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Despatch stock (traceable item)

To despatch stock (traceable item)

If batch/serial numbers have been allocated to the order and you want to despatch different batch/serial numbers, you will need to amend the order line allocation and, then confirm the despatch of the stock items.

Open: Sales Order Processing > Order Processing > Goods Despatched and Received > Confirm Goods Despatched.

1. Select the orders that are ready for despatch using the Select items to despatch options.

   Click Find to locate a specific order.

2. Specify the warehouse if you want to despatch items from a single warehouse.
3. Click Display. The orders that are ready for despatch, according the selection criteria, are displayed.
4. Enter the Despatch date. This defaults to the system date. Depending on your Update stock quantities when setting in the SOP settings Order Processing tab, the despatch date is used to:
• Record any stock transactions generated from despatching the order.
• Update the allocated quantities and stock history.
• Record the cost of sales posting if you have chosen to Generate cost of sales posting for SOP in the stock control settings Options tab.
5. Select an order line.

6. Enter the amount to despatch in the Qty to Despatch column (a value greater than or equal to zero but not exceeding the Qty Required). The Qty Required is the allocated quantity.

   Note: The amount must a multiple of the item's selling unit.

7. If you assign batch serial numbers when allocating stock, click Amend Batch/Serial to see those numbers assigned to the order line are displayed.

   If you part- despatch an order line, you must amend the batch/serial numbers allocated to the order.

   If you assign batch/serial numbers on despatch, the available numbers at the relevant location(s), are displayed.

8. Select the batch/serial numbers for despatch:

   1. Use the check box to the left of an item to select the item.
   2. If you have selected a batched item, enter the amount in the Qty to Despatch column. This amount must a multiple if the item's selling unit.
   Tip:

   When dealing with batch/serial numbered items you can also use:

   • Auto select: The system selects the items for you, starting with the first item. Subsequent items are selected in the order the items are displayed, until the required quantity is satisfied.

     This is not available when confirming batch/serial numbers already assigned to the order line.

   • Find: To search for batch/serial numbered items.
   • Show details: To view further information such as the item's supplier and goods in details.
   • Refresh: To update the status availability of displayed items if items have been secured by other Sage 200 processes.
9. Click OK to save the selected batch/serial numbers.
10. Click Save to confirm that you have completed amending despatch quantities and want to despatch the goods.

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