How To: Assign Stock from a Different Site

Table Of Contents

Assign Stock from a Different Site in a Sales Order
Steps
Steps
Steps
Additional Information
If stock is unavailable at the default site for a sales order, you can assign stock from another site instead. This can be done either directly from the Sales Order screen or from the [ Back Orders (Stock Assignment) ] screen.
For additional control, you can configure a password that users must enter before assigning stock from a different site.
Note: If the stock assignment site is later changed for the entire order, any site assignments made against individual order lines will remain unchanged.

Assign Stock from a Different Site in a Sales Order

Steps

  1. Open a Sales Order screen using (show me how).
  2. Find and open the required sales order.
  3. Press Alt + E or click Edit to enter edit mode.
  4. Highlight the required stock item and right-click.
  5. Select Stock Assignment > Site Assignments from the context menu.
  6. Enter the password if prompted (optional, depending on your system configuration).
  7. In the Stock/Site Selection window, select the site field and press F4.
  8. Choose the site you want to allocate stock from and click OK.
The stock will now be allocated to the sales order from the selected site.

Assign Stock from a Different Site Using Back Orders (Stock Assignment)

Steps

  1. Open the [ Back Orders (Stock Assignment) ] screen.
  2. Load the sales order or stock items you want to allocate from a different site.
  3. Green-select the line or lines that require stock from another site.
  4. Click the Assign Site button.
  5. Enter the password if prompted (optional, depending on your system configuration).
  6. Select the site that will supply the stock and click OK.
  7. When the confirmation message appears:
    • Click Yes to allocate the full quantity required for the order from the selected site.
    • Click No if you want to allocate only part of the required quantity.
  8. If you selected No, enter the quantity to allocate when prompted.
The stock will be allocated to the sales order from the selected site.

Set Up a Stock Site Assignment Password

You can configure a password to restrict who can assign stock from different sites.

Steps

  1. Open a System Data screen.
  2. Open the [ Admin Passwords ] screen.
  1. Locate the Assign Stock from Different Site entry.
  2. Click in the Password column.
  3. Enter the required password.
  4. Press Ctrl + S or click Save.

Additional Information

  • Site assignment can be performed at individual order line level.
  • Line-level site assignments remain in place even if the overall site assignment for the order is changed later.
  • Password protection can help control stock allocation across multiple sites.
  • The Back Orders (Stock Assignment) screen is particularly useful when assigning stock for multiple orders or multiple stock lines at the same time.

See Also


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