Can I Pre-Allocate quantities to different stores on a Purchase Order?

Can I Pre-Allocate quantities to different stores on a Purchase Order?

Yes! Pre-Allocation is a process that helps determine how ordered product should be allotted to other stores. This feature benefits clients that face the distribution challenge and aids in the necessary document creation for proper product receipt and transfer.

 

Yellow Dog Inventory, allows a centralized store or warehouse to create a Purchase Order and determine how the ordered product needs to be transferred to other stores. When the warehouse receives the product, individual store transfers are automatically created.

 

To pre allocate quantities on a Purchase Order, please follow the steps listed below

1. Begin a new Purchase Order

2. Add the items to the Purchase Order. 

3. Select "Pre-Allocate to Stores"

4. Select the store(s) to pre-allocate to

5. Enter in the quantity that each location is ordering. The Column "Order Quantity" will provide total quantity amount. 

6. Commit the Purchase Order. 

 

 

 

 

7. When the product(s) arrive, convert the Purchase Order to a Receipt or Invoice. The total "Order Quantity" will be applied to the receiving store. In this example, all products are received into store "30 Retail Storage". 

8. Commit the Receipt or Invoice to the centralized store or warehouse. 

9. Once the Receipt or Invoice is committed, you will receive a notice prompting you to transfer the pre-allocated quantities to the other store(s). Select "Yes Transfer Now".

 

 

 

 

10.Issue the Inventory Transfer. 

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