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Once the Quote has been accepted by the Customer you will need to process the Inventory onto an Order so the Inventory quantities are adjusted (allocated) properly.

You will still process the order in the Order Entry module as normal. Then when you go to click 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.

Highlight the line items and select “Allocate Selected”.

Now when you go to View your Inventory, the quantities will be adjusted accordingly.

You can click on “View History” to see what projects the product has been allocated to.

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