Limit Ship Quantity to Stock not on open Shipments
Follow
Heather
Updated : Created :
Page contents
Benefits of enabling Limit Ship Quantity to Stock not on open Shipments
Enable Limit Ship Quantity to Stock not on open Shipments
Shipment's "Ship" quantity behaviour
Points to note
The Limit Ship Quantity to Stock not on open Shipments setting in Unleashed can be used to further manage stock allocations, at a shipment level, by hard allocating your Stock On Hand (SOH) to a Sales Order's shipment, prior to dispatch.
- Order Management must be enabled, before Limit Ship Quantity to Stock not on open Shipments can be enabled.
- Limit Ship Quantity to Stock not on open Shipments can be enabled or disabled at anytime.
- If the Limit Ship Quantity to Stock not on open Shipments setting is changed, stock allocation to existing Shipments will not retrospectively update and the setting will only apply to Shipments created from then on.
- A Shipment is defined as "open" if it has been created but has not yet been dispatched or deleted.
Benefits of enabling Limit Ship Quantity to Stock not on open Shipments
- SOH can be hard allocated (saved) for specific Sales Order shipments, prior to dispatch.
- Increased control of allocating batch and serial tracked stock to Sales Orders.
- Efficiently manage the shipping process by creating shipments in order of priority and managing existing shipments to fulfil emergent deliveries.
Enable Limit Ship Quantity to Stock not on open Shipments
To enable the Limit Ship Quantity to Stock not on open Shipments setting:
- From Unleashed's main menu, go to Settings, Company and select the Configuration tab.
- Confirm the Order Management setting is enabled.
- Go to the Settings tab,
- Find the Limit Ship Quantity to Stock not on open Shipments option, and toggle on to enable it.
- Click Save in the top right corner.
Shipment's "Ship" quantity behaviour
The below table describes how SOH will be allocated to a Shipment's "Ship" quantity, based on the setting Limit Ship Quantity to Stock not on open Shipments being enabled or not.
| Limit Ship Quantity to Stock not on open Shipments enablement | "Ship" quantity behaviour in Shipments |
|---|---|
| Enabled |
|
| Disabled |
|
Batch and Serial Number allocations
When enabled, the "Limit Ship Quantity to Stock not on open Shipments" setting allows you to hard allocate batch or serial tracked stock to the Shipments of Sales Orders, without needing to dispatch it too soon, giving you flexible yet controlled hold over your stock and who it's going to.
If a batch or serial tracked product is included on a Sales Order and requires a specific batch or serial number be allocated to it, you can hard allocate that batch or serial number using the following steps:
- In the Sales Order, go to the Order Lines tab.
- Tick the checkbox for each order line that requires allocating to a Shipment.
- Hover over the Action Cog displayed above the checkboxes and select Ship.
- A Shipment will be created, including the selected order lines, with the "Ship" quantity populated based on the current SOH quantity not already allocated to open Shipments.
- Along the batch or serial tracked product's shipment line, select the Batch or Serial field.
- Either a "Select a batch" or "Select serial numbers" window will be displayed:
- If allocating batch numbers: Select All Available Batches and using the Quantity field, enter the number of units being allocated to the Shipment per Batch.
-
If allocating serial numbers: Select All Available Batches and tick the checkbox for each serial number being allocated to the Shipment.
NOTE: Allocating serial or batch numbers to a Shipment will automatically allocate the selected batch and serial numbers to the Sales Order too.
- Save the Shipment.
Any Sales Order or Shipment created or updated after allocating batch or serial numbers to a Shipment will display an orange warning icon in their "Select a batch" or "Select serial numbers" windows to advise the batch or serial's already allocated and an alternative should be selected.
If you use the action "Assign Oldest Serial Numbers" or "Assign Oldest Batch Numbers" in the Sales Order's Order Lines headers, only currently unallocated serial or batch numbers will be assigned.
For more details on using batch or serial tracking, see:
Managing open Shipments
Once a Shipment has been created, the "Ship" quantity that initially populates will not change unless manually amended. This means that any updates made to existing Shipments or any new Shipments created will not have an affect on the current "Ship" quantity.
To manage and dispatch a Shipment, where Limit Ship Quantity to Stock not on open Shipments is enabled, but there is not currently enough SOH available you can either:
- Receipt or Assemble more of the ordered stock, increasing SOH for the Shipping Warehouse.
- Edit existing open Shipments to decrease the "Ship" quantity for the low stocked product.
Tip: Review the Shipment's "On Ship" quantity to determine the total number of units currently allocated to open Shipments from the same warehouse. - Delete other existing open Shipments for the same low stocked product.