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.











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.











Kick off the three-step allocation process by choosing a purchase. Utilize filters or search by purchase order number to pinpoint the required purchase.











Adjust the filters to locate a sale.











Next, select the sale.











Decide on the containers for the allocation. Opt for all containers or specific ones.

















If necessary, assign an allocation reference number.











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.

















The allocation is now successfully created. Find it under the My allocation tab.

Updated on: 25/07/2024