Automatically allocate sales orders

Using the Order planning you can allocate your sales orders per article. You can allocate sales orders to purchase orders automatically or manually. Both are only possible within the warehouse.

You can only allocate automatically if you do not use an order proposal for the article.

To automatically allocate a sales order to a purchase order for each article using Order planning:

1. Go to: Order Management / Purchase process / Order planning.
2. Select Article or Assembled item in Item type. If you first select the item code, Profit completes this field automatically.
3. Select an article or assembled item for which you are tracking the stock in Item code.
4. Select a warehouse.
5. If required, enter a date range.
6. Click on the action: F5. Select.
7. Click on the action: Item properties.
   1. Go to the tab: Stock.
   2. If nothing has been entered in Order proposal with sales, you can allocate sales lines for this item automatically.
   3. Click on: OK.

   

8. Select the sales line you want to allocate.
9. Click on the action: Allocate automatically.

   

   You now see that the sales order is allocated to the purchase order above it. The quantity allocated to the sales order (within the same warehouse) is the quantity On order - (In stock - Reserved in stock) = 100 - (85-13) = 28.

   Note:

   The Allocate automatically action does not take account of the available stock and allocates all lines that are visible in the entry program. For automatic allocation from within the sales module, Profit does however take the available stock into account.

10. Click on: Finish.