> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/warehouse/picking/create-wave/what-is-a-wave/creating-a-wave-allocating-a-sales-order.md).

# Creating a Wave/Allocating a Sales Order

A Wave is created to allocate the inventory for a Sales Order. This lets you reserve that stock for that particular order so that it does not get shipped for another order. You can only create a Wave if you have inventory available for an item.

Creating a wave involves various statuses that provide a clear indication of the wave's current stage. Each status represents a specific stage in the wave's progress and helps users understand what step to do next in the wave process.

### Creating a wave

When creating a wave, you begin by choosing whether you want to create a manual wave or an auto wave. Manual wave allows you to select and wave particular item lines, while an auto wave automatically creates a wave depending on the chosen criteria.

#### **Manual Wave**

To create a manual wave, you'll begin by selecting the item lines that are to be waved. Once the items are selected, you can proceed to create the wave and allocate the inventory. This approach gives you flexibility and control over order processing by providing you with the option to reserve inventory for the selected items. 

**Create Wave Fields**<br>

<table><thead><tr><th width="211.33333333333331">Section</th><th width="184">Field</th><th>Description</th></tr></thead><tbody><tr><td>Sales Order Criteria</td><td>Auto Close SO(s)</td><td>If this is enabled, the sales order will be automatically closed when the shipment is received.</td></tr><tr><td>Sales Order Criteria</td><td>Order</td><td>Displays the sales order number of the order for which the wave is being created.</td></tr><tr><td>Sales Order Criteria</td><td>Order Date</td><td>This field allows you to search an order by date in order to create the wave.</td></tr><tr><td>Sales Order Criteria</td><td>Select Ship Store</td><td>Displays the Ship Store of the Sales Order.</td></tr><tr><td>Sales Order Criteria</td><td>Order Number</td><td>Displays the Sales Order Number corresponding to the wave.</td></tr><tr><td>Sales Order Criteria</td><td>Order Status</td><td>Filter the sales order by status using this dropdown option.</td></tr><tr><td>Sales Order Criteria</td><td>Select Customer</td><td>This field allows you to select the Customer of the sales order for which you want to create the wave.</td></tr><tr><td>Sales Order Criteria</td><td>Ship Date</td><td>This field allows you to select the range of the ship date to search for the sales order to create the wave.</td></tr><tr><td>Sales Order List</td><td>Customer</td><td>Displays the Customer to whom the order belongs.</td></tr><tr><td>Sales Order List</td><td>Phone</td><td>Displays the phone number of the customer.</td></tr><tr><td>Sales Order List</td><td>Ship Method</td><td>Displays the selected method of shipment for the sales order.</td></tr><tr><td>Sales Order List</td><td>Status</td><td>Displays the status of the sales order.</td></tr><tr><td>Sales Order List</td><td>Order Date</td><td>The date on which the sales order was created or initiated is captured in this field.</td></tr><tr><td>Sales Order List</td><td>Ship Date</td><td>This field shows the date on which the order is to be shipped.</td></tr><tr><td>Sales Order Lines</td><td>Item#</td><td>The unique identifier of the item.</td></tr><tr><td>Sales Order Lines</td><td>Description</td><td>This field displays the description of the item.</td></tr><tr><td>Sales Order Lines</td><td>Ship Date</td><td>This fields shows the date on which the item is to be shipped.</td></tr><tr><td>Sales Order Lines</td><td>Status</td><td>The status of the sales order is captured in this field.</td></tr><tr><td>Sales Order Lines</td><td>In Stock</td><td>This field displays the available units of the item.</td></tr><tr><td>Sales Order Lines</td><td>Alloc</td><td>This fields displays the total quantity of the item allocated across all orders.</td></tr><tr><td>Sales Order Lines</td><td>Ord</td><td>This field specifies the order quantity of the item.</td></tr><tr><td>Sales Order Lines</td><td>In-Pick</td><td>This field specifies the quantity of the item that is in picking.</td></tr><tr><td>Sales Order Lines</td><td>BackOrder Qty</td><td>This field indicates the quantity of the item that is currently back-ordered and awaiting fulfillment.</td></tr><tr><td>Sales Order Lines</td><td>To Wave</td><td>This field allows you to select the quantity of the item to wave.</td></tr><tr><td>Sales Order Lines</td><td>Notes</td><td>The notes or additional information added at the item line is captured in this field.</td></tr><tr><td>Sales Order Lines</td><td>Item Category</td><td>Displays the item category associated with the item.</td></tr><tr><td>Wave Lines</td><td>SO#</td><td>Displays the sales order number associated with the item.</td></tr><tr><td>Wave Lines</td><td>Item#</td><td>The unique identifier of the item.</td></tr><tr><td>Wave Lines</td><td>Ship Date</td><td>This fields shows the date on which the item is to be shipped.</td></tr><tr><td>Wave Lines</td><td>Qty</td><td>This field displays the quantity of the item being allocated.</td></tr><tr><td>Wave Lines</td><td>Auto Close SO Line?</td><td>Check this option if you want the item line to be closed once the order is shipped.</td></tr></tbody></table>

