How To: Pre-Allocate quantities in a Purchase Order
Pre-allocation lets you place a single purchase order for multiple outlets when individual stores can’t order directly. You can order to a centralized store or warehouse, specify quantities for other outlets, and automatically transfer those quantities after receiving the product.
Required permissions
View and edit purchase orders
Optional permissions
Commit purchase orders
Create transfers
Create a pre-allocated purchase order
Create a new purchase order.
Add items to the purchase order.
Select Pre-allocate to stores on the right.
Select the store or stores to pre-allocate to.
Enter the quantity for each location.
The Order Quantity column shows the total quantity ordered.
Commit the purchase order.
Note: You can pre-allocate quantities only for items that are available to the selected pre-allocation store.Receive pre-allocated products
When the products arrive, convert the purchase order to a receipt or invoice.
The full Order Quantity is received by the centralized store or warehouse.
Commit the receipt or invoice.
When prompted, select Yes, transfer now to transfer the pre-allocated quantities to the other stores.
Tip: If transfers use calculated cost, invoice the products before transferring them. This ensures transfers use the most up-to-date calculated cost.Related Articles
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