Allocating Stock to Jobs

Allocating Stock to Jobs

Stock allocation links inventory items to specific jobs, ensuring materials are reserved for the work that needs them.

Allocation Status Flow

Screenshot: The auto-allocate modal showing the progress bar, allocation line items grouped by supplier and SKU, and the status indicators (Unallocated, Allocated, Completed).

Stock allocations move through three statuses:

1. Unallocated - Stock is needed but not yet reserved
2. Allocated - Stock has been reserved from inventory
3. Completed - Stock has been consumed or delivered

Manual Allocation

To manually allocate stock to a job:

1. Open the allocation interface for the job
2. The grid shows available stock by location and batch, displaying:
   • Location name
   • Free balance (available)
   • Allocated balance (already committed)
   • Total stock
3. Click Select on the batch you want to allocate from
4. Enter the quantity to allocate in the popup
5. Confirm the allocation

Allocation details include:

• Job and task reference
• Stock location and bin position
• Serial number (for trackable items)
• Delivery option
• Whether the allocation is chargeable to the customer

Auto-Allocation

For faster allocation across multiple items:

1. Open the auto-allocate modal
2. Vera processes all allocation lines automatically:
   • Groups items by supplier and SKU
   • Attempts to fulfil from available stock
   • Handles partial allocations when stock is insufficient
   • Creates purchase orders for unmet quantities
3. A progress bar shows processing status
4. Status updates to Allocated for fulfilled items

Delivery Options

When allocating, choose how the stock should be delivered:

• Allocate Materials - Reserve from existing warehouse stock
• Direct Delivery - Order directly to the job site
• To Warehouse - Order to warehouse for later dispatch