Allocating Stock
There are several ways to allocate stock in Picqer:
- An order is imported into Picqer with the status "Expected" or "Draft": stock is automatically allocated.
- An order is received in Picqer from the customer portal with the status "Draft": stock is automatically allocated.
- You manually create a draft order in Picqer: you manually allocate stock using the "Allocate stock" button.
On the product page, all stock allocations for the product can be viewed. Next to the reserved quantity, there is an (i) icon. When you click it, you'll see how the reserved quantity is calculated.
What does an allocation do?
When stock is allocated, the available stock in Picqer and in the webshop is adjusted. Because of this, the webshop only shows the stock that is actually available.
However, allocated stock is not the same as reserved stock. If a new order arrives that has already been paid (and based on the current available stock would normally result in a backorder), this new order will take priority over the unpaid order. Assigned stock is not tied to a specific order. This only happens when the order is processed.
When the order status changes from 'draft' to 'in progress', the stock is then linked to a picklist (or backorder).
Example- Product A has a stock of 6, and 2 units are allocated to a draft order.
- The available stock becomes 4.
- A new order arrives with 5 units of this product.
- This new order is immediately paid and reaches the "processing" status in the webshop.
- A pick list is created for the new order.
- The first order is paid, and (possibly partially, depending on AutoSplit) goes into backorder because there is insufficient stock.
Exception
Virtual products are an exception. The stock of virtual products cannot be allocated, because in a draft order, only the composition is listed, not the individual components. If a virtual product is in the order, no stock is allocated.