Manually selecting inventory batches for your orders

You can change which batches are assigned to an order, or assign batches yourself, from the order page in Freshly. Manual assignment is part of the paid Freshly plan.

Open an order in Freshly

In Freshly, go to Orders and click the order number. The With unassigned batches tab lists orders that still need batches.

Orders with unassigned batches in Freshly> Orders

The order page lists each product with a badge showing how many units have batches. If automatic assignment is on (the default), you'll already see the assigned batches under each product.

Order with auto assigned batch option

Unassign a batch

  1. Click Unassign next to the batch.
  2. Confirm.

The batch is removed from that line item, and its quantity is returned to the batch. You can't reassign an expired batch after unassigning it.

Assign a batch

  1. Click Add batch next to the product. This link appears only when the item still has units without a batch.
  2. In Assign quantity from, choose a batch. Batches are listed earliest expiry first, and only active, in-stock batches appear.
  3. Enter the Quantity. The number below the field shows how much is left in that batch. You can't enter more than the batch has or more than the units still unassigned.
  4. Click Save.
Assigning a batch under Freshly> Products

To split an item across batches, repeat these steps with another batch until the badge is complete.

Start over with automatic assignment

Click Auto-assign batches at the top of the order and confirm. Freshly reassigns batches using FEFO or FIFO and replaces your manual picks. See Fulfilling orders using FEFO and FIFO.

If you have questions about batch assignments, contact us at hello@getfreshly.io.

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