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The selected sales order will be displayed in edit mode. 

 

3.  In this example, we have 6 items of Intel I9 9700K and 3 items of Samsung 16GB DDR5. But the availability for allocation is different. We have 2 items of Samsung 16GB DDR5 and 5 items of Intel I9 9700K.

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  • Allocate( ): Use the small arrow to manually select the item to allocate.
  • Auto Allocate( ): Use the big arrow to auto allocate the item.

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4.  To manually allocate an item, click Allocate( ). In this example, we are adding Intel I9 9700K item.  The Allocate Inventory dialog will be displayed. 

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5.  Check the box in the row of the items you wish to allocate.

6.  Click Confirm and Close.  

 The selected 2 items will be allocated and displayed at the bottom of the sales order page. 

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In a similar way, you can allocate items of Samsung 16GB DDR5. The selected 2 items will be allocated and displayed at the bottom of the sales order page. Image Removed


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You can see that 3/5 and 10/10 items are allocated and the available numbers are adjusted automatically as the items are already allocated to the sales order. Image Removed


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7.  To automatically allocate remaining items, click Auto Allocate(  ).  The message box informing you that the items have been automatically allocated to the system will be displayed. 

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8.  Click OK.  So now all the allocated items are available in the bottom of the list in the Allocated Items section. 

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NOTE:  The Order Calculations are updating in the Status area as the items move between an allocated and unallocated state. 

9.  To remove an allocated item from the list, click Unallocate (  ) in the row of that item.  The selected item will be unallocated and displayed in the Items section. 

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10.  To unallocate all similar items, click Unallocate Similar (  ).  The message box asking you to confirm the unallocation of the items by the same manufacturer will be displayed. 

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11.  Click Yes.  The items will move back to an unallocated state.