Split and merge lots

Goods often leave in parts: a customer wants five boxes now and the rest next week. Splitting and merging keep each lot matching what really sits on your racks.

Split a lot

1. Open the lot (scan it, or find it in Lots & Packages).
2. Press Split lot.
3. Tick the packages that should move into a new lot. The screen counts them, for example 2 of 10 packages picked.
4. Confirm. A new lot is made for the same customer.

The packages keep their printed barcodes, so you do not reprint anything.

Merge lots

1. Open the lot you want to keep.
2. Press Merge lots.
3. Choose the other lot or lots of the same customer in the same warehouse.
4. Confirm. The other lot is merged into this one and shows a note that it was merged.

If the customer has no other lot that can be merged, the screen says so.

Rules and tips

• Merging works only for lots of the same customer in the same warehouse.
• Everything is recorded in the lot's timeline with who and when.
• Split before you plan a trip if only part of a lot should go out; see Plan a delivery trip.

Splitting does not change the lot's holds or approval status. Check them on the new lot before dispatch.

Next: holds and approvals. More in the Lots and packages feature.