Allocate and unallocate stock actions

This action will allocate available inventory to a sales order.

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Partial allocation

You can choose whether to allow partial allocation. If some items are unavailable and this option is selected, then the available items will be reserved against the order and will no longer be on-hand in the warehouse.

Selecting 'No' means orders will only be allocated when all items on the order are available.

Alternative warehouse

Alternative warehouses can be chosen and prioritized if allocation should be attempted from other warehouses. If partial allocation is set to 'No' and all stock is available somewhere else, the warehouse will be changed on the order and the allocation carried out.

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Note that split allocation across multiple warehouses is not possible. A sales order can only have a single warehouse assigned and as such it is not recommended to set both 'partial allocation' and 'use alternative warehouse' to 'Yes'.

Unallocate stock

If an order is already allocated or partially allocated, then it is not possible to create a second allocation. It's also not possible to change the order warehouse. In both these cases, the order must be unallocated first. You can do this using the 'Unallocate stock' action. 

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