Please review the Create a Sales Order article.
The Sales Order Inventory Movement (“SIM”) is used to allocate available inventory to a specific sale/opportunity. Allocating the inventory reserves the available units by removing them from the inventory stock that is available-for-sale (Inventory Quantity Available object).
Steps: Allocating Inventory to a Sales Order
- Navigate to the Sales Order you would like to allocate Inventory to.
- Click the Allocate button in the upper right menu.
- The Sales Order screen displays the Allocation Sales Order details.
- The Allocation Sales Order lists for each Sales Order Line the Product ordered, the quantity ordered, the quantity currently allocated to the order and the quantity still needed. It then provides the current Inventory available and committed by Warehouse and location. Using the highlighted input field(s), the quantity from each Inventory line to be allocated can be input. Click one of the Save buttons to save allocations.
- If the save is successful a notification banner will be displayed. The Quantity Allocated amount will also have been incremented by the submitted amount(s) and the Inventory Quantity Available for the allocations reduced.
- If the save was not successful, the error will be highlighted and an error message provided.
- The Quantity allocated to the Sales Order can be verified reviewing the Sales Order Line(s) on the Sales Order.
- Saving the Allocation generates the Sales Order Inventory Movement (“SIM”) which will reduce the Inventory Quantity Available for the allocated Products, as well as recording the GL transactions. To see the SIM, navigate to the Sales Order Line (“SOL”) and select the “Related” tab. (The SOL can be accessed by clicking the linked SOL in the Sales Order Line section shown above. The SIM can then be examined by clicking on the SIM number.
- The SIM record shows two (2) important items.
- The Quantity moved out of Inventory and allocated to the Sales Order Line; and
- The Inventory Quantity Available record that the Quantity was moved from.
Steps: Un-allocating Inventory from a Sales Order
Un-allocating Inventory from a Sales Order is performed by deleting the applicable Sales Order Inventory Movement.
- Navigate to the SIM record (for example SIM-00013) created by the Inventory Allocation to the Sales Order. To un-allocate the Inventory, click on the Delete button.
- A confirmation panel will be displayed. Click on the Delete button to un-allocate or Cancel to return without un-allocating.
- The System will display a confirmation message.
Note: When Inventory Movements are deleted they are now automatically emptied from the Recycle Bin as a safeguard, preventing users from un-deleting them.
- The Sales Order Line now reflects the new Quantity Allocated.