If the item is in response to a purchase order, associated with a special order, it is a bulk item, or if you have a multistore environment, the Allocate window will appear. This tells The Edge what to do with the item: assign to a particular store, increase bulk quantities, assign it to a special order, etc.
To allocate an item, when prompted:
- Add or receive the item as needed. When appropriate, the Allocate window will appear.
Fields and information in the Allocate window include:
Cost
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For fine jewelry, enter the TOTAL cost of all items.
For bulk pricing methods, enter the cost of EACH item.
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Invoice #
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The invoice number associated with the item order.
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Description
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Description of the item.
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Style Note
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Text added to the style number that will help identify the item. For example, it might be stone type, size, etc.
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Allocate
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Quantity of this item to allocate to this store or special order.
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Price Each
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Price of the item to the customer.
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Ordered
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Quantity on order from purchase order for this store or special order.
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Customer/Store
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The special order customer or store for this allocation line.
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Entered
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Date the item was entered for special order at POS.
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Ready By
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Date the order is to be available.
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Promised
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ETA date is firm, not an estimate.
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- Enter the number of that item to be allocated to each store.
- Select OK. You will be returned to the add item process you were in.