Purpose
On the Shipping Order Detail page, the Allocate to Shipment by Inventory ID function allows users to allocate inventory to a specific Shipping Order by referencing an Inventory Item ID.
What can you do with it?
With the Allocate to Shipment by Inventory ID feature, you can efficiently assign inventory items to a Shipping Order by their unique Inventory Item ID. This ensures that you are selecting the correct inventory, optimizing order accuracy, and reducing potential errors in shipping tasks.
How is it done?
Access Shipping Order Detail:
Navigate to the Shipping Order Detail page to get started.
Enter Inventory ID:
Input the specific Inventory ID for the item you wish to allocate. This sets the precise inventory item for your allocation.
Choose Use Remaining Inventory:
Use the Checkbox if you want the remaining inventory in the lot to be consumed by the current Shipping Order.
Specify Quantity:
Enter a Quantity in the numeric field. Ensure this number does not exceed the Available Amount.
Select Inventory Unit:
Choose the Inventory Unit associated with your selected product from the available data options.
Choose Date:
Select a Date for the allocation. If you need to backdate, keep in mind it cannot be before the Shipping Order's original date and time. If no date is provided, the current date and time apply.
Important Considerations
Ensure the Quantity does not surpass the available inventory.
Backdating is not permitted prior to the original Shipping Order date and time.
Consuming all of a lot’s remaining inventory may affect other orders. Use cautiously.
Best Practices
Confirm the Inventory ID before allocation to reduce misallocation.
Regularly update inventory records to prevent discrepancies.
Double-check selections, particularly for Use Remaining Inventory, to avoid unintended depletion of stock.
Consider the impact of backdating on inventory records and reporting.