Allocating Parts off of a Stock Order

Before allocating a part off of a stock order to fulfill an existing sales order, a parts invoice must first exist. See Creating a New Parts Invoice for further information.

  1. From the Details tab, enter a cash code in the Cash Code field, or click the Search icon to open the Select Cash Code screen in a new browser window and select the appropriate cash code from the list.

    Note:  If a default cash code was set in the Customer Profile it automatically populates the Cash Code field.

  2. Enter the part number in the Part Number field, or click the Search icon to open the Parts Search screen in a new browser window and locate the correct part.

  3. Enter an Ord quantity.

  4. Click Save to save the part number and update the information fields with inventory and pricing information about the added part.

  5. Click the OO/OFC link.

  6. The On Order Details screen appears.

  7. On the On Order Details screen, select the stock order you wish to allocate parts off of to fulfill the parts quantity on the sales order.

  8. Click Allocate to allocate the available parts to the parts quantity ordered on the sales order.

Revision: 2026.01