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How to Investigate stock allocations on a Sale;

If a product on a sales order has not been allocated and is placed on back order however stock has been received but not allocated to this 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:The quantity of this item that is available at this site.
    Service Back Order:Quantity on Service Order Backorder
    Net Qty 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:
    Nett Qantity 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:The quantity waiting to be transferred in to the site
    Transfer Out:The quantity already transferred out of the site. But not yet receipted by the transfer to site
    Transfer Pending:The quantity in outstanding transfers that have not yet been picked
    Transfer Pick:The quantity in outstanding transfers that is currently being picked
    Purchase Order: The number of products that are at the location, but have been assigned to a purchase order.
    Lay-By:The number of products that are at the location, but have been assigned to a lay-by.
    Allocated:Quantity allocated to a Sale Order\Service Order
    Available:The number of products that are available to be allocated   to an order.
    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.
     Show me image

  4. To Investigate stock allocation you will need to review the Stock Allocated field. 
    If there is a Quantity in 'Allocated' this means that stock has been allocated to an older Sale Order\Service Order.

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

 

 

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