#### How to create a manual wave?

To create a manual wave, follow the steps below:

* Open the sales order and go to Options > Create Wave - Manual.

  <figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FFpgwgHY5pU2uY46a6cJX%2Fimage.png?alt=media&amp;token=b2fa3eef-7c0d-4a8e-96e4-2a9cc3a7b47d" alt=""><figcaption></figcaption></figure>

* You will be navigated to the 'Create Wave' module. Here, select the sales order listed under the Sales Orders List section, and all the item lines will be populated in the Sales Order Lines Section.

  <figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2F476NoQl3qaRXHdYNO1YC%2Fimage.png?alt=media&amp;token=1b0d6773-5e66-4b5a-ab7d-86fbfecb82aa" alt=""><figcaption></figcaption></figure>

* Select the item lines that you want to allocate and use the right arrow to move them into the Wave Lines section.

  <figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FQluKNW4iim1ooWamK5Gl%2Fimage.png?alt=media&amp;token=45634095-27a6-49fb-8fad-f2401f16ff88" alt=""><figcaption></figcaption></figure>

  <figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FvetOFAg2zHEUU2t9CBMf%2Fimage.png?alt=media&amp;token=a808be71-a198-4c7e-b8d3-a189d6f1e2a4" alt=""><figcaption></figcaption></figure>

* Once the item lines have been moved, click on the 'Create Wave' option.

  <figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FXex4YXBmGBo1wI1EJTNB%2Fimage.png?alt=media&amp;token=8535bd8f-3f68-4d5c-9f62-2316a06cb770" alt=""><figcaption></figcaption></figure>

* In the Assign Consolidation Location window that will populate, click on 'Confirm & Create Wave' to create the wave.

  <div align="left"><figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2F1JcSbMCH3UgROdy1HL2X%2Fimage.png?alt=media&amp;token=05479272-b0e8-4d8e-86cc-2d98c0f33cbd" alt=""><figcaption></figcaption></figure></div>

  <div align="left"><figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FYpEfPFSiM1hzy2DbDKGh%2Fimage.png?alt=media&amp;token=0df93940-6bdd-4f85-ae64-1136830c0ef0" alt=""><figcaption></figcaption></figure></div>

#### Auto Wave

XoroERP provides users with several options when setting up auto waves. You can read more about these options [here](/xoroerp-1/warehouse/picking/create-wave/what-is-a-wave.md). These options allow you to tailor the wave creation as per your needs. Once you have selected the criteria for wave creation, the system creates a wave for you. However, if the criteria for the selected option are not met, the wave is aborted.

