> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Allocating Stock to Jobs

> Allocating Stock to Jobs - Pipeline knowledge base.

## Allocating Stock to Jobs

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

### 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

### 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

### 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

### 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