# 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.