Client would like to assign Lot numbers in Sales Orders automatically using FEFO SuiteApp
Navigate to Transactions> Sales> Enter Sales Order
Entering a sales order with the standard sales order form lets you create a basic sales order, which can then be billed as an invoice or a cash sale. The minimum information you must enter on a sales order is:
- Customer – The customer to whom you are selling the goods or services. If you use the Projects feature, you can select a project or job.
- Date – The date of the transaction. The current date is entered by default.
- Status – The sales order status indicates the stage in the fulfillment process. The sales order status can be either Pending Approval or Pending Fulfillment.
- Items – A sales order requires at least one item to be added in the Items tab. Enter the lot items which you would like to sell.
- Save the transaction.
In the Sales Order click “Assign and Fulfill”
- Save the Item fulfilment generated
- Lots will be assigned according to the expiry date.