How to Allocate & Fulfill Sales Orders [Step-by-step guide]

Last updated: September 29, 2026

You can Allocate and Fulfill previously created or approved Sales Orders. This article describes the steps and fields involved in the process.

NOTE: Make sure that you are operating at the right Account beforehand.

NOTE: If you intend to allocate and fulfill a Sales Order as you create it, review the workflow in How to Create a Sales Order [Step-by-step guide]. To automate processes during the allocate and fulfill operation, refer to How to Create Sales/Purchase Order Rules [Step-by-step guide].

Orders currently in the On Hold status are strictly bypassed and ignored during any manual physical allocation sweeps until they are formally released by the system timer or a user. To learn how to manage such orders,see: How to Manage Sales Orders On Hold [Guide].

To allocate and fulfill a Sales Order you will have to:

1. Click Sales Orders under Sales

2. Select all the orders you wish to allocate and fulfill

3. Click Actions and select Allocate & Fulfill Orders

NOTE: This action triggers the reservation of stock. If successful, it modifies inventory levels and moves the order to the next stage. For precise definitions of these impacts, refer to Understanding Inventory Levels and Order Status Impact [Information] and Sales and Purchase Order Statuses Definitions [Information].

4. Click OK to confirm the action

The system will confirm the result of the action for either positive or negative result through a pop-up message.

NOTE: If the Requested Warehouse for the Sales Order is configured with the None application type, you must proceed to the dedicated Packing interface to physically pack the items. For instructions on the subsequent packing steps, see How to Pack Shipments [Step-by-Step Guide]; for conceptual guidance, see Understanding the techOMS Packing Module [Information].