Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Short shipped, made a mistake, agreement the wholesaler customerThe stock in a warehouse can either be allocated to customers or available to sell. While some companies may only order enough to be allocated to their customers, other may order some extra to sell at a later date and this will be held as the Available Stock. The system allows you to change the allocation. Some reasons why you might want to change the allocation may be that the customer has cancelled their order, you received less stock than your ordered from the supplier or you could have simply made an error when creating the order. 

Step-by-step guide

1. Click on the arrow and select Warehouse

...

In the example below, the customers SCREAM AGENCY and Hooligan have been allocated the stock that they ordered. The system automatically allocated the stock when the purchase order was arrived in and quantity verified. However, since finding out that Hooligan are closing and they no longer want their order, you want to remove the allocation of stock and instead allocate it to the warehouse. This will cause the Available Quantity to increase.

6. Click the Reassign Allocated Qty button

Warning

If you click the Reassign Allocated Qty button without checking any boxes, the window that opens will be blank. You must check at least one box to be able to reassign the stock.

 

6. Click the Reassign Allocated Qty button

 

7. The following pop up window will open. Click edit in the row of the customer for which you wish to change the stock quantity. Enter the new quantity quantities you wish to allocate, then click Done button.

Image AddedImage Added

 

Image RemovedImage Removed

 

8. Click the Reassign Allocated Qty button at the bottom of the window

Image Added

 

9. The following pop up will appear. Click Ok

Image Added

                                                                   Before Reallocating                                                                                

You will be taken shown the following screen, where you will be able to see the change in stock quantities. As a result of reassigning the stock away from the closing company Hooligan, you will now have more available stock to sell. 

Image Added                                                                                                                                          
After Reallocating

 

 

Filter by label (Content by label)
showLabelsfalse
max5
spacesCL
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "kb-how-to-article" and type = "page" and space = "CL"
labelskb-how-to-article

...