This article contains information about Stock Allocation from your Sales Order and Purchase order.

TABLE OF CONTENTS

• Overview
• Procedure
• Result

Overview

The Allocation Stock Functionality allows an authorized user to Manage their individual Stock items from SOs and Pos created in IMPEXDOCS. A user can allocate the estimated quantity of their individual item from their SO and PO and then later use those allocated stocks to create their shipments.

With this functionality, a business can manage its stock more precisely and plan for its upcoming purchase and sales stock management.

Any authorized user who maintains their SO and PO via IMPEXDOCS can use this functionality for stock allocation and manage their trade sheet for their upcoming shipments. 

Procedure

Take your cursor on the “ALLOCATION” tab on the top, this gives you a hover for “Allocate stock” & “Trade Sheet”.

Click on “Allocate Stock”, and a new screen will open as shown below, where all your per-item SOs and POs will be available for the user to allocate from.

Stock allocation happens on individual items only hence a user can search for their Item by searching it on the left top corner of the product master database.

Example: 

Once a PO and a SO are selected from the list, now the user can allocate the estimated quantity on the right top corner as shown above, and then click on the “+ Allocate” button.

Result

This will save the allocated stock to the trade sheet for the future shipment to be created.