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Allocate stock to individual items on a job / sales order

Allocate stock on hand to individual items on a job or sales order, including how to show the free stock column if it is hidden.

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

Job line items table with the Load button highlighted in the Free Stock column, next to Allocate under Alloc. Stock

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

Job record with the Screen Options button highlighted next to Collapse All, above the items section and PDF Style field

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

Column chooser for the Items tab, filtered to "allo", with the Edit Page toggle for Allocated Stock highlighted

4. Click the "Allocate" button

Job line items table with the Allocate button highlighted in the Alloc. Stock column, next to Free Stock and On Order

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

Stock allocation window with Stock Qty, Pre-Allocated and Allocate columns, highlighting the green Allocate button on first row

6. Close this panel by clicking "X"

Stock allocation panel on a job showing Total Allocated: 5, with the X close button highlighted in the top-right corner

Learn more: stock management in Zigaflow

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