Fulfill an Order from a specific Lot or Serial Number

You can fill items on Sales Orders using specific Lot Numbers (non-Serialized Products) or Serial Numbers (Serialized Products only.)

Notes:

  • Serial Numbers are tied to the Lot they were originally added to. In effect, when you Fulfill an Order using a specific Serial Number, you are also Fulfilling from the Lot that contains the specified Serial Number.
  • If no Lot Number is specified for Fulfillment, AcctVantage will automatically fill the Order from Lots on a First In, First Out basis. Serialized products require that you select a SN for fulfillment.

1. Fulfill an Order from a specific Lot Number

 

1.1.  

On the Fulfillment tab:

  1. Highlight the line item under the Items Ordered section. You will see a list of available Lot Numbers on the right.
  2. In the list of Lots enter the quantity in the Selected column next to the Lot Number you want to Fulfill the Order from.

Don't forget to click OK to save the Order!

2. Fulfill an Order using a specific Serial Number

 

2.1.  

  1. Highlight the line item under the Items Ordered section. You will see a list of available Serial Numbers on the right.
  2. In the list of Serial Numbers click in the X column next to the Serial Number you want to Fulfill the Order with.

Don't forget to click OK to save the Order.