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. 

    • Related Articles

    • How do I create a Purchase Order Worksheet?

      Purchase Order Worksheets are a tool that assist in generating POs for multiple stores on a single screen. To create a new Purchase Order Worksheet, select the button “Add”: In the pop up that appears, select the vendor your purchase orders will be ...

    • Reporting Explained: Purchase Order Summary

      Business Need: This report will provide an overview of all purchase orders for an organization summarized by document. How it Works: Users will filter to a specific date range and have the option to include or exclude certain Status’ as needed. The ...

    • How do I create a Purchase Order?

      This video will demonstrate how to create a Purchase Order Purchase Orders Purchase Orders are used when placing orders for stock that you need from a particular vendor. You might send this directly to your vendor or to your purchasing department.   ...

    • How do I cancel a Purchase Order?

      Issue: I have ordered items through a Purchase Order, but now will not be receiving them. Is there a way to cancel this Purchase Order? Resolution: Yes! Use the Canceled feature within your Purchase Order to indicate that it has been cancelled and ...

    • Best Practices for adding new Stores & Levels

      This document should be followed for all new stores or levels that are added to Yellow Dog. Following these steps will ensure that all new items created have the correct Inventory Account/GL Code configured. Note: Updating an items status to ...

    • Recent Articles

    • Send Saved Report Emailing

      You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...

    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...

    • Updating Count XL Application

      You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...

    • Removing Items with On-Hand Quantity (Decimal)

      You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...

    • ZD411 Printer Troubleshooting

      Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...