The Stock Allocation by Branch allows the user to allocate stock to and reserve stock in selected warehouses, as well as delete or change existing information. It is referred to by the order entry routine through its warehouse field and is necessary for accurate stock control. Stock reservation entry is used to allocate stock until it is called for. When the orders need to be filled, the reservation is cancelled, allocated stock is freed and the order is processed. The on board quantity may also be entered. Each branch is only allowed a certain amount of stock.
Allocate stock by branch
- In the menu, expand Distribution > Order Processing & Billing > Order Processing > Other menu> and then double-click WHS Stock Allocation by Branch. DSM175 Stock Allocation Maintenance selection panel appears.
- Enter Item and Warehouse.
- Click OK. DSM175 Stock Allocation Maintenance panel appears.
- Enter the following information, as necessary.
| Field | Description |
| Co/Branch | Display only. These are system codes, displaying the user’s company numbers and their branches, as well as open warehouses. |
| Allocated | This field represents the quantity allocated to a corresponding branch for the stock on hand, the stock reserved for orders in progress or stock on board awaiting shipment arrival. The total of all allocated quantities must agree with the equivalent stock figures for any one warehouse. Open allocation is the quantity used to indicate the amount of stock remaining available for sale to all branches with or without an existing allocation quantity. Stock is deemed available for sale based on the lowest of the allocated quantity for the relevant branch and open allocation or the stock on hand for the selected warehouse. |
| Reserved | Enter the quantity of stock that has been reserved for the selected item to ensure stock is available for a future period. |
| In progress | Display only. This field contains the level of stock currently in progress (transactions) through the order entry system. |
| On Board | Entry of the on board stock is optional. This is stock en route to the warehouse, which can be allocated to company/branches. On arrival of this stock, on-board stock allocations are given reserved stock status by the system. All other stock is transferred to “Open” warehouse. |
- Enter the allocated and reserved quantity for company/branch.
- Click OK to allocate stock.
Delete previously allocated stock
- On the DSM175 Stock Allocation Maintenance selection panel enter Item and Warehouse.
- Click OK. DSM175 Stock Allocation Maintenance panel appears.
- Click function Delete. DSM175 Stock Allocation Maintenance panel appears in Delete mode.
- Click Delete to confirm deletion.
