36:Allocate Customers Window

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This window is used to reserve a pallet for a particular customer.

Select a Customer number from the drop down in the Customer field, or enter the number manually.


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Enter the Track number of the pallet you wish to reserve for this customer. If you do not know the Track number, you can press Ctrl-A, the list function, to access the Find Inventory window.


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After entering the Track number, the focus will be on the "<Allocate>" button. Press "<Enter>" to reserve this pallet for the selected customer.

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If the transaction is successful, a message will appear.

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Options menu

Pressing the "<Options>" button will cause the Options menu to appear.


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Selecting the Show Allocated will cause a list of all of the pallets that have been allocated to customers to appear.

Note
This list will not contain pallets allocated to orders, only those allocated to customers.

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Selecting the De-allocate option will take you to the Deallocate Customer pallet window.

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Enter the Track number of the pallet you wish to de-allocate.

Note
this window will only allow you to de-allocate pallets that have been allocated to customers. You can't de-allocate any pallets that have been allocated to Sales or Purchase Orders.


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Pressing "<Okay>" will de-allocate this pallet from the assigned customer. If the transaction is successful, a message will appear.

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There are no window settings for this window.