Allocate All button (Open Items allocation)

The Allocate All button is available when you have a list of open items to allocate. For each outstanding open item, the value in the Allocated Value field is set to be the same as the value in the Value field.

This button is available for customers and suppliers.

When to use this button

This button is used when you have entered a payment (either a customer payment or a supplier payment) that covers all open items for that card. You can allocate all open items against the payment in one transaction.

This example shows one method of allocating all open items for a customer.

1. In the navigation panel, double-click Relationships then Customer Transactions.
2. Click Payments.
3. Enter details of the customer payment.

4. Click Finalise and Allocate. The Allocation window displays, containing a list of all customer open items that are outstanding for payment.

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5. Click Allocate All. Readysell will allocate all open items against the payment you entered. For each item, the Allocated Value field will be set to the same value as the Value field.