search-icon

Allocating stock when the SO is authorised rather than when authorising a 'Pick'

started a topic 5 months ago

We have many customers that place an order for stock arriving later in the year across multiple container arrivals, so would prefer a feature where we can allocate all of the stock on Dear SO at the time that the SO is entered and authorised. 


Currently we have to authorise a 'pick' fulfilment each time a container lands to ensure the product is blocked out from other customers, but we can sometimes have 5-10 authorised picks against an SO across a number of months before the order is actually ready to ship which get's incredibly messy. Being able to allocate product at an earlier stage across the entire SO would be much cleaner and easier.




1 person likes this idea
  • In General Settings there is the option as per below screenshot. When stock is 'allocated', it only moves the stock from 'On hand' to 'Allocated', the balance being 'Available'. (Side note: stock qtys in B2B Portal and integrated sales apps - Shopify, Woo etc reference the 'Available' qty

  • Reposting above comment which got truncatedf for some reason


    In General Settings there is the option as per below screenshot. When stock is 'allocated', it only moves the stock from 'On hand' to 'Allocated', the balance being 'Available'. (Side note: stock qtys in B2B Portal and integrated sales apps - Shopify, Woo etc reference the 'Available' qty - that's good thing)


    However I believe the issues is that when fulfilling an SO, the Pick allows you to draw stock from 'On Hand' and doesn't take into account the 'Available' qty, i.e it could be 'stealing' stock which should be allocated to a prior-dated order. 

    Therefore, the below setting should be expanded to give the option to only pick from 'Available' rather than 'On Hand', or some option to Reserve stock which disallows it to be picked.



    image

  • Hi Daniel,


    Yes we currently have 'mandatory' selected in the settings, what you have mentioned above is exactly the problem - authorising deducts from 'on hand' qty rather than 'available' qty which is also allowing later customers to take that stock before the earlier customer who is waiting for 100% fulfilment before the order ships.

  • Hi Benjamin,


    So, as Daniel as said, setting allocation solves your issue here.


    Basically, when that is selected, product allocation is a must and it will allocate stock for a sale once the order is authorized. If another order comes along and tries to allocate more than than available amount of stock, you will receive a message saying not enough stock and you will see the split order and back order options. The allocated stock is always deducted from the available and not the on-hand value. Only once it is shipped, will the on-hand value reduce.


Login or Signup to post a comment

1 person likes this idea
Log in or Sign up to post a comment