When shipping against a Sales Order or Shipment that contains lot or serial items, you can distribute the lot or serial items while creating the shipment in StarShip.
If you would like to require that users allocate line items if “When Received” is the allocation type on the items, StarShip has a setting you can enable in Options.
In StarShip, to distribute items on a shipment select the Sales Order or Shipment and click Create Shipment. Once in the Shipment Editor, go to the Source section, and click the Show Distribution button.
Items to be distributed are listed for each order, and each available lot number for the item to be distributed displays to the right with the quantity available in brackets. The top section of the screen shows the quantity to ship on the order, the quantity on the shipment, the total number already distributed, and the number to be distributed, or to be released if the ship quantity is lowered.
The entry field to the right of the lot can be used to view or enter the quantity to be distributed. Using the entry fields or the Add/Remove buttons, assign quantities until the distributed quantity is equal to the shipped quantity. You can also enter or scan a lot number to either increase the Lot number quantity by 1.
You can also access the distribution window from the Line Items section, by clicking on the order icon.
After clicking the Show Distribution button in the Source section, the items to distribute are listed by order. Clicking on one of the items under an order displays each available serial number for the item to be distributed. The top section of the screen shows the total quantity to ship and the quantity on the shipment, the total number already distributed, and the number to be distributed, or to be released if the ship quantity is lowered.
When you check the check box next to a serial number, the item is selected to be distributed. Serial Number quantity is always 1. Assign the Serial Numbers from the list until the items are distributed. You can also enter or scan a Serial Number to select it.
You can also view serial distribution for items in the Line Items section by expanding the line item line and clicking on the order icon.