Allocate stock to individual items on a Job / Sales Order

NOTE: If you have created a Purchase Order for these items from the Job / Sales Order the relevant stock will be automatically allocated. You only need to use this method when using stock on hand

1. When in a Job / Sales Order click "Load" In the "Free Stock" column

2. If that column is not visible, click on "Screen Options"

3. Search for "Allocated Stock" then click the toggle switch so it is green

4. Click the "Allocate" button

5. Choose which of your available stock / inventory you want then click "Allocate"

6. Close this panel by clicking "X"

Create an automation to create a Job / Sales Order automatically when a quotation is accepted (Basic)

Booking in stock items which are stored with serial numbers

Tracking the Expected Dates of Individual PO Items

Create an Invoice from a Job/Sales Order for the full amount

Creating a Customer Return from a Job/Sales Order