Once the Quote has been accepted by the Customer you will need to process Customer accepts the Quote, the next step involves transitioning the Inventory onto an Order so the Inventory quantities are adjusted (allocated) properly.You will still , ensuring accurate adjustment (allocation) of inventory quantities.
Follow your standard procedure to process the order in within the Order Entry module as normal. Then when you go to click . Upon proceeding to the Purchase Order module, if anything was added to the quote that was Inventory, it will warn you that you should go into the Inventory module.
Select the warehouse, select the Order and click Process.
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Highlight the line items and select “Allocate Selected”.
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Now when you go to View your Inventory, the quantities will be adjusted accordingly.
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You can click on “View History” to see what projects the product has been allocated to. a notification will appear if any quoted items pertain to inventory, prompting you to navigate to the Inventory module for further action.
In the Inventory module, start by selecting the appropriate warehouse and then choose the relevant Order before clicking on the "Load" option.
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Next, highlight the line items requiring allocation, and proceed by clicking "Allocate Selected."
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Upon completion, you can review the adjusted quantities by accessing the View Inventory function. To gain insight into the allocation history of a specific product, simply click on "View History."
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