Sales Orders

The Sales Order page in Company Preferences is important in setting up how your Sales Order Processing operation will run. SOP in Avanti is very flexible and these settings will help the software decide how the default functionality will operate.

Allocate sales orders to available stock only

If you wish to maintain a strict stock allocations system and ensure that you only allocate stock that you have available then you should tick this box. This ensures that Available stock for items never falls below zero. If you wish to run a loose stock allocation setup you can untick this box and stock will be allocated to sales orders regardless of available stock which will cause the Available stock to go minus where necessary. If you wish to run your SOP along the lines of earlier versions of Avanti then ensure this box is not ticked.

Please note : The above setting only relates to available stock based on stock allocated to sales orders, not to physical stock. The system determines whether physical stock is allowed to go minus based on the setting “Allow In-Stock Levels To Be Exceeded” on the Stock page in Company Preferences.

Allocate sales orders to stock automatically

This setting determines whether the software allocates stock to sales orders automatically and immediately when you enter an order. If you do not tick this box, the software will not allocate stock to sales orders when they are entered. This enables you to allocate stock to sales orders in a batch at a later stage. Allocating stock to sales orders in a batch is useful where you want to enter all of your day's sales orders and allocate and process them at the end of the day. Batch allocations also enable you to allocate stock to orders in customer priority order (rather than first-come-first-served) to ensure your most important customers get the available stock first. If you tick this setting you can still allocate stock to each order manually during order entry in cases where you want to guarantee that stock is allocated to the order. If you wish to run your SOP along the lines of earlier versions of Avanti ensure that this box is ticked.

Period to allocate stock to non-sales order transactions

You can manually allocate stock to other types of transactions such as quotations, proformas or for example layaways. This is useful where you want to hold stock for a customer even though a formal sales order hasn't been raised. In cases where you do allocate stock to non-sales order transactions the software will automatically de-allocate that stock from those transactions after a number of days if they have not been converted to a sales order. This setting is used as the default number of days before stock is automatically de-allocated and you can specify a different value uniquely on each transaction.