What is Unassigned stock?

Unassigned Stock in CartonCloud is Sale Order Products that have not yet been associated with a Purchase Order Product (existing stock in the warehouse). Unassigned stock is created when a Sale Order is created that is requesting stock that is either not in the warehouse or has selection criteria that cannot be fulfilled by the existing stock (such as expiry date).

Creating Unassigned Stock

Unassigned stock can either be added to a Sale Order through the CartonCloud web app during Sale Order creation (if you are an Administration user), or, it can be created when a Sale order is created via API/Parser and stock with the specified criteria is not available for the order.

Through the Web App (Administrator)

Only Administrator role users can add unassigned stock to Sale Orders using the web app.

  • To add unassigned stock, navigate to the Products tab of a Sale Order
  • Select 
  • Then, rather than searching for the available stock in the warehouse, select
  • The stock will be highlighted in red on the Sale Order Products tab to indicate it is not yet assigned. The availability of stock for that Sale Order Product will also be noted.

Via API or Parser

When a Sale Order enters CartonCloud via an API connection or Parser and insufficient matching stock is available to fulfil the order, system behaviour is dependent on the configuration of that Customer's settings. If the customer's setting for insufficient stock on Sale Orders is set to "Reject Entire Sale Order" then the Sale Order will be rejected and the products with insufficient matching stock will be created as unassigned stock.

This unassigned stock can then be managed as required using the instructions provided in the section Managing Unassigned Stock.

This behaviour is dependent on the below customer setting being set to "Reject Entire Sale Order". For further details see the Customer Settings article (Warehouse Management tab > Sale Order subtab)

Managing Unassigned Stock

Unassigned stock can either be removed from an order entirely, or allocated by selecting which available stock in the system you would like to fulfil the order with.

To manage unassigned stock as an Administrator, the Sale Order must first be put into 'Draft' status.

Check the selection criteria (view criteria)

In some scenarios, it may not be immediately clear why stock has been created as unallocated, especially when you know there is stock for that product available.

To find out more information, check the selection criteria requested within the order by selecting on the Sale Order Product Line.

The stock's selection criteria will then be listed as displayed in the example below.

These selection criteria were specified in either the file being parsed (if using a parser) or from a third party app/system (if it came through the API).

Depending on operational/customer requirements, there is three ways to deal with unassigned stock:

Wait for appropriate stock to arrive

When you know there is stock arriving into the warehouse in the near future that will fulfil the Sale Order you can do the following:

Choose from other stock

If the stock on the Sale order was created as 'Unassigned' because of selection criteria such as a specific expiry date, then it is possible you may want to choose alternative stock to fulfil the order instead.

To do this,

  • Select  on the Sale Order Product line with unassigned stock
  • Select the quantity of available stock to take from each warehouse location

  • Select 

Stock will now display as allocated on the Sale order Product tab.

Remove the unassigned stock from the order

If you want to remove the unassigned stock from the order,

  • If you are an Administrator user, ensure the order is in Draft status
  • Select 

The Sale Order product will now be removed.