How to: Set Up Customer Lot Preferences

Customer lot preferences can be defined for sales items. When an item lot is entered on a sales order for the customer, the program will alert you if the entered lot does not meet the defined lot preferences.

To set up customer lot preferences

1. In the Search box, enter Customers, and then choose the related link.
2. Select the customer that you want to assign one or more lot preferences to.
3. On the Navigate tab, in the Sales group, choose Lot Preferences. The Customer Lot Preferences window appears.

The Customer Lot Preferences window contains three tables. You can define lot age preferences in the top table, lot specification preferences in the middle table, and lot freshness preferences in the bottom table. Each line that you create in this window is for a specific inventory item.

4. In the Item No. field in the appropriate table, select the item for which you want to set up customer lot preferences.
5. Fill in the remaining fields.