Edit existing allocations

You can make changes to allocations that have already been set for specific inventory items.

To open Inventory Management, click Inventory > Inventory Management.

Note: The tasks and actions you can take and have access to throughout the Allocations module will depend on the way allocation has been set up for your organization.

  1. Open an inventory item. The inventory summary screen opens.
  2. Click Allocations. The allocations screen opens with a list of all the allocations.
  3. Click the pencil icon beside the allocation entry. A pop-up opens.
  4. Edit the fields.
  5. Click Apply. The allocations are updated.