How batches are assigned to orders

Batches are assigned to orders depending on:

The system assigns batches to orders automatically. You can also reassign them manually if necessary.

Automatic allocation

The system assigns a batch to an order automatically when one of these actions takes place:   

  1. Printing a document from the Open Orders screen:
  2. Creating/editing an order:
    • In the Edit Order screen click Batch
    • Click Auto Assign
    • Click Save and Complete Order 

Reassign manually

If you need to assign a different batch to an order, you can do it in two ways:

  1. By scanning/selecting the new batch from the batch drop-down list displayed in the Process Order screen accessed from Despatch Console
    • Click the button Scan and select the batch from the list of available batches or
    • Double-click the batch field and select the batch from the list of available batches
  2. Editing an order in the Open Orders screen: 
    • Find the order
    • Right-click > Edit Order
    • Click the Batch button 
    • Select the batch to be assigned and quantity 
    • Click Save and Complete Order 

Click here for more information about processing orders with batched items.

Info! Check the following article to see how batches are assigned to orders in the new Open Orders screen.