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How to Investigate stock allocations on a Sale;

 

If a sale has a product on a sales order has not been allocated and is placed on back order and however stock has been received but not allocated to your order you can follow the following procedure to investigatethis specific sales order please see details below on how to investigate further

  1. Search for your product.
  2. Click on Tab Sites.
  3. Click on Tab Quantities.

    On Hand:
    Quantity on Hand
    The quantity of this item that is available at this site.
    Service Back Order:Quantity on Service Order Backorder
    Net Qty On Hand:
    Nett Qantity on hand =
    The total number of products currently on hand. This   includes all stock, including allocated, quarantined, etc.
    Below is how Readysell calculates Net Qty On Hand with Stock Allocation on:
    this.
    NetQuantityOnHand =
    this.
    QuantityAvailable
    -
    this.
    QuantityOnSalesBackOrder
    -
    this.
    QuantityOnLayBy
    -
    this.
    QuantityOnTransferPick
    +
    this.
    QuantityOnOutstandingPurchaseOrders
    +
    this.
    QuantityOnTransferIn
    +
    this.
    QuantityOnTransferPending.
     Nett Qantity on hand -

    with stock allocation is off :
    this.
    NetQuantityOnHand =
    this.
    QuantityOnHand
    -
    this.
    QuantityOnSalesBackOrder
    -
    this.
    QuantityOnLayBy
    -
    this.
    QuantityOnTransferPick
    +
    this.
    QuantityOnOutstandingPurchaseOrders
    +
    this.
    QuantityOnTransferIn
    +
    this.
    QuantityOnTransferPending
    Sale Back Order:Quantity on Sale Order Backorder
    Transfer In:
    Quantity on a Transfer In
    The quantity waiting to be transferred to the site
    Transfer Out:
    Quantity on a Transfer Out
    The quantity already transferred out of the site. But not yet receipted by the transfer to site
    Transfer Pending:
    Quantity on a Pending Transfer
    The quantity in outstanding transfers that have not yet been picked
    Transfer Pick:
    Quantity on a Transfer to Pick:
    The quantity in outstanding transfers that is currently being picked
    Purchase Order: 
    Quantity On a Purchase Order
    The number of products that are at the location, but have been assigned to a purchase order.
    Lay-By:
    Quantity On a Lay-by
    The number of products that are at the location, but have been assigned to a lay-by.
    Quantity On Unallocated SaleShipmentsQty on "In progress" sale shipment that was not allocated by the system e.g., for shipment created manually from order with Supply Type = Ignore lines or standalone shipment
    Allocated:Quantity allocated to a Sale Order\Service Order
    Available:The number of products that are available to be allocated to an order. Below is how Readysell calculates QuantityAvailable with Stock Allocation on:

     QuantityAvailable =

                    QuantityOnHand

                    - QuantityOnTransferOut

                    - QuantityOnTransferPick

                    - QuantityOnLayBy

                    - QuantityAllocated

                    - QuantityOnUnallocatedSaleShipments;


    with stock allocation is off :

      QuantityAvailable =

                    QuantityOnHand

                    - QuantityOnTransferOut

                    - QuantityOnTransferPick

                    - QuantityOnLayBy

                    - QuantityOnSaleOrder;

    Stock Waiting:Stock on a Sale Order\Service Order where the supply type on a Sale Order\Service Order is set to waiting.
    How to set the supply type to waiting on a Sale Order\Service Order you will need to set the ship after date to the future.
    Expand

     

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  4. To Investigate stock allocation you will need to review the the Stock Allocated field. 
    If there is a Quantity in 'Allocated' this means

    there is

    that stock

    that

    has been allocated to

    an older Sale Order\Service Order.

  5. Click Show Breakdown


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    Tip

    Show Breakdown also available on the Locations tab to see if the stock is allocated to any In progress shipments

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  6. Click Sale Allocations
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  7. This will display any Sale Order\Service Order that has stock allocated to it.

 

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