This article explains how to allocate inventory using the Stock Ledger in the Inventory module. Allocation helps you assign available inventory to specific clients or products, either in a straightforward way or based on detailed tracking identifiers.
🔹 Accessing the Stock Ledger
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Navigate to Inventory > Stock Ledger.
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Select the appropriate Warehouse and Client from the dropdowns.
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From the Manage Action dropdown, choose Allocate Inventory
✅ Allocation Process
1. Select Source Product
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Search for the source product from which the inventory will be allocated.
2. Add Allocation
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Click on Add Allocation.
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In the new row or pop-up:
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Select the Client.
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Select the Product you want to allocate inventory to.
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Enter the Quantity to be allocated.
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⚙️ Allocation Modes
There are two allocation modes available:
🔹 Simple Mode
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This mode provides a quick and straightforward way to allocate inventory.
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Suitable when you don’t need to track inventory at a granular level.
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Just select the product and enter the quantity — allocation is completed directly.
🔹 Advanced Mode
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Use this mode when allocation needs to be tied to a specific tracking identifier such as:
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LPN (License Plate Number)
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Best by date
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Steps:
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Select the tracking identifier.
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Choose the quantity from that specific identifier.
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Ideal for businesses that require precise tracking and auditability and fulfillment purposes.
