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If you are struggling to allocate stock to a pick for a sales order, use this checklist to identify and resolve common issues.

Allocation troubleshooting checklist

1

Check stock levels

Ensure you have enough physical stock available for the sales order. Verify stock quantities in both the Stock List and Stock Balance screens.
2

Check warehouse and account

Make sure the stock is located in the same warehouse and account as the goods out sales order. Mismatches here will prevent allocation.
3

Check stock availability

Confirm that the stock is marked as available for picking. Stock on hold, reserved, or otherwise unavailable cannot be allocated to the order.
4

Check location settings

Ensure the location where the stock is stored has the Allow Picking and Active flags set correctly. If these settings are incorrect, the stock may not be picked.
5

Check for other assigned tasks

Verify that the same stock is not already assigned to other tasks. Conflicting tasks can prevent stock from being allocated to your current pick.
6

Check filtering by sell-by date or batch

If your goods out lines are filtered by Sell By Date or Batch, make sure the stock exactly matches those criteria.
7

Check maximum life setting

Ensure the Maximum Life setting on the product is appropriate and not restricting the allocation of stock.
8

Change pick processing rules

Try modifying the Pick Processing Rules on the associated account to see if this resolves the issue.
9

Check non-pickable quantities

Look at the Stock Balance to check if any quantities are in a non-pickable status. These quantities will not be allocated to a pick.
If you have gone through the entire checklist and the issue remains, contact support for further assistance.

Frequently asked questions

This could be due to insufficient stock, mismatches in warehouse or account, or stock availability issues. Check all the items in the checklist above.
Go to the Stock Balance screen and check if any stock quantities are marked as non-pickable.
Yes, if the stock is already assigned to another task, it will not be available for the current pick.
Ensure that the Sell By Date filters are set correctly and that there is no mismatch with the stock batch or expiration settings.