Ordering By Document

Module Guide: Ordering by Document (Stock Allocation)

Module Location

Inventory > Item/Service > Ordering by Document

Module Objective

The Ordering by Document module is used to perform stock allocation or reservation from available warehouse stock to fulfill the needs of an existing source document, specifically a Sales Order. This is a critical step in the order fulfillment process to ensure that goods ordered by a customer are truly "locked in" and ready for shipment

1. Main View (Document List)

The main page of this module displays a list of source documents (e.g., Sales Orders) whose items you can allocate from stock.

View and Usage Explanation

• Filter: Use the Document Type filter to select the type of document, generally Sales Order.

• Document List: The system displays a list of all relevant Sales Orders.

• How to Use: Find the document (Sales Order) you want to fulfill, then click on that row to open its item details.

2. Steps to Allocate Stock

Step 1: Open the Document Details

After selecting a document from the list, you will see a detail page that breaks down the items within that order.

Step 2: Analyze Need vs. Availability

Pay attention to the following columns to make an allocation decision:

• Remaining Quantity: The quantity that is still needed by this sales order.

• Available Quantity: The free stock quantity that is currently in the warehouse.

Step 3: Enter the Quantity to be Ordered/Allocated (Important!)

In the Order Quantity input column on the far right, enter the quantity you want to allocate from the available stock for this order. You cannot enter a quantity larger than the Available Quantity.

Step 4: Perform the Ordering/Allocation

Click the [Order] button at the bottom of the page. This action will officially reserve that stock for this Sales Order, reducing it from the free stock.

Workflow & Integrated Business Process

• This module is the key step between the Sales Order and the Delivery Order.

• After the stock has been successfully allocated here, the warehouse team can proceed with the shipping process because the goods have been confirmed as available and are tied to a specific order.

Tips & Important Notes

• Use this module to systematically manage customer order fulfillment, especially if stock is limited and you need to prioritize which orders to fulfill first.

• The "Order" action will reduce the Available Quantity in the warehouse.