Stock Allocation

Note: The following diagram displays the flow of products in Dataforce ASAP.

Instruction

Open the Stock Management screen by clicking Tasks Stock Management Allocate/Return Stock.

Note: We assume that you have added a supplier and a warehouse into Dataforce ASAP. Please refer to Stock Tracking if you haven’t added any yet.

Select “Warehouse”.
Select the supplier that will supply the product.
Select the warehouse that will receive the product.
Select “Allocate” if the product will be allocated to warehouse or select “Return” if the product will be returned back from warehouse to supplier.
There are two ways of selecting products:
- Manually, by clicking the product in the provided field.
- Using the barcode feature.
  Ensure that the product’s barcode has been configured in the product details screen before using the barcode feature. Refer to Product Configuration to find out how the product barcode can be configured in Dataforce ASAP.
Insert the product’s allocation details and click ADD.
(Optional) Repeat step 4 to 5 if there is more than one stock allocation.
(Optional) Click Print if an invoice or slip is required.
Click Submit.

Note: We assume that you have allocated at least one product into your warehouse.

Select “Field worker” in the “allocate stock to” section
Select the Field Worker.
Select the warehouse that supplies the product to the Field Worker.
Select “Allocate” if the product will be allocated to Field Worker or select “Return” if the product will be returned back from Field Worker to warehouse.
There are two ways of selecting product:
- Manually by selecting the product in the provided field.
- Using the barcode feature.
  Ensure that the product’s barcode has been configured in the product details screen before using the barcode feature.
  Refer to Product Configuration to find out how the product barcode can be configured in Dataforce ASAP.
Insert the product’s allocation details and click ADD.
(Optional) Repeat step 4 to 5 if there is more than one stock allocation.
(Optional) Click Print if an invoice or slip is required.
Click Submit.