Assigning Quantities for Sale

In the generated Trading Hub view, we can assign a quantity for sale in the Quantity to Assign field in each row. This can be done in several ways:

  • Manually entering quantities in individual rows
  • Using the Assign available quantity for selected action for selected rows, which automatically assigns the maximum available quantity
  • Filtering the view in any way and entering quantities for the filtered rows

Additionally, you can enter the sales amount in the Unit Sale Price field. This price will be transferred directly to the sales document when it is created.

To quickly check assigned quantities, we can use the Filter Assigned Lines action.

Filter Assigned Lines

Creating a Sales Order

To create a Sales Order based on assigned quantities, we use the Create Sales Order action.

Sales Order Creation Wizard - Step by Step

Step 1: Assign Quantities

Before creating an order, you must assign quantities for sale:

  1. Search for products in Trading Hub
  2. Select rows of interest
  3. Use the Assign available quantity for selected action or enter quantities manually in the Quantity to Assign column
  4. You can also assign prices in the Unit Sale Price column
Tip

Use the Filter Assigned Lines action to quickly see only rows with assigned quantities.

Step 2: Launch the Wizard

  1. Click the Create Sales Document action
  2. The system will open a page with a preview of assigned lines

Step 3: Select Customer

In the wizard:

  1. In the Customer field, select the customer

Step 4: Reservation from Purchase Orders (Optional)

If you want to reserve products from purchase orders:

  1. Check the Reserve from Purch. Order field for selected lines
  2. The system will automatically search purchase orders
  3. If it finds a perfectly matching order (same item, location, variant, lot):
    • It will automatically assign the purchase order
  4. If it finds multiple matching orders:
    • It will display a list to choose from
  5. If it doesn't find a matching order:
    • It will display a warning - you can continue without reservation
Note

Reservation from a purchase order means you will sell a product that hasn't arrived yet, but is already ordered from the supplier.

Step 5: Verify and Edit Lines

Before creating the document, you can:

  • Change quantities - edit the "Quantity to Assign" column
  • Change prices - edit the "Unit Sale Price" column
  • Remove lines - uncheck unnecessary items
  • Check availability - see columns with inventory and reservations

Step 6: Create Document

  1. Click the OK button
  2. The system will:
    • Create a new sales order/quote
    • Transfer all selected lines
    • Apply prices (from customer price list or manually entered)
    • Create reservations from purchase orders (if checked)
  3. The sales document will open automatically