In-Store Inventory Allocation (Assignment to CSR)

Entry Point

Home page > Inventory > Item Allocation,

Or main application menu > Inventory > Stock Management > allocate inventory to user.

Description

The Item Allocation flow is optional. When the Allocation flow is enabled:

The Store Inventory manager/stock custodian must allocate any serialized item (such as devices and serialized prepaid cards) to a sales rep, before the sales rep can use this item in shopping cart in MT-POS.
The manager selects the sales rep, and then scans any serialized item or enters the serial number and clicks Scan Out.
As soon as the item is used in a sale, its quantity-consumed is updated. When the transaction is completed, the allocated item is removed from the allocation list.
Items remain on the allocation list until they are used in a sale or until they are un-allocated. You can un-allocate any item by removing it from the list (Scan In).
Item which is allocated to the sales rep from the Item Allocation screen, is reserved to the sales rep with reservation type “CSR Allocation” and status “CSR Allocation”.

Item Allocation screen

Screen Data Elements

Elements	Type	Action
Allocated Items tab	Tab	The tab displays the serialized items already allocated to users.
User Name	Alphanumeric	User to search by
SN/IMEI/SIM	Alphanumeric	SN to search by
Search	Button	Search by user or SN
SN	Read only	SN allocated
Item ID	Read only	SKU allocated
Description	Read only	Description of allocated item
Allocated To	Read only	User that the item is allocated to
Date	Read only	Date the item was allocated to the user

Scan Out (allocate)

Screen Data Elements

Elements	Type	Action
Scan Out tab	Tab	Tab where SN are allocated to users
User Name	Select from list	Select the user that you want to allocate the SN to
SN/IMEI/SIM	Alphanumeric	Enter the SN to be allocated
Scan Out	Button	Assign the selected SN to selected user
List of allocated items	Read only	List of SKU assigned to user (to view the SN per user click the Allocated Items tab and the Search)
Bin	Icon	Remove the item from the allocation list

To un-allocate devices, click the Scan In tab, then enter the SN, and then click the Scan In button.

Release an allocated item - Scan In