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changes.mady.by.user Andres Toledo

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Overview


Excerpt

In the Bulk Purchase Mode, you can allocate products both from the Future Inventory and On Hand Inventory.

Relevant Articles

Panel

Child pages (Children Display)

Intructions 


Instructions 

Ui steps
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Ui step

Go to Purchase Orders > Add PO.


Ui step
Click

 Click on the

Inventory tab a

 Inventory tab at top left of the display

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Info

Notice that from the Inventory Type column you can allocate products both from Future Inventory and On Hand Inventory.

In the Actions column, click on Allocate.
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Ui step

 In the Actions column, click on Allocate.


Ui step

If you select a product

From

From On Hand

Inventory

 Inventory you must select the quantity to allocate and press the enter key. Once you do that, the line product will be added to

a PO.
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an invoice. If no pending invoices are available that match the dates of the Prebook, the system will create a new invoice for that customer.

 

Ui step

 On the contrary, if you select a product from

the

the Future Inventory,

The

the next screen will be displayed.


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Once you enter the quantity to allocate, the line product from future inventory will be allocated to a

prebook

Prebook.




Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
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showSpacefalse
sorttitle
cqllabel in ( "future" , "allocate" , "billing" , "allocations" )
labelsfuture inventory, allocate


Ui text box
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


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