Summary of steps:
  1. Click the "Allocate" button on the sales order
  2. Select the warehouse and inventory location you would like to allocate the product from
  3. Click "Save." 
Note - To de-allocate an inventory movement navigate to the sales order line and delete any related Sales order Inventory Movements. This will put the quantity back into the available stock.
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    Rebecca Ralls

    It would be really handy if you could add a date field to the allocate screen so that you can specify the date on the SO movement - just in case the real-world allocation of items and shipments happens independently from the system allocation of items.  

    Otherwise you have to drill down into each SO movement to change the date.  Not super easy.


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