How do I de-allocate stock against a Product?

  • Open the Product Record
  • Click on the Balances button (bottom right of screen)
  • This will open the Balances&Allocations tab
  • In Current Allocations you will see the line(s) to de-allocate
  • Double click on a line, you will see the message 
  • Are you sure you wish to Remove the selected Allocation?
  • Click Yes
  • You will see the line move to the Current Requirements box above
  • Repeat process for each line to de-allocate
  • The line(s) will now show as Status Requested on the Sales Order(s) and appear on your Requirements list.


How do you allocate from product balances? 


  • Go to Stock > Products
  • Search for the product you require and double click into the line.
  • Click the Balances button on the right hand side.
  • Under Current Requirements double click into the line you wish to allocate.
  • When asked quantity to allocate, enter the quantity and press OK
  • The line will then be moved to Current Allocations



If you cannot allocate from stock product, balances it is most likely due to one of the below reasons:

  • You do not have stock of the item.
  • Alternatively, you may have stock of the item however if you are trying to allocate stock to a pack of 5 (for e.g) and the stock unit is individual items, if you only have one item in stock you will not have sufficient stock to allocate. You would be trying to allocate one fifth of the product, therefore you would need 5 in stock in order to allocate to this pack size.