@@ -91,13 +91,13 @@ warehouse receipt form.
9191 .. image :: lots/user-error.png
9292 :alt: Add lot/serial number user error popup.
9393
94- On the receipt form, on the product line in the :guilabel: `Operations ` tab, select the | list | icon
95- to the right of the product that is tracked by lot numbers.
94+ On the receipt form, on the product line in the :guilabel: `Operations ` tab, select the
95+ :guilabel: ` Details ` link to the right of the product that is tracked by lot numbers.
9696
97- .. image :: lots/list-icon .png
98- :alt: Show the bulleted list icon on the product line.
97+ .. image :: lots/details-link .png
98+ :alt: The Details link on the product line.
9999
100- Doing so opens the :guilabel: `Open: Stock move ` pop-up window, where the :guilabel: `Lot/Serial
100+ Doing so opens the :guilabel: `Detailed Operations ` pop-up window, where the :guilabel: `Lot/Serial
101101Number ` and :guilabel: `Quantity ` are assigned.
102102
103103The two ways to assign lot numbers: **manually ** and **importing **.
@@ -106,8 +106,7 @@ Manual assignment
106106~~~~~~~~~~~~~~~~~
107107
108108To manually assign lot numbers, click :guilabel: `Add a line `. Input the :guilabel: `Lot/Serial
109- Number `, :guilabel: `Store To ` location for the lot, :guilabel: `Quantity `, and :guilabel: `Destination
110- Package `, if any.
109+ Number ` and :guilabel: `Quantity `.
111110
112111.. note ::
113112 To assign multiple lot numbers, or store to multiple locations, click :guilabel: `Add a line `, and
@@ -120,20 +119,24 @@ Package`, if any.
120119Import lots
121120~~~~~~~~~~~
122121
123- In the :guilabel: `Open: Stock move ` pop-up window, click :guilabel: `Import Serials/Lots `, then paste
124- the bulk lot numbers, in the :guilabel: `Lots/Serial numbers ` field.
122+ In the :guilabel: `Detailed Operations ` pop-up window, click :guilabel: `Import Serials/Lots `, then
123+ paste the bulk lot numbers in the :guilabel: `Lots/Serial numbers ` field.
125124
126125.. figure :: lots/bulk-sn.png
127126 :alt: Lot numbers copied to the lot number line.
128127
129128 Lot numbers pasted to the "Lots/Serial numbers" field, in the **Import Lots ** pop-up window.
130129
131130Tick the :guilabel: `Keep current lines ` checkbox to generate *additional * lot numbers in the
132- :guilabel: `Open: Stock move ` pop-up window. To replace the lot numbers in the list, leave the
131+ :guilabel: `Detailed Operations ` pop-up window. To replace the lot numbers in the list, leave the
133132:guilabel: `Keep current lines ` option unticked.
134133
135134Finally, click :guilabel: `Generate `.
136135
136+ For products tracked by lots, be sure to update the :guilabel: `Quantity ` field in the
137+ :guilabel: `Detailed Operations ` window until the total in the column matches the :guilabel: `Demand `
138+ at the top.
139+
137140Once all product quantities have been assigned a lot number, click :guilabel: `Save ` to close the
138141pop-up window. Then, click :guilabel: `Validate ` on the receipt form.
139142
@@ -157,9 +160,9 @@ confirming the |SO|, the :guilabel:`Delivery` smart button becomes available. Cl
157160 clicking the :guilabel: `Delivery Orders ` kanban card.
158161
159162Clicking the :guilabel: `Delivery ` smart button opens the the delivery order form, where lot numbers
160- are picked for delivery. In the :guilabel: `Operations ` tab, click the | list | icon to the right of
161- the product that is tracked by lot numbers. Clicking that icon reveals a :guilabel: ` Open: Stock
162- move ` pop-up window.
163+ are picked for delivery. In the :guilabel: `Operations ` tab, click the :guilabel: ` Details ` link to
164+ the right of the product that is tracked by lot numbers. Clicking that icon reveals a
165+ :guilabel: ` Detailed Operations ` pop-up window.
163166
164167In the pop-up window, the chosen lot number and its storage location is displayed in the
165168:guilabel: `Pick From ` column, with the with the full :guilabel: `Quantity ` taken from that specific
@@ -193,8 +196,9 @@ Lot management
193196Manage and view existing lot numbers for products in the :guilabel: `Lot/Serial Numbers ` dashboard by
194197going to :menuselection: `Inventory app --> Products --> Lots/Serial Numbers `.
195198
196- By default, lot numbers are grouped by product, and selecting the drop-down menu for each product
197- displays the existing lot numbers. Select a lot number to :ref: `modify or add details
199+ Sort this list by product by clicking in the :guilabel: `Search ` field, then selecting
200+ :menuselection: `Group By --> Product `. Selecting the drop-down menu for each product displays the
201+ existing lot numbers. Select a lot number to :ref: `modify or add details
198202<inventory/product_management/edit-lot>` linked to the lot. Lot numbers can also be :ref: `created
199203<inventory/product_management/create-new-lot>` from this page, by clicking the :guilabel: `New `
200204button.
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