Stock Trace Allocations
Stock Tracing Component Only
When entering items on transactions with stock trace properties assigned to them, CAPITAL will automatically prompt you for assignment selection information. The assignment input window appears when:
You enter a quantity in the Qty column.
When you click on the heading of the Qty column with the mouse and a quantity other than zero has been assigned.
When the Qty column is selected and you press , provided that the Qty column entry is not zero.
When you attempt to move off a stock item that has stock trace properties and you have not yet assigned them.
When the stock allocation window appears use the arrow keys to move up or down one entry at a time in the list of available assignments. To move a page at a time use the and keys.
Once you have highlighted the entry you wish to allocate, enter the quantity to allocate by pressing the appropriate number keys and press or click on the button.
For example, if you want to allocate 5 units of assignment RED, then you would highlight the RED entry and type 5 and press . To select serial number 1000, press the 1 key followed by .
Once you have made the number of allocations you want, CAPITAL will let you move forward if you press the key or the button. The Need quantity must match the Picked quantity before you can proceed further.
If you don't have numbers assigned to all your serialised stock, you may assign the remainder to the UNALLOTED
row. Do this by pressing the key and then enter the quantity.
If you allocate a greater quantity then you should have assigned, you must unallocate the excess quantity. Do this by entering 0 (zero) and over the highlighted entry or by typing in a smaller number.
If
you are working with multi-level
properties you may click on the description of the assignment to move down one level.
Back Ordering Assignments
If you accept back orders on invoices the assignment window will present an additional back order column.
Enter the quantity to sell in the Qty column and the quantity to back order in the Back order column. The entries you make here must add up to the quantities assigned to the stock item.
Sales Order Assignments
If you have activated Allocate Order Mode on sales orders, you will be presented with an additional Allocate column:
Enter the quantity to order in the Qty column and the quantity to immediate reserve for the customer in the Allocate column.
Portional Pricing
When working with portional pricing properties a different input window is displayed:
You may either select one of the existing lengths from the list by pressing or enter a new length in the box below the Portional Pricing list. You can also enter the quantity available in stock and the quantity (Qty) to allocate.
To enter a new assignment do the following:
1. Enter the length and description (if applicable), e.g., "2.5 metres" in the edit control under the Portional Pricing column.
2. Press the button to move to the edit control under the Available column. Enter the quantity physically in stock here. (This field may be disabled if you do not have sufficient security clearance to alter physical quantities.)
3. Press the Tab button to move to the edit control under the Qty column. Enter the quantity you wish to assign to the transaction's line item.
4. To save the new entry, off this last edit control or press the button.
If you are handling items using the portional pricing property see the topic: Portion Cutter.
Multi-User Entry Feature
Entering assignments for extended stock properties is a live multi-user process. As soon as a serial number is delivered, deleted, assigned or allotted, all users on your network are made aware of the update. Since updates are processed immediately, you do not have to press the button in order to make other users aware of your selections. As updates are immediate, there is no opportunity for mistakes to occur, such as two users assigning the same serial number to the same product.
However, this does mean that you cannot leave your assignments in an "undecided" state during data entry. You must either allocate the assignments you wish to use OR cancel your assignments. This is why pressing Esc or pressing the button will clear any partial or unconfirmed assignments.
Hints & Tips
If you are allocating/reserving stock in the Back Order Control Centre or in sales orders, remember that you cannot allocate more stock then you have back ordered. CAPITAL will not allow you to proceed if you attempt to do this.
If you have allocated all or some of your stock to the UNALLOTED column, then need to edit your allocations, type 0 (zero) in the UNALLOTED row first. (In order to clear it.) Now make your selections again and then if necessary re-allocate the UNALLOTED column last. This will ensure that the "remainder" will always be correctly allocated.
If the assignment list does not contain the entry you wish to select you can quickly add it to the list by pressing the button.
If you wish to remove an assignment from the property list, use the arrow keys to select the property and press the button. For example, if you have entered a serial number and mistyped it, you can press to quickly remove it from the list. You cannot delete a property assignment if you have already allocated it. Type 0 (zero) and press to clear the allocation first.
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