Once you have placed your En Primeur (EP) Sales Order, you will need to Allocate the Stock to it, it can then be sent to your Warehouse if required.
You will need to select from the drop down which Campaign you wish to Allocate the Orders for.
The screen will show all Orders that require Allocation, but you can use the following search fields to set criteria to search for.
Filters Section:-
| Field Name | Description | Field Limits and Notes |
|---|---|---|
| Sales Order No. | If you wish to search for just a specific Sales Order. | F11 or enter the Sales Order Number manually. |
| Customer A/C | To search for all Orders for a specific Customer. | F11 or enter the Customer Account Code manually. |
| The Customer Name for the above Customer Account Code. | This field populate from the Customer Account Code. This field Cannot be Changed here. | |
| Product Code | To search for all Order for a specific Product. | F11 or enter the Product Code manually. |
| The Product Name for the above Product Code. | This field populate from the Product Code. This field Cannot be Changed here. | |
| Release Date To | To search for Order only up to a specific Date. | Use the calendar drop down to select a Date. |
You will then see the following details.
Results Section:-
| Field Name | Description | Field Limits and Notes |
|---|---|---|
 | Clicking this button will Open the Sales Order. | Button. |
 | If you only wish to Part Allocate the Order, clicking this button will Open a Part Allocate Screen. | Button. |
| Order No. | The Order Reference Number. | This field Cannot be Changed here. |
| Bond Type | Select the Bond Type from the drop down list. | You cannot Allocate the Order unless you have select a Bond Type. |
| W/H Group | The Group that the Warehouse belongs to. | This field Cannot be Changed here. |
| Account | The Customer Account Code. | This field Cannot be Changed here. |
| Account Name | The Customer Account Name for the above Customer Account Code. | This field Cannot be Changed here. |
| Booked Date | The Booked Date from the Order. | This can be amended if required. |
| Rel Date | The Date the Order is due to be Released. | This can be amended if required. |
| No. Lines | The Number of Lines on the Order. | This field Cannot be Changed here. |
| Item Weight | The Total Weight of the Order. | This field Cannot be Changed here. |
| Delivery Method | The Delivery Method for the Order. | This can be amended if required. |
| Delivery Service | The Delivery Service being used for this Order. | This can be amended if required. |
| Pick Group | The Pick Group for the Order. | This can be amended if required. |
Del Time 1 | The Earliest Delivery from Time. | This can be amended if required. |
Del Time 1 | The Earliest Delivery to Time. | This can be amended if required. |
Del Time 2 | The Second Delivery Time from. | This can be amended if required. |
Del Time 2 | The Second Delivery Time to. | This can be amended if required. |
| Inv Only | If you do not want send this to the Warehouse then click this option. This will raise the Invoice to the Customer for the Duty and VAT element. | No file will be created for your Warehouse. |
| Direct Coll | If the Customer Picks the goods up from the Supplier directly you can tick this box. NB:- Please note as sale took place in the UK the customer should be paying the VAT and EXCISE element which when this is ticked would not be invoiced. | If you tick this no VAT and Excise will be Invoiced. |
| Generate Delivery Note | If you wish to Generate Delivery Notes. | Tick box. |
| Generate Invoices | If you wish to Generate Invoices. | Tick box. |
If you only wish to Allocate some Orders, then highlight the Orders you wish to Allocate and click Allocate Selected. Otherwise click Allocate All.
Part Allocate Section:-
| Field Name | Description | Field Limits and Notes |
|---|---|---|
| Warehouse | The Warehouse where the Stock is located. | This field Cannot be Changed here. |
| Product Code | The Product Code from the Order. | This field Cannot be Changed here. |
| Description | The Description of the above Product Code. | This field Cannot be Changed here. |
| Rotation No. | The Rotation Number of the Stock. | This field Cannot be Changed here. |
| Singles/Unit | The Number of Singles Per Unit. | This field Cannot be Changed here. |
| Ordered Qty | The Quantity of Stock Ordered. | This field Cannot be Changed here. |
| Units Alloc | The Number of Units you wish to Allocate. | Numerical field. |
| Singles Alloc | The Number of Singles you wish to Allocate. | Numerical field. |
Once you have entered the Quantity you wish to Allocate, click Allocate All or Allocate Selected.
Once you have Allocated your Orders, click on commit which will send the Orders to the Warehouse Submissions ready to be sent to your Warehouse. Unless you have clicked on Invoice Only.
At this point the Stock is no longer Available to be Allocated to any other Orders.