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Allocating Stock to Jobs

Stock allocation links inventory items to specific jobs, ensuring materials are reserved for the work that needs them.

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Allocation Status Flow

Screenshot: The auto-allocate modal showing the progress bar, allocation line items grouped by supplier and SKU, and the status indicators (Unallocated, Allocated, Completed).
Stock allocations move through three statuses:
  1. Unallocated - Stock is needed but not yet reserved
  2. Allocated - Stock has been reserved from inventory
  3. Completed - Stock has been consumed or delivered

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Manual Allocation

To manually allocate stock to a job:
  1. Open the allocation interface for the job
  2. The grid shows available stock by location and batch, displaying:
    • Location name
    • Free balance (available)
    • Allocated balance (already committed)
    • Total stock
  3. Click Select on the batch you want to allocate from
  4. Enter the quantity to allocate in the popup
  5. Confirm the allocation
Allocation details include:
  • Job and task reference
  • Stock location and bin position
  • Serial number (for trackable items)
  • Delivery option
  • Whether the allocation is chargeable to the customer

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Auto-Allocation

For faster allocation across multiple items:
  1. Open the auto-allocate modal
  2. Pipeline processes all allocation lines automatically:
    • Groups items by supplier and SKU
    • Attempts to fulfil from available stock
    • Handles partial allocations when stock is insufficient
    • Creates purchase orders for unmet quantities
  3. A progress bar shows processing status
  4. Status updates to Allocated for fulfilled items

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Delivery Options

When allocating, choose how the stock should be delivered:
  • Allocate Materials - Reserve from existing warehouse stock
  • Direct Delivery - Order directly to the job site
  • To Warehouse - Order to warehouse for later dispatch