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Allocate stock to individual items on a Job / Sales Order
Allocate stock to individual items on a Job / Sales Order

Learn how to quickly allocate stock to your Jobs or Sales Orders

Updated over a week ago

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"

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