Allocate stock to sales orders

Reserve on-hand stock against sales order lines so it can't be promised twice.

Updated June 21, 20261 min read

Allocating stock reserves on-hand units against a sales order line so the same item can’t be promised to two customers. Reserved stock stays in your possession but is no longer counted as available.

How allocation works

When you allocate a line, Fiddle moves those units from available to reserved. Your on-hand total doesn’t change — only what’s free to sell does.

Available = On hand − Reserved

See understanding stock levels for how these quantities interact.

Allocate stock to an order

  1. Open the sales order under Sales → Sales Orders.
  2. For each line, choose to allocate the quantity from available stock.
  3. If the item is lot- or location-tracked, pick the specific lot or location to reserve.
  4. Save. The allocated quantity now shows as reserved against this order.
State Meaning
Unallocated No stock reserved yet for the line
Partially allocated Some, but not all, of the quantity is reserved
Fully allocated The entire line is reserved and ready to ship

If available stock is short, you can allocate what you have and leave the rest on backorder until more arrives.

Next steps

Once a line is allocated you can fulfill it. See partial shipments and backorders for shipping in stages.

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