Allocated Inventory

When you create sales orders, the items are added to a count so you can keep track how much product is required to meet sales orders.

As you create sales orders, the quantity of each item on the sales order is added to an allocated count. This helps you understand:

  • How much product you may need to order from your vendor for upcoming orders
  • If you have more allocated than inventory it might inform some substitutions 

Details:

  • You can view the allocated inventory total on the Inventory overview screen or on the item detail page.
  • An item has allocated inventory if it's included in 1 or more published sales order.
  • When the sales order is closed, the assumption is that the order has left the building and it's no longer included in the Allocated Inventory total. 

 

Item Library/Inventory View:

Item Detail Page:

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