You can create a lot from the Locations tab by viewing the lots for a location and adding a new one. However, for workflow purposes, it is recommended to create lots from the Matter view.
This guide demonstrates the recommended Matter-based method.
Step 1: Navigate to the Matter View
From the home screen, go to the Matters tab, open the relevant matter, and click + Lot to begin creating a new lot.
Step 2: Enter Lot Information
Fill in the required fields for the lot.
Note: Fields marked with a red asterisk (*) are mandatory.
Step 3: Save the Lot
Once all details have been entered, click Save to finalise and create the lot.