allocating inventory to sale order
In order to appropriately reduce your available inventory in Stone Profits, you must allocate specific items to Sales Orders. When an item is added to a Sales Order, it is unavailable for selection towards other transactions. When the Sales Order is invoiced, the item is completely removed from the list of current inventory.
When searching your inventory for the purpose of allocation in SPS, you will notice three categorizations placed on items: InStock, Available, and In Transit.
- InStock: These items should be physically present in your facility. They are all items which have not been invoiced out of your inventory; including items on Sales Orders and Holds.
- Available: The "Available" items are only the items which are not tied to other transactions. The number of available items should be less than the "InStock" items when some are on Sales Orders or Holds.
- In Transit: If items are on purchase orders or transfers to your location but not yet arrived, they will be listed in the list of "In Transit" items. These cannot be added to Sales Orders, but it may give you an idea of what may be available in the near future.
There are multiple ways to allocate inventory to an order. Below are the most common methods.
Method #1: Allocation While Adding a Product(s)
When Clicked on "Add Item" in the Sale Order page, there will be a pop up. In order to allocate inventory, search for the Item with name or sku and select the required inventory from the results.
Method #1: Allocation While Adding a Product(s)
When Clicked on "Add Item" in the Sale Order page, there will be a pop up. In order to allocate inventory, search for the Item with name or sku and select the required inventory from the results.
A. Add Item: Click on "Add Item" Button, a pop up window will appear.
B. Name/SKU: Search for item with name or sku or by using given parameters with the help of search menu.
C. Select Item: Select the required Item from the search resulted items.(The available inventory is displayed in FIFO order)
D. Check Box: Check Mark the desired Inventory to add to the sale order.
E. Quantity: You can also alter the quantity manually(allows only till available quantity).
F. Add Item: Click on Add Item Button to add the selected items to the Sale Order
This will allocate the selected Inventory to the Sale Order
B. Name/SKU: Search for item with name or sku or by using given parameters with the help of search menu.
C. Select Item: Select the required Item from the search resulted items.(The available inventory is displayed in FIFO order)
D. Check Box: Check Mark the desired Inventory to add to the sale order.
E. Quantity: You can also alter the quantity manually(allows only till available quantity).
F. Add Item: Click on Add Item Button to add the selected items to the Sale Order
This will allocate the selected Inventory to the Sale Order
Method #2: Allocation within the Sales Order Detail Page
The option exists to allocate inventory after all product lines and quantities have already been entered onto an order.
In the middle of the Sales Order Detail Page, find the Inventory tab to see all products line on the order. Notice under the product are the InStock, Available, and In Transit amounts. You can click any to see a dropdown of inventory for that product. Simply select the desired inventory items for the order using the checkboxes and click "Allocate Inventory" to tie the item(s) to the order.
Method #3: Select Items from Inventory Search
An expedited Method of inventory allocation to transactions is through the inventory search and cart. Start by going to your Current Inventory Search in the Inventory Home page.
Search and locate the items you need on the order, and then hit the checkbox parallel to those items. This will add the items to your cart, and also open a pop-up box with quick links to add the items to a Transfer, Hold, or Sales Order. Follow the steps for Creating a New Sales Order, and you will find the selected items pre-added to the order.
De-allocating inventory from a sale order
In order to appropriately de-allocate inventory from a sale order in Stone Profits, you have to go the sale order page and click on the product name and click on update
Select the inventory that needs to be de-allocated and click on "Deallocate Selected Inventory" button. This will remove the allocated inventory to the sale order.
delete an item from the sales order
In order to delete an item from a sale order in Stone Profits, first you need to de-allocate any inventory for that particular product if you have allocated inventory previously. Then you have to go the sale order page and click on the product name and click on "Delete Line" from the pop up menu.
After clicking on "Delete Line" option from the pop up menu, a confirmation window will appear. Click on "Yes, Proceed" button to delete the item from the sale order.