Sales Quote Allocations
Overview
By default, GoldFinch does not allocate inventory on sales quotes. However, you can enable the Inventory Allocation feature on Sales Quotes to prevent overpromising a potential customer. Once inventory is allocated, it can no longer be allocated to other sales quotes or sales orders.
Enable Sales Quote Allocation
Navigate to Custom Settings
Find System Setting in the list.
Click Manage
In the next screen, click New
Enter these values in the next screen
Name: EnableSalesQuoteAllocation
Value: True
Click Save.
Automatic Allocations
When a Sales Quote is saved, items are automatically allocated based on the quantity available for the Item, Unit of Measure, and Warehouse.
GoldFinch will not allocate inventory on a Sales Quote Line if Do Not Allocate is checked on the Sales Quote,
When an item is allocated, Item Allocation (SQ) entries are created and can be viewed from the Sales Quote.
Remove/Edit Allocations
In situations where inventory on hand has been allocated to a quote, but another more urgent sales quote or sales order should have the inventory allocated to it instead, the Item Allocations can be removed, or the quantity allocated can be reduced.
Edit or Delete the Item Allocation line to either reduce the amount allocated or delete the allocated line entirely.
Update Sales Quote Allocations
After inventory quantities have been updated, you can update existing sales quote allocations by editing the Sales Quote and then saving the quote. GoldFinch will go through the allocation process for the quote and allocate any unallocated items based on the quantity available for the item, unit of measurement, and warehouse.
You can also click on the Allocation button on the Sales Quote to update Allocations for that quote.
Converting Sales Quote
When a Sales Quote is converted to a Sales Order, inventory allocation for the Sales Quote will be copied to Sales Order too.
Bypass Automatic Allocation
You can bypass the automatically allocate items process when a Sales Order is placed in the following ways:
Company Setup
Putting a check in the Default Do Not Allocate field on the Company Setup will bypass the automatic allocation process for all Sales Orders.
Accounts
Putting a check in the Do Not Allocate field on the Account will automatically put a check in the Do Not Allocate field on the Sales Quote and thus bypass the automatic allocation process for a Sales Quote entered for this account.
Sales Quote
Putting a check in the Do Not Allocate field on the Sales Quote.
Exclude Inventory in Allocation
Company Setup
Putting a check in the Exclude Expired Inventory in Allocation field on the Company Setup will exclude expired inventory for lot-tracked items.
Bin
Putting a check in the Do Not Allocate field on the Bin will exclude inventory in this bin for the allocation.
Include Pending Receipts in Allocation
By default, only inventory on hand is used for item allocations. To include Pending Receipts (Outstanding Qty. from Purchase Orders or O/S Ship Qty. from Open Transfer Orders), check the Include Pending Receipt in Allocation field on the Company Setup.
Allocation Method
By default, the Mass Allocation routine allocates inventory to sales orders by Sales Order No.
Change the Allocation Method to Priority & Shipment Date on Company Setup if you prefer to allocate inventory based on Allocation Priority and Shipment Date on sales orders.
Freeze Allocations
By default, Goldfinch updates allocations whenever a Sales Order is saved. Check the Freeze Allocation field to keep the existing allocations.