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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)

Instructions 


Instructions 

Ui steps
sizesmall


Ui step

Go to Purchase Orders > Add PO.

Click


Ui step

 Click on the

Inventory tab a

 Inventory tab at top left of the display

Image RemovedIn the Actions column


Ui step

 In the Actions column, click

on

on Allocate.

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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 an invoice. If no pending invoices are available that match the dates of the

prebook

Prebook, the system will create a

n

Image Removed

On

new invoice for that customer.

 

Ui step

 On the contrary, if you select a product from

the

the Future Inventory, 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.




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titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "future" , "allocate" , "billing" , "allocations" )
labelsfuture inventory, allocate


Ui text box
sizemedium

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


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