Allocating Inventory via Stock Ledger

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

1. Navigate to Inventory > Stock Ledger.

2. Select the appropriate Warehouse and Client from the dropdowns.

3. Click on Allocate Inventory to begin the allocation process.
   

   

✅ Allocation Process

1. Select Source Product

• Search for the source product from which the inventory will be allocated.

2. Add Allocation

• Click on Add Allocation.
  

  

• In the new row or pop-up:

  • Select the Client.

  • Select the Product you want to allocate inventory to.

  • Enter the Quantity to be allocated.
    

    

⚙️ Allocation Modes

There are two allocation modes available:

🔹 Simple Mode

• This mode provides a quick and straightforward way to allocate inventory.

• Suitable when you don’t need to track inventory at a granular level.

• Just select the product and enter the quantity — allocation is completed directly.

🔹 Advanced Mode

• Use this mode when allocation needs to be tied to a specific tracking identifier such as:

  • LPN (License Plate Number)

  • Best by date

• Steps:

  1. Select the tracking identifier.

  2. Choose the quantity from that specific identifier.

• Ideal for businesses that require precise tracking and auditability and fulfillment purposes.