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
Where can I see allocated Inventory?
- Inventory Main View: there's a column displaying allocated inventory values for each item
- Packing Report (Ship > Packing): there's a report showing all customer orders that needs to be shipped today (or if you modify the date, for some other date or date range)
- Also see the Picking view (organized by item) or Loading view (organized by shipping sequence - or how the product will get from A to B)
- Live Inventory Page (Inventory > Live Inventory): inventory over time is being shown - so expected, on hand, and allocated inventory are all being calculated to show how much inventory you will have several days into the future
- Item Detail Page (Inventory > click on an item): allocated inventory is displayed on the item detail and any sales orderrs that use the order are displayed as well.
- New Purchases/Sales Orders: When you create new purchase/sales records you can see how much inventory is expected, on hand, or already allocated to other sales orders.
Item Library/Inventory View:
Item Detail Page:
Live Inventory:
Video Demonstration (include packing report)