# Preapproved Sales vs Stock
Compares preapproved sale orders against available stock — highlights orders that exceed current inventory for fulfillment planning.
Overview
Go to Sales → Reports → Preapproved sales vs stock.
Report title in ERP: Preapproved sales vs stock
What it shows. Each preapproved sale order line with ordered quantity, available stock, shortfall quantity, and item details.
When to use it. Use before dispatch to identify stock shortages against confirmed orders and prioritize procurement or allocation.
How amounts are calculated. Compares approved preapproved order line quantities against current available stock at the selected center or branch.
Use Cases
- Dispatch planning — Identify orders that cannot be fully fulfilled with current stock.
- Procurement trigger — Generate purchase requirements for items with shortfalls.
- Warehouse allocation — Prioritize stock allocation across competing preapproved orders.
- Customer communication — Proactively inform customers about partial fulfillment or delays.
Filters
Date, Center / Branch, Item, Customer. Advanced Filter: Item Group, Brand, Route, Employee.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Order No. | Preapproved sale order number. |
| Order Date | Date of the preapproved order. |
| Customer | Customer on the order. |
| Item | Item name. |
| Item Code | Item SKU or code. |
| Ordered Qty | Quantity on the preapproved order line. |
| Available Stock | Current stock at the selected center. |
| Shortfall | Ordered Qty minus Available Stock (when positive). |
| Unit | Unit of measure. |
| Center | Branch or warehouse checked for stock. |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active filters
- Order No. link — open the preapproved sale order
FAQ
What is a preapproved sale order?
A sale order approved for fulfillment but not yet dispatched or invoiced.
Which stock is compared?
Available stock at the center selected in the filter, excluding reserved or blocked quantities per configuration.
Can I see all centers?
Run the report per center or use Advanced Filter to compare across branches.
What if shortfall is zero?
The order line can be fully fulfilled from available stock at that center.
What is preapproved here?
Sale orders approved for fulfilment where stock at the center may be insufficient.
What action should I take on shortfall?
Procure, transfer stock, or delay delivery before confirming orders to customers.