The system allows users with the Vendor Availability option active, to manually allocate product from purchase orders using the vendor availability.

The manual allocation process works both for product lines in units and boxes. In the case of units, the system will search for products in units with of the same unit type. In the case of solid boxes, the system will search for boxes with the same box type, unit type, and product pack. For mixed boxes, the system will search for products in units.

To manually allocate product to the purchase order:

1. Go to Grower > Confirm PO > Search the Purchase orders that need product allocation.
2. Go to the Actions column >  Select Substitute Item
   
   
   
   
3. Select the link called "Allocate from Vendor Availability".
   
   
   
   
4. The system will show a window called "Available Items". Using the filters in the window, find the product from the vendor availability needed to allocate to the purchase order. 
   
   
5. Once you have the vendor availability product, go to the Actions column and click on the Allocate link. 
   
   
   
6. The system will not allow adding more items from the vendor availability for that product. 
   
   
   
   
7. The system will open the Edit Item window again in case the added line needs to be edited. 
8. Once finished click on Save.
   
   
   
   
9. The allocated product will be displayed and the user will be able to see the previous product on the PO by hovering the mouse over the blue "V" next to the product name. 
   
   
   
   

Users will have the option to manually allocate items from mixed boxes with items from vendor availability in the Grower screen.

To manually allocate breakdown products to purchase order:

1. Go to Grower > Confirm PO > Search the Purchase orders that need breakdown products allocation.
2. Go to the Actions column >  Select "Substitute Item".
   
   
   
   
   
3. A pop-up window called "Edit Item" will appear. The user will find an "Action" column for each breakdown line, then click on "Allocate From VA". 
   
   
   
   
4. Once the user clicks the allocate from VA link, the system will show a pop up window, with the unit products available from VA to complete the allocation. The user should search for the product using the filters. Once the products are found, click on "Allocate" under the "Actions" column. 
   
   
   
   
5. The system will show a "Product Information" window. Here, the user can edit the product's cost and Save.
   
   
   
   
   
   
6. The system will substitute the product with the allocated one and it will show a blue V next to the product name. 
   
   
   
   
7. The system will automatically update the breakdown product name in the prebook and purchase order with the allocated product.