Allocate Consumables

You can allocate the available consumables to users, departments, or to disuse states. You can allocate consumables from different locations:

(hover over a location to preview the options in the application)

Location	Allocate Type	Purpose
List View	Instant Allocate	Instant allocate units from any batch in a consumable product.
Details Page	Global Allocate	Allocate different quantities of consumable units from different batches of a consumable product.
Details Page (Consumable Details sub-tab)	Batch Allocate	Allocate consumable units from a specific batch.
Details Page (Consumable Details sub-tab)	Bulk-Allocate	Bulk-allocate consumable units from different batches. This is an easy alternative to global allocation.

Allocate States

You can allocate consumables to any of the following states:

Disposed - Indicates the consumable usage is over.
Expired - Indicates the consumable crossed its expiry date and is unfit for further use.
In Repair - Indicates the consumable is damaged and is being mended.
In Use - Indicates the consumable is currently used by a user or a department.
Reserved - Indicates the consumable is withdrawn and is not available for use currently.

Since consumables are tracked in bulk, you cannot allocate a distinct unit.

You can edit the consumable state from the Allocations tab.

Steps to Allocate Consumables

Allocate from List View: Click here to learn how to allocate consumables from the list view.

Allocate from Details Page: You can allocate consumables globally or from individual batches from the consumable details page. After selecting the respective Allocate option, fill out the Allocate Quantity form using the following pointers.

For global allocate,

Select the State from the drop-down.
Choose the Reference Name of the batch whose units you want to allocate.
Enter the Quantity of units to be allocated.
Use the icon beside the Quantity drop-down to configure allocation for a different batch of consumables. You can add up to 10 batches.
If you have selected In Use state, select the user and department to assign the consumable.
Add any extra information as comments.
Click Save.

For batch allocate,

The Reference Name is auto-selected.
Select the State from the drop-down.
Enter the Quantity of units to be allocated.
If you have selected In Use state, select the user and department to assign the consumable.
Add any extra information as comments.
Click Save.

For bulk-allocate,

To allocate batches in bulk, select the batches in the Consumable Details sub-tab and click the Allocate button on the table header.

Select the State from the drop-down.
The Reference Name is auto-populated for the selected batches.
Enter the Quantity of units to be allocated for each batch.
If you have selected In Use state, select the user and department to assign the consumable.
Add any extra information as comments.
Click Save.

You can select only up to 10 batches to bulk-allocate