Prerequisites
- Customer exists in Address book.
- Finished good item exists in Inventory.
- Finished lots are available and not held, quarantined, consumed, scrapped, returned, or already shipped.
- Shipping location exists in Settings and roles.
Order lifecycle
Order flow
- Create a sales order with customer, item, quantity, unit, requested ship date, and addresses.
- Review available finished lots by expiry, quantity, and status.
- Reserve lots for the order.
- Post shipment from open reservations.
- Use shipment allocation if a customer asks which lot they received.
Reservation rules
- Reservation quantity cannot exceed available finished inventory.
- Shipment quantity cannot exceed reserved quantity.
- Released, shipped, or fully consumed reservations cannot be shipped again.
- Canceled or shipped orders should not be edited like drafts.
Common order issues
- No available finished goods: receive or produce inventory first.
- Reservation scan misses: scan or paste a reserved lot code, not an unrelated input lot.
- Shipment cannot post: reserve finished lots first.
- Shipment quantity exceeds reserved quantity: lower the ship quantity or reserve more stock.