Articles on: Purchases, Sales & Allocations

I can turn an allocation from "In progress" to "Finalized"



This tutorial provides a step-by-step guide on updating an allocation from 'in progress' to 'finalized' in Jules.

Step 1: Navigate to the allocations page from the logistics module.



Step 2: Within the 'Allocations' tab, locate the 'in progress' allocation and select 'Edit'.



Step 3: Choose the sale to allocate to this allocation.



Step 4: Click on 'Edit Containers'.



Step 5: Select all the containers to allocate.



Step 6: Save the changes by clicking 'Save'.



Upon completion, the 'in progress' allocation updates to 'finalized'.



This concludes the process of updating an allocation from 'in progress' to 'finalized' status in Jules.

Updated on: 06/08/2024

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