Purpose
The Shipping Order Detail page is where the magic happens. It allows you to efficiently allocate inventory by SKU to your shipping orders. With the Allocate to Shipment by SKU function, managing your inventory has never been easier.
What can you do with it?
The goal of the Allocate to Shipment by SKU is to streamline your shipping processes. This function allows users to effortlessly allocate inventory to a shipping order by SKU, ensuring you have the right items, in the right quantities, ready to go when they need to.
How is it done?
Select the SKU: Start by choosing the SKU for the items you wish to allocate. This will filter available inventory.
Select Product & Vendor: Use the data selects to choose the associated product and vendor.
Batch Selection (if applicable): If your inventory uses batches, select the desired batch. This will update available lots.
Choose Source Lot: Enable the source lot option and select the required lot from the active ones available.
Choose Source Inventory: Opt to add the "Inventory ID" to refine your selection. Multi-select from active inventory items if needed.
Use Remaining Inventory: Check this if you want to consume all available inventory from the chosen lot.
Set Quantity and Units: Input the quantity of inventory to be allocated. Ensure this does not exceed the amount available. Choose the appropriate inventory unit from the associated options.
Review Amount Available: Always verify the total available inventory, which updates based on your selections.
Specify Date: Use the date picker to set the allocation date. Note that this date cannot precede the shipment order date.
Important Considerations
Always ensure the selected quantity does not surpass the available amount.
Be mindful of the Shipping Order Date & Time; allocations cannot be dated before this.
Best Practices
Consistently verify the inventory units and amounts to avoid discrepancies.
Leverage the batch, lot, and inventory filters to fine-tune your selections efficiently.
Update allocations promptly to reflect changes in your shipping schedule.