How To: Change the Batch of a Stock Item on a Sales Order

Table Of Contents

Before You Begin
Warehouse Batches is not enabled by default.

Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.

Once a sales order has been saved, you can change the batch and warehouse location that stock is picked from. This can be done either from the sales order itself or from the [ Sales Invoice Manager | Staged Processing ] screen.

Before You Begin

When a sales order containing batch-controlled items is saved and stock is assigned, Khaos Control automatically allocates stock from the oldest available batch.
The system will not assign batches that are:
  • Expired
  • Quarantined
  • Closed

Change Batch Assignments from the Picking Stage

You can change batch and location assignments while the order is in the Picking stage of Sales Invoice Manager.
  1. Open the [ Sales Invoice Manager | Staged Processing ] screen and move to the Picking stage.
  2. Click the Assign Picking Locations button to open the Assign Picking Location Dialog.
  3. Review the sales order lines in the upper grid.
    The batches currently assigned by the system are displayed in the upper-right section of the screen.
  4. Select the required stock item in the upper grid.
    The assigned batch information and quantities for that order line will be displayed.
  5. Review the lower grid, which displays all available warehouse locations and batches for the selected item.
  6. Check the Quantity column to see which locations and batches are currently assigned.
    Note: If the quantity field background changes to red, the item has been over-assigned. To remove an assignment, enter a quantity of 0.
  7. Update the quantities against the required batches and locations to manually control where stock will be picked from.
  8. Click OK to save the changes and close the dialog.
  9. Reprint the pick ticket so that warehouse staff have the updated picking instructions.

Change Batch Assignments from a Sales Order

If you need to amend the batch assignment directly from the order, you can use the Assign Batches dialog.
  1. Open a Sales Order screen (show me how).
  2. Locate and select the batch-controlled item you want to amend.
  3. Right-click the line and select Batch Assignments.
  4. In the Assign Batches dialog:
    1. Select the stock item in the upper grid.
    2. Select the batch you want to allocate stock from in the lower-left grid.
    3. Enter the quantity to assign.
    4. Click the Assign button.
    5. Repeat for any additional batches required.
  5. Click OK to save the assignment and close the dialog.
  6. Continue processing the sales order as normal.

Additional Information

  • Batch assignments can be adjusted at any time before the order is fully processed.
  • Manual batch assignment allows you to override the system's automatic allocation.
  • Reprinting the pick ticket after making changes ensures warehouse staff pick the correct stock.
  • If multiple batches are assigned to a single order line, ensure the quantities match the quantity required on the order


See Also


Did you find this article helpful?