Allocating Stock

[The Flashing Blade]

Hi to all Sage users!

We have been using Sage for 10 years but have been hampered by its limitations. Now our company has grown, we need more automation and less human intervention.

Slow allocation of stock is one issue we have currently.

When we allocate stock, it won't update the stock quantity until the invoice is created. The invoice may be weeks after the stock is allocated (after project completion) but this gives us a false stock position.

Is there a way round this please?

Sage Line 50 2014

Many thanks!!!

[brucedenney]

The stock quantity is correct, you still have those items in stock if you count the stock, you should still have them, the stock position is actually correct.

I think what you want is the "FREE stock", that is the stock available after deducting the allocations. This is a field in the stock record and available to use.

[The Flashing Blade]

Hi Bruce - and thanks for the response.

What is really hampering us is when we run the shortfall reports based on Min Stock and Reorder Qty to generate new POs. The allocated stock isn't taken into account. If the shortfall report was based on free stock we would order replacement stock faster.

The only way I can see to do it is to raise the invoice and then redate the invoice when the job is actually completed. Not such a hardship, but it strays across two departments, which could cause confusion - Accounts presume that once an invoice is raised the job is complete and it can be posted to the ledger, which is not the case.

[brucedenney]

~I know the issue, I have written a tool to generate orders based on both min stock and the sop requirement.

[Flimsykitty]

How I get around this on our system is create sales orders that will give you the option of allocating the stock but doesn't create the invoice until you tell Sage that you have despatched the order.

Not sure if this is something that could help you?

[brucedenney]

I think the issue is that the stock reordering looks at either the min stock level or the sales order requirement and what is really needed is an order based on both, so enough stock to meet the sales order requirement and to bring the stock up to the minimum stock level.

If this is the issue and you want to have a go with my tool I can get you an evaluation for a couple of weeks to try it out.