item is traceable and your system is set to allocate batch/serial numbers prior to despatch:

Click the check box to the left of an item to add or remove the item from the allocation.
Batch only: In the New Quantity column enter the amount required expressed in the item's stock unit. The New Allocation quantity must match the total quantity allocated.

Click OK.

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.