Articles on: Purchases, Sales & Allocations

I can allocate and re-allocate from the containers tab of Purchase



This tutorial provides a step-by-step guide on how to allocate and re-allocate trucks/containers after purchase.

Allocating Containers



Step 1: Select a purchase for container allocation.



Step 2: Navigate to the Containers tab and select the containers.



Step 3: Click on Allocation Info.



Step 4: Allocate to an existing sale or to your warehouse.



Step 5: Select customer and destination.



Step 6: Select the sale from the list.



Step 7: Click on Save to finalize the allocation of these containers.



The containers are now successfully allocated.

Modifying or Relocating Containers



Step 1: Select the containers.



Step 2: Click on Allocation Info.



Step 3: Fill in all the fields to relocate the containers.



Step 4: Click on Save to finalize the reallocation.



The containers are now successfully reallocated.

Updated on: 25/07/2024

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