Assign stock
Assigning places unassigned stock into a location, so the next person can find it.
Open the part, go to the Location tab, and select Assign.
The steps
- Lot number. Shown only for lot tracked parts. Pick the batch you are placing. The available quantity updates to what that lot holds.
- Location type. Choose the kind of place first, because it decides the fields below.
- Location fields. Fill in whatever the type asks for, such as aisle, bay and level.
- Quantity to assign. How many units are going there. The helper text shows the most you can assign.
- Serial numbers. Shown only for serialised parts. Pick the exact units being placed.
- Notes. Optional, and worth using when the move is unusual.
- Select Assign.
What you can assign
Only unassigned stock. If the dialog offers less than you expect, the rest is already placed in a location, and moving it is a relocation instead.
For a lot tracked part the limit is per lot, not per part, so the figure changes when you pick a different lot.
Serialised parts are counted by their numbers
Where a part is serialised, the quantity follows from how many serial numbers you pick. Choose the units and the count takes care of itself.
Assigning in more than one go
Stock does not have to go to one place. Assign part of it to a shelf, then run assign again for the rest somewhere else. The unassigned figure drops each time.
If the location type is SCRAP
The dialog changes into a write-off, with different labels and a warning. That is covered in Scrap stock, and it is worth reading before you pick a scrap type by accident.