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How to Reassign Lots in a Sales Order

To reassign lots from within a sales order:

  1. Navigate to Orders > Sales Orders > All Orders.
  2. Adjust the filters or search as needed to locate the desired sales order.
  3. Open the SO and press Edit order in the action footer.
  4. In the item footer, press Edit (if the item is already lotted) or Choose lots (if the item is unlotted).
  5. Use the checkboxes and Assigned Quantity field to adjust the lots assigned to the item.
  6. Press Assign lots to accept your new lot assignments.
  7. Press Save order to save your changes.

 

 
For more information about reassigning lots via the Sales Transfer workflow, see: