Allocate additional costs to received stock

Before you start

You need the relevant purchasing access, a purchase with received stock and verified additional-cost documents. Weight or volume allocation needs the relevant product measurements.

Follow these steps

1. Open the purchase with received inventory.
2. Enter the additional bill reference, date, amount and applicable tax details.
3. Choose value, weight or volume as the allocation basis.
4. Confirm the quantity still held from each received line.
5. Review and submit the supported allocation.
6. Inspect the inventory and sold-stock expense result.

Check the result

The supported workflow assigns the remaining-stock portion to inventory value and the sold-stock portion to expense. Valuation can include FIFO handling where configured.

If you get stuck

Check that remaining quantities do not exceed the relevant received or available quantities, and that the selected basis has valid positive data.

One thing to remember

Allocation does not automatically change selling prices or determine customs obligations. Use actual source documents and the appropriate accounting process.

Keep going

• Use low-stock and out-of-stock indicators
• Write a support ticket that is easier to investigate

Still need a hand?

Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.

Open a support ticket. Visitors without a workspace can contact us.

Still stuck?

Before contacting support:

1. Confirm the workspace, record number, date range and status.
2. Check your role permissions and the source document.
3. Refresh once and search for the record before repeating a submission.
4. Check the relevant guide for the next action; do not force a match, posting or approval.

If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.