Investigating Stock Allocations

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 with Stock Allocation on: NetQuantityOnHand = QuantityAvailable - QuantityOnSalesBackOrder - QuantityOnLayBy - QuantityOnTransferPick + QuantityOnOutstandingPurchaseOrders + QuantityOnTransferIn + QuantityOnTransferPending. with stock allocation is off : NetQuantityOnHand = QuantityOnHand - QuantityOnSalesBackOrder - QuantityOnLayBy - QuantityOnTransferPick + QuantityOnOutstandingPurchaseOrders + QuantityOnTransferIn + QuantityOnTransferPending
   Sale Back Order:	Quantity on Sale Order Backorder
   Transfer In:	The quantity waiting to be transferred 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.
   Quantity On Unallocated SaleShipments	Qty 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.

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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
   
   

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