This article contains information about Editing a Trade Sheet record to reallocate SO, PO, or Stock quantity.

TABLE OF CONTENTS

• Overview
• Procedure
• Result

Overview

This Functionality allows an authorized user to reallocate their existing allocated trade sheet record from which a shipment is already created to a stage where it cannot be removed or changed or deleted. A user can manipulate a trade sheet record as required. An authorized user of IMPEX can edit a trade sheet depending on their business need.

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 and also do reallocation of SO, PO, or Stock.

Procedure

A user need to 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 the previously allocated record will be visible. 

Now, to edit a trade sheet click on the edit pencil button against the desired record as shown below: 

This will open that record in a popup called “Modify Allocation”. Here, you need to click on the “Change” button to amend or reallocate the SO/PO.

Once the reallocation is done as required, click on the “Save” button to save the record.

Result

This will reallocate the existing trade record and update the shipment accordingly.