Allocate stock for an order

Last updated: August 28, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Sales Order in the reference.

What this does

The Allocate tab reserves stock for a sales order so it is set aside for that customer, and lets you raise a purchase or a manufacture order for anything short.

Before you start

A confirmed sales order with stock items.

Open the Allocate tab

Open the sales order, go to the Processing tab, then Allocate.

Steps

  1. Each line shows Stock, Require, Allocated and Status.
  2. Use Reserve Inv to set stock aside for the order, or Release Inv to free it again.
  3. For anything you do not have, use Raise P.R to raise a purchase requisition, or Raise M.O to raise a manufacture order.
The Allocate sub-tab on a sales order's Processing tab, showing Require and Alloc. quantities per stock line, a Status column reading Done or Allocation, and the Raise P.R, Reserve Inv and Release Inv buttons
The Allocate tab, with one line fully allocated (Done) and one still short (Allocation)

Field guide

  • Require / Allocated. How much the order needs and how much is reserved.
  • Status. Done once fully allocated, Allocation while still short, or Excess / Over Delv if you have allocated or delivered more than the line needs.
  • Reserve Inv / Release Inv. Set aside or free stock.
  • Raise P.R / Raise M.O. Buy or make what is short.

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