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Allocating and Dispatching Stock Items
Clik Service has a stock control system with the flexibility to either automatically allocate and dispatch items or allows you to manually control some or all of them.
This article will show how to set these up and the advantages/disadvantages of each method.
Auto Allocation & Despatch
Let Clik Service control the stock control automatically.
Wherever you are adding a stock item (in a job sheet, for example), if the ‘Auto-Allocate Stock‘ and ‘Auto-Despatch‘ are ticked, then it will be allocated and dispatched.
Advantages: It’s quick and easy
Disadvantages: The system will take stock from the default location, however, if it sees no stock in the default location it will take stock from another location.
Auto Allocation
Similar to the first method, but with the ‘Auto-Despatch’ unticked.
This would mean when looking at the product stock level (Modules > Stock), it will still show in the count but as ‘Waiting Dispatch’.
To dispatch the item(s) you would need to either go through each item or select ‘Auto-Despatch‘ when ready and all items will be dispatched (where the stock is available).
By manually dispatching each item you will also be able to select items from individual batches and locations.
Advantages: More control on when stock leaves and from which location/batch.
Disadvantages: The user will have to monitor and control stock dispatch.
Manual Allocation & Dispatch
This option puts you in full control of both the allocation and dispatch of stock items. You will need to ensure both ‘Auto-Allocate Stock‘ and ‘Auto-Despatch‘ are un-ticked on your job/invoice.
Now, when you want to allocate/dispatch the items you have two options:
- You can now tick the ‘Auto-Allocate Stock‘ and ‘Auto Despatch‘ options and when you hit save, the items will be dispatched.
- If you double-click on each stock item, you can manually choose the stock location and either click on ‘Save & Auto-Allocate/De-Allocate‘ or ‘Save & Manually Allocate/De-Allocate‘.
By choosing to ‘Save & Manually Allocate/De-Allocate‘, you will then be able to choose by location or go more advanced and choose by batch and individual serial number.
Once you have allocated your item click on ‘Dispatch All‘ and the item will be dispatched.
Advantages: Puts you in full control of allocation & dispatch and allows you to select individual batch or serial numbers.
Disadvantages: More time consuming than auto allocate/despatch.
Setting Your Defaults
If you want to always use the same method for allocating and dispatching stock items, you can set the defaults in your settings. Go to Settings > Settings > Modules > Products and tick/untick the selections under ‘Default Stock Control Settings’.
