Once the Customer accepts the Quote, the next step involves transitioning the Inventory onto an Order, ensuring accurate adjustment (allocation) of inventory quantities.
Follow your standard procedure to process the order within the Order Entry module. Upon proceeding to the Purchase Order module, 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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