How do I allocate a service job that uses existing inventory to a sales order?

Modified on Tue, 7 Oct at 4:32 PM

  1. In the Wholesale Accounts module, create a new sales order.
  2. Select the inventory items required for the service job and allocate them to the sales order.
  3. Open the Sales Order Line section and ensure the items are correctly linked to the service job.
  4. Proceed to finalize the allocation and save the changes.


Related Article: Allocating a Service Job That Uses Existing Inventory to a Sales Order

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