Manually Allocate Inventory

Allocation of Inventory is used to assign a specific line of inventory to a specific order line.

Pre-Requisites

1. Customer Orders
2. Inventory

Step-by-step guide

1. Access the Logistics module.
   
   
2. Click Logistics Maintenance.
   
   
3. In the Filter section at the top of the screen, specify a Ship Date.
   
   
4. Optionally, use the other options to select a range of Ship Dates using the From/To fields, or search by a Customer.
   
   
5. Click Retrieve.
   
   
6. Select an Order by clicking the row in the grid.
   
   
7. Right click on the Order and select Allocate.
   
   
8. Select an Order Line from the left hand column.
   The Inventory Lines grid will update with available inventory based upon the Allocation as of Date option in the ribbon bar.
   
   
9. Optional: To back date an Inventory Allocation, specify an Allocation as of Date then click Retrieve. The Inventory Lines grid will update accordingly.
   
   
10. Select an Inventory Line from the grid.
    
    
11. Specify an Allocated Units or Allocated Pack value.
    
    
12. Repeat step #8 to #11 as necessary for each Order Line. 
     
13. Click Save.
    
    
14. When complete, click Close to return to the Logistics Maintenance screen.