I can allocate a purchase and a sale from the allocation module
This guide outlines the process of creating an allocation using the allocation module.
Start by accessing the allocation page from the logistics menu.
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This page features two tabs. The My allocation tab displays all system allocations.
Proceed to the Making an allocation tab to initiate a new allocation.
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Kick off the three-step allocation process by choosing a purchase. Utilize filters or search by purchase order number to pinpoint the required purchase.
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Adjust the filters to locate a sale.
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Next, select the sale.
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Decide on the containers for the allocation. Opt for all containers or specific ones.
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If necessary, assign an allocation reference number.
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To save the allocation, click Save. Alternatively, to create a shipment, click the down arrow next to Save and select Save and create a shipment.
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The allocation is now successfully created. Find it under the My allocation tab.
Updated on: 25/07/2024
Thank you!