Go to Prebook & SO's > Prebook Summary and select the Allocations View.

The Units Billed column will show the user the number of units billed out of the units needed.

 Go to the Actions column and click on Allocate.

The Available Items window will pop up to show any items similar to those in the order that have not been fulfilled. The users will have the option to select the product they wish to allocate, which can be the same product or a different item. If a different product is selected, the system will mark the order with a Substitution for that product. 

 Select the number of units needed. If the price needs updating, the user will be able to do so from this screen. Finally, click on Allocate.

 Once done, the system will generate the order. A notification will pop up with the number of the order.

The user may click on the order number displayed on the message if needed. Note that the original name of the items from the Prebooks has been replaced with the ones selected on the allocations view.

Remember that notes entered on the Prebook will be transferred to the invoice. If for any reason the Prebook product in units is different from the invoice product in units, the system will display a Sub mark on the Pick Ticket informing so.