The initial order selection screen within Stock Allocation displays all orders that are either ready for allocation or have already had stock allocated. To arrange them by priority, sort your records accordingly. Once you have selected the Sales Orders you wish to allocate, click 'Next'.
If you have multi-location inventory, you will be prompted to choose the location first.
The Allocation Module is an optional add-on.
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Sort and filter the Sales Orders
Click on the Order Priority column header to sort the order list by Order Priority
Order Priority can be set on the order level. Order Priority can also be defined on the Customer level, see Customer Settings - Customer Priorities.
Click on the Delivery Start column header to sort the order list by Delivery Start
Use the Select/Move/Filter tool to apply filters
For example, you can filter orders by the Order Priority.
Use the Quick Search to find a particular sales order, customer or order reference
Select the sales orders you wish to allocate stock to and click [Next]
You are now taken to the Pick Allocation Screen
If it is your first time using the Stock Allocation, click the [Show Me] for the on-screen tutorial
