Advanced Allocations of Standing Order Prebooks to Standing Order Purchase Orders

The purpose of this tutorial is to show how to allocate product needed on a standing sales order to a standing purchase order so that when the standing purchase order is processed (as a child standing order) the allocations remain associated, but with a new prebook sales order.


  1. Create your Standing Order Prebook Sales Orders
  2. Create a new standing Purchase Order

  1. Click on the Add Unallocated Items Button (top right of the window)\

  1. This will bring up the Add/Allocate Pre-Booked Items to Purchase Order window

  1. Check the Add to PO check boxes next to the Prebook Sales Order that you are going to want to auto allocate to in the future and the system will fill in the # to allocate and then click Add to PO (bottom right of the window)

  1. These items are then added to the Purchase Order. The magic part is that the system determines how many boxes are needed to cover the items needed on the sales order and adjusts the amount of boxes and pack to accommodate.

  1. On the PO worksheet you can see these allocations

  1. Because you have ordered boxes of items from the Vendor there will possibly be more product that can be allocated from this Purchase Order which will show on the Allocations Tab

  1. To Allocate click on an item in the top window and then click the Automatically Allocate Pre-Book Items to This PO and it will do it's magic, Note the Limit Automatic Allocation to # Days is the number of days in the future for the prebook sales order

  1. The PO worksheet will now show both allocations

  1. When you process the Standing Sales Order, check the box Create Orders as Pre-Book Orders

  1. Here is the new Pre-book Child order

And in Sales view


  1. Now with the check box Automatically Allocate Pre-Book Items to Child POs we can process the Standing Purchase Order and it will allocate to the Prebooks Sales order you made previously

  1. If you right click on the prebook sales order now, you can see all of the allocations

and here is the PO worksheet to show the successful allocations


Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us