Roles: Administrator & Employee | Interface: Mobile
Allocation stock helps you manage and distribute available items based on what’s needed. It compares future demand with current stock to make sure the right items are saved for the right tasks, like production or urgent use.
You can correct stock entries if something was added wrong, update quantities, give reasons for changes, and attach related files. This process helps keep your inventory accurate and ready to use.
You can perform a status change, restock, or correct stock levels using either of the two options below:
Option 1:
- Select the quantity items, then click on the 'Allocations' tab.
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Once it opens, choose the allocation you want to update, and click the three-dot menu next to it to proceed.
Option 2:
- Select the quantity item you want to update. Click the arrow to open the item details.
- Click the More option to view additional actions.Choose the allocation you want to update.
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Click the three dots above more to proceed.
Let’s review each option in more detail below:
Status Change:
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Purpose:
Use this feature to update the status of an item or its assigned quantity. You might need to do this when items are used up, sent for repair, or need a status change for any other reason. -
Why it’s useful:
Updating the status helps you keep track of your stock, what’s available, what’s used, and what’s under repair. This keeps your inventory records accurate and up to date.
Instructions:
- Select the Status change option from the drop down.
- Enter the quantity to change status (greater than zero) (Update quantities with + / – or the number pad or entering the quantity manually).
- Select the new status, add a reason for the change.
- Add optional reason and attachment fields and click Done to save.
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Check the required allocation to ensure that the stock levels are updated correctly.
Re-Stock:
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Purpose:
Use this feature when a supplier delivers new materials directly to the jobsite. It helps you add the new stock to what’s already been assigned for that job.
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Why it’s useful:
It’s helpful when your current stock runs low and you receive a new shipment. This feature lets you quickly update the system to show the new materials have arrived. You see the new stock level in real time before saving.
Instructions:
- Select the restock option from the drop down.
- Enter the quantity to add to stock (Update quantities with + / – or the number pad or entering the quantity manually), ensure it is greater than zero to avoid errors.
- Add optional reason and attachment fields and click done to save to update stock levels.
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Check the required allocation to ensure that the stock levels are updated correctly.
Stock Correction:
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Purpose:
Use this feature to fix the stock quantity if there was a mistake when it was first entered. It helps you adjust the amount to the correct number. -
Why it’s useful:
After checking your inventory, you might find that the numbers in the system don’t match what you actually have. This feature lets you update the records so everything is accurate. It is ideal for spot checks and inventory verification.
Instructions:
- Select the Stock correction option from the drop down.
- Current stock is pre-filled (Update quantities with + / – or the number pad or entering the quantity manually), ensure it is greater than zero to avoid errors.
- Add optional reason and attachment fields and click done to save to update stock levels.
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Check the required allocation to ensure that the stock levels are updated correctly.
Each of these features plays a vital role in managing stock effectively, ensuring that inventory levels are accurate and up-to-date, and helping in decision-making related to stock management.
To learn more about allocation stock guide: features, purpose, and best use cases for the web platform, please click : Allocation stock guide: features, purpose, and best use cases for the web platform
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