Stock allocations

You must record the movement of stock from one location to another. Use the Allocations option in the Wholesale and Retail module to reserve stock items in the warehouse. The movement of the stock items can then be recorded using the Despatch option.

Enter the information on each of the following tabs:

• Location selection: Select the available locations to hold stock and move the stock from source to destination.
• Product selection: Select products to hold in the available location.
• Quantities to Allocate: Transfer stock to the available location.

Open: Retail > Allocations and Despatch > Allocations.

1. Select the warehouse or store from the Select source warehouse or store drop-down list.

   You can only transfer stock items to a store that can stock that item. This is set up on the Products selection tab.

2. Add the destination items to the Selected Destinations table. You can either:
   • Drag the items into the Selected Destinations table.
   • Alternatively, highlight the location and click the down arrow button.

   To remove an item from the Selected Destinations list, select the required items and then click the up arrow.

3. Once you have chosen all locations, select Products selection and continue to allocate your stock.

1. From the Stock Allocations window, select Products selection.
2. Use the + and - signs in the Product Selection area of the window to find a product or range of products in the product hierarchy.
3. Move the items to the Selected Products table. You can either:
   • Drag and drop the items into the Selected Products table.
   • Highlight the product and click the down arrow button.

   You cannot select a stock item if it does not exist in both the source and destination areas.

   To remove an item from the Selected Products list, select the required items and then click the up arrow.

4. Select Quantities to allocate and continue to allocate your stock.

1. From the Stock Allocation window, select Quantities to allocate.

2. For each stock item, enter the quantity to allocate in the Allocate column.

   A total allocation is calculated for each destination location and stock item style. If this quantity exceeds the total in the source location, the cell is displayed with a red background. This indicates that you are attempting to allocate stock that does not exist in the source.

3. Click Save to record the allocation information in Sage 200 Accounts.
4. Traceable items only

   If you have selected the Numbers selected when allocating stock option in the Stock Control Settingswindow in the Stock Control module, you must now select the numbers for your stock items.

   1. Select the batch or serial numbers that you want to use.
   2. Click in the Qty to Allocate boxes and enter the number of quantities in the box. If you are using batch items, the numbers you enter must equal the amount in the Total quantity box.
   3. Once you have finished allocating batch or serial numbers, click OK.

The picking list for the stock allocation is created.

The stock levels are updated and the selected stock items are moved from free stock to allocated in the details for the source location. At this point, the stock levels for the store record are unaffected. The stock only moves to the destination once the stock has been recorded as picked from the source.