Important changes to stock allocation

Important changes to stock allocation

We have made some changes to stock allocation to prevent occasional errors that occurred when stock that had been shipped was reallocated.

Previously, stock remained allocated on sale order lines, even when a shipment had been released. Now, stock allocated on sale orders and sale shipments will clear as soon as a sale shipment is in progress for that sale order line.

The reason for this change is that there could be a mix up between stock allocated on sale orders and stock on sale shipments. Now if stock is shipped it no longer shows as allocated. When stock is shipped, the quantity allocated is cleared and appears in the quantity shipped column instead. The percent fully allocated for the line goes to zero. See worked example below.

When order is placed:

  • Sale order quantity 10
  • Quantity allocated 8
  • Quantity on shipments 0
  • Quantity on back order 2

When sale shipment for 8 is released:

  • Sale order quantity 10
  • Quantity allocated 0
  • Quantity on shipments 8
  • Quantity on back order 2

The most obvious changes are:

  1. The quantity fully allocated may go to zero for a sale order when the sale has a shipment, even if the shipment is not posted
  2. The quantity allocated on a sale order line may go to zero when the sale order line has a shipment

We’ve updated our documentation at https://readysell.atlassian.net/wiki/x/H4A9BQ should you require more information about this change. If you have any further questions, please contact Readysell Support.