This article contains information about Trade Sheet after Stock Allocation is processed.

TABLE OF CONTENTS

• Overview
• Procedure
• Result

Overview

The Trade Sheet Functionality allows an authorized user to manage their Upcoming shipments, Visibility of allocated stock, and reallocation. A user can create a shipment with an estimated Allocated stock or quantity. An authorized user of IMPEX can create a shipment depending on their business need such as 1 sale against 1 Purchase, Multiple Sales against 1 Purchase, and 1 Sale against Multiple Purchase.

With this functionality a business can manage their stock more precisely and plan for their 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

Once the stocks are allocated and saved under the Trade Sheet a user can take their cursor on the “Allocation” button and a hover shows “Allocate Stock” and “Trade Sheet”

Click on “Trade Sheet”, and a new screen will open as shown below, where all current allocated records and previously allocated record will be visible. 

To create a shipment for one of the following:

1 sale against 1 Purchase, 

Multiple Sales against 1 Purchase, 

1 Sale against Multiple Purchase.

Select the desired records and then create a shipment by clicking on the “+Shipment” button as shown below.

NOTE: Duly note that when multiple records are selected then item code for all selected records should be the same.

Example: 

Result

This will create a Shipment with selected records from the trade sheet.