Selling serial or lot products

If Force Serial/Lot Input in SA Administrator Options-Documents-Sales Orders-Entry Settings is selected, you must assign serial and lot numbers in Sales Order Entry. If serial and lot numbers are not assigned in Sales Order Entry, the product is picked without regard to control numbers. You must then assign the control numbers during shipping before the order can be invoice processed. .

  1. Select Sales > Entry > Order.
  2. Create or maintain an order.
  3. In Advanced Line Entry, specify a serial or lot product and quantity.
  4. If the product is serial-controlled, click Serials, and then specify the serial numbers. Click Save when the Quantity to Allocate is 0.
    • If serial numbers were assigned to the product when it was received, use one of these methods to select a serial number:
      • Select the serial number in the grid.
      • Scan or manually specify the serial number in the Serial # field, and then click Add/Select Serial.
      • Click Oldest to automatically select the oldest serial numbers
    • If serial numbers were not assigned during receiving, specify the serial number in the Serial # field, and then click Add/Select Serial.
  5. If the product is lot-controlled, click Lots, and then specify the lot numbers. Click Save when the Quantity to Allocate is 0.

    Use one of these methods to select lot numbers:

    • Select the lot, and then specify the quantity.
    • Click Oldest to assign the oldest lot numbers to the product. Split across lots? is displayed. If you click Yes, and the oldest lot does not contain enough product to cover the quantity needed, the remaining quantity is assigned the next oldest lot number(s). If you click No, and the oldest lot does not contain enough product to cover the quantity needed, the next oldest lot that can cover the entire quantity shipped is used.
  6. Click Add to add the line to the order.
  7. Finish the order.
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