This article will go through how the dealership can:


  • reallocate On Order Parts which were initially ordered for stock but will now be allocated to fulfill a Customer Order Special Order need instead


  • satisfy any Special Order requirements when receiving Parts


  • reallocate Received Parts to satisfy Oversold Parts




Prerequisite


Users will need to have the permission - Reallocate On Order Parts - to be able to use this functionality



Reallocating On Order stock for Customer Order Special Order requirements can be done in two places:


Option 1 - Reallocating On Order stock to a Customer Order requirement


The Dealership has process a Vendor Order for Part# 48-2212 for stock


Kristelle Ramos comes into the Dealership and wants to purchase that exact part - Part# 48-2212 


Instead of doing a special order for Kristelle Ramos' requirements, we are going to reallocate the quantity required from the stock that is already on order to satisfy this customer's special order requirement



Vendor Order 

  • has been submitted and the requirement is for Stock but is not yet received 




Customer Order 


You can see below that Customer: Kristelle Ramos also wants to purchase Part# 48-2212


At the moment the status of the line item is  and if left like this, the part will show up on the Parts Needed Report needing to be ordered



 

But if you take a look at the next line - it is telling us there is 0 remaining in stock with 10 on order


Then it gives the user the option of  



This new action is only available when:


  • The line item has a required quantity that has not been added to a Vendor Order yet


  • The part has a quantity on order for stock 


If the user clicks on  they will be able to allocate from the on order stock, to this special order requirement


Just check the checkbox on the relevant line and then click on



Result


Customer Order


  • the relevant line item status will change to Ordered 



  • the Parts Picklist will also show the status as ordered and indicate the VO number



Vendor Order


  • will show that a quantity has now been allocated to satisfy a special order Customer Order with the balance being for stock






Option 2 - Reallocating directly from the Vendor Receiving


Reallocate to a Customer Order Special Order directly from a Vendor Receiving


Process the Vendor Receiving as per normal 


Once the user clicks onBlackpurl will ascertain if there are any Customer Orders with special order needs that can be satisfied with what has been received by the Vendor Receiving


It will show the results in the Reallocate stock part screen 


If you wish to reallocate stock parts, simply type in the amount in the Allocate column on the relevant line and then click


**If you do not wish to do reallocation, just click on



Result 


Blackpurl will reallocate it to the special order need relevant Customer Order and the status will show that it is now In Stock



An automatic Internal Comment will generate and appear in the Internal Comment section to keep track of the reallocation details






Reallocate Stock to satisfy Oversold Stock / Resolving Oversold Stock when processing a Vendor Receiving



A part has been oversold on a Customer Order 



Instead of doing the Oversold action from the Part Record as per this article How to Manage Oversold Stock (Short Sales / Oversell)



 

Dealership will have the option of using stock from a Vendor Receiving, to satisfy the Oversold Part 


Process the Vendor Receiving as per normal





When the user clicks on
 and Blackpurl will review and see if there are oversolds parts to be resolved


The Resolve oversold parts screen will list any parts with oversolds that can be satisfied with this Vendor Receiving and will give the user the option of using the received items to satisfy oversold parts OR just resolve the oversold (not using the parts received)





Here the user has two options for each part listed:


1.  They can indicate that they want the oversold to be resolved


The “Resolve oversold” option will simply resolve the oversold on the part record as if the user had performed this action directly on the part record



2.  They can optionally use the quantity received to resolve this oversold


When they choose to “Use received to resolve”, it will use the relevant quantity from the Vendor Receiving to offset the resolve requirement



A. Will show you how many will go into stock for the relevant part 


B.  User can or just  the action altogether



Result


It will depend on your selection:


  • Just selecting Resolved Oversold - will resolve the oversold on the part record BUT all the Vendor Receiving quantity will go into stock


This action will also cause a journal in your accounting package


  • Selecting both Resolved Oversold and Use Received to resolve - will resolve the oversold using the received part and the part record will indicate that the oversold has been resolved