#### Create wave fields

| Field                     | Description                                                                                                                                                  |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Auto Close SO(s)          | If this option is selected, sales order status is updated to 'Closed' after the order has been shipped.                                                      |
| Auto Inventory Adjustment | Use this option to trigger an auto inventory adjustment incase the inventory is short.                                                                       |
| Customer                  | This field displays the customer for which the corresponding sales order has been placed.                                                                    |
| Lock wave                 | Select this option to lock the wave. No action can be performed on a locked wave. You can unlock the wave from the wave centre to further process the order. |
| Order Number              | The sales order number(s) for which the wave is being created is captured in this field.                                                                     |
| Planned Ship Date         | This field records the date on which the order is supposed to be shipped.                                                                                    |
| Ship Store                | This field shows the ship store of the sales order.                                                                                                          |
| Wave Template             | Select the wave template (if any) from this dropdown.                                                                                                        |

#### How to create an auto wave

To create an auto wave, follow the steps below:

* Open the sales order and go to Options > Create Wave - Auto. From this dropdown menu, select the option for creating the wave.

  <figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FKFfQFOcxHfTp1LfNfooT%2Fimage.png?alt=media&amp;token=85b0a24a-554a-411f-92bc-ea4402aba171" alt=""><figcaption></figcaption></figure>
* You will be navigated to the Create Wave window.&#x20;
* Select the desired options and click on 'Confirm & Create Wave' to create the wave.

  <div align="left"><figure><img src="https://3188343778-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fkf8DNCjEfcSm64PCPcmf%2Fuploads%2FXxAlN3IrrVS2TVQzmSQ7%2Fimage.png?alt=media&amp;token=93131b0f-1835-421c-81cb-2ac5f71fb417" alt=""><figcaption></figcaption></figure></div>

**Wave Statuses**

* **Allocated:** When a wave is created, the status of the wave is "Allocated", indicating that the inventory on a SO has been received.
* **In Picking:** This status indicates that the items or products listed in a sales order are being gathered or picked from the inventory or warehouse to fulfill the customer's order.
* **Picked:** Once all the items on the wave have been picked, it enters the "Picked" status.
* **Partially Shipped:** If some items in the wave are yet to be shipped, the status becomes "Partially Shipped."
* **Shipped:** Once all items on the wave have been shipped and the order is fulfilled, it enters the "Shipped" status.
* **Produced:** This status relates to the manufacturing orders. It indicates that the items specified in the manufacturing order have been successfully manufactured or produced.
* **Disassembled:** This status relates to the "Disassemble" type manufacturing orders. It indicates that the items involved in the disassemble order have been taken apart or disassembled into their individual components.

### **FAQs**

#### **Why isn't my Sales Order allocating after I received the missing component?**

If a Sales Order could not be allocated because one or more required components were unavailable, simply receiving the missing inventory does not always trigger allocation automatically. Once the component is available, you may need to create the wave again to allocate the order.

#### **What to Check**

Before reallocating the order, verify the following on the affected Sales Order line:

* **Qty Allocated**
* **Qty Remaining to Allocate**
* **Backorder Qty**

These fields help determine whether the order is still awaiting inventory allocation.

#### **How to Reallocate the Order**

1. Confirm that the previously missing component has been successfully received and is now available in inventory.
2. Navigate to **Menu → Sales → Sales Order** and open the affected Sales Order.
3. Select **Options → Create Wave – Manual** or **Options → Create Wave – Auto**.
4. Choose the appropriate allocation method:
   * **Allocate What's Available** – Allocates all inventory currently available, allowing partial allocation when sufficient stock is not available for the entire order.
   * **Full Qty Line(s) Only** – Allocates only those order lines for which the complete required quantity is available.
5. Create the wave to allocate the available inventory.

#### **Enable Automatic Allocation**

If you expect Sales Orders to allocate automatically when inventory is received, verify that the following App Configuration is enabled:

**Menu → Configuration → App Config → Purchase**

**App Config:** **Auto Allocate Linked Sales Orders When Stock is Received**

When enabled, XoroERP automatically allocates eligible linked Sales Orders as soon as the required inventory is received.


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