Sales Orders

Sales Orders are the demand side of your business. They tell Formul what products are leaving your inventory and who they are going to.

Creating a Sales Order

Formul allows you to manually create Sales Orders. This is useful for B2B wholesale orders, manual invoices, or if you aren’t using a connected e-commerce channel yet.

1. Navigate to Sales Orders in the main menu.

2. Click the Create Sales Order button in the top right.

3. Customer Details: Enter the customer’s name (e.g., “Sephora” or “John Doe”).

4. Add Items:

   • Search for the finished goods you are selling.
   • Enter the quantity for each line item.
   • Note: You can see the current “Available” quantity next to each item.

5. Review & Create: Click Create Order.

   

The order is now created in the CREATED status.

Allocation (Reserving Stock)

Before you ship an order, you often need to “reserve” the stock to ensure no one else sells it. In Formul, this is called Allocation.

How Allocation Works

• On Hand: The physical count of items on your shelf.
• Allocated: The quantity reserved for specific orders.
• Available: On Hand - Allocated. This is what you can promise to new customers.

How to Allocate an Order

1. Open the Sales Order you just created.

2. Review the line items.

3. Click the Allocate Inventory button.

4. Select the Location you want to reserve stock from (e.g., “Main Warehouse”).

5. Confirm the allocation.

   

Tip

Status Change: The order status will update to ALLOCATED. This means the stock is safe—it cannot be used for other orders or production.

Partial Availability?

If you don’t have enough stock to fill the entire order:

• Formul will prevent allocation (by default) to avoid overselling.
• You need to produce or purchase more stock before you can allocate this order.