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Manually allocate stock

To manually allocate stock

Open: Sales Order Processing > Order Processing > Amend Stock Allocations.

1. Select the range of items for which you want to make allocations, and click Display.
   • Alternatively, click Display without selecting any dates or order details, to display all of your orders.
   • If you click Display without entering any search criteria, you must select an order for allocation from the Select Orders list and click OK.
2. Select an allocation line from those displayed according to the range selected.

3. Click Edit Allocation.

   The Edit Stock Allocation window appears.

4. Select a stock line to process.

   Note: If the order line is linked to a purchase order line through the From supplier via stock fulfilment method (back-to-back processing) then you cannot allocate stock to the order line. Stock will be automatically allocated when the goods are recorded as received in Purchase Order Processing.

5. Click Edit Allocation.
6. Enter the new allocation quantity.
7. Batch/serial numbered item: if your system is set to assign batch/serial numbers to the order prior to despatch, confirm or amend the selected batch/serial numbers. To amend the selection, click the check box to the left of a number. If you selected a batch item, in the Quantity to Allocate column enter the amount required expressed in the item's stock unit. Check the selected numbers equal the total quantity then click OK to confirm the selection.
8. Click OK to confirm that you have finished allocating the item.

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