Batch Allocation
Batch Allocation lets you allocate multiple Order Items at once, rather than going line by line. For Orders with a lot of equipment, it can save a significant amount of time.
How Does It Work?
When you run a Batch Allocation, the system automatically picks the first available serialized asset for each item. All items must be in Reserved status before you begin.
Step by Step
Create an Order
Add your products using Quick Pick or Add Order Item
The Batch Allocate option will appear on the Order overview
Select the Order Items you want to allocate using the tick boxes
Confirm by clicking Accept Batch Allocation
Your selected items are now allocated and ready for the booking out and dispatch process.
When to Use Batch Allocation
Batch Allocation is ideal when you are happy for the system to pick available assets automatically. If you need to choose a specific serialized item for any line, use the standard Allocate option on that line instead.
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