Auto-assign Lots and Pick Lists

Auto-assign lots picks the lots for an order’s block and spawn lines for you. It uses packed lots first, then the oldest lots, and it can be limited to one site. You see the plan first and can change it. Nothing is added to an order until you click Assign these.

The pick list is one sheet for one order or a stack of orders. It says where to pick each lot, grouped by building and sorted by location.

Who can do what

Auto-assign works on farms that add lots to orders by quantity. A farm set to scan blocks only doesn’t get the button.

How auto-assign picks lots

For each line that still needs units, Sporeline takes open lots of the line’s product in this order:

1. Lots with units in your PACKED location (or a place inside it, such as a reefer).
2. Then the oldest lots, by the lot’s NOC date. Lots with no NOC date come last.
3. Then by lot code.

It never takes more than a line still needs. It skips:

• lots flagged for contamination;
• lots in a hold stage, such as Awaiting Release;
• units in transit between sites;
• units already held for other orders;
• lots already on this order. Change those in the Allocated list.

Each skipped lot is listed under the plan with the reason.

Auto-assign one order

1. Open the order and go to its Fulfill tab.
2. Optionally pick a Line to fill only that line.
3. Click Auto-assign lots.
4. Check the plan. Each row shows the line, the lot, where its units are, and the units.
5. Change the plan if you need to:
   • untick a row to leave it out;
   • lower the units in a row. Units can’t go above what was planned.
   • to use another lot, untick its row and add the lot by hand under the plan.
6. Optionally change Ship from to plan from one building, or from All locations. The plan is made again for that site.
7. Click Assign these.

Only the rows you kept are added, at the units you set. If a lot changed since the plan (units moved, sold, shipped to another site, or taken by another order), that row is not added and you are told why. The other rows are still added.

Auto-assign many orders at once

1. Open Orders.
2. In To pack, tick the orders, or tick the section box for all of them.
3. Click Auto-assign lots….
4. Optionally choose Ship from, then click Plan N orders.
5. Each order’s plan is shown. Orders shipping first are planned first (by requested ship date, then order date), so when stock is short the earliest orders are filled. Two orders are never planned the same units.
6. Untick rows or lower units on any order.
7. Click Assign these.

Each order then says Block and spawn lines filled, or Short with how many units are missing on which product, and lists what was added and anything that couldn’t be. Auto-assign only fills block and spawn lines. If the order has other lines, such as harvests or cultures, it says how many, so you can fill them on the order.

You can auto-assign up to 25 orders at once. If an order can’t be saved, for example the connection drops, it says so and Retry sends it again. Units that were already added aren’t added twice.

When there isn’t enough stock

Auto-assign fills what it can and leaves the rest of the line short. The plan says Line … still short N under the table. After you assign, the order shows Short N on the product, and its Fulfill tab shows the line as, for example, 6 / 10.

The order stays in To pack. What happens when you click Mark packed on a short order depends on your farm’s When Mark packed finds a short line setting under Configuration > Fulfillment.

Ship from: the site auto-assign uses

Under Configuration > Fulfillment, Ship from sets the farm’s default site. With a site set, auto-assign only uses units placed in that site or a location inside it, and names the location each lot’s units come from.

On a plan, Ship from changes the site for that run only:

• Fulfillment setting uses the farm’s default.
• All locations uses the whole farm.
• A building uses only that building.

Changing it on a plan doesn’t change the farm’s setting.

Print a pick list

• For several orders: in To pack or To ship, tick the orders and click Print pick list.
• For one order: open the order and click Pick list, next to the packing list button.

The sheet has a section per building, with the Ship from site first. Each row is a location, a lot, the units and the order.

• A lot whose units were added with a Ship from location prints at that location.
• A lot added without a location prints not pinned. Its units are split over the places the lot has units, in the order a ship takes them: packed units first, then units with no location, then the place with the most units free. The units always add up to what the order holds.
• Units in transit are never printed.
• Units that have moved since they were added print under No location, so nothing on the order is left off the sheet.

“Not pinned” units can still be picked from another place that holds the lot.

To add part of a lot to an order by hand, see Lots on Orders. To move lots between sites, see Site Transfers.